Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
Built business relationships with over 100 individual clients and over 75 business entities
Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for various types of business entities and individuals.
Assisted clients with IRS and FTB-related procedures.
Created data analysis reports to provide both client and internal operations information to management
Specialist
Apple
07.2021 - 01.2022
Provided technical assistance to hundreds of customers daily
Communicated with customers to develop meaningful solutions to their hardware and software needs
Consistently learned about new products and initiatives to apply in customer interactions
Communicated with local business owners to set up meetings with business team
Education
Bachelor of Arts - Political Science And Government
University of California - Davis
Davis, CA
06.2021
Skills
Researching, following and keeping up to date with governmental procedures at federal, state and local levels
Compiling and analyzing data reports for management
Timeline
Tax Accountant
Bobst & Briel CPAs
01.2022 - 05.2024
Specialist
Apple
07.2021 - 01.2022
Bachelor of Arts - Political Science And Government