Summary
Overview
Work History
Education
Skills
Timeline
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Chase Graham

Dallas,TX

Summary

Senior Tax Associate with CPA eligibility, specializing in tax planning and compliance primarily for small business owners. Proficient in leading quarterly tax-planning meetings, producing accurate tax forecasts, and creating comprehensive net worth statements. Demonstrated success in generating deliverables that lead to tax savings and insights for clients.

Overview

4
4
years of professional experience

Work History

Senior Tax Associate

Cohesion Companies
04.2024 - Current
  • Ensured tax compliance and communication for diverse clientele, primarily small business owners and high net worth individuals.
  • Trained and managed associates and interns during summer programs to enhance team capability.
  • Reviewed financial data to make necessary adjustments for tax preparation.

Tax Associate

Cohesion Companies
05.2021 - 04.2024
  • Prepared tax returns for 1040s, 1065s, and S-Corporations.
  • Conducted research on IRS updates for client communication by senior staff.
  • Drafted response letters for state and IRS notices to ensure compliance.

Education

Master of Science - Accounting

East Texas A&M University
Commerce
12-2023

BBA - Accounting

Texas A&M University
College Station, TX
05-2021

Skills

    Tax Compliance Research

    Client Communication and Organization

    Continuous Learning Mindset

    Quickbooks Online, CCH

Timeline

Senior Tax Associate

Cohesion Companies
04.2024 - Current

Tax Associate

Cohesion Companies
05.2021 - 04.2024

Master of Science - Accounting

East Texas A&M University

BBA - Accounting

Texas A&M University

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