Career Summary
Master’s of Business Administration and 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 | 2024
- Master’s Degree | Accounting | 2023
- Bachelor’s Degree | Accounting | 2007
Work Experience
Team Member/Cashier
Michael’s, Madison, WI, Nov ’23 – Present
- Provide customer service at checkout and self-checkout
- Handle cash, credit, and check transactions
- Upsell memberships, product protection plans, and private-label credit card
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