Cara Oates
Charlotte,NC
Summary
Results-driven Senior Tax Accountant with extensive experience at Elliott Davis Advisory, LLC. Proven leadership in mentoring teams and enhancing compliance through meticulous tax provisions and intricate return preparations. Strong analytical skills and regulatory knowledge ensure accuracy and efficiency, while effective communication fosters client relationships and project success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
Elliott Davis Advisory, LLC
Charlotte, NC
11.2021 - Current
- Supervised and mentored tax associates, providing training and reviewing their work.
- Acted as the primary client contact for tax engagements, managing expectations and deadlines.
- Prepared and reviewed tax provisions for SEC-registered and privately held financial institutions.
- Prepared and reviewed intricate tax returns for individuals and businesses, ensuring compliance with regulations.
- Mentored interns, fostering their understanding of tax accounting principles.
- Prepared Form 5500s.
Tax Intern
Cox, Cauley, and Richardson
Anderson, South Carolina
12.2019 - 05.2020
- Reviewed and verified accuracy of client data in tax software systems.
- Performed basic accounting and bookkeeping services to manage business operations for clients.
- Posted journal entries to the general ledger system accurately and timely.
- Gathered and organized financial documents necessary for filing purposes.
- Worked closely with senior staff members on taxation projects.
- Prepared 500+ 1099s for clients
Education
Masters of Taxation -
University of South Carolina
Columbia, SC08.2021
Business - Accounting
Anderson University of SC
Anderson, SC05.2020
Skills
- Leadership skills
- Communication skills
- Regulatory knowledge
- Analytical skills
- Accounting software proficiency
- Organizational skills
Certification
- Licensed CPA in North Carolina
Timeline
Senior Tax Accountant
Elliott Davis Advisory, LLC
11.2021 - Current
Tax Intern
Cox, Cauley, and Richardson
12.2019 - 05.2020
Masters of Taxation -
University of South Carolina
Business - Accounting
Anderson University of SC
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