Lawrence Cipolla
Philadelphia,PA
Summary
Recent Drexel BSBA Finance Graduate with hands-on experience in tax analysis, compliance, and financial reporting from co-op positions at Cozen O'Connor, Glenmede, and a private CPA firm. Skilled in tax strategy, planning, and financial analysis.
Overview
3
3
years of professional experience
Work History
Corporate Tax Co-op
Cozen O'Connor
04.2023 - 09.2023
- Aided in development of monthly, quarterly, and annual financial statements
- Worked with finance operations group to analyze tax data
- Performed monthly bank reconciliations
- Assisted in the preparation of foreign tax returns
Tax Assistant Co-op
Glenmede Trust Company
03.2022 - 10.2022
- Received, organized, and documented client tax materials
- Assisted in preparation of personal and trust tax returns
- Compiled and analyzed client tax data
- Processed and scanned all physical documents for the department
Marketing & Sales Assistant
The Neve Group, LTD., CPA's & Consultants
03.2021 - 09.2021
- Developed, posted, and maintained blog posts for th company website
- Maintained various social media pages up to date
- Contributed to the creation of new client proposals in Thomson Reuters Tax Software
- Participated in new client onboarding procedures
- Contacted clients to request and follow up on tax materials.
Education
Bachelor of Science in Business Administration - Finance
Drexel University
Philadelphia06.2024
Skills
- Microsoft Office
- Google Workspace
- Thomson Reuters Professional Tax Software
- CCH Prosystem fx Tax Software
- Salesforce Customer Relationship Management
- IManage Document & Email Management System
Interests
- Financial Market Analysis
- Investment Strategies
- Tax Policy and Planning
- Portfolio Management
Organizations
Theta Chi Fraternity
Chapter Secretary - Managed all official communications, maintained accurate meeting records, and organized chapter documentation.
Timeline
Corporate Tax Co-op
Cozen O'Connor
04.2023 - 09.2023
Tax Assistant Co-op
Glenmede Trust Company
03.2022 - 10.2022
Marketing & Sales Assistant
The Neve Group, LTD., CPA's & Consultants
03.2021 - 09.2021
Bachelor of Science in Business Administration - Finance
Drexel University
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