Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
References

Charlotte McKelvey

Town Of Oyster Bay
Storrs Mansfield,Connecticut
1
Certification
3
years of professional experience

Motivated Professional with a strong work ethic and adaptability. Developed skills in high-responsibility environments, delivering quick and accurate responses while effectively communicating and assessing situations. Focused on transitioning into a new field, leveraging diligence in fast-paced environments.

Work History

Volunteer Income Tax Assistance

4 Months
University of Connecticut | 01.2026 - 05.2026
  • Prepared and filed federal and state tax returns for diverse clientele.
  • Analyzed financial documents to ensure accuracy and compliance with tax regulations.
  • Collaborated with clients to gather necessary documentation, ensuring timely submissions of returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.

Lifeguard/Swim Instructor

3 Years 3 Months
Town Of Oyster Bay | 06.2023 - Current
  • Conducted emergency rescues to protect swimmers from potential drowning incidents.
  • Identified swimmers needing assistance and intervened promptly to prevent incidents.
  • Identified swimmers in distress and intervened promptly, preventing potential incidents.
  • Utilized training and rescue techniques to assist distressed swimmers, ensuring enhanced safety.
  • Responded swiftly to emergencies, providing first aid and CPR to ensure swimmer safety.
  • Administered EpiPen in emergency situations, demonstrating preparedness for medical interventions.

Gymnastics Coach

1 Year
Mid Island Gymnastics | 07.2023 - 07.2024
  • Delivered targeted feedback on form, technique, strategy, and performance to enhance athlete development during practice sessions and competitions.
  • Implemented drills and fitness circuits to elevate athletes' coordination and skill levels.
  • Encouraged athletes to push their limits during training sessions. to reach their full potential while encouraging them to maintain a positive attitude.
  • Adjusted instruction to fit age group and skill level of participants.
  • Worked with coaches and team members to enhance program effectiveness and promote a unified training environment.

Education

Bachelor of Arts - Economics/Accounting

University of Connecticut | Storrs, CT | 05-2028
  • Participated in VITA (Volunteer Income Tax Assistance), [Spring, 2026]
  • Professional Development: VITA- Tax Preparer
  • 3.825 GPA
  • Cheerleader for University of Connecticut, 2025 to present.

High School Diploma

Sacred Heart Academy | Hempstead, NY | 05-2024
  • National Honor Society Member
  • Catherine Rose Miller Award Recipient
  • September 2020-May 2024 - Honor Roll
  • Biology AP Course
  • Chemistry AP Course
  • Final Grade: 97%
  • Captain of Red and Gold
  • Research: Climate Change

Skills

Tax law knowledge
Tax form accuracy
Document preparation
Attention to detail
Strong client relations
Strong communicator
Effective problem-solver
Organizational skills
Leadership qualities
Emergency response training (CPR/AED)

Accomplishments

  • Awarded the title "Rookie of the Year" for the 2025-2026 season.
  • Represented the University of Connecticut on the 2026 UCA College Nationals stage, competing in the D1A Small Coed division, the group placed 4th in the nation.
  • Represented the University of Connecticut at the 2026 Big East Men's Basketball Tournament.
  • Represented the University of Connecticut at the 2026 NCAA Women's Basketball March Madness.

Certification

  • VITA/TCE Certification, 2025, 2026
  • CPR/AED Certified, Town of Oyster Bay, 2023, 2024, 2025, 2026

Timeline

Volunteer Income Tax Assistance

University of Connecticut
01.2026 - 05.2026Read More

Gymnastics Coach

Mid Island Gymnastics
07.2023 - 07.2024Read More

Lifeguard/Swim Instructor

Town Of Oyster Bay
06.2023 - CurrentRead More

University of Connecticut

Bachelor of Arts from Economics/Accounting
Read More

Sacred Heart Academy

High School Diploma
Read More

References

References available upon request.
Charlotte McKelvey