OBJECTIVE
TO OBTAIN A POSITION AS A TAX ACCOUNTING SPECIALIST WITH A PUBLIC
ACCOUNTING FIRM
EDUCATION
WAYNE STATE UNIVERSITY, DETROIT, MI, MASTER OF SCIENCE IN TAXATION (DEC
2009) 3.2 GPA
Franklin University, Columbus, OH, Bachelor of Science in Finance with a
minor in Global Business (Dec. 2006) 3.4 GPA
WORK EXPERIENCE
STAFF ACCOUNTANT - PREMIER CPA FIRM, COLUMBUS, OH, 2010 TAX SEASON
. WORKED WITH LACERATE TAX SOFTWARE APPLICATIONS TO COMPLETE
INDIVIDUAL, S CORPORATION, C CORPORATION AND PARTNERSHIP TAX
RETURNS FOR REVIEW
. COMPLETED COMMERCIAL ACTIVITY TAX (CAT) RETURNS FOR BUSINESS
ENTITIES OPERATING IN THE STATE OF OHIO
. ASSISTED WITH RESPONSES TO CLIENT NOTICES FROM THE INTERNAL REVENUE
SERVICE
. COMMUNICATED WITH CLIENTS REGARDING INFORMATION NEEDED OR
CLARIFICATION OF ISSUES
. PREPARED AND RECONCILED ACCOUNT SCHEDULES AS REQUIRED
TAX ASSOCIATE - HR BLOCK, DETROIT MI, 2009 TAX SEASON
. PREPARED OVER 150 TAX RETURNS FOR INDIVIDUALS AND SMALL BUSINESS
OWNERS, RETURNS INCLUDED ITEMIZED DEDUCTIONS, PROFIT AND LOSS FROM
BUSINESS, INTEREST AND ORDINARY DIVIDENDS AND CAPITAL GAINS AND
LOSSES
. RESEARCHED A VARIETY OF TAX ISSUES SUCH AS PAYROLL TAXES, TAX
LIENS, WAGE GARNISHMENTS AND UNFILED RETURNS RAISED BY CLIENTS
USING RESEARCH TOOLS SUCH AS RIA AND CCH
. ASSISTED IN THE PREPARATION OF PRESENTATIONS FOR DIFFERENT GROUPS
TO EDUCATE THEM ON VARIOUS TAX MATTERS SUCH AS IRS SEIZURES AND
AUDITS
FINANCIAL SERVICES ADVISOR - J.P MORGAN CHASE, WESTERVILLE, OH MARCH 2007
- DECEMBER 2007
. RESOLVED FINANCIAL AND NON-FINANCIAL CUSTOMER INQUIRIES SUCH AS
INTEREST RATES, BALANCE TRANSFERS AND PAYMENT OPTIONS FOR BUSINESS
CREDIT CARD MEMBERS
. Provided personalized service (telephone and written) to meet or
exceed clients' time and quality expectations
. Executed transactions promptly and accurately responded to client
requests and inquiries by focusing on the firm's service policies,
systems and legal compliance regulations as well as products and
services.
VOLUNTEER EXPERIENCE - WORKS STATION, THE PLAINS, OH -2006 TAX SEASON
. FILED INDIVIDUAL AND SMALL BUSINESS TAX RETURNS FOR OVER 200 LOW
INCOME EARNING FAMILIES. FILED ALL SCHEDULES A,B,C,D,E FOR SMALL
BUSINESS OWNERS.
PROFESSIONAL AFFILIATIONS
Student member of the Michigan Association of Certified Public Accountants
(MACPA) from October 2008 to date
Computer SKILLs
PROFICIENT IN MICROSOFT OFFICE (POWERPOINT, EXCEL, WORD, ACCESS AND
OUTLOOK), INTERNET, SPREADSHEET DEVELOPMENT