Dee W. Email & Phone Number

Stamford, Connecticut, United States

● Creating workpapers with relative formulas for efficiency and updating workpapers with new information ● Calculated §263A (UNICAP), state apportionment, and foreign currency exchange rates on workpapers● Worked on workpapers related to Form 1065, Form 8890, Form 5471 and their related schedules and footnotes● Created and revised engagement letters, acceptance and continuance, and materials for partner review● Populated, edited, reviewed, and compiled federal, state, and city… Show more ● Creating workpapers with relative formulas for efficiency and updating workpapers with new information ● Calculated §263A (UNICAP), state apportionment, and foreign currency exchange rates on workpapers● Worked on workpapers related to Form 1065, Form 8890, Form 5471 and their related schedules and footnotes● Created and revised engagement letters, acceptance and continuance, and materials for partner review● Populated, edited, reviewed, and compiled federal, state, and city K-1s with the appropriate footnotes● Significantly reduced other engagement team members' expected hours and other colleagues at the firm● Learned and/or improved skills in automation, data manipulation, and data processing software Show less

Stamford, Connecticut, United States

● Worked in an engagement team using data analytics to provide recommendations to non-profit organizations ● Learned how to use automation, data manipulation, and data processing software to answer client inquiries● Organized meetings with my team and other staff to discuss the project and/or receive insight on possible ideas● Assisted the team leader with coordinating group tasks, meeting times, and potential ways to interpret data● Used intracompany software to apply… Show more ● Worked in an engagement team using data analytics to provide recommendations to non-profit organizations ● Learned how to use automation, data manipulation, and data processing software to answer client inquiries● Organized meetings with my team and other staff to discuss the project and/or receive insight on possible ideas● Assisted the team leader with coordinating group tasks, meeting times, and potential ways to interpret data● Used intracompany software to apply accounting knowledge to client data and provide the client with findings● Made visualizations of data using data analysis and presented the information effectively Show less

Storrs Mansfield, Connecticut, United States

● Completed Basic and Foreign Student/Scholar IRS certifications● Prepared taxpayers' federal and state returns on a weekly basis with minimal supervision from Site Coordinator● Applied knowledge from Publication 4011 (Rev. 8-2021) and Publication 4012 (Rev. 1-2022) on prepared returns● Evaluated and applied relevant tax treaty provisions for Non-Resident and Resident Aliens● Worked with the calculation of taxable scholarship income and allowable education credits●… Show more ● Completed Basic and Foreign Student/Scholar IRS certifications● Prepared taxpayers' federal and state returns on a weekly basis with minimal supervision from Site Coordinator● Applied knowledge from Publication 4011 (Rev. 8-2021) and Publication 4012 (Rev. 1-2022) on prepared returns● Evaluated and applied relevant tax treaty provisions for Non-Resident and Resident Aliens● Worked with the calculation of taxable scholarship income and allowable education credits● Contributed to the completion of 479 returns with a total refund amount of over $340,000 Show less

Stamford, Connecticut, United States

● Monitored and documented business operations using Google Sheets and answered inquiries through emails and phone conversations● Coordinated in-person tour information sessions to answer all prospective students' and adults' inquires● Collaborated with other Admissions employees and tour guides to provide an efficient tour procedure for over 30 prospective students and adults● Demonstrated knowledge of UConn departments and programs by providing accurate information●… Show more ● Monitored and documented business operations using Google Sheets and answered inquiries through emails and phone conversations● Coordinated in-person tour information sessions to answer all prospective students' and adults' inquires● Collaborated with other Admissions employees and tour guides to provide an efficient tour procedure for over 30 prospective students and adults● Demonstrated knowledge of UConn departments and programs by providing accurate information● Effectively marketed UConn Stamford to maximize the interest of prospective students and adults● Created graphic designs for UConn tours and Stamford with Adobe Photoshop and Google Docs Show less

Master Of Science - Ms, Accounting, A

Updated as of 10/8/2023

Bachelor Of Science - Bs, Accounting