Kaitlin McKeever, CPA
Farmingdale,NY
Summary
Highly motivated professional with several years of entrepreneurial and management experience. Skilled in a diverse range of tax and bookkeeping work. Develops loyal relationships with co-workers and clients. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Owner/Self-Employed
Lilac Accounting LLC
Farmingdale, NY
11.2023 - Current
- Prepare monthly financial reports and reconciliations for a diverse portfolio of small business clients.
- Review approximately 60 tax returns per year, and calculate quarterly estimated tax payments for clients.
- Conduct sales calls, manage client relationships, and oversee two team members.
- Assist clients with various consulting matters, such as creating budgets and cash flow projections.
- Implement payroll systems for clients and resolve various payroll tax matters.
- Research and execute tax saving and planning strategies for clients throughout the year.
Senior Tax Manager
The Knot Worldwide, Inc.
Chevy Chase, MD
07.2019 - 11.2023
- Led income tax compliance initiatives for diverse business operations at a global wedding planning company.
- Prepared quarterly and year-end tax provisions in accordance with ASC 740.
- Managed sales tax registration and compliance across all states for multiple subsidiaries.
- Calculated tax accruals, recorded tax journal entries, and performed monthly reconciliation of tax accounts.
- Monitored changes in local, state and federal taxation laws and analyzed complex tax issues and provided solutions to minimize liabilities effectively.
Adjunct Professor – Individual Taxation
The Catholic University of America
Washington D.C.
08.2019 - 12.2022
- Instructed an undergraduate accounting course in U.S. federal individual taxation.
- Prepared and delivered lectures, exams, and assignments for a class of 20 students.
Tax Manager
CohnReznick, LLP
Bethesda, MD
01.2014 - 07.2019
- Reported directly to tax partners and directors while supervising and training up to seven staff.
- Prepared and reviewed over one hundred tax returns (federal, state, and local) that comply with ASC 740 for partnerships, S corporations, C corporations, and individuals with revenues up to $600,000,000.
- Researched Internal Revenue Code and other relevant authorities/guidance for tax issues and special projects.
- Communicated with federal, state, and local tax authorities in response to tax notices and audits.
Education
Master of Science - Accounting
The Catholic University of America
Washington D.C.12-2013
B.A - German Language & Literature
The Catholic University of America
Washington D.C.05-2012
Skills
- Proficient in Microsoft Office Suite
- Experienced with various bookkeeping software including Quickbooks, Xero, and Netsuite
- Tax preparation software including Drake, CCH Axcess, GoSystems, and BNA Tax Planner
- Experienced with using Avalara and Vertex to manage sales tax compliance
Certification
Certified Public Accountant – State of Virginia
Timeline
Owner/Self-Employed
Lilac Accounting LLC
11.2023 - Current
Adjunct Professor – Individual Taxation
The Catholic University of America
08.2019 - 12.2022
Senior Tax Manager
The Knot Worldwide, Inc.
07.2019 - 11.2023
Tax Manager
CohnReznick, LLP
01.2014 - 07.2019
Master of Science - Accounting
The Catholic University of America
B.A - German Language & Literature
The Catholic University of America
Similar Profiles
Faith ZihirwaFaith Zihirwa
Finance and Admin at LILAC: Audit, Tax, Accounting, ConsultancyFinance and Admin at LILAC: Audit, Tax, Accounting, Consultancy
William LecyWilliam Lecy
Direct Care Staff Member at Lilac Ridge LLCDirect Care Staff Member at Lilac Ridge LLC
Benjamin DinhBenjamin Dinh
cO - OWNER at Lilac Café LLCcO - OWNER at Lilac Café LLC
Julie FinkJulie Fink
CNA Clinical Trainee at Huntington Hills Center for Health & RehabilitationCNA Clinical Trainee at Huntington Hills Center for Health & Rehabilitation
Alexia ZevgolisAlexia Zevgolis
Concessions Cashier at Yummier Beach ClubConcessions Cashier at Yummier Beach Club