Saul R. Email & Phone Number

Portland, Oregon, United States

Portland, Oregon, United States

● Prepared a wide variety of returns for SchultzGroup clientele, including 1040 individuals, 1120 S-Corps/C-Corps, and 1065 Partnerships● Utilized software such as Lacerte, OfficeTools, QuickBooks, and Adobe to complete daily assignments efficiently and accurately● Reviewed and reconciled tax documents to ensure compliance with federal and state tax regulations● Collaborated with senior tax professionals to address tax issues and provide solutions forclients' unique circumstances

Lake Oswego, Oregon, United States

● Utilized software such as ProFX, CaseWare, and Excel for assigned tasks (handlingclient returns, K-1 inputs, tie-out computations, managing client CaseWare files)● Continuously reached out to Tax staff for task updates and questions relating to assignments● Frequently networked with firm Partners, Managers, and Associates in order to develop professional relationships● Attended tax trainings and prepared training returns to familiarize myself with firm procedures and expectations● Operated in an environment with minimal supervision

● Processed applications and invoices for the Jim Sells Scholarship program● Analyzed/created documents to be reviewed by the program coordinator● Exhibited strict policy of privacy while on shift● Managed applicant information via Excel● Answered emails regarding information about the program● Reached out to applicants on a daily basis with any questions or concerns

Beaverton, Oregon, United States

● Managed Google Drive associated with the organizations budget ● Coordinated emails to update the executive MBSA team on a monthly emails ● Assisted the Director of Finance with presentations, developing budgets for events, and allocating funds for events

Portland, Oregon, United States

● Prepared EGAs and reconciliations to be reviewed by upper management● Further developed skills with frequently used data analytic/visualization programs (Alteryx, Tableau, Excel, and PowerBI)● Used data analytic programs in order to cleanse and transform data● Traveled to client site on a daily basis or when needed

Beaverton, Oregon, United States

● Prepared 1040 individual returns for Dougall Conradie clients● Utilized software such as Practice CS, UltraTax, and GoFileroom for day-to-day operations● Frequently checked in with tax managers with any questions or status updates● Supported other interns with resolving any issues relating to returns

Portland, Oregon, United States

● Examined large sets of data to come up with recommendations for different organizations● Utilized Alteryx and Excel pivot tables to find trends and anomalies in data● Became familiar with company policy regarding the privacy and security of clients● Collaborated with other interns to brainstorm and give feedback on projects● Met with PwC Partners, Seniors, Associates, and Start Recruiter for frequent updates

Beaverton, Oregon, United States

● Worked to resolve any issues guests may have had● Collaborate with other team members to complete assigned tasks under tight deadlines● Created a stress-free environment for both supervisors and guests● Lead distribution of product onto the sales floor● Approached guests to ask about their shopping experience● Trained and mentored new team members on how to efficiently complete tasks

Bachelor Of Applied Science - Basc, Finance

Bachelor Of Applied Science - Basc, Accounting