Katherine Roethler
Summary
Licensed CPA with experience in tax consulting, financial analysis, and client engagement. Skilled in Excel, data-driven problem solving, and cross-functional collaboration. Recognized for quickly learning new concepts and applying them to deliver practical solutions in dynamic environments.
Overview
6
6
years of professional experience
Work History
Tax Consultant II
Deloitte
07.2024 - Current
- Developed advanced Excel models to analyze multistate tax data and support client decision-making.
- Researched regulatory issues and summarized findings into clear, actionable recommendations.
- Collaborated with cross-functional teams to deliver tailored solutions, demonstrating strong project management and communication skills.
Accounting Intern (Rotational)
CBIZ
06.2023 - 08.2023
- Rotated across audit and tax teams, quickly adapting to different client needs and deliverables.
- Analyzed data using Microsoft Excel and CaseWare to support audit and tax projects.
- Assisted in preparing client-facing reports, reinforcing attention to detail and professional presentation skills.
Crew Member / Order Writer
Trader Joe's
12.2019 - 09.2022
- Analyzed customer preferences and seasonal trends to optimize inventory levels.
- Conducted audits to reconcile orders and invoices, resolving discrepancies efficiently.
- Delivered high-quality customer service and resolved issues with professionalism.
Server
Pitchers Restaurant
02.2022 - 09.2022
- Managed high-volume sections, ensuring prompt and accurate service
- Consistently recognized for exceptional customer satisfaction and above-average tips
- Accurately processed orders and payments using POS systems
Education
B.A., Business Administration - Concentration in Accounting
California Polytechnic State University, San Luis Obispo
06.2024
Skills
- Microsoft Office Suite (Excel, Word, PowerPoint)
- Attention to Detail
- Data Analysis
- Leadership & Team Collaboration
- Communication & Customer Service
- Effective Time Management
Certified Public Accountant
Licensed CPA, California Board of Accountancy
LANGUAGES
Spanish (Highly Proficient)
Timeline
Tax Consultant II
Deloitte
07.2024 - Current
Accounting Intern (Rotational)
CBIZ
06.2023 - 08.2023
Server
Pitchers Restaurant
02.2022 - 09.2022
Crew Member / Order Writer
Trader Joe's
12.2019 - 09.2022
B.A., Business Administration - Concentration in Accounting
California Polytechnic State University, San Luis Obispo
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