Samuel Joseph Moretti
Accountant
San Jose,CA
Summary
Master of Accounting (MAcc) candidate specializing in taxation, with hands-on experience in preparing, reviewing, and supervising federal, state, and local individual tax returns through IRS-certified VITA and PwC’s U.S. Tax Simulation. Possesses a strong foundation in tax compliance and research, complemented by exceptional client-focused communication skills. Proficient in utilizing analytical tools such as Excel, Python, and SQL to deliver insightful solutions. Committed to driving accuracy and efficiency in all aspects of tax preparation and compliance.
Overview
1
1
years of professional experience
1
1
Certification
Work History
Tax Preparer/Site Supervisor Intern
Volunteer Income Tax Assistance (VITA) Program
02.2026 - 04.2026
- Executed preparation of individual tax returns following IRS regulations and VITA program standards.
- Conducted thorough reviews of client financial documents to ensure accuracy and compliance.
- Assisted clients in understanding tax obligations and filing procedures through effective communication.
- Consolidated efforts with team members to simplify tax preparation procedures for improved efficiency.
PwC US Tax Job Simulation (Forage)/Tax Preparer,
Forage
10.2025 - Current
- Constructed simulated client return through adherence to PwC-aligned methodologies.
- Analyzed book-to-tax differences and derived taxable income.
- Formulated client-ready summaries detailing tax implications and essential matters.
Junior Project Manager / Intern
Brilliant Minds Collective (BMC)
05.2023 - 08.2023
- Assisted in crafting grant proposal ultimately awarded ~$20000 to further community initiatives.
- Led a research team producing a digital journal on economic and legal impacts of food deserts.
- Assisted in project planning and scheduling to ensure timely completion of deliverables.
- transferred customer subscription data into new platform and configured email lists for six webinars (personally handled three).
Instructor
Camp EDMO
05.2022 - 08.2022
- Delivered STEM instruction to 25+ students ages 9–12 through hands-on, project-based learning.
- Coordinated daily programming and logistics for 100+ adolescents; streamlined material distribution workflows.
- Facilitated hands-on activities that promoted teamwork and collaboration among students.
Education
Master of Accounting (MAcc) - Taxation (Graduate Certificate)
Pennsylvania State University, Smeal College of Business
University Park, PA05-2026
Bachelor of Science - Accounting
Pennsylvania State University, Smeal College of Business
University Park, PA05-2025
Skills
- Proficient in data visualization
- Financial modeling proficiency
- Tax law research proficiency
- Local, state, and federal tax returns
- Income tax preparation
- Document preparation
- Tax return preparation
- Data inputting
- Tax law compliance
- Financial statements
- Organization skills
Certification
Tax Graduate Certification
Timeline
Tax Preparer/Site Supervisor Intern
Volunteer Income Tax Assistance (VITA) Program
02.2026 - 04.2026
PwC US Tax Job Simulation (Forage)/Tax Preparer,
Forage
10.2025 - Current
Junior Project Manager / Intern
Brilliant Minds Collective (BMC)
05.2023 - 08.2023
Instructor
Camp EDMO
05.2022 - 08.2022
Bachelor of Science - Accounting
Pennsylvania State University, Smeal College of Business
Master of Accounting (MAcc) - Taxation (Graduate Certificate)
Pennsylvania State University, Smeal College of Business