Rachel Foltz
Winston-Salem,NC
Summary
Meticulous tax professional specializing in federal tax preparation for individuals, S-corporations, and partnerships. Recognized for exceptional analytical skills and collaborative teamwork, poised to utilize expertise in enhancing tax compliance and resolving intricate tax challenges.
Overview
4
4
years of professional experience
Work History
Senior Tax Associate
RSM US LLP
Charlotte, NC
10.2024 - Current
- Prepared federal and state tax returns for diverse clients, ensuring compliance with regulations.
- Collaborated with team members to resolve complex tax issues and devise strategies that enhanced compliance and minimized risk.
- Coordinated with accounting and operational professionals to efficiently gather information for accurate tax preparation.
- Supervised, trained, and mentored associates and interns on tax projects, providing guidance and conducting performance assessments.
Tax Intern
Pesta, Finnie & Associates
Charlotte, North Carolina
05.2022 - 08.2022
- Reviewed and modified 1065 and 1040 returns based on client documentation using CCH GoFileRoom and GoSystems.
- Organized and analyzed client data and financial transactions to ensure accuracy and compliance.
- Researched tax regulations and compliance requirements to support informed decision-making.
Education
Master of Science - Accounting
North Carolina State University
Raleigh, NC05-2024
Bachelor of Science - Accounting
University of North Carolina At Charlotte
Charlotte, NC12-2022
Skills
- Tax compliance
- Federal tax returns
- Tax research
- Financial analysis
- Client management
- Team collaboration
- Attention to detail
Timeline
Senior Tax Associate
RSM US LLP
10.2024 - Current
Tax Intern
Pesta, Finnie & Associates
05.2022 - 08.2022
Master of Science - Accounting
North Carolina State University
Bachelor of Science - Accounting
University of North Carolina At Charlotte