Madeline Nagy
Summary
Personable and analytical with strong foundation in tax regulations and compliance, complemented by exceptional attention to detail and problem-solving skills. Proficient in preparing and reviewing tax returns, and skilled in utilizing tax software and financial analysis tools. Dedicated to ensuring accurate and efficient tax filings, contributing to overall financial well-being of clients.
Overview
3
3
years of professional experience
Work History
State & Local Tax Associate
RSM US LLP
07.2023 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, partnerships, and corporations, maximizing deductions and credits.
Tax Engagement Support Services Intern
RSM US LLP
08.2023 - 10.2023
- Expanded understanding of tax return lifecycle by assisting in the preparation and final assembly of completed returns for client delivery.
- Assembled individual and trust tax returns utilizing print automation tools, and coordinated the collection of client signatures for deliverables through internal software systems.
- Collaborated with engagement teams and colleagues across the country to meet project requirements in alignment with firm standards and protocols.
Tax Engagement Support Services Intern
RSM US LLP
01.2023 - 04.2023
- Expanded understanding of the tax return lifecycle by assisting in the final assembly of completed returns for client delivery.
- Assembled individual and trust tax returns utilizing print automation tools, and coordinated the collection of client signatures for deliverables through internal software systems.
- Collaborated with engagement teams and colleagues across the country to meet project requirements in alignment with firm standards and protocols.
State and Local Tax Intern
RSM US LLP
06.2022 - 08.2022
- Streamlined tax processes by maintaining organized client files and documentation.
- Utilized tax-related software such as CCH Axcess Tax to prepare and process returns and research tax matters.
- Prepared workpapers, reconciliations, and schedules for efficient review by supervisors or managers.
Education
Master of Science - Accounting
University of Dayton
Dayton, OH05-2023
Bachelor of Science - Accounting And Finance
University of Dayton
Dayton, OH05-2022
Skills
- Tax compliance
- Tax research
- Tax software proficiency
- State and local taxation
- Meeting deadlines
- Interpersonal and client communications
Timeline
Tax Engagement Support Services Intern
RSM US LLP
08.2023 - 10.2023
State & Local Tax Associate
RSM US LLP
07.2023 - Current
Tax Engagement Support Services Intern
RSM US LLP
01.2023 - 04.2023
State and Local Tax Intern
RSM US LLP
06.2022 - 08.2022
Master of Science - Accounting
University of Dayton
Bachelor of Science - Accounting And Finance
University of Dayton
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