Alexander Stauffer
Middlebury,IN
Overview
4
4
years of professional experience
Work History
Tax Accounting Intern
Law Offices of Matthew J. Mize
12.2023 - 04.2024
- Prepared and reviewed individual, corporate, and partnership tax returns.
- Identified potential deductions for clients through thorough analysis of financial transactions and expenses.
- Researched complex tax issues to provide clients with accurate and timely solutions.
- Developed strong working relationships with colleagues, which helped to foster positive work environment conducive to collaboration and growth.
Finance Intern
Northwestern Mutual
04.2022 - 08.2022
- Advised clients on financial matters and recommended investments.
- Managed sensitive information responsibly, maintaining strict confidentiality standards.
- Increased understanding of industry regulations by attending training sessions and staying up-to-date on current developments.
- Built and established relationships with clientele to improve future business opportunities.
Finance Intern
Camp Wealth Management
06.2020 - 08.2021
- Conducted market research and analysis to assess different investment opportunities
- Compiled investment plans and presentations for potential clients
- Engaged in quarterly client reviews
- Supported portfolio managers in monitoring and analyzing performance of client portfolios.
Education
BA degree in Accounting and Finance - Accounting And Finance
Indiana Wesleyan University
Marion, IN04.2024
Skills
- Tax Return Filing
- Tax Return Preparation
- Tax Compliance
- Microsoft Excel
- Client Confidentiality
- Accounting Principles
- Critical Thinking
- Decision-Making
Timeline
Tax Accounting Intern
Law Offices of Matthew J. Mize
12.2023 - 04.2024
Finance Intern
Northwestern Mutual
04.2022 - 08.2022
Finance Intern
Camp Wealth Management
06.2020 - 08.2021
BA degree in Accounting and Finance - Accounting And Finance
Indiana Wesleyan University
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