• Directing the termination and distribution of fiduciary accounts in coordination with diverse parties of interest;• Mitigating risk by reviewing the past administration of closing fiduciary accounts and taking any necessary corrective action during the closing process to limit liability exposure; and• Improving client relations by accommodating requests, maintaining open lines of communication, and managing expectations during what can be a long and frustrating closing process

• Review judicial opinions and petitioner appeals of Master decisions• Provide general assistance to the Court as needed

• Directing the termination and distribution of fiduciary accounts in coordination with diverse parties of interest;• Mitigating risk by reviewing the past administration of closing fiduciary accounts and taking any necessary corrective action during the closing process to limit liability exposure; and• Improving client relations by accommodating requests, maintaining open lines of communication, and managing expectations during what can be a long and frustrating closing process.

Assisted clients of the firm meet their estate, trust, tax, and succession objectives in an ever-changing legal environment by, among other things, drafting trust and estate documents (wills, revocable trust agreements, POAs, etc.); conducting legal research; and preparing tax returns (1040s, 1041s, 709s, etc.).

• Represented eligible clients in disputes involving the IRS before the U.S. Tax Court and IRS Appeals Division• Managed case files and consulted with clients to determine the nature and extent of tax liabilities• Reviewed recent IRS opinions, rulings, and other administrative materials needed to zealously advocate for my clients’ interests

Associate Editor of Paper Chase, September 2017—January 2019• Researched original web-based source materials, including global and national judicial opinions, legislative and regulatory materials, complaints, and other documents pertaining to developing legal issues• Drafted clear and concise news stories under strict timelines, summarizing current legal issues, including: changes to the German property tax regime, litigation challenging the Trump administration’s ‘travel ban’, member challenges to FINRA arbitration rules, etc.Assistant Editor of Academic Commentary, September 2013—October 2014• Solicited and edited law articles submitted by professors around the globe addressing contemporary legal developments

• Conducted legal research and drafted memoranda regarding various matters handled by the firm (i.e. foreclosure claims, local tax audits, estate planning, etc.)• Drafted and filed numerous legal documents (i.e. complaints, motions in limine, interlocutory appeals, etc.)

• Provided general customer service to bank clientele on a broad range of banking issues• Assisted in the training and acclimation of new associates• Recipient of the Model Associate Award for exemplary customer service

• Prepared and filed federal, state and local income taxes for individuals, families and small businesses• Managed the Queen Street branch, solicited clientele and provided general tax assistance to clients

• Drafted various legal documents (e.g. complaints, motions, powers of attorney, EEOC Intake Forms, etc.) and memos assessing the viability of legal claims• Conducted legal research and filed litigation documents for firm attorneys

• Managed the filing of tax reclaims on American Depositary Receipts (essentially foreign securities traded on the U.S. market) for eight foreign markets • Determined eligibility for and processed reclaims on client accounts exempt from taxation or taxed at a favorable rate (e.g. those with 501(c)(3) or 401(a) designations)• Analyzed and reconciled account entitlements between the Custody Management System (CMS) and sub-custodians• Constructed and communicated client account reports utilizing Time Share Option (TSO) software• Obtained practical experience working with financial software (e.g. the Distributed Transaction Coordinator (DTC) and Custody Management System (CMS)), as well as complex Microsoft Access and Excel documents

• Labored up to 100 hours a week implementing, managing and organizing a grassroots political network • Recruited and trained teams of volunteers, as well as collaborated with local leaders in order to raise visibility for and support Kathy Boockvar's 2012 congressional campaign• Obtained invaluable organizational and interpersonal skills• Gained relevant experience with software such as Google Docs, Microsoft Excel and the Voter Access Network (VAN) database

• Provided federal and state income tax return services to eligible members of the greater Meadville community as a certified tax assistant

• Researched demographic and politically relevant data on ten Pennsylvania counties used in the construction of a county dossier• Created spreadsheets and drafted documents for various tasks over the course of the summer (e.g. organizing donor lists, composing voting-trend graphs, etc.)• Inventoried documents and provided general logistical support when the office was relocated

Interned in Senator Tom Udall's (D-NM) Washington, D.C. office.• Drafted memoranda summarizing committee reports and hearings, as well as interest group informational sessions• Provided constituent support services to those who contacted the office via mail, phone or in person

Mentored juveniles on probation in Meadville High School two to three times a week for 3 hours at a time.