Summary
Overview
Work History
Education
Skills
Certification
Websites
Timeline
Generic

Heather Caudill

Spring City,PA

Summary

Analytical Tax Project Coordinator with experience managing tax processes, financial reconciliations, and project tracking in a corporate tax environment. Proficient in OneSource, SmartSheets, and OneStream, with a proven ability to optimize tax operations, ensure compliance, and support executive-level initiatives. Demonstrated success in enhancing process visibility, maintaining accurate financial records, and consistently meeting strict reporting deadlines.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Tax Project Coordinator

Penske
Reading, PA
06.2023 - Current
  • Develop and maintain comprehensive project plans, performance dashboards, and key tax-related metrics using SmartSheets, ensuring project transparency and accountability.
  • Optimize project tracking systems to improve operational efficiency and provide real-time insight into tax workflow and reporting progress.
  • Process and track federal and state tax payments, extensions, and returns using OneSource, supporting timely and accurate tax compliance.
  • Generate and analyze financial statements from OneStream to reconcile and report cash tax payments.
  • Reconcile trial balances to maintain accuracy and regulatory compliance across tax filings and financial reports.
  • Perform book-to-tax reconciliations, assessing temporary and permanent differences, to ensure accurate tax reporting.

Executive Office Manager

ENGAGE CPAs
Collegeville, PA
11.2021 - 04.2023
  • Managed scheduling across multiple calendars to ensure optimal resource allocation for tax-related tasks and team coordination.
  • Maintained and updated the company’s CRM system, ensuring accurate and up-to-date client tax data for efficient communication and follow-up.
  • Drafted and managed proposals for prospective clients, focusing on enhancing conversion rates and aligning proposals with tax compliance needs.
  • Provided direct support to executives by overseeing tax-related office operations and internal processes to ensure smooth workflow.
  • Coordinated and facilitated team meetings to ensure alignment on key tax projects and business objectives.

General Manager

Carter's Inc.
Pottstown, PA
04.2021 - 11.2021
  • Managed multi-unit operations for Carter's and OshKosh B'gosh, leading a 40-employee team.
  • Implemented a district-wide POS system upgrade, ensuring seamless transition.
  • Utilized data analytics to optimize sales strategies and operational efficiencies.
  • Led training initiatives to improve staff performance and customer experience.
  • Developed and executed local marketing strategies to enhance brand awareness and increase store traffic.

Store Manager

Bath & Body Works
Exton, PA
03.2019 - 04.2021
  • Led a team in a high-volume retail environment, driving operational excellence and customer satisfaction.
  • Developed and executed strategic plans to drive sales growth and operational efficiency.
  • Analyzed sales data and customer trends to optimize payroll allocation and maximize revenue.
  • Utilized project management methodologies to improve sales forecasting and inventory accuracy.
  • Spearheaded training programs to enhance employee skills, improve service quality, and increase team efficiency.
  • Ensured compliance with company policies, safety standards, and loss prevention protocols.

Store Manager

Charlotte Russe
02.2013 - 03.2019
  • Led multiple retail locations, overseeing daily operations, staff development, and sales execution.
  • Managed inventory control, ensuring proper stock levels to meet business demands.
  • Directed store openings, closures, and rebranding efforts, aligning with corporate objectives.
  • Implemented strategic merchandising techniques to enhance customer engagement and increase revenue.
  • Led teams through major operational shifts, including liquidation processes and restructuring.
  • Analyzed sales data to optimize staffing, scheduling, and operational efficiency.

Education

Bachelor of Arts -

West Chester University
12-2014

Skills

  • Tax Process & Compliance
  • Project Management & Coordination
  • Tax Software Proficiency
  • Financial Reconciliation & Reporting
  • Cross-Team Collaboration
  • Process Improvement

Certification

  • CAPM-In Progress

Timeline

Tax Project Coordinator

Penske
06.2023 - Current

Executive Office Manager

ENGAGE CPAs
11.2021 - 04.2023

General Manager

Carter's Inc.
04.2021 - 11.2021

Store Manager

Bath & Body Works
03.2019 - 04.2021

Store Manager

Charlotte Russe
02.2013 - 03.2019

Bachelor of Arts -

West Chester University

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Heather Caudill