Prepare partnership and corporation tax workpapers, K-1 Summaries, K-1 investor packages, as well as the new federal form K-3s for a plethora of reputable clients in the Wealth and Asset Management and Private Equity fields.Initialized quarterly estimates for clients including analyses for the preferred returns, trial balances, realized reports, interest reports, and more. Operated under crunch to get said estimates done within tight deadlines. Learned GoSystems Tax RS, and utilized it to prepared SALT returns and extensions for different business-entities in a multitude of states including California, Florida, New York (State and City), Pennsylvania, and Louisiana.

Oversee logistics behind events, plan speaker engagements, book venues, coordinate site visits and networkingopportunities, all while being constrained by a fixed budgetExpand the organization’s network by establishing lasting relationships with industry professionals includingfinancial speculators, architects, real estate lawyers, professors, and campus administratorsGained Leadership experience by coordinating with other members to boost attendance at org’s eventsDirect campus outreach through tabling, email drops via Mailchimp, and promotion via social media

Constructed an effective lead list with hundreds of potential clients through water use information via the City of Los Angeles and personal information retrieved from websites such as RocketReach, Whitepages, and NuwberInsured low water usage of apartment buildings by thoroughly inspecting units around the Los Angeles area for leaks and inspecting for high water usage faucets and sinksMaintained data-retrieving sensors by re-calibrating them periodically at different locations throughout Los Angeles

Recorded day-to-day transactions including investments and revenues gained from salesCollaborated with a CPA on the company’s financial statements and prepared Excel spreadsheets to display this information to other members of startupSpearheaded effort to find hundreds of potential clients in the San Diego Area online via RocketReach, composed strong lead list with all of data attained, including business leaders’ emails, phone numbers, and addressesGained sales experience by contacting potential clients, primarily startups with offers on company’s product

Shadowed Owner and Asset Manager of company by participating in day-to-day operations such as leasing units, establishing dialogues with prospective tenants, and studying real estate regulations in Los AngelesBuilt relationships and learned through collaboration with architects, contractors, and construction professionals while learning negotiation skills to earn fair prices on services pertaining to the construction process