Detail-oriented CPA with 2 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, and tax planning calculations.
Overview
7
7
years of professional experience
Work History
Tax Associate
CliftonLarsonAllen LLP
09.2021 - Current
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Analyzed financial records to verify accuracy of tax returns.
Collaborated with clients to answer questions and provide advice on tax matters.
Assurance Intern
Schenk SC
06.2018 - 08.2018
Worked on participant data testing for employee benefit plans.
Helped with the Business Development Team on creating new prospect letters.
Worked with the Financial Analysis Team on testing a financial analysis model.
Summer Helper
Menasha Packaging Company
06.2016 - 08.2017
Worked on multiple production lines, assisting where needed.
Helped train new summer hires.
Education
Bachelor of Business Administration - Accounting And Information Technology
University of Wisconsin - Whitewater
Whitewater, WI
05.2021
Accomplishments
CPA (2022)
University of Wisconsin-Whitewater Dean's List all 5 years of school.
Graduated Summa Cum Laude
Timeline
Tax Associate
CliftonLarsonAllen LLP
09.2021 - Current
Assurance Intern
Schenk SC
06.2018 - 08.2018
Summer Helper
Menasha Packaging Company
06.2016 - 08.2017
Bachelor of Business Administration - Accounting And Information Technology