• Held office hours, assist in practicum, and grade homework for Programming With Data, a class that teaches Python to non-CS majors

• Prepared tax returns for charitable foundations, corporations, and individuals

• Communicated with managers and seniors in a timely manner to organize client data

• Used Gosystems tax RS and client workpapers to prepare tax returns

• Prepared state and federal tax returns for high net-worth individuals, trusts, estates, gifts, and partnerships using Prosystems software

• Used excel to create workpapers from client documents to calculate tax significance of flow-through entities, foreign tax credits, and other tax situations

• Collaborated with managers and directors to take on new and unique tax situations in accordance with IRS rules and regulations