Lexi Jacobson Email & Phone Number

Los Angeles Metropolitan Area

Los Angeles, California, United States

Conducted research on potential audit data analytics to inform superiors of the various tools that can be used in future engagements, and presented the information to the Los Angeles Office at the end of the summer Gained experience in ATP audit software by inputting data from client workpapers, Microsoft PowerPoint software to create planning presentations, and Microsoft Excel to examine the given client informationAssisted senior associates in planning and sampling for an audit engagement by creating and organizing lead sheets and examining clients’ payroll, manufacturing, and investment workpapers

Sits on the chapter’s Executive Board as the Education and Scholarship representative, and collaborates with the other officers for matters regarding finances, member well-being, and overall executive decisions for the chapter Guides active members on a path of academic excellence and growth by providing on-campus resources and facilitating team building workshops, study tables, and weekly learning modules Communicates with selected cabinet members in order to delegate tasks involving event planning, budgeting, and rituals

Los Angeles, California, United States

Collaborated with fellow interns to compete in a tax planning case competition, gaining analytical, research and consulting skillsGained experience working with tax forms such as Form 1040 and Form 1120 by inputting data from client documents into computer softwareAnalyzed Form 1099s and Form K1s to assist in creating planning documents to help superiors prepare for tax seasonAttained valuable industry knowledge from firm superiors by setting up one on one meetings, attendingextensive trainings, and utilizing company resources

Bloomington, Indiana, United States

Assists students in basic level accounting classes by guiding them through homework problems, practice tests, and discussion workTutors approximately three students per week helping them receive consistently higher exam scores throughout the semester

Bachelor'S Degree, Accounting

High School Diploma