• Prepared various screens for five clients in primarily the oil and gas industry• Rolled forward and prepared multiple financial statements and screens• Prepared three tasks regarding tests of operating effectiveness• Tied-out and vouched financial statements and bank statements with materials provided by clients• Drafted three management representation letters• Worked with multiple test-works and substantive procedures for various business processes• Completed over 40 hours of trainings both virtually and in-person at the National Intern Training in Orlando, FL

• Examined the tax code to provide recommendations on several tax matters• Worked in various Excel workbooks to perform tasks for both personal and commercial client tax formsincluding primarily 1140, 1065, and 1040 forms• Transferred information from Excel workbooks into CCH Engagement, GoSystems, CorpTax, and CCH Axcesssoftware• Received extensive training on various software used to perform tax activities for clients• Researched and wrote two summary reports covering information from a 10-K and 10-Q• Engaged and created relationships with other interns and colleagues on a daily basis• Attended and networked at the firm-constructed InternConnect event in Chicago, IL

• Worked at an agency awarded as both “Best Places to Work in Texas” and “Best Practices”• Assisted and directed clients and callers at reception• Observed and took notes in commercial lines meetings• Communicated with clients and insurance carriers via email daily• Issued multiple certificates of insurance, policy changes, endorsements, notices of cancellation, and notices of acceptance• Took a sixteen-hour course on the Applied Epic software used by the company through Epic Applied University