KATERINA KAGDINA
VINELAND,NJ
Summary
Business-minded Senior Tax Analyst promoting more than 15 years of expertise of ensuring accurate tax return filing. An efficient individual with experience building and updating tax models and tools. A real problem solver with project planning, analytical and team collaboration skills.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Tax Analyst
H & R Block Tax Group
12.2008 - Current
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Prepared US and multistate tax returns for individual and small business clients.
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
- Researched tax implications for various deductions and credits.
- Analyzed tax issues and made recommendations for remediation to management.
- Researched complex tax issues utilizing online resources and professional tax software.
- Recommended financial solutions in relation to tax implications.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Calculated estimated tax payments for clients.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Interpreted and applied federal and state tax codes for personal and business taxes.
- Responded to inquiries from IRS and other tax authorities.
- Promote and sell bank products
- Assessed client tax situations to determine best filing options.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Facilitated communication between clients and tax authorities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Developed tax plans and projections to help clients meet objectives.
- Maintained compliance by adhering to current tax laws and regulations.
- Analyzed financial records to verify accuracy of tax returns.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Utilized tax software to prepare returns and meet deadlines.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Entry Level Accountant
Ukrainian Hospital #1
01.2004 - 05.2008
- Identified procedural or executional issues and assisted in development of remediation plans.
- Maintained integrity of general ledger and chart of accounts.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Tracked funds, prepared deposits and reconciled accounts.
- Provided journal entries and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collected and reported monthly expense variances and explanations.
- Monitored timely collection and application of account receivable collections.
- Managed past due balances, financial inquiries and other accounts receivable functions.
Assistant of Insurance Broker/Clerk Specialist
Fortune Plus Insurance Brokerage
01.2001 - 01.2002
- Assisted customers in getting insurance policies
- Prepared claims for insurance companies
- Accepted payments from customers
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Processed documents and materials to disseminate information to appropriate parties.
- Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Interacted with customers by phone, email, or in-person to provide information.
Sales Associate
Victoria Secret
09.1999 - 10.2000
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Trained new employees on customer service, money handling and organizing strategies.
- Attended monthly sales meetings and quarterly sales trainings.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Achieved or exceeded company-defined sales quotas.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Solved customer challenges by offering relevant products and services.
- Managed returns, exchanges and refunds in accordance with store policy.
Hostess/Cashier
Denny's Restaurants Franchise Association
05.1998 - 08.1999
- Greeted customers entering store and responded promptly to customer needs.
- Answered questions about store policies and addressed customer concerns.
- Handled cash with high accuracy and took care to check bills for fraud.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Worked flexible schedule and extra shifts to meet business needs.
- Worked closely with shift manager to solve problems and handle customer concerns.
Education
Bachelor of Science - Accounting
Brooklyn College of The City University of New York
Brooklyn, NY12.2003
Associate of Science - Computer And Information Sciences
Cumberland County College
Vineland, NJ12.2000
GED -
Vineland Senior High School
Vineland, NJ06.1998
OFFICE ADMINISTRATION SPECIALIST - MICROSOFT OFFICE 2003 AND QUICK BOOKS
NEW JERSEY CAREER CENTER
Vineland, NJ2008
TAX SPECIALIST CERTIFICATION - BASIC BUILDING BLOCKS TAX PREPARER COURSE
H & R BLOCK
Vineland, NJ2008
Skills
- Government Regulations
- Data Analytics
- Critical Thinking
- Tax Compliance
- Verbal and Written Communication
- Tax Research
- Customer Satisfaction
- Understanding of Applicable Laws
- Knowledge of Microsoft Office and Computer Skills
- Dependable, Highly Organized, Accurate, Patient, Open Minded, Committed, Responsible, Able to multi-task, Willing to Learn, Reliable
- Bilingual (Russian and Ukrainian)
- Ready to Succeed
Certification
- Certified Microsoft Office Specialist Word Expert, Excel Expert, Access. Outlook, Powerpoint and Quick Books
Languages
Ukrainian
Native or Bilingual
Russian
Native or Bilingual
Timeline
Senior Tax Analyst
H & R Block Tax Group
12.2008 - Current
Entry Level Accountant
Ukrainian Hospital #1
01.2004 - 05.2008
Assistant of Insurance Broker/Clerk Specialist
Fortune Plus Insurance Brokerage
01.2001 - 01.2002
Sales Associate
Victoria Secret
09.1999 - 10.2000
Hostess/Cashier
Denny's Restaurants Franchise Association
05.1998 - 08.1999
Bachelor of Science - Accounting
Brooklyn College of The City University of New York
Associate of Science - Computer And Information Sciences
Cumberland County College
GED -
Vineland Senior High School
OFFICE ADMINISTRATION SPECIALIST - MICROSOFT OFFICE 2003 AND QUICK BOOKS
NEW JERSEY CAREER CENTER
TAX SPECIALIST CERTIFICATION - BASIC BUILDING BLOCKS TAX PREPARER COURSE
H & R BLOCK
- Certified Microsoft Office Specialist Word Expert, Excel Expert, Access. Outlook, Powerpoint and Quick Books
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