Career Summary

Master’s in Accounting graduate seeking the opportunity to master accounting roles with increasing levels of responsibility. Solid business acumen with natural professionalism respected by customers and peers. Excellent communicator with a dedication to lifelong learning for optimum business expertise.

Skills

• GAAP Accounting
• Bookkeeping
• Windows
• Income Tax Preparation
• Excel
• Quickbooks

Education

Master’s Degree | Business Administration

Western Governor’s University Mar ’23 – Present

Master’s Degree | Accounting

Western Governor’s University Mar ’22 – Feb ’23

Work Experience

Tax Advisor

Block Advisors, Madison, WI,  Sep ’23 – Present

• Prepare and file individual and business tax returns
• Research and interpret tax regulations and legislation
• Analyze financial data to identify potential deductions and credits
• Respond to IRS and state DOR inquiries, letters, and audits
• Monitor changes in tax laws and regulations to assist clients with tax compliance issues

Tax Preparer

Liberty Tax, Madison, WI, Jan ’11 – Apr ’11

• Prepared and filed over 50 client federal and state income tax returns

Bookkeeper

ZepherTax dba H&R Block, Zephyrhills, FL, Dec ’07 – Mar ’08

• Entered 30-40 transactions in QuickBooks Desktop weekly
• Prepared checks for expenses, accounts payable, and payroll using QuickBooks
• Monitored bank account daily and balanced bank statements monthly

Branch Manager

Amscot Tax Services, Tampa, FL, Jan ’05 – Apr ’05

• Scheduled and supervised up to 5 employees
• Prepared, audited, and filed over 150 simple individual federal tax returns

Volunteering & Causes

Friends of Ferals Madison (Volunteer Socializer) Sep ’13 – May ’21

Associations & Organizations

AICPA (Student Member) Aug ’22 – Present

WICPA (Student Member) Aug ’22 – Present