I am part of a dedicated team focused on preparing partnership returns (1065s) and their state filings. I gain exposure to advanced Subchapter K topics and regularly collaborate with the M&A team on various transactions for each return. Here are the skills and projects I contribute to:-Develop advanced knowledge of CCH Axcess Tax and Caseware for return preparation.-Assist in creating tax distribution recommendations, ensuring accurate quarterly estimates, and enhance the book-tax deliverable template through automation.-Train and mentor interns on the full tax return process, including reviewing their work for quality assurance.-Work closely with signers and maintain direct communication with clients to address their needs.-Participate in client meetings with CFOs and Controllers to review tax returns, estimates, and advanced topics.

I worked directly with the Founder/CEO to manage the entire accounting function at this startup. I initially overhauled the books and later maintained monthly bank reconciliations and bookkeeping tasks. Here are the skills and projects I contributed to:-Cleaned up financial records and implemented streamlined procedures, improving accuracy and efficiency in financial reporting.-Prepared and posted manual journal entries to resolve advanced accounting issues.-Accounted for bi-weekly payroll in the financial statements.-Used QuickBooks extensively, becoming proficient in the software for day-to-day accounting.

I worked as part of the managed services team in Texas, collaborating with colleagues nationwide. I partnered with the VP of Finance and the FP&A team to ensure we met client needs in a high-performance consulting environment with undefined projects, which required proactive problem-solving. Here are the skills and projects I contributed to:-Prepared flux analysis for monthly and quarterly international financial statements, streamlining the process through automation.-Created SOPs for NetSuite and Oracle accounting procedures from scratch to ensure a smooth onboarding process for future accounting teams.-Developed slide presentations for due diligence and audits of risk, facilitating clear communication of complex information to stakeholders.

I worked directly with the partnership team, focusing on real estate and private equity, before transitioning and training for the individual tax team, where we prepared 1040s for high-net-worth individuals. This role provided my first exposure to a national accounting firm and proved to be valuable experience and training. Here are the skills and projects I contributed to:-Developed skills in preparing individual returns using SurePrep and Tax Caddy software, alongside CCH and Caseware.-Performed 7216 validations by reviewing Statements of Work (SOWs) and assigning teams to various projects.-Prepared several partnership and individual estimates in a timely manner.

I was promoted to Team Lead, where I took on additional responsibilities while continuing my previous duties. Here are the skills and projects I contributed to:-Helped hire, interview, train, test, and onboard new associates to build a strong team.-Participated in the social committee, planning events and employee recognition initiatives to enhance team morale.-Maintained my focus on data analysis by preparing a survey from scratch, reviewing the data, and presenting my findings and action items to university administration.

I was part of the Institutional Research and Assessment (IRA) team at the university, focusing on ensuring adherence to accreditation and academic standards while conducting various surveys, including alumni and student research. My role centered on the assessment side, where I helped automate the extraction of grades and other data from Canvas to support accreditation standards. Here are the skills and projects I contributed to:-Assisted administrators in preparing surveys and gathering assessment data for degree accreditation requirements.-Developed skills in managing large data sets using Excel, Power BI, Qualtrics, and AEFIS.-Conducted surveys, coded long-form responses, and created presentations to communicate findings effectively.-Collaborated with team members to analyze data and ensure compliance with academic standards.

I worked at a small accounting firm specializing in payroll and tax compliance, where I gained my first real-world exposure to tax preparation. I prepared several individual and trust returns for the 2021 tax year, working directly with partners and thriving in a high-stress environment. Here are the skills and projects I contributed to:-Prepared 1099s and 1040s, including K-1 reconciliations, for various clients such as farms, small businesses, college students, and high-net-worth individuals using UltraTax software.-Conducted extensive tax research to validate credits for tax returns, particularly for the American Opportunity Tax Credit (AOTC) and stimulus packages, given the complexities of the tax year.-Recognized as an extremely high performer, consistently exceeding expectations and being asked to work overtime due to my efficiency in preparation.-Developed a solid understanding of tax compliance and regulations while managing multiple client needs in a fast-paced setting.