Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Zoe Rumberg

Marion,NC

Summary

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
Zoe Rumberg