Jared Connolly
Danville,CA
Summary
Dynamic accounting professional with experience at PwC, excelling in tax return preparation and legal tax research. Proven ability to deliver quality results and enhance client engagement through strong teamwork and attention to detail. Proficient in Microsoft Excel and CCH Axcess, driving efficiency in complex projects.
Overview
5
5
years of professional experience
Work History
Experienced Associate
PwC
01.2022 - Current
- Worked as an Associate for PwC for One year, then was promoted to Experienced Associate due to returning quality results for the client and team.
- Prepared numerous Workpapers and Tax Returns for partnerships and corporations for Assisted Wealth Management Work.
- Assisted higher level staff with anything required to smooth engagement process and assist with client’s needs.
- Took on Senior level review work as necessary.
Intern
BPM LLP
01.2021 - 05.2021
- Company Overview: one of the 50 largest public accounting and advisory firms in the country
- Winter Internship-Research, analysis and resolving tax issues for clients.
- Prepared Tax Returns for partnerships and corporations for various industries and examining trends within the accounting industries using CCH Axcess software.
- Prepared R&D Credit workpapers including Credit Calculations and Qualified Analysis Memorandums.
- One of the 50 largest public accounting and advisory firms in the country
Intern
EisnerAmper
05.2020 - 07.2020
- Summer Internship-Gaining experience through learning, professional development and networking sessions to foster analytical, critical thinking, problem solving and networking presentation skills.
- Participated in interactive virtual sessions with prominent firm leaders, to acquire knowledge of various industries and trending innovative topics within the accounting industries.
- Completion of internship project, a video presentation on solutions to issues presented in the post Covid-19 era and trends in the accounting and financial consulting industries.
Education
Bachelor of Science - Business Administration, Double Concentration in Accounting and Financial Management
California Polytechnic State University
San Luis Obispo, CA12.2020
Skills
- Microsoft Excel-Comprehensive
- Word
- PowerPoint
- Java Script
- Data Analysis (Tableau)
- Legal tax research and analysis
- CCH Axcess
- Web and game design
- Accounting Workpaper and Tax Return Preparation
- Usage of AI for Business
- Leadership
- Teamwork
- Attention to Detail
- Public Speaking
- Vlookup
- Pivot tables
- GAAP
- Tax Accounting
- Data Entry
References
References available upon request.
Timeline
Experienced Associate
PwC
01.2022 - Current
Intern
BPM LLP
01.2021 - 05.2021
Intern
EisnerAmper
05.2020 - 07.2020
Bachelor of Science - Business Administration, Double Concentration in Accounting and Financial Management
California Polytechnic State University
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