Evelyn Shah
Tax Associate
Houston, TX evelyn.shah@example.com +1 (555) 002-1148 evelynshah.example
Profile
Tax associate who keeps workpapers that a reviewer can follow. Returns, notices, and a calendar that starts before the client’s shoebox arrives.
Experience
Tax Associate
2021 – Present
Westferry Audit · Houston, TX
- Prepared 90+ business and individual returns with a first-pass review note rate under 8%.
- Built a notice tracker so state letters did not sit in a shared inbox.
- Documented a R&D credit file that survived a second-partner review without a rewrite.
Tax Intern
2020 – 2021
Bayou Ledger · Houston, TX
- Organized client source documents into a checklist staff still use.
- Learned to ask for missing K-1s in February, not April.
Skills
Tax preparation · Workpapers · Notices · Research · Excel · Client communication
Education
M.S. Taxation
2020
Bayou City University
Projects
Notice Tracker
State, date, amount, and owner for every letter in the door.