Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kate O'Connell CPA

Atlanta,GA

Summary

Highly skilled Senior Tax Associate with 5 years of expertise in navigating complex tax regulations and providing compliance services. Demonstrated proficiency in analyzing financial data, identifying opportunities and ensuring compliance with all applicable laws. Proven ability to build strong client relationships and communicate tax strategies clearly and effectively. Adept at leading and mentoring teams to deliver exceptional results and maximize efficiency. Seeking to leverage my knowledge and leadership skills to contribute significantly to a companies growth and success.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Tax Associate

Frazier & Deeter
10.2022 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
  • Assisted businesses with multi-state issues to comply with tax regulations and reduce audits.
  • Taught junior staff how to prepare tax returns, resolve discrepancies and maximize efficiency.
  • Responded promptly to official tax notices requiring clarifications and additional submissions.
  • Researched complex tax issues utilizing online resources and professional tax software.

Senior Tax Associate

Windham Brannon
06.2018 - 10.2022
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Collaborated with team members to streamline accounting processes, resulting in improved accuracy and reduced processing time.
  • Planned and conducted trainings for junior staff.
  • Coordinate with auditors during annual audits to provide required documentation and support.

Education

Master of Taxation - Taxation

Georgia State University
Atlanta
04.2019

Bachelor of Business Administration - Accounting

Kennesaw State University
Kennesaw, GA
07.2017

Skills

  • GAAP and regulatory requirements
  • Axcess
  • Prosystems
  • Fixed Asset CS (FACS)
  • BNA Tax Planner
  • Caseware
  • Engagement
  • BNA Tax Research
  • Checkpoint Edge Tax Research
  • Training junior staff
  • IRS correspondence
  • Verbal/written communication with clients

Certification

  • CPA - Certified Public Accountant

Timeline

Senior Tax Associate

Frazier & Deeter
10.2022 - Current

Senior Tax Associate

Windham Brannon
06.2018 - 10.2022

Master of Taxation - Taxation

Georgia State University

Bachelor of Business Administration - Accounting

Kennesaw State University

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Kate O'Connell CPA