Robert Wasielewski
Summary
Motivated and enthusiastic finance student with a passion for taxation and willingness to take on challenging roles. Currently pursuing a degree in Finance at Oakland University and expected to graduate in 2025. Interning at a reputable tax firm, gaining hands-on experience in sales and use tax preparation and tax law. Possesses strong analytical, and problem-solving skills, in addition to strong Interpersonal skills. Illustrates exceptional time management and adaptability in balancing coursework with internship responsibilities. Devoted to delivering high-quality work and contributing to the success of the team.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales & Use Tax Intern
Ryan, LLC
Troy, MI
05.2023 - Current
- Researched current federal, state, and local tax laws to determine the best course of action for clients.
- Assisted with audits from governmental agencies related to taxes owed by the company or its subsidiaries.
- Identified opportunities for taxpayers to reduce their overall tax burden through credits or deductions.
- Displayed enthusiastic collaboration and networking skills in working as part of diverse and fast-paced tax team.
Licensed Health Insurance Agent
Healthmarkets Insurance
Troy, MI
08.2022 - 04.2023
- Educated customers on various health insurance products and services available.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Developed and maintained relationships with clients through effective communication on the phone.
- Followed up on leads generated from marketing campaigns or other sources in order to increase sales opportunities for the company.
Golf Services Lead
Country Club of Detroit
Grosse Pointe, MI
03.2019 - 08.2022
- Managed customer accounts including billing inquiries, rate quotes, account maintenance requests.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Accepted a management role after successfully working as a team leader and taking initiative throughout the years.
Final Docs Processor
United Wholesale Mortgage
Pontiac, MI
07.2021 - 12.2021
- Analyzed documentation from third parties to ensure accuracy before submitting them to underwriters.
- Reviewed borrower portfolio's and other useful information to maintain quality assurance within the loan process.
Education
Bachelor of Science - Finance
Oakland University
Rochester, MI12-2025
Associate of General Studies - Finance
Macomb Community College
Warren, MI12-2022
Skills
- Effective Communication
- Problem-solving
- Teamwork and Collaboration
- Tax law knowledge
- Relationship building and management
- Microsoft Excel
- Data Analysis
Certification
- MI Life, Accident and Health Producer
Timeline
Sales & Use Tax Intern
Ryan, LLC
05.2023 - Current
Licensed Health Insurance Agent
Healthmarkets Insurance
08.2022 - 04.2023
Final Docs Processor
United Wholesale Mortgage
07.2021 - 12.2021
Golf Services Lead
Country Club of Detroit
03.2019 - 08.2022
Bachelor of Science - Finance
Oakland University
Associate of General Studies - Finance
Macomb Community College
- MI Life, Accident and Health Producer
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