Daniel Burns Email & Phone Number

Greater Cleveland

Greater Cleveland

Communicated effectively to business and individual clients; provided routine tax information inface-to-face and virtual tax interviews.Identified client needs and developed tax planning recommendations for future tax years.Supplied clients with appropriate financial products as necessary.Obtained certifications in small business issues, corporations, foreign income, and more.

Cleveland, Ohio, United States

Coordinated Ursuline Piazza clients' appointments, transportation, resource-gathering, andapplications.Managed donations and donor data; drafted Thank You letters; maintained website and social media.Managed volunteers; ensured compliance with parent nonprofits and collaborating agencies; attendednonprofit management training.Provided services to clients including food delivery, check-in calls, and bill payment.Coordinated fundraisers & client events and parties

Cleveland, Ohio, United States

Draft rulings on hundreds of motions per week; conduct legal research independently.Form objective and evidence-based conclusions/recommendations; write memoranda of law.Communicate briefs orally as needed; perform and summarize mediations and pre-trial conferences.Form strong working relationships with other judicial staff including magistrates and judges.

Westlake, Ohio, United States

Prepared tax returns for individuals, small businesses, and trust beneficiaries.Conducted tax research on international tax treaties and client tax obligations.Assisted with estimated payments, projections; input 1099, W-2, and K-1 data.

Prepared and filed tax forms 1023 and 990-PF; created service, consulting and employment agreements.Developed solutions to client issues through nonprofit law and tax research; ensured client compliance with state and federal administrative and tax laws; drafted technical memos regarding GDPR, governance, and tax.Made recommendations and advised clients on the legal and tax consequences of their decisions and actions.Built trusted professional relationships with clients; attended firm and team meetings

Cleveland, Ohio

Researched a wide variety of case law including, among other things, employment and employment discrimination law, breach of contract claims, intellectual property, torts, agency law, and violations of state and local law; created leasing agreements and nonprofit corporation bylaws. Provided high-quality analysis while handling a large workload and multiple, imminent deadlines.

Cleveland, Ohio

Research legal issues and case law regarding various municipal concerns, including Title II ADA compliance and public record requestsAttend various city meetings as assistant to the staff attorney.Edit contracts for missing or ambiguous terms; Participate in contract-brainstorm meetings.

Cleveland, Ohio

Examined bank customer financial transactions for inconsistencies and suspicious behavior.Confirmed accuracy of bank customer information to ensure compliance with the Bank Secrecy andPATRIOT Acts.Identified and communicated issues with bank clients via phone and email.Conducted a high volume of detailed reviews of high-risk customers.

Conducted research for and with Professor Adler on administrative and environmental law. Edited and cite-checked articles being prepared for publication.

Boston, Ma

Prioritized and analyzed financial documents for accuracy, fixed errors, and entered reimbursementsIdentified and communicated problems to vendors and team members via phone and email.Received and sorted weekly financial mailings.Set up new filing system for invoices. Arranged file removal.Instructed managers in proper entry and formatting.

Greater Boston Area

Built and fostered organizational relationships and partnerships to fill organizational needs.Recruited professionals and college students for volunteering and other civic activities.Coordinated social media presenceManaged contact information of volunteers, subscribers, and partners.Created marketing materials to promote events, websites, and volunteer opportunities.

Watertown, Ma

Front-line communicator with all applicants, evaluators and admissions officersResponded to a high volume of inbound inquiries of applicants and evaluators via telephone and e-mailTroubleshot problems with web-based applications including completion requirements, status of applications, and inquiries regarding billing Demonstrates expertise in service-specific guidelines and procedures to facilitate an efficient and pleasant experience over the phone and through e-mailRegularly employs independent judgment and prudence when resolving client concerns and issues regarding Liaison's delivery of servicesAssisted with special projects, as requested by management

Waltham, Ma

Created a welcoming environment, greeted guests, determined nature of business, and directed visitors to the right admissions counselor or department.Operated multi-line telephone system--answering incoming calls and handling or routing caller inquiries.Received, sorted, and routed emails.Scheduled and confirmed appointments/visits and managed confidential files and records via SLATE.

Conducted library tasks to keep materials safe, clean, and organizedAssisted patrons with checking in/out, reserving and finding materials.Maintained knowledge of Aleph Library Management System, Worldcat, LOC and SuDoc classifications, and the Brandeis library catalogue

Processed cash transactions of goods and services while providing customer service.Made change and kept an accurate till.Assisted customers with questions regarded products and services.Ensured company expectations are achieved by following Standard Operating Procedure.

Streamlined Benefit Desk to pre-made specifications through reordering, rearranging and filing.Communicated effectively with culturally-diverse clientele.Answered and directed incoming/outgoing calls.Scheduled volunteers for canvassing, and members for meetings with volunteer dentists, doctors, and lawyers.Created and sent letters to professional volunteers.Managed 5 - 10 volunteers.

Conducted daily monetary transactions.Assisted Spanish, English, and French-Creole speaking customers in a high-pressure and fast-paced environment.Balanced drawer daily and maintained professional integrity.Maintained the confidentiality and safety of customers' personal information.

Assisted in the daily operating of a judge's chambers.Shadowed judges while in session.Conducted mock trial at the end of the summer.

Juris Doctor (J.D.)

B.A, Anthropology