Staff Accountant Indiana University

Thomas Robert Rosenbaum **** N. Logan St. #***

720-***-**** Denver, CO

******.******.*********@*****.*** 80203

Education:

University of Denver; Sturm College of Law Graduation Class 2022

Master of Taxation

University of Denver; Daniels College of Business Graduation Class 2021

Master of Accountancy

Valuation Track

Indiana University; Kelley School of Business Graduation Class 2014

Bachelor of Science in Business

Accounting & Finance – double major

Related Experience:

Tax Staff Accountant – Accounting and Tax Solutions; Lakewood, CO

Spring 2024

Prepared individual 1040 tax returns for a small firm in the Denver metro area

Assisted clients with which documents we needed in order to timely file their returns

Schedule A, B, C, D, E; Forms: K, 1099: INT, DIV, R, S; Dependents, Energy Credits, SSA, HSA

TurboTax Live Support – JDA TSG; San Diego, CA

Spring 2024

Completed Intuit Tax Expert orientation program online to assist customers with Intuit Products

Performed my first fully remote occupation consisting of sales, tech support, and technical tax assistance

Maintained professional standards for Intuit and third-party tax services group JDA TSG for complete tax season

Lecturer & Adjunct Professor – Hawaii Pacific University; Honolulu, HI

Fall 2023

Learned to use LMS (Blackboard) to assign homework and keep track of student progress

Participated in designing curriculum to maintain AACSB accreditation and uphold academic standards

Professor of financial accounting, managerial accounting, and business math for undergrad and MBA students

Tax Resolution Specialist – Tax Relief Services; Honolulu, HI

Summer 2023

Used Lacerte to complete various tax returns (current year, prior years, individual, trust)

Represented clients using practitioner hotline to discuss details with IRS and Hawaii Department of Revenue

Studied to become an enrolled agent underneath other enrolled agents and Hawaii’s only non-attorney USTCP

Tax Accountant – James Jennings CPA, Inc; Honolulu, HI

Spring 2023

Worked for Mr. Jennings by doing individual tax preparation (mostly schedule C clients)

Taught myself to use CCH ProSystems fx with limited support

Was the only tax help to Mr. Jennings for the season

VITA Site Coordinator – IRS; Denver, CO

Spring 2022

Trained students to pass certification tests in order to volunteer with the program

Quality reviewed prepared returns for volunteers and maintained site compliance with IRS regulations

Attended site coordinator meetings in order to become the site coordinator for the University of Denver

Added first law student volunteers in addition to the accounting students from the accounting fraternity, Beta Alpha Psi

Law Clerk Externship – GreenspoonMarder; Denver, CO

Spring 2022

Assisted Partner with performing legal research and writing for tax controversy cases

Helped paralegals with IRS forms and documents for clients, especially cannabis businesses with 280E issues

Observed how to construct and draft partnership agreements and write other memos to state auditors and federal agents

Seasonal Tax Intern – WhippleWood CPAs; Littleton, CO

Spring 2021

Assisted with a few tax returns with some of the other CPAs and staff

Helped determine which counties were closed during the pandemic for PPP loans and ERC

Scanned, faxed, opened mail and worked with the secretaries doing clerical work in the office

Staff Accountant – Holben, Hay, Lake, Balzer CPAs LLC; Denver, CO

Spring 2017

Performed various administrative activities using SurePrep online tax binder software

Prepared taxes for various clients, including personal property tax returns for Denver Metro counties

Entered journal entries in QuickBooks online, updated books to year end for tax preparation to be completed

Leadership & Interests:

Started first chess club at Indiana University Bloomington in a decade and raised $1,500 in equipment funds

Former Vice President of Accounting Club at Indiana University Purdue University Indianapolis

First student at the University of Denver to simultaneously pursue Master of Accountancy and Master of Taxation

Dog walker at Dumb Friends League and former service dog reader to children at Woofs and Books

Vice President of Community Service for Beta Alpha Psi at University of Denver

Winner of $2,500 autumn 2020 merit-based tuition scholarship by COCPA society trustees & Plante Moran Foundation

Recipient of the Student Bar Association Outstanding Legal Masters Student for the 2021-2022 school year

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