Staff accountant with three years of experience; skilled in account reconciliation, preparation of financial statements, preparation of federal and state tax returns, data analysis, bookkeeping, and more. Pursuing CPA Licensure
Overview
4
4
years of professional experience
Work History
Staff Accountant
T.A. Ohlms, LLC
10.2022 - Current
Prepare account and bank reconciliations as well as perform bookkeeping for businesses
Prepare sales and use tax returns.
Prepare tax returns for businesses (partnerships, C corporations, S corporations, Not-for-Profit), and individuals.
Prepare and process journal entries to record in general ledger and maintain consistent documentation.
Maintain fixed asset records and depreciation schedules to establish accurate calculations.
Assist in the preparation of quarterly and year-end financial statements.
Tax Accountant
RubinBrown LLP
01.2022 - 10.2022
Prepared tax returns for businesses (partnerships, C corporations, S corporations, Not-for-Profit), and individuals
Identified and communicated tax planning ideas for clients, including tax research, computations, and related documents
Identified and communicated accounting matters to other engagement team members
Worked closely with and communicate with partners, managers, and other team members.
Tax Intern
Express Scripts
05.2021 - 12.2021
Assisted in providing state and local tax compliance services and federal compliance services to assigned business segments and related subsidiaries
Participated in the preparation of federal, state, and local tax return filings
Completed special projects, including work on routine audit requests and research of moderately complex tax problems/issues
Worked closely with team members and legal entity contacts.
Tax Intern
UHY LLP
01.2021 - 04.2021
Analyzed and organized documents received from clients
Collaborated with partners, senior accountants, and colleagues to ensure efficient and accurate tax preparation
Prepared and filed extensions
Assisted with projects and administrative tasks as needed.
Accounting Intern
CSI Leasing, Inc.
01.2020 - 12.2020
Processed leases, sales, and other accounting transactions
Reconciled and analyze various general ledger accounts
Prepared journal entries
Completed projects and administrative tasks as needed.