Kayla Lavi | CPA Candidate
Santa Cruz,CA
Summary
CPA Candidate with practical experience in tax preparation, financial documentation, and operational support. I’ve assisted in preparing federal and state tax returns, managed detailed financial records, and strengthened workflow accuracy through contract and payment processing responsibilities. I bring strong attention to detail, clear communication skills, and a genuine enthusiasm for accounting. Currently preparing for the FAR exam and eager to contribute value while continuing my professional development in tax and accounting roles.
Overview
4
4
years of professional experience
Work History
Private Event Manager
Seymour Marine Discovery Center
Santa Cruz, CA
10.2024 - 10.2025
- Managed contract preparation, event documentation, and payment processing with high accuracy and attention to detail.
- Coordinated function sheets, schedules, and vendor communications to ensure seamless event execution.
- Maintained detailed financial and operational records, strengthening workflow efficiency and organizational structure.
- Processed incoming payments and tracked expenses, reinforcing skills in financial documentation and administrative accuracy.
Tax Preparer
Volunteer Income Tax Assistance (VITA) Program
Santa Cruz, CA
12.2023 - 06.2025
- Assisted clients in preparing and filing federal and state tax returns, ensuring accuracy, completeness, and compliance.
- Applied IRS regulations to real tax scenarios, strengthening analytical skills and understanding of tax law.
- Clearly explained tax concepts to clients and safeguarded confidential financial information.
- Managed multiple appointments and deadlines, improving time management and client service efficiency.
Smoothie Barista
Robeks Fresh Juices & Smoothies
Sherman Oaks, CA
03.2022 - 05.2023
- Delivered high-quality customer service by taking detailed orders, answering questions, and providing personalized recommendations.
- Accurately handled cash and daily drawer balancing.
- Monitored inventory and restocked essential items to maintain smooth and efficient store operations.
- Maintained a clean and safe working environment in compliance with food service standards.
Education
Bachelor of Arts - Business Management Economics, Accounting Focus
University of California, Santa Cruz
Santa Cruz, California, CA06-2025
Skills
- Tax preparation
- Project management
- Attention to Detail
- Financial Recordkeeping
- Contract Documentation
Internship
Real Estate Open House Intern at Keller Williams
- Assisted real estate agent during open houses by greeting visitors, providing property information, and conducting informal tours.
- Managed guest sign-ins and maintained organized records of prospective buyers.
- Strengthened communication and client interaction skills through regular engagement with diverse visitors.
Timeline
Private Event Manager
Seymour Marine Discovery Center
10.2024 - 10.2025
Tax Preparer
Volunteer Income Tax Assistance (VITA) Program
12.2023 - 06.2025
Smoothie Barista
Robeks Fresh Juices & Smoothies
03.2022 - 05.2023
Bachelor of Arts - Business Management Economics, Accounting Focus
University of California, Santa Cruz