Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Excel (pivot tables, formulas), PowerPoint, accounting and tax software applications (QuickBooks, Fund EZ, ProSeries), and tax research tool (CCH Tax Research, , Thomson Reuters Checkpoint)
Tax Intern, 01/2017 - 05/2017
American Modern Insurance Group Chicago, IL,
  • Prepared over 50 individual and corporate tax returns using ProSeries; utilized bilingual skills (Mandarin/English) to communicate with clients as needed.
  • Filed annual employer W-2 and W-3 forms online for hospitality and real estate industries.
  • Prepared forms 940 and 941 for over 40 clients; received praise from supervisor due to consistent accuracy.
  • Recorded companies' monthly activities in QuickBooks and performed bank reconciliations.
, 11/2017 -
Bickford Senior Living , ,
  • Selected as one of only four seniors to represent Fordham University.
  • Worked with team to research tax ramifications of two alternatives (Single Member LLC & Joint Venture).
  • Presented findings to Deloitte partners and made recommendation using metrics such as internal rate of return.
Fiscal Intern, 06/2017 - 08/2017
Albany Charter School Network Philadelphia, PA,
  • Assisted accounts payable staff in organizing, processing, and filing vendor bills.
  • Assisted Fiscal Coordinator in recording deposits and accounts receivable.
  • Compiled over 200 documents necessary for annual audit including employee records; provided comprehensive list of active and inactive employees to Fiscal Manager.
  • Ensured accuracy of entries in company's accounting software (Fund EZ).
Intern, 07/2017 - 08/2017
Rbc Bearings Bremen, , China
  • Received first place in the firm's business plan competition; collaborated with team of eight interns to perform analysis, write marketing plan and pitch business idea to senior managers.
  • Met with clients and proposed financial products suited to their respective needs dependent upon risk tolerance.
  • Led numerous projects amongst team of interns; delegated tasks according to individual strengths and often served as primary spokesperson for the group given strong communication skills.
, 09/2017 - 12/2017
Bickford Senior Living , ,
  • Led a team of six students who majored in business management, finance, and artistic design; crafted a business plan addressing an unmet need in the marketplace.
Teaching Assistant, 07/2017 - 08/2017
Amarillo College , ,
  • Worked with Chinese high school and college students interested in learning English; reviewed class material and provided guidance on US college application process.
Mandarin (native)
Education and Training
Master of Science: Taxation, Expected in 08/18
Baruch College, Zicklin School of Business - New York, NY
Taxation first semester *CPA exam progress: passed Far and plan to complete all parts by
Bachelor of Science: Public Accounting, Expected in 05/17
Fordham University, Gabelli School of Business - Bronx, NY
Public Accounting 3.76 Dean's List; magna cum laude
accounting, accounting software, accounts payable, accounts receivable, bank reconciliations, business management, business plan, Chinese, strong communication skills, CPA, clients, English, filing, finance, financial, forms, Mandarin, marketing plan, Excel, PowerPoint, organizing, pivot tables, progress, QuickBooks, real estate, recording, research, Reuters, supervisor, tax, Tax Research, tax returns
Activities and Honors

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Resume Overview

School Attended

  • Baruch College, Zicklin School of Business
  • Fordham University, Gabelli School of Business

Job Titles Held:

  • Tax Intern
  • Fiscal Intern
  • Intern
  • Teaching Assistant


  • Master of Science
  • Bachelor of Science

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