Detail-oriented Tax Associate with expertise in preparing and analyzing tax returns. Demonstrates strong documentation abilities and a commitment to customer service, ensuring compliance and maximizing tax benefits for clients.
Overview
8
8
years of professional experience
Work History
Tax Associate
Topel Forman LLC
Denver
01.2023 - Current
Prepared and filed federal and state tax returns for individual, entity, and foundation returns.
Conducted thorough tax research to ensure compliance with regulations.
Analyzed tax documents for accuracy and completeness before submission.
Attended continuing education courses related to taxation topics.
Tax Associate
RML & Associates
Laramie
06.2023 - Current
Prepared tax return documents for clients.
Conducted research and compiled backup documentation.
Assessed various angles of tax situations to maximize tax benefit.
Analyzed information and assessed liabilities and deductions according to relevant tax code.
Tax Intern
RML & Associates
Laramie
01.2023 - 04.2023
Prepared business tax returns
Prepared personal tax returns
Completed the necessary journal entries for business returns
Formatted workpapers for easy reference
Private Assurance Intern
CLA
Greenwood Village
06.2022 - 10.2023
Conducted tests to assess data for completeness and accuracy.
Assessed key testing areas to determine required support.
Perform testing on employment benefit plans
Sales Analyst Apprentice
CareerWise Colorado
Glendale
07.2017 - 04.2020
Collected data in Salesforce and Burning Glass to find problems and solutions for the program.
Helped with lead generation by making prospect lists for future business partners that might fit the Careerwise Colorado apprenticeship program.
Created analytical reports to determine next steps for the Sales process. Lead trainings for employees on Burning Glass, Salesforce, and GeoPointe.
Education
Master of Science - Accountancy
University of Wyoming
Laramie, WY
12-2023
Bachelor of Science - Accounting
University of Wyoming
06-2022
Associate of Science - Business
Community College of Aurora
08.2020
Skills
Problem Anticipation and Resolution
Adaptable to Changing Conditions
Creative and Innovative
Willing to Learn
Accounting Process Understanding
Documentation Abilities
Volunteer Experience
Volunteered for over 10 years and 3000+ hours for animal welfare organizations
Former Treasurer of Mountain Shadows Equine Revival