Samantha Welsh
Lakeville,MN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Tax Associate
CliftonLarsonAllen
09.2023 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns, extensions, tax planning calculations, reviews, and comps for businesses and individuals.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Utilized and created spreadsheet models to accurately track tax information.
- Maintained compliance by adhering to current tax laws and regulations.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients and managers to answer questions and provide advice on tax matters.
Scheduler
MNGI Digestive Health
06.2021 - 10.2021
- Received incoming calls from patients or referring clinics and schedule their office visits or procedures
- Made outbound calls to patients who have been referred to MNGI for office visits or procedures
- Data entry of referrals into NextGen Electronic Health Record
- Monitored database folder in NextGen Electronic Health Record
- Provided great customer service to internal and external customers and providers.
Manager
Dairy Queen
02.2016 - 06.2021
- Assisted in training newly hired team members on the menu, cleaning procedures, and the making of products.
- Memorized over seventy menu options to answer customer questions and advise them on allergens.
- Used POS systems to complete transactions accurately and efficiently, and count drawers and make bank deposits at the end of shifts.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Shift Supervisor
Caribou Coffee
01.2020 - 10.2020
- Resolved customer complaints and reported issues to senior management
- Completed opening and closing duties to facilitate business operations
- Counted company safe at the end of shifts to ensure sales were on track and made deposits
- Kept areas clean, neat, and inspection-ready at all times.
Education
Business Management -
University of St. Thomas
St. Paul, MN01.2023
Skills
- Verbal/written communication
- Adaptable
- Team player
- Attention to detail
- Customer service
- Accounting Principles
- Tax Return Preparation
- Data Gathering
- Financial statement review
- Client Communication
- Account Reconciliation
Awardsandactivities
- Deans List - Fall 2018, Spring 2020, Fall 2020, Spring 2021, Fall 2021, Spring 2022
- Alpha Chi Omega Sorority Alumnae
- Women in Business
- BUMP
- Chi Alpha
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Irish
Limited Working
Timeline
Tax Associate
CliftonLarsonAllen
09.2023 - Current
Scheduler
MNGI Digestive Health
06.2021 - 10.2021
Shift Supervisor
Caribou Coffee
01.2020 - 10.2020
Manager
Dairy Queen
02.2016 - 06.2021
Business Management -
University of St. Thomas
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