GARRETT IVAN, CPA

• Prepared tax returns/workpapers for partnership and corporate tax returns for 8+ active clients. Including one of the top 10 largest private equity firms
• Mentored and coached multiple staff on specialized tax topics
• Reviewed staff-prepared workpapers and tax returns
• Created more efficient Excel workpapers though Python and Visual Basic (VBA)
• Coordinated communication within a client team of more than 60 people managing tax notices
• Led 12+ interns, managed meetings and training sessions

• Created Python scripts to analyze 2,000+ webpages to provide data-driven insights in teaching students
• Upgraded company-wide tracking system for sales and coaching team, improving automation and reduced errors
• Created financial projections to guide financial decisions
• Managed client books and prepared monthly statements

Prepared tax returns for partnerships

• Oversaw $1M budget
• Interviewed and worked with finance team to prioritize spending effectively

• Created more than ten promotional videos with marketing experts, assisting in scouting, filming, and editing