Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Associate
Forvis, LLP
10.2022 - Current
Managed multiple high-priority projects simultaneously, meeting strict deadlines while maintaining attention to detail and accuracy.
Spearheaded internal training for new associates, fostering professional development and enhancing the overall quality of service provided to clients.
Contributed to the development of firm-wide tax policies by staying current on industry trends and legislation changes.
Participated in continuing education courses to maintain professional knowledge and certifications as a CPA.
Tax Intern
Forvis, LLP
01.2022 - 10.2022
Prepared individual, trust, partnership and corporate tax returns, ensuring timely submission to the IRS.
Streamlined tax processes by maintaining organized client files and documentation.
Prepared workpapers, reconciliations, and schedules for efficient review by supervisors or managers.
Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
Maintained detailed records of client communications, documenting any changes made to their account information or financial data accurately throughout the engagement process.
Staff Accountant
G.E.M. Constructors, Inc.
07.2019 - 01.2022
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Monitored cash flow closely to ensure sufficient funds were available for operational needs.
Coordinated with Human Resources department on payroll-related matters ensuring accurate compensation calculations for all employees.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Maintained and processed invoices, deposits, and money logs.
Education
MBA - Accounting
North Carolina State University
Raleigh, NC
05.2022
Bachelor of Science - Business Administration
Western Carolina University
Cullowhee, NC
05.2021
Skills
Attention to Detail
Critical Thinking
Accounting Principles
Tax Compliance
Time Management
Verbal/Written Communication
Organization Skills
Tax-Related Research
Certification
CPA - Certified Public Accountant
Timeline
Tax Associate
Forvis, LLP
10.2022 - Current
Tax Intern
Forvis, LLP
01.2022 - 10.2022
Staff Accountant
G.E.M. Constructors, Inc.
07.2019 - 01.2022
MBA - Accounting
North Carolina State University
Bachelor of Science - Business Administration
Western Carolina University
CPA - Certified Public Accountant
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