United States
Private Client Services - HNW
•Assist adults with severe disabilities to meet their hygienic, social, and nutritional needs at an official government funded residents home •Work with individuals toward accomplishing goals through habilitation to increase their communication skills •Monitor residents’ behavior in order to report progress and deviations from typical interactions
• Prepared R&D wage credit calculations for over 20 different companies • Met with officers of clients updating data for current tax year and offering R&D credit strategies • Participated in multi-day workshop that introduced the powerful data analytic programs Alteryx and Tableau • Performed cost segregation analysis, helping identify opportunities to lower various client’s tax liability
•Taught 6+ students who struggled with accounting courses and improved their grades •Communicated conceptual ideas through alternative methods in a one on one setting