Client Service Administrative Support

Julianne Wallace

910-***-**** ****************@*****.*** www.linkedin.com/in/julianne-wallace-5b641526a/

PROFESSIONAL SUMMARY

A highly motivated and detail-oriented accounting professional who graduated Summa Cum Laude at 20, demonstrating exceptional drive and a proven ability to deliver high-quality work ahead of schedule. Excels in collaborative environments by providing constructive feedback and establishing positive communication across all organizational levels. Eager to leverage financial software proficiency, efficiency, accuracy, and strong analytical capabilities, paired with a proven track record of adding value to drive successful business outcomes.

EDUCATION

University of North Carolina at Charlotte Charlotte, NC

Bachelor of Science in Accounting- Summa Cum Laude May 2025

GPA: 3.94

Relevant Coursework: Intermediate Financial Accounting I, II, and III, Accounting Information Systems, Introduction to Auditing, Income Tax

Accelerated Achievement: Graduated high school early, began college at 17, and completed bachelor’s degree a semester ahead of schedule.

WORK EXPERIENCE

BGW CPA, PLLC Charlotte, NC

Audit Intern May 2024 – Aug 2024, Jan 2025 – Apr 2025

Collaborated with team members to conduct audits, reviews, and 401(k) audits for clients across various industries.

Drove efficiency and ownership by rapidly advancing to the sole preparer role for review engagements, successfully completing all assigned projects on time and under budget, all while balancing full-time coursework.

Prepared audit programs and work papers, interacted with clients, prepared financial statements and disclosures, and developed an understanding of general audit procedures, documentation, and judgements.

Fostered positive client relationships through proactive and clear communication, leading to positive feedback from both clients and engagement partners on professionalism and responsiveness.

Prager Metis CPAs Charlotte, NC

Tax Intern Jan 2024 – April 2024

Supported tax compliance preparation and filing for both individuals and businesses across multiple industries.

Ensured accuracy and compliance in individual and corporate tax filings, reducing review adjustments by 15% during tax internship through meticulous attention to detail and proactive issue resolution.

Supported preparation/review of corporate tax calculations, ensuring accuracy and compliance with all legal requirements.

Improved workflow organization by effectively utilizing CCH Axcess Workflow to track project statuses, contributing to the team’s ability to manage a high-volume tax season workload.

Collaborated across all levels of leadership (staff to partners), fostering strong communication and positive team morale.

LEADERSHIP & INVOLVEMENT

Beta Alpha Psi- Eta Alpha Chapter Charlotte, NC

Lifetime Member Jan 2024 – Present

Demonstrated a superior commitment to professional growth by actively participating in all pillars of the organization: networking with professionals, developing technical skills in workshops, and contributing to community outreach, consistently showing initiative in soft-skill development beyond peers.

Accounting for the Future- Sponsored by Deloitte and Wake Forest University Wake Forest, NC

Participant Nov 2023

Selected to represent UNC Charlotte at a prestigious accounting conference; collaborated to create and deliver a presentation to industry leaders on strategies for expanding awareness and building diverse pathways into the accounting profession.

El Club de Español Para Amigos Charlotte, NC

Public Relations Chair Jan 2024 – May 2024

Spearheaded public relations and outreach initiatives, revitalizing social media strategy and forging key partnerships with campus organizations and local businesses, which increased event engagement by 30% and expanded the club's community impact

SKILLS

Accounting Software: CaseWare Working Papers, DataSnipper, Thomson Reuters Engagement, NetStaff CS, LeaseQuery Certified, CCH Axcess, CCH Engagement, SurePrep

Technical: Microsoft Office Suite (Advanced Excel, Word, PowerPoint, Outlook)

Languages: Native English, Spanish (Upper Intermediate Level)

Soft Skills: Detail-Oriented, Cross-Functional Communication, Process Improvement, Collaborative Problem-Solving, Time Management

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