Cole Perez
Tax Preparer @Volunteer Income Tax Assistance
Signup · Get unlimited contacts
WORK HISTORY
Tax Preparer @Volunteer Income Tax Assistance
Corvallis, OR, US
Prepared and reviewed federal and state tax returns for low- to moderate-income individuals, ensuring accuracy and compliance with IRS guidelines. Conducted client intake interviews to identify eligible credits and deductions while explaining tax outcomes in clear, accessible terms. Utilized IRS-certified tax preparation software and upheld strict confidentiality standards while collaborating with site coordinators to deliver timely, high-quality filing services to the community.
EDUCATION
Oregon State University
Honors Bachelor of Science, H.B.S., Finance
Silverton High School
High School Honors Diploma
ABOUT COLE PEREZ
I am a second-year Honors Finance student at Oregon State University with a 4.0 GPA and a focused interest in commercial banking and commercial real estate. I am driven by understanding how businesses deploy capital, manage risk, and structure financing to create sustainable growth.As a Volunteer Income Tax Assistance tax preparer, I prepare and review federal and state tax returns for low- to moderate-income clients, ensuring technical accuracy and full compliance with IRS standards. This role has strengthened my analytical ability, financial statement literacy, and attention to detail while building strong client-facing communication skills. I hold certifications from the Internal Revenue Service, Intuit, and the CFA Institute, reinforcing my commitment to developing a strong technical foundation early in my career.Beyond finance, I have led statewide initiatives as Oregon Postsecondary President of SkillsUSA, representing over students and working with industry partners to drive measurable outcomes. I have also founded and operated a profitable student-run business, managing budgeting, pricing strategy, and cash flow.I am actively seeking opportunities in commercial banking, commercial real estate, and other rigorous finance roles where I can contribute immediately, continue building technical expertise, and grow into leadership responsibility
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.