Grace Swan

Nashville,TN

Summary

Dedicated tax accountant on track for CPA certification, with a strong focus on delivering value through precise tax return preparation and innovative tax planning strategies. Expertly researches tax law updates, ensuring clients navigate compliance effectively. Builds strong client relationships through clear communication and responsive support.

Overview

years of professional experience

Work History

Staff Tax Accountant -

LBMC, PC

Nashville, TN

08.2024 - Current

Prepared federal and state tax returns for individual and corporate clients.
Supported development of tax planning strategies to enhance client tax positions.
Researched tax law changes and assessed implications for client compliance.
Maintained up-to-date knowledge of tax software and accounting tools used by LBMC, PC.
Interacted with clients to collect documentation and address inquiries effectively.

Staff Accountant -

Kaylyn Katz CPA

Covington, LA

01.2024 - 08.2024

Reviewed and analyzed financial statements for accuracy and compliance.
Managed monthly financial close processes and ensured timely reporting.
Prepared journal entries and reconciled account discrepancies regularly.

Accounting Assistant/ Staff Accountant -

Summersgill CPA

Covington, LA

05.2022 - 01.2024

Reconciled bank statements, ensuring accuracy of financial records for timely reporting.
Utilized accounting software to track expenses, generating financial reports to assist in budget planning.
Collaborated with team members to streamline office workflow, enhancing overall operational efficiency.

Education

Bachelor of Science - Accounting

Southeastern Louisiana University

Hammond, LA

05-2024

Skills

Tax return preparation
Tax planning strategies
Tax law research
Financial reporting
Accounting software proficiency

Problem solving
Time management
Collaboration skills
Effective communication

Affiliations

LBMC Tax Culture Committee
Young Professionals of Nashville
Women In Numbers (WIN) of Nashville

Timeline