Open to opportunities

Bobbi Perez

@bobbiperez

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Accounting student with practical tax and attestation experience; QuickBooks and Lacerte proficient.

United States

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What I'm looking for

I seek an accounting role focused on tax or attestation work, collaborative teams, opportunities to expand technical skills, and clear mentorship for career growth.

I am an accounting student at Temple University's Fox School of Business with hands-on experience in tax preparation and attestation work at a regional public accounting firm. I supported preparation and filing of tax returns for partnerships, corporations, individuals, trusts, gifts, and inheritance accounts while reconciling books and ensuring compliance.

At SDAssociates, P.C., I reconciled client QuickBooks records, transferred prior-year information into Lacerte, and collaborated with teammates to identify and correct discrepancies. I also gained retail financial transaction experience and trained new cashiers while delivering strong customer service at a national department store.

I hold certifications including Accounting Foundations (GAAP), Excel for FP&A, and Bloomberg Market Concepts, and I volunteer regularly; I bring attention to detail, a client-focused mindset, and growing technical fluency in accounting software.

Experience

Work history, roles, and key accomplishments

Attestation and Tax Intern

SDAssociates, P.C.

Dec 2023 - May 2025 (1 year 5 months)

Facilitated preparation and filing of hundreds of tax returns and reconciled financial statements for partnerships, S-corps, corporations, individuals, trusts, and estates, improving accuracy and compliance; reconciled QuickBooks records and imported prior-year data into Lacerte to streamline tax preparation.

Tax Preparation Quickbooks Lacerte Individual Business Tax Client Communication Compliance

Sales Cashier

Kohl's

May 2023 - Aug 2023 (3 months)

Processed 200+ customer transactions, managed checkout operations and trained new cashiers on POS systems and customer service, contributing to efficient store operations and improved customer satisfaction.