Summary
Overview
Work History
Education
Skills
Languages
Extracurricular Activities
Timeline
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Jetzaly Espitia

Greensboro,NC

Summary

Aspiring CPA with a B.S. in Accounting and Business Management, 150 credit hours completed. Experienced tax intern and bilingual professional with a strong foundation in tax return preparation, client service, and financial software. Passionate about delivering accurate, ethical, and personalized financial solutions to a diverse clientele.

Overview

4
4
years of professional experience

Work History

Tax Intern

Breslow Starling
Greensboro, NC
01.2025 - 05.2025
  • Accurately prepared 60+ individual tax returns for clients with diverse financial situations, ensuring compliance with IRS regulations.
  • Organize, scan, and manage client tax documentation to ensure accurate record-keeping.
  • Collaborated with partners and managers to resolve discrepancies and improve accuracy.
  • Communicated with clients, including Spanish-speaking individuals, to request missing documentation and explain tax obligations.
  • Attended meetings with clients to discuss their tax situations.

Teller

Wells Fargo
High Point, NC
01.2024 - 02.2025
  • Process standard teller transactions for customers, such as accepting loan payments, credit card payments, cashing checks, depositing checks, handling night deposits, and balancing cash drawers.
  • Complete customer transactions with attention to detail and accuracy.
  • Provide great customer service by always greeting and remembering the names of regular clients.
  • Actively anticipate customer needs and follow a next best conversation guideline to potentially refer customers to bankers.

Shift Leader

Cava
Greensboro, NC
08.2021 - 01.2024
  • Assisted with a variety of financial tasks, including cash handling and deposit preparation.
  • Provided on-the-job training, and delegated daily tasks and responsibilities to new employees.
  • Completed logs and reports to keep track of detailed information, such as production, spoilage, and departmental maintenance requirements.
  • Oversaw inventory count and supply during shift hours.

Education

Bachelor of Science - Accounting And Business Management

University of North Carolina At Greensboro
Greensboro, NC
08.2025

Skills

  • Return preparation
  • Tax software proficiency
  • Excel proficiency
  • Detailed documentation
  • Client service
  • QuickBooks experience

Languages

Spanish
Native/ Bilingual

Extracurricular Activities

Beta Alpha Psi Member

  • Attend weekly professional meetings
  • Tutor students once a week taking accounting 201 and 202 courses
  • Engage in community service with the Bessemer Ave Pantry Box organization

Office of Leadership and Civic Engagement at UNCG

  • Attend 5 workshops that focused on commitment to values, personal and social identity, vision and goal setting, and perspective
  • Engage in community service at Guilford Education Alliance Teacher Supply Warehouse organization

Timeline

Tax Intern

Breslow Starling
01.2025 - 05.2025

Teller

Wells Fargo
01.2024 - 02.2025

Shift Leader

Cava
08.2021 - 01.2024

Bachelor of Science - Accounting And Business Management

University of North Carolina At Greensboro

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