Mason James
Boston
Summary
Highly motivated and eager to learn, with an open mind and a strong willingness to take on new challenges. Adaptable and collaborative, with the ability to integrate peer perspectives to foster a productive team environment. Seeking opportunities to develop new skills, gain valuable experience, and grow within the finance field.
Overview
1
1
Certification
Work History
Tax Preparer
Liberty Tax
Holden
01.2025 - 04.2025
- Prepared tax documents for clients ethically.
- Assisted clients in solving tax-related problems through thorough communication and critical thinking.
- Advised clients on strategies that would fulfill their goals for the coming tax seasons.
- Obtained a PTIN by passing multiple exams and studying tax law intensively.
Education
Pursuing - Finance Major. Artificial Intelligence Minor
Suffolk University
Boston, MA01-2029
High School Diploma -
Wachusett Regional High School
Holden, MA06-2025
Skills
- Critical thinking
- Communication
- Analytical thinking
- Problem solving
- Verbal communication
- Risk analysis
- Organization
Affiliations
- Studying to master Python Code.
- Working with a tutor to obtain a major in mathematics along with my current declared finance major.
- Practicing quantitative analysis.
- Member of the Suffolk University Debate Team.
- Member of the Suffolk University Finance Club, which is responsible for the management of $500,000 worth of investment capital.
Accomplishments
- DECA business competition state champion and national competitor.
Certification
- Completed tax school to obtain a PTIN.
Timeline
Tax Preparer
Liberty Tax
01.2025 - 04.2025
Pursuing - Finance Major. Artificial Intelligence Minor
Suffolk University
High School Diploma -
Wachusett Regional High School
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