MY DO-TRENT
Cary,NC
Summary
Tax professional with 5+ years of experience in public accounting and tax services, specializing in individual, fiduciary, partnership, S corporation, and C corporation taxation. Experienced in complex federal and multi-state tax returns, tax projections, tax research, depreciation, basis tracking, estimated tax payments, and tax planning. Strong client-service and communication skills with experience resolving complex tax matters and collaborating with partners and engagement teams. Proficient in CCH Axcess, UltraTax, Drake, QuickBooks, and Microsoft Excel. Currently pursuing CPA licensure.
Overview
6
6
years of professional experience
Work History
TAX ASSOCIATE
DSB ROCK ISLAND
Mendota Heights, MN
05.2024 - 06.2026
- Prepared complex federal and multi-state tax returns for individuals, trusts, partnerships, S corporations, C corporations, and closely held businesses.
- Analyzed client financial information to identify tax-saving opportunities that supported effective tax planning.
- Assisted with tax projections, estimated tax payments, depreciation, basis tracking, and multi-entity taxation.
- Performed federal and state tax research and communicated clear, actionable findings to engagement teams.
- Communicated directly with clients to gather documentation, resolve open items, and clarify tax matters, ensuring accurate and timely tax filings.
- Participated in client meetings and internal discussions regarding tax strategies and client-specific tax matters.
- Coordinated engagement workflows, monitored deadlines, and proactively communicated document needs to ensure timely filing.
- Collaborated with partners and team members to resolve complex tax issues, enhancing overall tax preparation processes.
- Reviewed financial records, trial balances, and supporting documentation for completeness and accuracy.
STAFF ACCOUNTANT
BHB ADVISORS, LLC
Mendota Heights, MN
08.2023 - 11.2023
- Prepared and analyzed financial information to ensure compliance with federal and multi-state tax regulations for individuals and closely held businesses.
- Reconciled financial statements and trial balances, ensuring accuracy for tax reporting.
- Assisted with tax planning and conducted year-end reviews, enhancing financial strategies for business and individual clients.
- Researched and resolved accounting and tax-related issues in collaboration with engagement teams.
TAX ACCOUNTANT
TDHCD CPAs & Advisors
Minneapolis, MN
07.2021 - 08.2023
- Prepared individual, partnership, and corporate tax returns across multiple industries while maintaining accurate and timely compliance.
- Collaborated with partners on tax projections, planning, and research for federal and state tax matters, enhancing strategic decision-making.
- Prepared and reviewed quarterly tax projections to support tax planning and estimated tax payment requirements.
- Coordinated tax document requests and streamlined information gathering to ensure timely preparation of tax returns.
- Assisted in the preparation of 1099 forms and other year-end benefits calculations.
- Addressed client questions and inquiries, delivering responsive service and facilitating successful resolution of client needs.
Tax Professional
H&R BLOCK
Saint Paul, MN
10.2020 - 04.2021
- Prepared individual income tax returns and advised clients on effective tax-saving strategies to maximize refunds.
- Coordinated with clients to collect tax documents, clarify open items, and resolve inquiries promptly.
- Ensured accurate reporting and timely filing while delivering responsive client service to enhance client satisfaction.
Education
M.S. - Finance and Accounting
Saint Mary's University of Minnesota
01-2022
Skills
Individual & HNW Taxation Trust & Fiduciary Taxation Partnership Taxation S & C Corporations Closely Held Businesses Federal & Multi-State Tax Tax Planning & Projections Tax Research Depreciation & Fixed Assets Basis Tracking Capital Gains Estimated Tax Payments Client Service Tax Return Preparation & Review Workflow & Deadline Management
TECHNOLOGY
CCH Axcess | UltraTax | Drake | QuickBooks | Microsoft Excel | Google Workspace | Adobe
PROFESSIONAL STRENGTHS
- Excellent written, verbal, and interpersonal communication skills with a strong client-service focus.
- Experienced and comfortable participating in client meetings and professional discussions regarding tax matters and planning strategies.
- Strong attention to detail, exceptional organizational skills, and consistent follow-through on commitments and deadlines.
- Self-motivated professional with sound judgment, integrity, discretion, and a strong commitment to client confidentiality.
Timeline
TAX ASSOCIATE
DSB ROCK ISLAND
05.2024 - 06.2026
STAFF ACCOUNTANT
BHB ADVISORS, LLC
08.2023 - 11.2023
TAX ACCOUNTANT
TDHCD CPAs & Advisors
07.2021 - 08.2023
Tax Professional
H&R BLOCK
10.2020 - 04.2021
M.S. - Finance and Accounting
Saint Mary's University of Minnesota