Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Websites
Languages
Timeline
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Maverick Klazura

Los Altos,CA

Summary

Motivated finance professional seeking opportunities within family offices or broader roles in the financial services sector. Brings a strong foundation in accounting and financial operations developed through prior experience at Frank, Rimerman + Co. LLP. Known for communication, discretion, and a client-focused approach, with a keen interest in wealth management, investment analysis, and private financial planning. Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Rotational Accountant

Frank, Rimerman + Co. LLP
10.2023 - 07.2024
  • Performed bill pay, rental property reconciliations, and ad hoc financial tasks for a billionaire client as part of a private family office
  • Prepared complex individual income tax returns for ultra-high-net-worth clients; also prepared returns with venture capital, operating partnerships, and S corporation holdings
  • Completed a total of 80+ tax returns in total in my 10 month employment
  • Collaborated across multiple teams to ensure timely and efficient business operations, proactively coordinating with colleagues to resolve issues
  • Possess above average proficiency in CCH Engagement and CCH Axcess, including the ability to troubleshoot and resolve complex diagnostics
  • Utilized Intacct financial software to support detailed accounting and reporting functions for a high-profile client
  • Gained comprehensive exposure and training across individual income tax schedules, including Schedules A, B, C, D, E, and SE
  • Contributed to internal knowledge sharing by training colleagues on Bloomberg Tax BNA software for tax planning and projections
  • Trusted with high-level, confidential client data in a fast-paced, accuracy-driven tax environment

Launch Intern

Ernst & Young Global Limited
06.2022 - 08.2022
  • Worked alongside tax professionals to provide tax services to clients
  • Wrote tax papers with regards to research credit, and formed defenses for legal terms to ensure tax credit terms applied
  • Analyzed and tied-out financial documents on engagement teams while working in assurance
  • Reviewed and helped finalize 10qs utilizing excel, pdf x-change viewer, and active communication
  • Learned and received accounting education in tax, assurance, and consulting

Real Estate Assistant

INTERO Real Estate; Coldwell Banker Real Estate
06.2016 - 09.2021
  • Operated broker’s tours for realtor to show MLS listed properties; shadowed realtor during escrows, rental property meetings, and private home tours
  • Achieved customer satisfaction through superior service while engaging in person-to-person real estate marketing initiatives
  • Initiated a simple payroll solution (ADP) for agent’s employees; taught payroll solution operations to realtor

Education

Bachelor of Science - Business Administration, Concentration in Accounting

California Polytechnic State University – Orfalea College of Business
San Luis Obispo, CA
06.2024

Skills

  • Tableau Desktop Specialist
  • Alteryx Designer Core
  • Microsoft Office Suite
  • Minitab Statistical Software
  • R Studio
  • Slack
  • CCH Engagement
  • CCH Axcess
  • Intuit
  • Billcom

Certification

  • Tableau Desktop Specialist
  • Alteryx Designer Core Certification
  • Lean Six Sigma Green Belt Certificate of Completion
  • Microsoft Excel - Excel from Beginner to Advanced

Hobbies and Interests

Investing, Reading, Hiking, Fishing, Biking, Backpacking, Exploring, Volunteering, Golfing (sometimes)

Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

Rotational Accountant

Frank, Rimerman + Co. LLP
10.2023 - 07.2024

Launch Intern

Ernst & Young Global Limited
06.2022 - 08.2022

Real Estate Assistant

INTERO Real Estate; Coldwell Banker Real Estate
06.2016 - 09.2021

Bachelor of Science - Business Administration, Concentration in Accounting

California Polytechnic State University – Orfalea College of Business
Maverick Klazura