Sam Herbert

BYU Accountancy Alum | Tax Intern at CLA

Denver, Colorado, United States

About

I am a recent BYU School of Accountancy graduate planning to pursue my MAcc and CPA. Currently, I am a Tax Intern at CliftonLarsonAllen gaining experience in public accounting.

Experience

  • Tax Intern at CLA (CliftonLarsonAllen)
    Jun 2026 - Present · 1 mo

  • Assurance Intern at Plante Moran
    Jan 2026 - Apr 2026 · 4 mos

    • Performed substantive testing across key financial statement cycles, supporting audit conclusions • Documented and organized confirmation responses, linking confirmed balances to supporting workpapers and ensuring completeness of audit evidence • Analyzed general ledger activity and variances, investigating discrepancies through supporting documentation and client inquiry • Communicated with client personnel to resolve open items and obtain audit support

  • Retirement Income Solutions Accounting Intern at Principal Financial Group
    May 2025 - Dec 2025 · 8 mos

    • Automated 5 research and forecast templates using Excel and AI technology, streamlining monthly reporting processes and improving operational efficiency • Conducted monthly forecast analysis, comparing actuals to goals and providing insights for future projections while investigating and resolving variances • Contributed to enterprise-wide stability project by migrating financial reports from legacy data cubes to cloud-based Oracle system, enhancing data accessibility and reporting capabilities • Performed detailed month-end analysis and collaborated with team members to identify trends and optimize forecast accuracy

  • Assistant Team Lead at Brigham Young University
    Nov 2023 - Dec 2024 · 1 yr 2 mos

    • Lead a team of students to ensure the timely and efficient completion of cleaning tasks, fostering a collaborative work environment and maintaining high standards of cleanliness across campus facilities • Implement process improvements and delegate tasks effectively to enhance team productivity, consistently meeting or exceeding operational goals within tight deadlines

  • Server/Manager at El Tapatio Mexican Restaurant
    Dec 2018 - Aug 2023 · 4 yrs 9 mos

    • Received and completed food orders swiftly and accurately in a fast-paced environment, maintain a positive and welcoming attitude • Recommended menu items based on customer preferences and upsold complimentary sides or drinks, increasing average order value •Filed all reported business income, tips, and expenses daily