Accounting and Finance double major with an active PTIN and an Enrolled Agent (EA) exam scheduled. Strong foundation in federal taxation, bookkeeping, and financial analysis, combined with 3.5 years of high-volume customer service and management experience. Proven ability to explain complex information clearly, maintain accuracy under pressure, and deliver excellent client experiences. Seeking a Tax Associate role.
Overview
3
3
years of professional experience
7
7
Certifications
Work History
Tax Experience
N/A
Greensboro
01.2025 - Current
Tax Preparation Practice Experience.
Prepared and reviewed individual federal tax returns for practice and learning purposes.
Applied IRS guidelines to W-2, 1099 income, dependents, credits, and deductions.
Ensured accuracy, compliance, and proper documentation.
Explained tax outcomes and concepts in clear, client-friendly language.
Store Manager / Assistant Manager / Shift Lead
Clutch Coffee Bar
Clemmons, Winston-Salem, Greensboro
07.2022 - Current
Recruited, trained and supervised new employees.
Delegated work to staff, setting priorities and goals.
Provided leadership, insight and mentoring to team members to enhance performance and productivity.
Resolved customer complaints in a timely manner.
Managed customer service inquiries and complaints in a timely manner.
Provided guidance and support to team members to enhance customer satisfaction.
Oversaw inventory management through cycle counts, audits and shrinkage control.
Managed inventory tracking and physical inventory counts to minimize loss.
Implemented inventory control measures to optimize stock levels and reduce waste.
Prepared staff work schedules and assigned team members to specific duties.
Monitored employee performance and adjusted schedules to optimize productivity.
Oversaw daily operations and maintained high service standards at busy coffee bar.
Conducted daily store operations, including opening and closing procedures and cash handling.
Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
Created weekly work schedules for store personnel.
Managed daily banking activities such as deposits and withdrawals.
Reviewed customer feedback to make operational improvements and promote satisfaction.
Education
Bachelor of Science - Accounting & Finance (Double Major)
University of North Carolina At Greensboro
Greensboro, NC
01-2028
Skills
Tax preparation
Microsoft Excel
Customer service
Data analysis
Customer-focused communication
Remote work readiness
Process improvement
Confidential data handling
Strong written and verbal explanation skills
Certification
Active PTIN
Timeline
Tax Experience
N/A
01.2025 - Current
Store Manager / Assistant Manager / Shift Lead
Clutch Coffee Bar
07.2022 - Current
Bachelor of Science - Accounting & Finance (Double Major)