Quinton Farren
Cleveland,OH
Summary
Driven tax professional pursuing CPA licensure with experience serving high-net-worth individuals, focusing on tax planning, quarterly projections, and client advisory, while supporting internal advisors.
Overview
3
3
years of professional experience
Work History
Tax Planning Associate
Clearstead
Cleveland, Ohio
07.2024 - Current
- Manage a list of 80+ individual tax clients and serve as the primary point of contact for ongoing tax planning and client communication.
- Research tax law changes to advise clients on planning opportunities and potential impacts to their tax positions.
- Collaborate across the firm with advisors, planners, and investment teams to support integrated tax planning strategies.
Staff Tax Accountant
Bober Markey Fedorovich
Akron, OH
04.2023 - 06.2024
- Prepare individual, corporate, trust, S-Corp, and partnership tax returns.
- Discussed tax projections and related estimated payments with clients, along with providing excellent customer service.
Tax Intern
Bober Markey Fedorovich
Akron, OH
01.2023 - 04.2023
- Prepare corporate, partnership, and individual tax returns and when necessary, conducting tax research.
- Demonstrating a good working knowledge of accounting, tax and other applicable software.
Education
Bachelor of Arts - Business Administration And Management
Baldwin Wallace University
Berea, OH12-2022
Skills
- CCH Axcess Tax
- BNA Income Tax Planner
- Microsoft Excel
- Tax compliance
- Tax planning
- Adaptability and reliability
- Client Communication
Timeline
Tax Planning Associate
Clearstead
07.2024 - Current
Staff Tax Accountant
Bober Markey Fedorovich
04.2023 - 06.2024
Tax Intern
Bober Markey Fedorovich
01.2023 - 04.2023
Bachelor of Arts - Business Administration And Management
Baldwin Wallace University