CAROL ANNE DEMPSEY
BELAY
Rome,GA
9
years of professional experience
Senior Tax Associate building on return preparation, workpapers, and data analysis across partnership, corporations, non-profits, and individuals. Uses GoSystems, Excel, and UltraTax to create and update returns, assemble K-1 packages, and turn large client datasets into usable tax support. Well aligned to Senior Tax Associate work through technical tax preparation and engagement client communication.
Work History
Senior Tax Associate
- Review and provide useful feedback to ensure workpapers are complete and compliant with reporting standards.
- Prepare extension support to advise clientele of payments due to taxing jurisdictions and support timely submissions.
- Support tax research by reviewing notices, filing questions, and client-specific issues.
- Coordinate and lead staff/client correspondence to gather documents and clarify return-related questions
Tax Associate
2 Years 8 Months- Prepared Partnership, S corporation, Corporations, and Non-Profit returns, utilizing Thomson Reuters support software.
- Created and organized tax workpapers to support accurate reporting and timely client delivery.
- Reviewed client tax information for completeness and followed up on missing documentation before final submission.
- Prepared timely federal and state tax filings in accordance with current compliance requirements and internal review procedures.
Senior Associate
5 Months- Prepare and reviewed detailed tax returns for individuals, small partnerships, and small S-corporations, utilizing the ProSeries software platform
- Provided customer service representation for clients inquiries about business-related topics
- Perform weekly and bi-weekly payroll duties and prepare quarterly payroll returns for clientele
- Reconcile bank accounts for clientele utilizing the online and desktop version of Quickbooks
- Produce detailed monthly financial statements for clientele
Tax Associate
9 Months- Prepared workpapers in Excel and AMP for partnerships and corporations, maintaining organized support for return review.
- Analyzed detailed client data and ad hoc reports to identify tax issues and strengthen filing accuracy.
- Communicated regularly with team members and engagement clients to clarify requirements and keep tax work moving.
Accounting Associate
1 Year 11 Months- Assisted in the preparation of the financial statements monthly
- Reconciled the ledger, bank accounts, and accounts payable entries
- Flexible with taking on tasks to help the other associates when they are occupied
- Coded invoices and other records to maintain organized and accurate records
- Assessed data and information to check entries, calculations and billing codes for accuracy
Sales Associate
1 Year- Assisted in the count of annual inventory for the storefront
- Managed the daily cash transactions and the petty cash
- Offered product and service consultations to clientele
- Built and maintained relationships with customers and management to drive team success
- Provided knowledge of current promotions, exchange guidelines, payment policies and security practices.
Education
MASTER OF ACCOUNTANCY
BACHELOR OF ACCOUNTANCY
- Cum laude graduate
- GPA: 3.62
Skills
Individual tax return preparation
Partnership tax return preparation
S corporation tax return preparation
Corporation tax return preparation
Non-profit tax return preparation
Tax extension preparation
Client tax review
Tax workpaper preparation
K-1 package preparation
Client correspondence
Payroll processing
Payroll tax returns
Bank reconciliation
Accounts payable reconciliation
Tax planning
Tax provision
Federal tax compliance
State tax compliance
Partnership tax compliance
S corporation tax compliance
Tax research
Quarterly estimated tax payments
Fixed asset accounting
Timeline
Senior Tax Associate
BELAY
10.2026 - CurrentRead More
Tax Associate
BELAY
02.2024 - 10.2026Read More
Senior Associate
Bowen & Associates CPAs PC
08.2023 - 01.2024Read More
Tax Associate
KPMG, LLP
11.2022 - 08.2023Read More
Accounting Associate
DEMPSEY LORD SMITH, LLC
06.2019 - 05.2021Read More
Sales Associate
WHISTLE BRITCHES, LLC
08.2017 - 08.2018Read More
University of Georgia
BACHELOR OF ACCOUNTANCY
Read More
University of Georgia
MASTER OF ACCOUNTANCY
Read More