Summary
Overview
Work History
Education
Skills
Volunteer Work
References
Timeline
Generic

Justin Forest

Chicopee

Summary

Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as professional.

Overview

5
5
years of professional experience

Work History

Tax Associate Intern

MP CPA's
Springfield
01.2024 - Current
  • Prepared federal, state, and local tax returns for high-net-worth individuals, businesses, trusts, gifts, non-profit organizations, and partnerships.
  • Attended continuing education courses related to taxation topics.
  • Maintained positive working relationships with staff and management.
  • Prepared quarterly payments for clients by forecasting and using planning software.
  • Prepared "agree and comply" and "disagree and respond" notices to the IRS on behalf of our clients
  • Experience on audit engagements

MassCPA Student Ambassador

MassCPA
Westfield
09.2024 - 05.2025
  • Promoting MassCPA programs to business students, overall promoting a slowly diminishing degree, and showing its value.
  • Held a meeting for Finance and Accounting students, sponsored by MassCPA, while bring managers from MP CPA's to talk about public accounting
  • Helped bridge the gap between students, faculty in the accounting department, and students and professionals.

Resident Assistant

Westfield State University
Westfield
08.2023 - 05.2024
  • Collaborated with resident directors on programming initiatives for the residence hall.
  • Assisted students with problem resolution through mediation and conflict management techniques.
  • Supervised and monitored activities of residents in the dormitory to ensure compliance with rules and regulations.
  • Responded to emergency situations within the residence hall.

Floating Bank Teller

Westfield Bank
Westfield
05.2023 - 10.2023
  • Processed transactions accurately and efficiently using a computerized banking system.
  • Maintained up-to-date knowledge of bank policies and regulations.
  • Resolved customer complaints quickly and professionally while maintaining confidentiality of customer information.
  • Balanced cash drawer daily according to established procedures.
  • Built and maintained client relationships through quality, personalized interactions.

Military Aviation Washer

Starlight
Chicopee
05.2022 - 09.2022

Service Clerk, Cashier, and Produce Clerk

Big Y
Southampton
08.2020 - 06.2021

Education

Bachelor of Science - Accounting

Westfield State University
Westfield, MA
05-2025

Skills

  • Problem solving
  • Effective communication
  • Tax preparation
  • Attention to detail
  • Team player
  • Accounting software
  • Understanding financial statements

Volunteer Work

  • 2021 Summer League High School Basketball Coach (Hampshire Regional)
  • 2024 Youth Summer Basketball Camp Instructor (West Springfield Boys and Girls Club)
  • 2024-2025 Boys High School Basketball Mentor/Skills Developer (Hopkins Academy and Hampshire Regional)

References

References available upon request.

Timeline

MassCPA Student Ambassador

MassCPA
09.2024 - 05.2025

Tax Associate Intern

MP CPA's
01.2024 - Current

Resident Assistant

Westfield State University
08.2023 - 05.2024

Floating Bank Teller

Westfield Bank
05.2023 - 10.2023

Military Aviation Washer

Starlight
05.2022 - 09.2022

Service Clerk, Cashier, and Produce Clerk

Big Y
08.2020 - 06.2021

Bachelor of Science - Accounting

Westfield State University

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Justin Forest