About the Candidate

Samuel Joseph Moretti

Phone: 408-621-2127 | Email: [email protected]

EDUCATION
The Pennsylvania State University                                                            University Park, PA, May 2025                 Smeal College of Business

Master of Accounting (MAcc), 1 year accelerated                                                Expected Date: May 2026

Bachelor of Science in Accounting                                                                      Cumulative GPA: 3.160

Minor in Legal Environmental Business

CPA credit requirement                                                                                   Expected Date December 2025

RELEVENT EXPERIENCE
Penn State Volunteer Income Tax Assistance (VITA)                              University Park, PA                    Tax Preparer, Member                                                                                                                  February 2025 – April 2025

·       Completed weekly training and preparation procedures regarding understanding Income tax; passed certification examinations in requirement to be allowed to assist low income and elderly earner file federal, state, local and non-resident tax returns.

·       Met with an approximately 7 clients a week in preparation for accurate and efficient filing of federal income tax returns.

·       Participated in saving and distributing $472,463 worth of federal refunds to low-income earners and the elderly.

PwC US Tax Job Simulation on Forage – October 2025

·       Completed a job simulation focused on preparing a client tax return for PwC’s Tax team

·       Calculated book-to-tax differences (BTDs) and taxable income

·       Wrote a summary of findings for the client

LEADERSHIP EXPERIENCE
Brilliant Mind Collective (BMC)                                                                    Remote: San Jose, CA

Junior Project Manager                                                                                                                         May 2023 – August 2023

·       Facilitated a group of researchers for a digital journal that would be put out for consumers regarding economic, social and legal effect of food deserts within cities and rural areas with a focus on minority communities.

·       Set up and transferred customer list for email subscription from old program to new program resulting in a successful sent and set up of webinar for the company’s summer webinar series.

·       Sent and wrote grant letter resulting in approximately $20,000 being granted to the company.

Camp Edventuremore (EDMO)                                                                                San Jose, CA

Camp coordinator, Instructor                                                                                                                 May 2022 – August 2022

·       Taught a curriculum based on S.T.E.M to approximately 25 children between the ages 9-12.

·       Coordinated and ran camp activities for approximately 100 adolescents from the ages of 3-16.

·       Participated in planning logistical aspect of inventory for required curriculum and camp wide activities.

SKILLS/CERTIFICATION
Excel, Python, Dean’s List, SAP, Alteryx, Tax preparation