Andrew Poulas
Elkhorn,NE
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Forvis Mazars, LLP
11.2022 - Current
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities
- Communicated with clients regarding tax situations, providing guidance on financial decisions
- Researched complex tax issues utilizing online resources and professional tax software
- Completed and filed returns with tax departments at local, state, and federal levels
- Prepared journal entries for clients to post to general ledger
- Selected to use complex analytical software to process and organize data for clients
Staff Accountant
Darst, Brune & Associates
07.2021 - 10.2022
- Prepared federal and state income tax returns for individuals and businesses
- Analyzed financial documents to accurately reflect client information on tax returns
- Monitored accounts receivable, accounts payable, and other account balances to track transactions, avoid discrepancies and maintain accuracy
- Assisted with month-end closing and reporting duties
Accounting Intern
Darst, Brune & Associates
05.2020 - 08.2020
- Compiled monthly journal entries into general ledger system
- Prepared tax returns and client communications regarding expected refund or income tax liability
- Reconciled balance sheet figures
Education
Bachelor of Science - Accounting
Nebraska Wesleyan University
Lincoln, NE05-2021
Skills
- Microsoft Excel
- QuickBooks
- Alteryx
Proficient in:
- Python
- GoSystem Tax
- PFX Engagement
- CaseWare
Certification
- Obtained CPA License in August of 2024
Activities and Honors
Nebraska Wesleyan Baseball Team (2017-2021)
- Elected as one of team captains of baseball team
- Selected for Baseball Academic All-Conference
Volunteered as a tax return preparer for individuals with low socioeconomic status
STEM Club Member - Nebraska Wesleyan University
Timeline
Senior Tax Associate
Forvis Mazars, LLP
11.2022 - Current
Staff Accountant
Darst, Brune & Associates
07.2021 - 10.2022
Accounting Intern
Darst, Brune & Associates
05.2020 - 08.2020
Bachelor of Science - Accounting
Nebraska Wesleyan University
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