Mia Boudreau Email and Phone Number

• Prepare workpapers and lead sheets for complex, consolidated, and multi-state 1120, 1120S, 1065, 1040, and 1041 tax returns using CaseWare, Fixed Assets CS, and CCH ProSystem fx. • Advise tax interns and new staff on internal procedures and onboarding processes. • Develop and implement tax technical and software trainings.• Prepare federal and state tax planning projections for passthrough and corporate entities, and individual and estate estimated tax liability using BNA Income Tax Planner.• Review client financial statements to post adjusting journal entries and M-1 entries in CaseWare.• Assemble various tax forms in CCH Axcess including FBAR and Form T.• Communicate with clients in a professional manner to maintain positive client relationships.

• Collaborated with four tax and senior associates to prepare workpapers for corporate and partnership federal and state returns and quarterly provisions.• Created trial balances for 15 foreign entities allowing seniors to import into international tools to complete filings and calculations that support compliance processes.

• Reconciled general ledger accounts and investigated variances for five entities.• Prepared and posted approximately 20 journal entries into Sage Intacct and Sage 100 per month.• Prepared schedules and documentation with senior managers for external auditors.

• Accomplished 80 hours of online learning to improve on professional writing, business communication, and data-driven decision-making skills.• Completed entry-level training programs in finance, advertising, media, technology, human resources, and sales. • Attended regularly scheduled webinars with world-renowned keynote speakers detailing their experiences throughout the finance, marketing, human resources, and information technology industries.

• Collaborated with two tax managers each week to prepare supporting workpapers related to federal and state income tax returns.• Reviewed and verified client tax forms in SurePrep tax software and sent tasks to tax preparers via XCM.

• Trained incoming student office assistant by creating a 15-page guidebook with detailed instructions.• Prepared Excel spreadsheets and operated efficient electronic filing system for the Dean of the Graduate Department of Behavior Analysis.• Simplified processes of retrieving data from Simmons University’s computer system to compile department records dating back more than 10 years.