• Used Corptax to prepare corporate tax returns in multiple states• Used GoSystems to prepare partnership returns in multiple states• Used Excel to list 340 entities filing tax forms across 25 states for a client transmittal letter • Reviewed and prepared Wisconsin, Pennsylvania, and Oregon state partnership tax returns• Prepared Oklahoma, South Carolina, and Georgia state corporate tax returns• Reviewed and edited California Forms 568 for single-member LLCs• Prepared apportionment workpapers for corporate state extension filings in 10 states• Used Excel to track state NOL amounts, carryforward periods, and other state rules• Prepared franchise tax workpapers for clients with nexus in 10 different jurisdictions• Rolled over a corporate quarterly state tax estimate workpaper• Prepared state K-1s and state PTE tax withholding forms for partnership clients

• Revised proposed college policy changes with the Dean and Chairs• Proposed evaluation metrics for college-level initiatives for strategic planning• Created and revised a referendum proposal for a new food pantry support program• Presented a referendum for a new food pantry support program to the student senate• Drafted a resolution stating the student senate’s opinion on AI policy

• Used Ultra Tax to prepare 174 tax forms, including forms 1120S, 1120, 1065, and 1040• Used QuickBooks to correct clients’ accounting, create AJEs, and complete tax forms• Created tax projections in Planner and Excel for tax strategy recommendations for clients• Reconciled and entered 50 clients’ wealth data for reporting gains after net contributions• Completed over 20 work papers for property sales, including section 1031 exchanges• Created a 500-client data set with Power Query to merge client data across different systems• Researched specialized tax credits for client-specific needs• Researched issues related to 1031 exchanges for client compliance • Created work papers with Schedule M-1 adjustments for business clients• Prepared Schedule K-1s for owners of S-corporations and partnerships• Prepared Schedule Es and Schedule Cs for clients with disregarded entities

• Completed freshness reports for expiring inventory• Physically counted inventory levels for zero counts• Pulled and put-up advertisements and price labels• Organized and stocked shipments of new inventory• Used POS system to complete check, Western Union, cash, card, and other transactions• Learned Western Union regulations, rules, and procedures

• Forecasted program expenses for a budget of $3,840 to create future budgets• Obtained $1,000 in additional funding for the student advocates program• Created a student guide for a degree assessment software • Presented the guide to the staff and deans of the College of Business and Economics• Created a committee webpage with an organizing set of minutes and governing documents• Served on the College of Business and Economics AEID Committee• Scheduled and led meetings with my coworkers• Led programmatic strategies by creating and executing action plans

• Managed a student-funded budget of $5.4 million by approving all expenditure requests• Reconciled collected cash for 5 fundraising events • Presented financial information weekly• Created and presented budget allocation recommendations• Assessed college funding requests of amounts up to $500k• Analyzed club budgets of up to $2,000 for recommendations to budget authorities.• Led the creation and presentation of a Sustainability Action Plan• Created and executed strategic plans for events, fundraising, and AEID initiatives.• Analyzed the impact of changing and reallocating student fees for recommendations• Served on the Student Tech Fee, Services & Activities Fee, and Budget Governance Committees

• Filed and organized paperwork• Learned accounting principles from a CPA• Tracked Insurance requirements for construction jobs