Caleb Burress

Tax Intern at ShindelRock (2026-01 – 2026-04)

• Prepare individual, business, fiduciary, and corporate tax returns including Forms 1040, 1041, 1065, 1120, and 1120S
• Analyze client data (W-2s, 1098s, 1099s, K-1s, Sched-A through E items, bank/financial statements, written summaries) to ensure accurate reporting
• Communicate with clients by drafting emails and coordinating information requests to support tax preparation
• Reconcile asset details to prepare personal property tax filings for timely business reporting
• Utilize UltraTaxCS, Thomson Reuters, Asana, and secure file transferring via Outlook to organize, track, and verify tax data

Certified Trainer at Starbucks (2024-10 – 2025-11)

• Mentored and trained new employees to improve operational efficiency and customer experience
• Maintained inventory records and monitored stock levels to support cost control
• Analyze seasonal sale trends to identify opportunities for revenue growth

Data Entry Specialist at Burns National, LLC (2024-07 – 2024-09)

• Processed and analyzed operational data for internal teams and external vendors
• Generated monthly performance reports for leadership to support business decisions
• Communicated with clients/vendors daily to facilitate smooth operation
• Reconcile internal ledgers to ensure vendors receive timely payments

CELCIS Volunteer at Western Michigan University (2024-01 – 2024-04)

• Led conversation circles with international students to help improve their English
• Enhanced interpersonal and communication skills with individuals from various backgrounds

Bachelor's in Business Administration in Accountancy – Western Michigan University, Haworth College of Business (2027-05)