LUCCA ALMEIDA
Mishawaka,IN
Summary
Analytical, energetic, and detail-oriented professional with hands-on experience in the business and finance field, including roles as a Tax Assistant and Training Manager in a leadership internship. Multilingual, offering excellent communication skills, adept in handling challenging work, technical proficiency, and strong leadership and management skills.
Overview
2
2
years of professional experience
Work History
Seasonal Tax Assistant
1st Source Bank
South Bend, IN
01.2024 - Current
- Proficiently review and prepared a variety of tax documents, specializing in the completion of 1099 and 1040 forms
- Specialize in handling trust tax matters, contributing to the preparation of tax returns for clients
- Proactively ensure regulatory compliance through analysis of financial data, delivering seamless tax filings for clients
- Efficiently record and managed trust tax data in the OneSource system, additionally using Excel to ensure comprehensive and accurate documentation for clients
Store Leadership Intern
Kohl's
Mishawaka, IN
06.2023 - 08.2023
- Analyzed departmental data to identify opportunities for improvement and implemented strategic enhancements based on data insights
- Successfully managed Hospitality Host shifts, implementing strategies that significantly improved hospitality scores by 27%, fostering positive customer interactions, and providing guidance to cashiers to actively promote store credit and rewards programs
- Conducted cash audits for each register, ensuring accuracy and completeness in financial transactions
- Received a job offer for the position of Assistant Store Manager, highlighting the success of the internship period
Restaurant Worker
Sufficient Grounds Cafe
Mishawaka, IN
01.2022 - 04.2023
- Took orders and payments while greeting customers
- Prepared, organized, and stocked inventory
Education
Bachelor of Arts - Double Major: Economics/Finance, Business M.
Bethel University
Mishawaka, IN05-2024
Skills
- Multilingual
- Resource Management
- Microsoft Office
- Effective team builder
- People skills
- Data Analysis
Volunteer Experience
Buddy UP Program | 2021 - Present -Tennis Instructor
- Teach tennis to children with Down syndrome, using the sport to promote good habits and social inclusion
Languages
English
Native/ Bilingual
Portuguese
Native/ Bilingual
Spanish
Full Professional
Accomplishments
· 2020, 2021, 2022 - Dean's List
· 2022 & 2023 Daktronics-NAIA Men's Tennis Scholar-Athletes Award
· Crossroads League Academic All-Conference 2021-22 & 2022-23 Award
· Most Improved Player – Bethel Tennis Award 2022-23
Timeline
Seasonal Tax Assistant
1st Source Bank
01.2024 - Current
Store Leadership Intern
Kohl's
06.2023 - 08.2023
Restaurant Worker
Sufficient Grounds Cafe
01.2022 - 04.2023
Bachelor of Arts - Double Major: Economics/Finance, Business M.
Bethel University