Karin H. Gillespie
Gastonia,NC
Summary
Senior-level accounting and tax professional with extensive experience in public accounting, recognized for the ability to manage complex financial tasks and deliver accurate results. Proven expertise in fostering strong client relationships while maintaining exceptional organizational skills and meticulous attention to detail. Committed to leveraging extensive knowledge to contribute effectively to firm success and enhance overall client satisfaction. Eager to apply a strategic approach to problem-solving and drive impactful financial solutions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Accounting & Tax Manager
Sharpe Patel PLLC
12.2023 - 08.2025
- In addition to the tasks below, I also...
- Developed strong client relationships by consistently delivering high-quality service and prompt communication
- Mentored accounting staff associates, providing guidance on accounting principles and client management techniques as well as reviewing their work
- Initial review of tax returns prepared by accounting staff
- Participated in hiring and firing of accounting staff
- Optimized internal controls by implementing standardized procedures for managing workpapers, documentation, and recordkeeping.
- Promoted a culture of continuous improvement within the department through regular feedback sessions and continuing to provide resources to further knowledge and skills
- Ultra Tax CS, Fixed Assets CS, File Cabinet, ShareFile
Senior Accounting & Tax Associate
Sharpe Patel PLLC
02.2020 - 12.2023
- Created fee proposals and onboarded new clients including general ledger analysis to discuss areas that could be improved with additional training and accounting services
- Trained clients on using QuickBooks software and provided ongoing consultation.
- Performed bookkeeping for clients and QuickBooks clean up at year end for tax return preparation
- Prepared financial statements using cash basis according to SSARS guidelines
- Prepared individual, corporate and partnership tax returns
- Prepared tax liability projections for year-end tax planning
- Prepared and filed 1099 returns, property tax returns, sales & use tax returns and other miscellaneous returns
- Served on our Social Media committee
Senior Accounting & Tax Associate
Rives & Associates
12.2017 - 02.2020
- Prepared financial compilations using income tax basis
- Assisted clients with consultation of various QuickBooks products to help determine best fit as well as getting them set-up
- Trained clients on using QuickBooks software and provided ongoing consultation
- Created fee proposals and assisted with the on-boarding of new clients including general ledger analysis to discuss areas that could be improved with additional training and accounting services
- Prepared individual, corporate and partnership tax returns
- Prepared tax liability projections for year-end tax planning
- Prepared and filed 1099 returns, property tax returns, sales & use tax returns and other miscellaneous returns
Tax Staff
Elliott Davis, PLLC
08.2016 - 07.2017
- Company Overview: (Dental Group)
- Prepared work to be processed by gathering, sorting and organizing data and documents; establishing priorities
- Prepared individual, corporate and partnership tax returns for dentists in 48 states
- Prepared tax liability projections for year-end tax planning
- Responded to tax notices for clients
- CCH ProSystem fx tax and fixed assets, Caseware, BNA, TValue 5 amortization softwares
Accounting Resources Senior Specialist
Elliott Davis, PLLC
02.2008 - 08.2016
- Performed bookkeeping for 50+ dental clients on a monthly or quarterly basis
- Prepared financial compilations using income tax basis
- Assisted clients with consultation of various QuickBooks products to help determine best fit as well as getting them set-up
- Trained clients on using QuickBooks software and provided ongoing consultation
- Created fee proposals and assisted with the on-boarding of new clients including general ledger analysis to discuss areas that could be improved with additional training and accounting services
- Prepared content and presented webinars to 300+ folks in the dental industry on the functionality and navigation of QuickBooks Pro Desktop
- Prepared property tax listing returns, sales and use tax returns, local business returns and Form 1099s
- Trained 5 new bookkeeping staff
Education
Masters of Science - Accounting, Concentration in Controllership
Strayer University
Charlotte, NCBachelor of Arts - Business Administration
University of North Carolina At Charlotte
Charlotte, NCSkills
- Problem-solving
- Attention to detail
- Critical thinking
- Organizational skills
- Excellent communication
- Professionalism
- Staff management
- Teamwork and collaboration
- Proactive and Self-motivated
- Relationship building
Certification
- QuickBooks Certified Advanced ProAdvisor 2013 - present
- QuickBooks Desktop Certified ProAdvisor 2008 - 2021
- Participate in IRS Annual Filing Season Program
Timeline
Accounting & Tax Manager
Sharpe Patel PLLC
12.2023 - 08.2025
Senior Accounting & Tax Associate
Sharpe Patel PLLC
02.2020 - 12.2023
Senior Accounting & Tax Associate
Rives & Associates
12.2017 - 02.2020
Tax Staff
Elliott Davis, PLLC
08.2016 - 07.2017
Accounting Resources Senior Specialist
Elliott Davis, PLLC
02.2008 - 08.2016
Masters of Science - Accounting, Concentration in Controllership
Strayer University
Bachelor of Arts - Business Administration
University of North Carolina At Charlotte
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