Practiced preparing Schedule B and Schedule D forms to build proficiency in tax compliance.
Gained hands-on experience and proficiency using Engagement for accounting work.
Worked on audit roll-forward tasks to build knowledge of documentation and client engagement continuity.
Tax Intern
SB CPA INC
04.2024 - 05.2025
Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
Used Quickbooks to input and track client information.
Evaluated client records for accuracy, ensuring that all relevant deductions were claimed appropriately on their returns.
Organized client tax documents to facilitate quick preparation of tax returns.
Prepared work papers, reconciliations, and schedules for efficient review by supervisors or managers.
Treasurer
Delta Gamma
10.2023 - 10.2024
Reconciled monthly statements, invoices, and expense accounts, providing executive board with accurate and timely information for decision-making purposes.
Worked with executives to create annual budget and track actual expenses against projected expenses.
Investigated delinquent accounts to obtain funds and reduce aging balances.