Tax Associate

Reese Schader

** ******* ******* ********, ** 508-***-****

*************@*****.*** www.linkedin.com/in/reese-schader Education

Roger Williams University Bristol, RI

Gabelli School of Business (AACSB Accredited)

Bachelor of Science in Accounting and Finance

Dean’s List: Fall 2017 – Spring 2021

Road to 150: Graduated with 150 credits

Relevant Experience

PricewaterhouseCoopers, LLP Boston, MA Tax

Associate

Sansiveri, Kimball & Co., LLP Providence, RI January-March 2020 Tax Intern

● Prepared income tax returns for both individuals and corporations

● Developed new skills with the tax software, ProSystem FX

● Collaborated with other interns and employees to enhance problem solving abilities Fall 2019-Spring 2021

Other Information

Beta Alpha Psi Honor Society Member Treasurer

Accounting Tutor

SIE Certified

Spring 2019-Spring 2021

● Reviewed and prepared distribution requirements for mutual funds, ETFs, and Partnerships based upon varying deadlines

● Assisted colleagues in compiling various tax forms and compliance work utilizing Excel and Alteryx

● Oversaw Acceleration Center employees located in Buneos Aires, Argentina and Kolkata, India while assisting them with preparation work

● Engaged directly with clients pertaining to providing proper documents and data to ensure work could be properly performed

May 2021

GPA: 3.71

July 2021-Present

Center for Advanced Financial Education Bristol, RI January-May 2021 Research Analyst

● Researched companies in various sectors and industries by analyzing 10-Ks and 10-Qs while also delving through analyst reports

● Performed deep analyses of company financial statements to determine financial health of potential investments by utilizing Bloomberg functions

● Cooperated with other analysts and directors within the program to determine changes to be made to the portfolios

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