Summary
Overview
Work History
Education
Skills
Certification
Activities and Honors
Timeline
Generic

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, NE
05-2021

Skills

    Proficient in:

  • Microsoft Excel
  • QuickBooks
  • Alteryx
  • 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
Andrew Poulas