Trinity Tikhonov
Keller,TX
Summary
I'm a soon-to-be graduate with a B.S. in Business Administration from the University of Nebraska at Omaha, concentrating in banking and financial markets. Through internships at Schwab and hands-on tax experience, I've developed a strong foundation in client service and navigating real-world challenges, including supporting clients during a major corporate merger. Long-term, I'm committed to building a career that blends technical skill, clear communication, and meaningful service.
Overview
1
1
year of professional experience
Work History
Tax Preparer
Associated Tax
Omaha, NE
01.2024 - 04.2024
- Supported individual clients by preparing federal and state tax returns, and enhancing understanding of financial planning fundamentals.
- Analyzed income, deductions, and credits to ensure clients were getting the best outcome possible, while learning how to handle different tax situations.
- Worked closely with tax professionals to go over client documents, especially regarding investment income and capital gains, which made me more familiar with how taxes tie into personal finance.
- Balanced multiple clients during tax season, kept everything organized and confidential, and improved how I manage time and communicate under pressure.
Finance Intern
Charles Schwab
Omaha, NE
06.2023 - 08.2023
- Completed Schwab's Summer Academy, gaining exposure to financial services and client experience.
- Handled client service calls during the Schwab TD Ameritrade merger, helping clients through account transitions, and answering questions related to the integration.
- Participated in community service events and team initiatives, contributing to Schwab's collaborative and client-first culture.
Contingent Workforce Apprentice
Charles Schwab
Omaha, NE
01.2023 - 06.2023
- Took client calls and delivered high-quality support while learning Schwab's systems and customer service standards.
- Participated in roundtables and one-on-one sessions with team members and directors to better understand company operations.
- Collaborated in group projects focused on improving internal processes, and helped present findings and solutions directly to leadership using PowerPoint.
- Gained hands-on experience with Schwab's service model, and built foundational knowledge in financial services and team communication.
Education
Bachelor of Science - Business Administration - Finance
University of Nebraska At Omaha
Omaha, NE08-2025
Associate of Arts - General Studies
Iowa Western Community College
Council Bluffs, IA04-2021
Skills
- Tax preparation
- Customer support
- Team collaboration
- Time management
- Effective communication
- Microsoft PowerPoint proficiency
- Microsoft Excel
Timeline
Tax Preparer
Associated Tax
01.2024 - 04.2024
Finance Intern
Charles Schwab
06.2023 - 08.2023
Contingent Workforce Apprentice
Charles Schwab
01.2023 - 06.2023
Bachelor of Science - Business Administration - Finance
University of Nebraska At Omaha
Associate of Arts - General Studies
Iowa Western Community College
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