Roshan Rudd
Ontario,CA
Summary
Current Graduate student looking to evolve my experience with challenging roles to grow into. With years of work in the field, knowlegde of real time problems with acedemic backing to support the facts.
Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
6
6
years of professional experience
Work History
Tax Associate
Smith & Company CPAs
08.2022 - Current
- Company Overview: Family-owned mid sized tax firm in the heart of San Rafael
- Organized documents both physically and digital for tax returns
- Entered data from income documents into Microsoft Lacerte
- Provided customer service over the phone and email for company website and Sharefile
Cash Handling Manager/Sales Admin Assistant
Natural Cannabis Company
07.2021 - 08.2022
- Company Overview: Vertically-integrated multi-licensed cannabis company
- Handled influx & distribution of cash across multiple entities
- Assisted Sales reps with recording sales invoices through Monday CRM program
Compliance Specialist
Shryne Group Inc.
03.2020 - 03.2021
- Company Overview: Vertically-integrated multi-licensed cannabis company
- Coordinated manifest paperwork for distribution with legal standard across all of Northern California
- Worked with dispatch & packaging teams to maximize amount of efficiency & accuracy for deliveries
Accounting Specialist/Investment Relations Coordinator
Grizzly Peak Farms LLC
07.2019 - 02.2020
- Company Overview: Indoor grow-facilities
- Organized and recorded all accounts payable & investor related documents
- Built investor decks & balanced income statements in QuickBooks and Excel
- Indoor grow-facilities
Education
MBA - Accounting
University of California, Riverside
Riverside, CA12-2025
B.S. - Mathematics with Teaching Concentration
Cal State University At Monterey Bay
08.2018
Skills
- METRC Compliance
- Microsoft Office
- Tutoring
- Accounting
- QuickBooks
- Data Entry
- Money Management
- Accounting principles
- IRS communication
- Income documentation
- Payroll
Hobbies and Interests
- Cannabis
- Finances
- Economic Development
- Budgeting
- Prison-Reform
- Servicing Underprivileged Communities
Timeline
Tax Associate
Smith & Company CPAs
08.2022 - Current
Cash Handling Manager/Sales Admin Assistant
Natural Cannabis Company
07.2021 - 08.2022
Compliance Specialist
Shryne Group Inc.
03.2020 - 03.2021
Accounting Specialist/Investment Relations Coordinator
Grizzly Peak Farms LLC
07.2019 - 02.2020
MBA - Accounting
University of California, Riverside
B.S. - Mathematics with Teaching Concentration
Cal State University At Monterey Bay
Similar Profiles
EMILY G. ISENHOUREMILY G. ISENHOUR
Staff Accountant at Smith & Smith CPAs, PAStaff Accountant at Smith & Smith CPAs, PA
Lillian (Lilly) WrightLillian (Lilly) Wright
Administrative Assistant at Smith Marion & Co., CPAsAdministrative Assistant at Smith Marion & Co., CPAs
Sue SmithSue Smith
HR Consultant & Clerical at Smith & Co. CPAsHR Consultant & Clerical at Smith & Co. CPAs