Lydia Lawton
Colorado Springs,CO
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Forvis Mazars LLP
Colorado Springs, CO
06.2021 - Current
- Prepared and reviewed federal and state income tax returns for individuals, corporations, partnerships, trusts, and other entities.
- Analyzed complex financial information to identify potential tax issues and develop appropriate solutions.
- Conducted research on various tax matters to ensure compliance with relevant laws and regulations.
- Provided technical support in the preparation of quarterly estimated taxes and extensions.
- Drafted letters responding to notices from governmental agencies such as the IRS or state revenue departments.
- Supervised, trained and mentored associates and interns on tax projects and assessed staff for performance reviews.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
Tax Intern
BKD, LLP
Colorado Springs, CO
02.2021 - 05.2021
- Preparation of federal and state partnership, corporate, and individual tax returns.
Tax Intern
BKD, LLP
Colorado Springs, CO
02.2020 - 05.2020
- Preparation of federal and state partnership, corporate, and individual tax returns.
Tutor
University of Colorado at Colorado Springs
Colorado Springs, CO
01.2018 - 03.2020
- Conducted individual tutoring sessions with students to help them improve their academic performance.
- Demonstrated various teaching techniques to engage students in the learning process.
Bookkeeper
Willers Group
Colorado Springs, CO
07.2017 - 02.2020
- Entry of monthly financial transactions including AP and AR.
- Completed month end reconciliations.
Audit Intern
Erickson, Brown, and Kloster, PC
Colorado Springs, CO
02.2019 - 08.2019
- Assisted in the preparation of financial statements and reports for clients.
- Reviewed client documents to ensure accuracy and compliance with applicable laws and regulations.
- Prepared audit work papers, including trial balances, reconciliations, and other analysis.
Education
Master of Science - Accounting
University of Colorado At Colorado Springs
Colorado Springs, CO12-2020
Bachelor of Science - Accounting And Finance
University of Colorado At Colorado Springs
Colorado Springs, CO05-2019
Associate of Arts - Business
Pikes Peak Community College
Colorado Springs, CO08-2017
Skills
- Motivated team player and mentor to staff
- Strong attention to detail
- Organizational abilities
- Technical knowledge in Subchapter K and large corporate taxation
Certification
- Certified Public Accountant in the state of Colorado
Software
- GoSystems Tax RX
- CaseWare Working Papers
- Prosystem Engagement
- Thomson Reuters Fixed Assets CS
- Thomson Reuters Checkpoint
References
References available upon request.
Timeline
Senior Tax Associate
Forvis Mazars LLP
06.2021 - Current
Tax Intern
BKD, LLP
02.2021 - 05.2021
Tax Intern
BKD, LLP
02.2020 - 05.2020
Audit Intern
Erickson, Brown, and Kloster, PC
02.2019 - 08.2019
Tutor
University of Colorado at Colorado Springs
01.2018 - 03.2020
Bookkeeper
Willers Group
07.2017 - 02.2020
Master of Science - Accounting
University of Colorado At Colorado Springs
Bachelor of Science - Accounting And Finance
University of Colorado At Colorado Springs
Associate of Arts - Business
Pikes Peak Community College
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