Connor Heath
Bethany,OK
Summary
A Senior Tax Accountant with 2+ years of federal and state taxation experience with a large global accounting firm. Possesses a genuine passion for partnership, fiduciary and individual tax compliance. Successfully passed each of the four exam sections of the Uniform CPA Examination and is eager to obtain licensure in the coming months.
Overview
5
5
years of professional experience
Work History
Senior Tax Accountant
RSM US LLP
01.2023 - Current
- Prepared and reviewed federal and state income tax returns for individuals, businesses, trusts, and estates.
- Identified solutions to complicated tax issues or errors from incorrect tax filings.
- Advised clients on changing tax laws and regulations.
- Evaluated potential tax planning opportunities for clients with in-depth research and modeling.
- Helped assist clients with bookkeeping matters to produce financial statements on a monthly basis.
Tax Intern
RSM US LLP
06.2022 - 10.2022
- Utilized tax-related software to prepare returns and research tax matters.
- Organized client tax documents to facilitate quick preparation of tax returns.
- Prepared workpapers, reconciliations, and schedules for efficient review by supervisors and managers.
Sales Associate
Sam's Club
06.2020 - 01.2022
- Helped customers complete purchases, locate items, and join reward programs.
- Increased sales floor efficiency by organizing and stocking merchandise.
- Greeted customers and helped with product questions.
Education
Bachelor of Professional Accountancy - Accounting
Oklahoma Baptist University
Shawnee, OK05-2022
Skills
- Strong organizational skills
- Project management
- Federal and state tax technical expertise
- Research and documentation
- Tax software proficiency [CCH Axcess Tax, Gosystem Tax]
- Proficient in Microsoft 365 [Excel, Word, Powerpoint]
Timeline
Senior Tax Accountant
RSM US LLP
01.2023 - Current
Tax Intern
RSM US LLP
06.2022 - 10.2022
Sales Associate
Sam's Club
06.2020 - 01.2022
Bachelor of Professional Accountancy - Accounting
Oklahoma Baptist University
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