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
Denver, CO
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.
Dallas, TX
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
Lynchburg, VA
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
Memphis, TN
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
Osborne, KS
06.2018 - 08.2021
Education
Bachelor of Science - Accounting
Liberty University
Lynchburg, VA05.2025
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