Rebecca Lindenbaum
@rebeccalindenbaum
I support tax preparation operations through client intake, financial documentation, and organized records.
United StatesWhat I'm looking for
I'm supporting SimplifyCT's Volunteer Income Tax Assistance program by managing client intake, organizing tax documents, and maintaining accurate records in Microsoft Excel.
During peak tax season, I answer high-volume client calls, schedule appointments, respond to tax-related inquiries, and handle confidential financial information in accordance with privacy and compliance standards. I've also improved training materials and helped clients navigate digital systems and required forms.
My Business Administration coursework in financial and corporate accounting, IRS VITA Tax Preparer certification, and Intuit Bookkeeping Certification support my focus on accounting and tax preparation work. Previously, I coordinated a Federal Work-Study partnership for Purdue Global and built customer-service experience in postal, reception, and event settings.
Experience
Work history, roles, and key accomplishments
Intern
SimplifyCT
Sep 2025 - Present (1 year)
Assisted with Volunteer Income Tax Assistance (VITA) program operations, managed client intake, and provided client support during peak tax season. Organized client tax records in Microsoft Excel and handled confidential financial data.
Research Assistant
Purdue Global
Jun 2025 - Aug 2025 (2 months)
Researched organizations for Federal Work-Study partnerships and contacted nonprofits to initiate communication. Successfully coordinated a partnership with SimplifyCT for Business Administration students.
Processed and sorted high volumes of mail with accuracy and efficiency in a time-sensitive environment. Maintained organization and workflow consistency to meet strict delivery deadlines.
Receptionist & Banquet Server
Cavalier Golf & Yacht Club
Feb 2021 - Sep 2021 (7 months)
Delivered exceptional customer service in front desk and event settings. Coordinated with teams across departments to ensure smooth operations during large-scale events.
Education
Degrees, certifications, and relevant coursework
Coursera
Excel for Accounting Training, Accounting
2026 - 2026
Completed Excel for Accounting training courses from July 2026 to August 2026.
Intuit
Intuit Bookkeeping Certification, Bookkeeping
Completed Intuit Bookkeeping Certification in September 2026.
Purdue University Global
Bachelor of Science, Business Administration
Grade: 3.6
Activities and societies: Chancellor's List Sept 2024, Dec 2024, Mar 2025, and May 2025
Bachelor of Science in Business Administration with coursework in financial and corporate accounting. Recognized on the Chancellor's List multiple times and achieved a GPA of 3.6.
IRS VITA
IRS VITA Tax Preparer Certification, Tax Preparation
2025 - 2026
Certified IRS VITA Tax Preparer for the 2025-2026 period.
City Tech
Classes in Hospitality Management, Hospitality Management
2019 - 2020
Completed classes in Hospitality Management with relevant coursework in hotel management, cost control, and tourism.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Skills
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