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PMB Helin Donovan - Tax Associate Resume Example

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Ava Rogers
Professional Summary

Accomplished and energetic financial professional with a solid history of achievement in financial services. I am  motivated with strong organizational and prioritization abilities. I worked with individual investors for three years helping make investment decisions for their portfolios until the tech bubble burst, stock market crash. It was this crash that gave me the opportunity to get into the mortgage industry. I enjoyed five years in the mortgage industry guiding individual home owners to a stronger financial future, then the sub-prime mortgage melt down occurred and the industry all but disappeared and I had to find a new career. The oil and gas industry was taking off in the Dallas area with the Barnett Shale activity and I got a job being a landman researching mineral ownership. It was only eight months later that the price of natural gas fell to levels to low to be profitable for the oil companies and there was no longer a need for landmen. The fact that the last three careers that I had were in industries that ended up in downturns made me reevaluate what new career path I should take. Hence, I went back to school full time to pursue a double major in Finance and Accounting and then on to graduate school to attain an MS in Accounting. I am looking forward to using my skills in the field of finance.  

Tax Associate 01/2014 to 04/2014
PMB Helin Donovan Dallas, TX
  • Computed taxes owed or overpaid, using Prosystem fx Tax  and Prosystem fx Document to complete entries on tax forms.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Tax Associate 12/2012 to 01/2014
Shost & Co. CPA's Allen, TX
  • Calculate form preparation fees according to return complexity and processing time required.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Full Time Student 05/2009 to 12/2012
University of North Texas/Texas A&M Commerce Denton, TX
Double Major pursuing a BBA in Finance and Accounting as well as completing an MS in Accounting.
Landman 05/2008 to 12/2008
SJL Energy Marshall, TX

Landman in Harrison County/Hainesville Shale and Hill County/Barnett Shale performing mineral title research.

Loan Officer 01/2003 to 04/2008
Mortgage Brokerages Phoenix, AZ

Branch manager/Mortgage Planner in charge of branch operations. Showed clients how to pay off their debt, save money for retirement, raise their credit score and put my clients in a better financial situation.

Financial Advisor 09/2001 to 01/2003
Merrill Lynch Phoenix, AZ
Managed client accounts and gave advice with a full array of investments vehicles, including Mutual Funds, Stocks and Bonds.
Master of Science: Accounting (GPA 3.91) Dec 2012 Texas A&M Commerce - Commerce, TX
BBA: Accounting (GPA 3.31 overall 3.61 in Major) Aug 2011 University of North Texas - Denton , TX
BBA: Finance (GPA 3.31 overall 3.66 in Major) Aug 2011 University of North Texas - Denton, TX
BBA: Management May 1997 University of North Texas - Denton, TX
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Resume Details

This is a real resume for a Tax Associate in Mckinney, Texas with experience working for such companies as Pmb Helin Donovan, Shost & Co Cpas, University Of North Texas. This is one of the hundreds of Tax Associate resumes available on our site for free. Use these resumes as templates to get help creating the best Tax Associate resume.

Previous Companies:

  • PMB Helin Donovan
  • Shost & Co CPAs
  • University of North Texas

Previous Job Positions:

  • Tax Associate
  • Full Time Student
  • Landman
  • Loan Officer
  • Financial Advisor


  • Texas A&M Commerce
  • University of North Texas

Level of Education:

  • Master of Science
  • BBA

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