- Completed training and e-learning regarding company policy, information and operating systems, and tax preparation
- Shadowed tax accountants in their day-to-day functions with an emphasis on tax preparation
- Prepared tax returns for individuals, trusts, and businesses in accordance with the United States' Internal Revenue Service
- Communicated with clients regarding the status of their return and obtaining relevant information
- Kept track of various preparation assignments as well as organizing and updating related information in various softwares for each return completed
- Reconciling review notes received from supervising colleagues regarding engagements