Kimberly Dawn Fender
Lockport,IL.
Summary
High-performing Tax Consultant proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths.
Overview
11
11
years of professional experience
Work History
Tax Consultant/Sales & Use Tax
Ryan Tax Compliance, LLC
Downers Grove, United States
11.2015 - Current
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- Delivered comprehensive tax documentation required for 350 Sales and Use Tax Returns monthly.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures for 200 returns monthly.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
- Prepared written responses or tax return amendments to resolve state and Canadian notices.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Trained new hires in Sales and Use Tax Compliance
Tax Associate/Sales & Use Tax
KPMG Professional Services
Lisle, IL
07.2011 - 11.2015
- Reviewed and analyzed client data and accurately prepared 450 Sales and Use tax returns monthly
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Completed and filed returns with tax departments at local, state and federal levels.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Facilitated integration of modern tax software with client accounting software.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Education
Bachelor of Business Administration - Accounting
University of St. Francis
Joliet, IL06.2011
Skills
- Atypical Return Processing
- Problem Solving
- Verbal and Written Communication
- Error Detection
Timeline
Tax Consultant/Sales & Use Tax
Ryan Tax Compliance, LLC
11.2015 - Current
Tax Associate/Sales & Use Tax
KPMG Professional Services
07.2011 - 11.2015
Bachelor of Business Administration - Accounting
University of St. Francis