Oliwia Kozuch
Harwood Heights,IL
Summary
I am a Tax Accountant with experience in public accounting, specializing in the preparation of tax returns, including complex individual and trust returns. As a critically thinking professional with a passion for work and a positive attitude, I am constantly inspired and motivated to expand my knowledge and learn new facets of the business industry. I am dedicated, competent, and detail-oriented, always striving to exceed expectations and achieve company goals.
Overview
4
4
years of professional experience
Work History
Staff Accountant
Wipfli
Chicago, IL
06.2023 - 10.2024
- Work closely with industry - PCG (Private Client Group).
- Prepared annual individual (complex level), corporate (basic level), trust (complex level), estate (complex level with constant manager assistance), partnership (basic level) tax returns.
- Prepared payment vouchers as needed.
- If requested by the job manager, advised clients on basic tax matters and requested information needed for their returns.
- Prepared detailed workpapers supporting calculations used in preparing income tax returns.
- Attended training sessions as needed to stay abreast of changing rules and regulations.
- Assisted small businesses and individual clients with filling out tax forms using the website Tax1099.
- During busy tax season, appointed to be a support for interns and assisted them with any technical help they needed while preparing tax returns.
- Appointed to be a Peer Advisor for interns and new staff.
Tax Intern
Wipfli
CHICAGO, IL
12.2020 - 04.2021
- Completed tax returns for individuals, trusts, partnerships and corporations.
- Answered basic questions from taxpayers and assisted with completing tax forms via website, Tax1099.
Education
Master of Science - Accounting
Northeastern Illinois University
Chicago, IL08-2024
Bachelor of Science - Accounting
Northeastern Illinois University
Chicago, IL08-2022
Skills
- Federal and state tax returns
- Proficient in CCH Axcess, CaseWare, Asset Keeper, or TaxCaddy
- Income tax compliance
- Tax return preparation, such as individual, corporate, trust, estate, and partnership
- Verbal and written communication with job managers and clients
- Income tax laws
- Bilingual—additionally to English, I speak fluently in Polish
Languages
English
Native/ Bilingual
Polish
Native/ Bilingual
Timeline
Staff Accountant
Wipfli
06.2023 - 10.2024
Tax Intern
Wipfli
12.2020 - 04.2021
Master of Science - Accounting
Northeastern Illinois University
Bachelor of Science - Accounting
Northeastern Illinois University
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