Moss Adams LLPStaff Accountant
Oct. 2009 - Aug. 2011Portland, Oregon AreaAt Moss Adams I was a staff accountant in the Tax Department. I worked on a multitude of clients ranging over many different industries. During my time at Moss I was involved in several committees within the company and also conducted training programs for new staff and interns. • Prepared corporate, individual, partnership, and fiduciary tax returns • Responsible for planning quarterly estimates for high wealth individuals and trusts with asset portfolios over $1 billion • Extensive work with high dollar investments including fixed asset income/bonds, stocks, REITS, and foreign investments • Experience preparing FAS 109 tax provisions and FIN 48 disclosures for financial statements • Industry focus: High Wealth Individuals, Trusts and Estates, Healthcare, Financial Institutions, Real Estate, and Manufacturing • Developed year-end planning forecasts along with other tax planning tools to provide better client service • Helped facilitate training programs for first-year staff and interns along with being a firm representative at recruiting events at both college campuses and outside firm events • Designated mentor for first-year staff and interns • Participated in office committees and helped organize multiple philanthropic events • Advanced skills with Microsoft Excel, Word and PowerPoint, BNA Income Tax Planner, Fixed Assets CS, and ProFx Tax and Engagement software programs