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Dee Chavez

@deechavez

Tax Associate at CliftonLarsonAllen preparing federal and multi-state returns and building tax reconciliations in Excel.

United States

Message

At CliftonLarsonAllen (CLA), I prepare individual, corporate, and partnership tax returns across federal and multi-state jurisdictions. I work with clients to gather documentation and clarify financial information, and I prepare supporting schedules for Forms 1040, 1120, and 1065.

I also build book-to-tax, equity, and trial balance reconciliations in Excel to identify adjustments and support accurate tax reporting. My tax work uses CCH Axcess Tax and ProSystem fx.

At UC Berkeley Youth Recreation, I led a team of junior staff by creating schedules and assigning roles. Earlier, I analyzed retail tax attributes in a course project and used R to study seatbelt use and injury severity.

Experience

Work history, roles, and key accomplishments

Current

Tax Associate

Current

CliftonLarsonAllen (CLA)

Apr 2026 - Present (7 months)

Prepare individual, corporate, and partnership tax returns across federal and multi-state jurisdictions using CCH Axcess Tax and ProSystem fx. Communicate directly with clients to gather documentation and resolve outstanding items.

CCH Access Tax Prosystem Fx Tax Excel Tax Preparation Tax Reconciliations Financial Analysis

Private Math Tutor

Freelance Tutoring

Aug 2025 - May 2026 (9 months)

Provided weekly one-on-one math tutoring to an elementary student, developing personalized lesson plans and adapting teaching strategies to the student's learning style.

Tutoring Lesson Planning Communication Skills Adaptability

Tax Intern

CliftonLarsonAllen (CLA)

Jan 2026 - Apr 2026 (3 months)

Prepared complete individual, corporate, and partnership tax returns using CCH Axcess Tax and ProSystem fx, analyzing financial data to ensure compliance with federal and state tax regulations.

CCH Access Tax Prosystem Fx Tax Excel Tax Preparation Tax Reconciliations Financial Analysis

JC/CIT Coordinator

UC Berkeley Youth Recreation

May 2025 - Aug 2025 (3 months)

Led a team of 40+ junior staff by designing weekly schedules and role assignments, and utilized Google Suite tools to build organized scheduling systems and maintain staff records.

Leadership Scheduling Google Workspace Conflict Resolution Confidentiality

Volunteer

Women’s Daytime Drop-In Center

Sep 2023 - Jan 2025 (1 year 4 months)

Facilitated daily connections between 30+ visitors and staff caseworkers, coordinating access to housing, healthcare, and legal aid while maintaining organized and confidential records.

client support Record keeping Confidentiality Communication Skills Crisis Management

Administration Assistant

UC Berkeley IEOR Graduate Program

Aug 2022 - May 2023 (9 months)

Managed the IEOR Graduate Program inbox, responding to prospective student inquiries and maintaining accurate communication records. Analyzed applicant trends and designed departmental marketing materials.

Communication Skills Data Analysis Marketing Materials Microsoft Office