Fulton Management

● Draft gift and estate, corporate, trust, individual, and partnership returns at fiscal year end 
● Organize clients' monthly credit card transactions and monthly statements in Quickbooks Online Accountant
● Research local and state tax rules to draft a memorandum for manager review and client dissemination in response to government notice

Staff Accountant

Windes

●	Prepare and review commercial, trust, partnership, gift and estate, and individual returns at fiscal year end 
●	Research tax regulations and treatment of inconstant yearly transactions as it relates to return completion and client advisory services by management

Experienced Staff Accountant

Andersen

●	Utilize client provided information to prepare and file complex individual, gift and estate, partnership, corporate, and fiduciary returns following year end
●	Interview prospective undergraduate candidates for summer leadership and internship program, identifying qualified individuals capable of contributing to and embodying the firm’s established organizational values
●	Calculate quarterly projections based on prior year’s return data to determine estimated tax liability by employing BNA Income Tax Planner software

Private Client Services Tax Associate II

Wiley Efficient Learning

●	Collaborated with the Regional Director and the University of California, Irvine faculty to determine effective promotional strategies to maximize CPAexcel program registration numbers
●	Organized presentations with on-campus accounting associations and academic-centered fellowships through institution and social media endorsement to attract accounting undergraduates preparing for their certification exam 
●	Granted access to nationally recognized accounting programs consistent with successful performance on the CPA exam

CPAexcel Campus Ambassador

Andersen Tax

●	Assisted in the preparation of individual, estate, gift and fiduciary tax returns following extensive research on present tax laws and related projects  
●	Consulted with fellow staff members on various client engagements, earning similar responsibilities to an Associate of the firm

Private Client Services Tax Intern 

White Nelson Diehl Evans LLP

● Networked with firm professionals, gaining insight into the responsibilities of public accountants through group presentations  
● Engaged in community service activities, including coordination with the OC Second Harvest Food Bank’s food box distribution

Summer Leadership Program Participant

University of California, Irvine Transportation & Distribution Services

●	Applied Adobe Creative Suites to support the implementation of marketing campaigns and programs following in-depth analysis of consumer demographic reports to better tailor advertisements promoting campus-wide and community events
●	Conducted customer research, analyzed results of marketing efforts, and facilitated the creation of new marketing strategies

Marketing and Graphic Design Assistant

University of California, Irvine Office of Admissions & Relations with Schools

●	Monitored web traffic through Google Analytics, outlining recommendations pertaining to increasing mobile platform usage of the institution’s website in conjunction to decreasing bounce rates through information and webpage restructuring  
●	Utilized Adobe Creative Suites to design university apparel reflective of the school’s environment to increase attendee numbers at large campus events, resulting in an 11% increase in the number of 2018 Fall applicants from the previous academic year   
●	Managed the university’s various social media accounts to appeal to prospective students and sponsoring alumni by showcasing the student body in weekly photograph selections

Marketing Communications Coordinator

University of California, Irvine - The Paul Merage School of Business

●	Aided in the development of online courses at UCI’s Paul Merage School of Business by reporting film transitions, noting important details, and developing module expectations for enrolled scholars 
●	Created exam questions to test students’ knowledge and level of mastery of various macroeconomic concepts 
●	Reviewed professor’s lectures prior to the quarter, distinguishing key ideas within lesson modules for students to identify

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