Summary
Overview
Work History
Education
Skills
Training
Timeline
Generic

Katherine Drish

Stratford,CT

Summary

Seasoned Tax Associate specializing in Sales and Use Tax returns and Property Tax billing and filing. Technologically savvy and meticulous in completing documentation according to guidelines. A quick learner with excellent communication skills and professional demeanor. Experience in multistate tax preparation with expertise in completing returns accurately and efficiently.

Overview

16
16
years of professional experience

Work History

Tax Associate

Somerset Capital Group, Ltd
Milford, CT
01.2018 - Current
  • Maintain a tax calendar for sales and use, business license and property taxes
  • Prepare sales and use tax returns for multiple subsidiaries using Vertex software
  • Assist with property tax filing and set up related billbacks to the customer
  • Work with third party servicer as needed
  • Prepare business license applications and renewals
  • Update reconciliations for the sales tax and property tax payables
  • Respond promptly to inquiries from both internal and external customers regarding taxation issues as well as federal and state taxing authorities.

Tax Assistant/ Administrative Assistant

Somerset Capital Group, Ltd
Milford, CT
06.2008 - 01.2018
  • Log incoming tax mail and handle any mail notices
  • Answer customer service requests in a timely manner
  • Assist in addressing tax correspondence
  • Perform tax research using CCH as requested
  • Maintain tax files in an organized manner
  • Support work of senior level tax and accounting professionals
  • Assist with document requests for US sales and property tax audits
  • Support work of senior level tax and accounting professionals to maximize office organization.

Education

Associates Degree Accounting -

Housatonic Community College
12.2024

Skills

  • Tax Return Preparation
  • Multi-State Tax Filing
  • Account Reconciliation
  • Verbal/Written Communication
  • Mathematical Calculations /High Accuracy
  • Research/Due Diligence
  • Organization Skills
  • Filing System Management

Training

  • Attended continuing education courses related to taxation topics.
  • Attended training in Excel, Vertex, PTMS, Great Plains

Timeline

Tax Associate

Somerset Capital Group, Ltd
01.2018 - Current

Tax Assistant/ Administrative Assistant

Somerset Capital Group, Ltd
06.2008 - 01.2018

Associates Degree Accounting -

Housatonic Community College
Katherine Drish