Morgan Bazerman
Jupiter,FL
Summary
Dynamic individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
3
3
years of professional experience
Work History
Experienced Tax Associate
Spicer Jeffries, LLP
07.2023 - Current
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations, entities, and individuals.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Cultivated an environment of collaboration and mentorship among junior associates by sharing expertise and providing constructive feedback on their work.
Audit Associate
Spicer Jeffries, LLP
07.2022 - 07.2023
- Prepared working papers, reports and supporting documentation for audit findings.
- Prepared comprehensive audit reports, detailing findings and presenting recommendations for improvement.
- Identified various risks and errors to propose corrective action to decision makers.
Audit Associate
BDO
01.2022 - 06.2023
- Prepared working papers, reports and supporting documentation for audit findings.
- Prepared comprehensive audit reports, detailing findings and presenting recommendations for improvement.
- Evaluated financial statements, identifying discrepancies and providing recommendations for corrective action.
Education
Bachelor of Science - Accounting
Brooklyn College
Brooklyn, NY12-2021
BBA - Consumer And Organizational Psychology
Brooklyn College
Brooklyn, NY12-2017
Bachelor of Arts - Psychology
Brooklyn College
Brooklyn, NY12-2017
Skills
- Partnership, corporate and individual taxation
- Tax planning
- Organization skills
- Client communication
- Teamwork and collaboration
- Staff development
Timeline
Experienced Tax Associate
Spicer Jeffries, LLP
07.2023 - Current
Audit Associate
Spicer Jeffries, LLP
07.2022 - 07.2023
Audit Associate
BDO
01.2022 - 06.2023
Bachelor of Science - Accounting
Brooklyn College
BBA - Consumer And Organizational Psychology
Brooklyn College
Bachelor of Arts - Psychology
Brooklyn College
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