• Prepare simple to complex Individual, S-Corp, Partnership, and Corporate tax returns• Review financial records and schedules for accuracy• Utilize tax preparation software to prepare tax returns• Serve as the E-file documenter • Establish client files for all new engagements• Track client information and maintain organized data• Draft client engagement letters, statements of work, and transmittal letters• Facilitate the return preparation process with Grant Thornton India • Maintain a balanced budget for each engagement and participate in weekly scheduling • Provide assignments and guidance during Summer Internship Program• Assist with Summer Leadership Program and attend off site recruiting events

• Performed weekly quality-assurance to maintain compliance with standards and laws• Reviewed data on a weekly basis for accuracy, completeness, and compliance • Kept the Manager informed of QA progress, trends, and issues• Reviewed, tracked, and communicated corrections to department employees • Compiled information to summarize quality assurance findings to the QA Committee• Planned and facilitated quarterly Quality Assurance Committee meetings with community partners, self advocates, and agency employees• Conducted consumer satisfaction surveys for continuous quality improvement

• Submitted client expenditures of approximately $214,000 annually to the State• Reconciled and reviewed State reports including reimbursements monthly• Tracked and reconciled client expenditures to the agency trial balance monthly• Developed and maintained organization's client database and spreadsheets weekly• Participated in year-end closing and reconciliation

•Participated in both audit and tax assignments over an eight week period •Worked with several engagement teams at an associate level•Filed individual tax returns and participated in an extensive review process•Assisted with several audits within the manufacturing industry including inventory observations•Attended Women of Grant Thornton meetings •Scanned and filed archived client records•Volunteered with Grant Thornton's Green Team

•Communicated with the public, offered instruction, and provided personnel leadership•Instructed individuals of all ages and of varying developmental capacities in water safety•Trained staff in organizational procedures, professional conduct, and office practices