Amanda Gonzalez
About Amanda Gonzalez
Amanda Gonzalez is a Tax Prep and Financial Planning Intern at The Colony Group in Boston, Massachusetts, where she assists in researching complex tax issues. She holds a Bachelor of Applied Science in Finance with a concentration in Financial Planning from Bentley University and is bilingual in Spanish and English.
Work at Colony
Amanda Gonzalez has been employed at The Colony Group as a Tax Prep and Financial Planning Intern since 2022. In this role, she is responsible for assisting in the preparation of tax documents and providing financial planning support. Her internship allows her to apply her academic knowledge in a practical setting, contributing to the firm's operations in Boston, Massachusetts.
Education and Expertise
Amanda Gonzalez studied Finance with a concentration in Financial Planning and a minor in Entrepreneurial Studies at Bentley University, where she earned a Bachelor of Applied Science - BASc from 2018 to 2021. Prior to her university education, she attended The Palmas Academy from 2004 to 2018, achieving her High School Diploma. Her academic background equips her with a solid foundation in financial principles and practices.
Background
Amanda Gonzalez is bilingual in Spanish and English, which enhances her ability to serve a diverse client base. She has gained practical experience through various internships and positions, including a Finance Intern role at EJ Smith Construction in 2020 and multiple office assistant roles at Bentley University. Her diverse experiences contribute to her understanding of financial operations and client relations.
Internship Responsibilities
As part of her internship at The Colony Group, Amanda Gonzalez assists in researching complex tax issues. She is experienced in using CCH tax software for entering client tax data and proficient in creating tax work papers utilizing Adobe PDF and Excel. These responsibilities help her develop skills that are essential for a career in tax preparation and financial planning.
Previous Work Experience
Amanda Gonzalez has held various positions at Bentley University, including Office Assistant in the Center for International Students and Scholar, Fitness Center Staff, and Phonathon Caller. Her work experience at the university spans from 2018 to 2021, providing her with a range of skills in customer service, administrative support, and communication.