MY DO-TRENT
Cottage Grove,MN
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in Experienced in bookkeeping, preparing tax and financial analysis. Quickly adapt to new technologies and attaining CPA licensure and working toward an entrepreneurial career.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Staff Accountant
BHB Advisors, LLC
08.2023 - 11.2023
- Enhanced client satisfaction by providing accurate and timely tax preparation services.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
Staff Accountant
Thoresen Diaby Helle Condon & Dodge, Inc. Cpas & Advisors
07.2021 - 08.2023
- Prepared working papers, reports and supporting documentation for audit findings.
- Drafted tax documentation subject to detailed review and approval by department management.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Assisted colleagues with challenging cases, sharing knowledge and expertise to ensure the best possible outcomes for clients.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
Tax Preparer
H&R Block
10.2020 - 04.2021
- Conducted face-to-face tax interviews with clients
- Prepared complete and accurate tax returns Collected relevant financial records, including pay stubs and income statements
- Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
Tax Preparer
Self-employed
11.2023 - Current
- Prepared complete and accurate tax returns
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Developed tailored solutions based on individual client needs, resulting in customized strategies for optimal outcomes.
- Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
- Built customer relationships to promote and expand the business
Education
Master of Science - Accounting And Finance
Saint Mary's University of Minnesota
Minneapolis, MN01.2022
Skills
- Financial Reporting
- General ledger accounting
- Bookkeeping
- Statement Reconciliation
- Microsoft Excel proficiency
- Financial Data Analysis
- Team Building and Leadership
- Employee Motivation
- Analytical Skills
- Data Science
- Economics
- Customer Service
Certification
- Photography
- Travel
Timeline
Tax Preparer
Self-employed
11.2023 - Current
Staff Accountant
BHB Advisors, LLC
08.2023 - 11.2023
Staff Accountant
Thoresen Diaby Helle Condon & Dodge, Inc. Cpas & Advisors
07.2021 - 08.2023
Tax Preparer
H&R Block
10.2020 - 04.2021
Master of Science - Accounting And Finance
Saint Mary's University of Minnesota