Matthew Chorosevic

Administrative Team Lead @Bna Cpas & Advisors

Rock Hill, SC, US

Supported preparation and electronic filing of 2,200+ individual and business tax returns with the IRS as a key member of the tax team- Reviewed tax returns for accuracy, ensuring compliance and minimizing filing errors- Oversaw client onboarding and offboarding, managing account setup and service transitions to deliver a seamless client experience- Facilitated new hire onboarding by configuring technology, software systems, and user accounts- Supervised and trained a team of up to 4 interns simultaneously (6 overall), delegating tasks and providing performance feedback- Managed cleanup and reorganization of a record client database, designing automated processes in Google Sheets that improved accuracy and saved weeks of manual work- Led multiple firmwide data initiatives, including rebuilding the marketing client database and reconciling information across non-integrated platforms, streamlining operations and eliminating manual entry- Drafted, edited, and finalized fixed-price agreements for annual client services, ensuring accuracy and professionalism

University of North Carolina at Charlotte

Bachelor of Science - BS