Ethan Dahm
Aspiring CPA | Accounting Student at the University of Dayton
- Role
- Tax Assistant at Mccarthy Wealth And Tax Advisors
- Location
- Lebanon, OH, US
- LinkedIn followers
- 500 followers
About Ethan Dahm
Accounting student at the University of Dayton with a growing focus on tax and public accounting, currently gaining hands-on experience during busy season at a wealth and tax advisory firm. Experienced in supporting tax preparation, managing client documentation, and working within tax and client management software while handling sensitive financial information.I bring a strong foundation in attention to detail, organization, and professional client communication. Proficient in Microsoft Excel with a developing understanding of accounting and tax systems. Actively pursuing the CPA licensure path and seeking tax-focused learning opportunities.
Experience
Tax Assistant
Mccarthy Wealth And Tax Advisors
Jan 2026 — Present · Springboro, OH, US
Assist with preparation and organization of client tax books and supporting documentation during busy season- Utilize firm tax and client management software to create and maintain client accounts and records- Handle and safeguard sensitive client financial and tax information in compliance with confidentiality standards- Communicate with clients via email and phone to request, receive, and clarify tax-related information- File, organize, and update client tax documents and forms- Support tax return preparation and administrative processes for individual and business clients.
Education
Springboro High School
High School Diploma
University of Dayton
Bachelor's degree, Accounting
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