William Chase
webster,New York
Summary
Detail-oriented professional with expertise in tax preparation, financial analysis, and customer service. Demonstrated success in ensuring accuracy and compliance in tax returns while promoting effective team collaboration. Seeking to apply analytical skills in a finance internship or entry-level position while pursuing an MBA.
Overview
4
4
years of professional experience
Work History
Tax Preparer
Volunteer Income Tax Assistance (VITA) Program
01.2026 - Current
- Prepared and reviewed federal and state tax returns for individuals and families
- Ensured IRS compliance and accuracy of financial information in tax returns
- Collaborated with team members to verify and enhance accuracy of completed returns
- Clarified tax outcomes and filing requirements for clients to enhance understanding
- Maintained confidentiality of sensitive financial data
Customer Service Associate
Wegmans
01.2023 - Current
- Guided customers in product selection and promptly addressed concerns
- Processed cash and card transactions accurately in high-volume settings
- Ensured accuracy and accountability in transactions and tasks
- Fostered a collaborative team environment to enhance service quality
Education
Bachelor of Science - Finance
University at Buffalo (SUNY)
Buffalo, NY05-2028
Skills
- Tax software proficiency
- Tax compliance
- Financial analysis
- Excel data analysis
- Microsoft Word & PowerPoint
- Analytical thinking
- Problem-solving
- Client communication
- Team collaboration
- Time management
- Financial analysis
Timeline
Tax Preparer
Volunteer Income Tax Assistance (VITA) Program
01.2026 - Current
Customer Service Associate
Wegmans
01.2023 - Current
Bachelor of Science - Finance
University at Buffalo (SUNY)