Summary
Overview
Work History
Education
Skills
Community Impact & Leadership
Timeline
Generic

Reagan Bales

Lynchburg,VA

Summary

Aspiring CPA Honors Student; Governor’s Scholar Microsoft Office: Excel, Access, Word CCH Axcess, Caseware, Drake Tax Software QuickBooks Online Liberty University Accounting Society

Overview

6
6
years of professional experience

Work History

Federal Tax Services Intern (Partnership PE Port Cos)

RSM US LLP
06.2024 - 08.2024
  • Proactively optimized processes utilizing AI and Python coding to increase efficiency and reduce time reconciling tax fixed asset ledgers on 92,800+ asset portfolio, saving the company 65+ hours of manual labor each year
  • Utilized CCH Axcess, Caseware, and internally-developed Excel workbooks in the tax preparation process
  • Initiated new client setup in software after analyzing historical tax data
  • Juggled conflicting internal and external client deadlines by initiating communication with project managers to determine timing expectations

Accounting & Legal Team Member

R. Scott Schieffer, P.C.
05.2022 - 08.2023
  • Prepared income tax returns for individuals, S-Corporations, and partnerships
  • Assisted in developing tax minimization strategies for both individuals and business owners by creating detailed “tax planners” with Drake Tax Software to highlight implications of various tax-relevant actions
  • Reconciled monthly bank statements and prepared quarterly financial statements using QuickBooks Online
  • Drafted and filed Probate Court documents for 8 estates in 5 counties for all aspects of independent administration under the Texas Estates Code

Resident Assistant

Office of Residence Life, Liberty University
08.2023 - Current
  • Proficient in Business Administration principles; managing administrative tasks within the residence hall
  • Managed and allocated the hall fund, demonstrating strong budgeting skills
  • Demonstrated strong leadership abilities by spearheading community outreach initiatives, facilitating leadership development programs, and managing daily operations for the hall's 76 residents

Ministerial Assistant Intern

Bellevue Baptist Church
05.2022 - 08.2022
  • Assisted in the planning, purchasing, and allocation of resources necessary for the summer’s activities
  • Oversaw worship, spoke to large groups, and trained over 600 children while partnering with their parents

Farm/Ranch Assistant

Bales Farms
06.2018 - 08.2021

Education

Bachelor of Science - Accounting

Liberty University
Lynchburg, VA
05.2025

Skills

  • CCH Axcess, Caseware, Drake Tax Software
  • Microsoft Office Suite, Quickbooks Online
  • Honors Student, Governor's Scholar
  • Growth-Oriented, Proactive Learner
  • Demonstrated Leadership and Communication Skills
  • Creative and Resourceful Problem Solver

Community Impact & Leadership

  • Resident Shepherd, 08/2022, 05/2023
  • Calvary Chapel Lynchburg Worship Pianist, 09/2021, 05/2023
  • Eagle Scout, Senior Patrol Leader, 08/2018, 05/2021

Timeline

Federal Tax Services Intern (Partnership PE Port Cos)

RSM US LLP
06.2024 - 08.2024

Resident Assistant

Office of Residence Life, Liberty University
08.2023 - Current

Accounting & Legal Team Member

R. Scott Schieffer, P.C.
05.2022 - 08.2023

Ministerial Assistant Intern

Bellevue Baptist Church
05.2022 - 08.2022

Farm/Ranch Assistant

Bales Farms
06.2018 - 08.2021

Bachelor of Science - Accounting

Liberty University

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