Brianna Nelson, CPA
Zwingle,IA
Summary
Driven professional with extensive experience in tax preparation and financial analysis, notably at Eide Bailly, LLP. Excelled in roles requiring proficiency in Microsoft Excel and Fixed Assets CS, enhancing client satisfaction and operational efficiency. Demonstrated leadership by training interns, showcasing a blend of expert financial reporting and effective mentoring skills.
Overview
6
6
years of professional experience
Work History
Senior Associate
Eide Bailly, LLP
08.2021 - Current
- Reviews and analyzes client data and accurately prepares medium and complex income tax returns for businesses and individuals
- Maintains depreciation records for clients using Fixed Assets CS software
- Prepares workpapers and financial statements for various types of client engagements
- Maintains positive client relationships to encourage repeat business
- Employs expertise in governmental auditing and accounting to accurately assess records
Tax Intern
Honkamp, P.C.
01.2019 - 05.2021
- Prepared basic and medium partnership and corporate tax returns
- Used Axcess Tax software to input and track tax information
- Trained and answered tax preparation questions for new interns
Utility Billing Intern
City of Dubuque
06.2019 - 12.2019
- Interacted with customers to resolve billing disputes and respond to inquiries
- Executed billing tasks and recorded information in the City's database
- Cleaned and analyzed billing data for City management
Education
Bachelor of Arts - Accounting
Loras College
Dubuque, IA05.2021
Skills
- Proficient in Microsoft Excel
- Financial statement analysis
- Fixed asset reporting
- Preparing reports
- Training and mentoring
- Data entry
Timeline
Senior Associate
Eide Bailly, LLP
08.2021 - Current
Utility Billing Intern
City of Dubuque
06.2019 - 12.2019
Tax Intern
Honkamp, P.C.
01.2019 - 05.2021
Bachelor of Arts - Accounting
Loras College
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