Prepare federal and state income tax returns for national real estate partnerships and high net worth individuals by updating financial statements, depreciation schedules, and rental real estate acquisitionsIdentified discrepancies through forensic accounting projecting client savings of $100,000 in a court caseExplain complex tax implications of estate planning related to retirement accounts, trusts, and gifting

Optimized the data ingestion process with a team of three, resulting in a 90% reduction to operational costsTransferred data to PowerBI and created models to present the data in an accessible formatShared progress and findings to managers of the branch at end of the year presentation

Took inventory of certificates of insurance for subcontractors hired for construction purposesSpent one week at a construction site to take photos of the construction progress for executives to observe