Bailey Coakley, CPA
Brookfield
Summary
Analytical professional with expertise in preparing tax returns, extensions, and tax planning calculations. Talented at consulting clients, researching tax issues and accurately preparing tax return documents. Highly adept in responding to IRS and state agency audits and tax notices.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Private client services tax associate
Bdo Usa
Miami
01.2025 - 03.2026
- Prepared 1040 and 709 tax returns for ensuring compliance with regulations.
- Assisted clients in understanding tax liabilities and filing requirements.
- Conducted research on tax laws and updates to maintain knowledge base.
- Assisted clients in understanding required documentation and processes.
- Coordinated with team members to ensure timely preparation of materials.
- Maintained confidentiality of sensitive client information throughout the process.
- Managed a client list and made sure to have tax filings completed by the deadlines.
Tax Accounting Intern
Bdo Usa
Miami
01.2024 - 04.2024
- Assisted in preparing tax returns and supporting documentation for clients.
- Collaborated with team members to streamline tax preparation processes.
- Utilized accounting software to input data and maintain accurate records.
- Communicated with clients to gather required information for tax filings.
- Attended training sessions to enhance knowledge of tax accounting practices and tools.
- Assisted with the preparation of quarterly estimated payments to state and federal agencies.
- Performed data entry tasks related to customer accounts and invoices.
Tax accountant intern
Bdo Usa
Los Angeles
06.2022 - 08.2022
- Prepared individual and corporate tax returns for various clients
- Maintained organized records of client information and correspondence.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Education
BBA - Accounting
University of Wisconsin
Madison, WI 09.2019 - 05.2023
Skills
- Tax return preparation
- Regulatory compliance
- Accounting software usage
- Client documentation management
- Excel proficiency
Certification
- CPA - Wisconsin issued in 2025
Timeline
Private client services tax associate
Bdo Usa
01.2025 - 03.2026
Tax Accounting Intern
Bdo Usa
01.2024 - 04.2024
Tax accountant intern
Bdo Usa
06.2022 - 08.2022
BBA - Accounting
University of Wisconsin
09.2019 - 05.2023