John Kelley
New York
Summary
Experienced Senior Associate driven to optimize processes and streamline operations for team efficiency. Decisive leader with an analytical and flexible approach to solving problems.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Associate - State and Local Tax
KPMG US
10.2022 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
Associate - State and Local Tax
KPMG US
10.2019 - 10.2022
- Utilized tax software to prepare returns and meet deadlines.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Calculated estimated tax payments for clients.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Prepared written responses or tax return amendments to resolve state notices.
Intern - State and Local Tax
KPMG US
06.2018 - 08.2018
- Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
- Developed technical knowledge through combination of workplace learning and formal study.
Education
Bachelor of Science - Accounting
Bentley University
Waltham, MA05.2019
Skills
- Corporate Partnerships
- File Documents
- Collaborative Environments
- Training Methodologies
- Accounting Familiarity
- Finance
Certification
CPA - Certified Public Accountant
Notary Public
Bloomberg Certified
Timeline
Senior Associate - State and Local Tax
KPMG US
10.2022 - Current
Associate - State and Local Tax
KPMG US
10.2019 - 10.2022
Intern - State and Local Tax
KPMG US
06.2018 - 08.2018
Bachelor of Science - Accounting
Bentley University
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