Whitney Adams
Portland
Summary
Dynamic tax professional with hands-on experience at Baker Newman & Noyes, excelling in tax preparation and client communication. Proven ability to deliver accurate returns and ensure regulatory compliance, while leveraging data analysis skills. Committed to continuous learning and collaboration, enhancing client service and operational efficiency in fast-paced environments.
Overview
2
2
years of professional experience
Work History
Volunteer
VITA/TCE (Volunteer Income Tax Assistance / Tax Counseling for the Elderly)
01.2025 - Current
- Prepared and e-filed federal and state income tax returns, supporting low-to-moderate income individuals, seniors, and underserved populations.
- Successfully completed IRS certification in tax law, ethics, and advanced return preparation.
- Collaborated with site coordinators and volunteers to enhance accuracy and compliance in client service.
Tax Intern
Baker Newman & Noyes
01.2026 - 04.2026
- Assisted in preparation of individual and business tax returns, contributing to tax compliance and professional accounting workflows.
- Organized and reviewed client tax documentation, supporting tax professionals in return preparation and related research for accurate filings.
- Applied accounting and tax knowledge in professional environment, enhancing technical, communication, and client-service skills.
Emerging Risk Management Trainee
Cross Insurance
05.2025 - 08.2025
- Investigated career paths in personal and commercial insurance, employee benefits, and surety bonding to understand industry dynamics.
- Shadowed professionals across departments and engaged in local business tours and client site visits to gain practical insights.
- Enhanced communication, research, and teamwork skills through hands-on experience and participation in professional workshops.
Participant
Baker Newman & Noyes
05.2025 - 06.2025
- Participated in a competitive, three-day summit exploring careers in Tax, Audit, and Advisory with one of New England's top accounting and advisory firms.
- Applied hands-on exposure to client engagement through technical expertise, collaboration, and a culture of integrity and innovation.
- Participated in workshops, networking sessions, and professional development activities that enhanced understanding of industry best practices.
- Contributed to NHSPCA as part of summit's community impact initiative, supporting animal welfare and emphasizing service beyond the workplace.
Education
Bachelor of Science - Accounting
The University of Tampa
Tampa, FL12-2025
Skills
- Tax preparation
- Tax software utilization
- Accounting principles
- Financial reporting
- Regulatory compliance
- Data analysis
- Excel
- Database management
- Tableau
- Word
- PowerPoint
- Research skills
- Team collaboration
- Client communication
- Problem solving
- Problem solving
Affiliations
- Women's Club Lacrosse Team- UTampa, 09/22, 12/25
- Beta Alpha Psi -UTampa, 09/24, 12/25
Leadership Experience
President, University of Tampa Women's Club Lacrosse, 08/23, 05/25, Led and motivated teammates, guided the team to regional finals, strengthened team development through mentorship, and recruited 60+ new players to expand program participation.
Timeline
Tax Intern
Baker Newman & Noyes
01.2026 - 04.2026
Emerging Risk Management Trainee
Cross Insurance
05.2025 - 08.2025
Participant
Baker Newman & Noyes
05.2025 - 06.2025
Volunteer
VITA/TCE (Volunteer Income Tax Assistance / Tax Counseling for the Elderly)
01.2025 - Current
Bachelor of Science - Accounting
The University of Tampa