Summary
Overview
Work History
Education
Skills
Awards
Athletics
Timeline
Generic

Katherine Triplett

Oviedo,FL

Summary

A highly motivated individual with 2 years of experience in public accounting, who is very passionate. Poised and sharp, with ability to meet strict deadlines in fast paced environments. Initiates ideas, recommends and implements plans for seamless procedures.

Overview

6
6
years of professional experience

Work History

Tax Associate

CliftonLarsonAllen, LLP
01.2023 - Current
  • Prepare and examine federal, state and international tax returns for individuals, businesses, partnerships, trusts, fiduciaries and non-profit organizations
  • Engage in strategic tax planning and perform in-depth tax research
  • Examine and adjust client accounting records to ready them for tax return preparation
  • Align fixed asset ledgers for book and tax, including the recording of both acquisitions and disposals
  • Communicate with the IRS as the client representative
  • Maintain detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality
  • Secure and properly handled confidential data to protect against unauthorized access, improper transmission and disclosure
  • Collaborate with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities

Audit Intern

CliftonLarsonAllen, LLP
09.2022 - 01.2023
  • Examined and confirmed client workpapers and supporting documentation pertaining to Cash, Accounts Receivable, Fixed Assets, Accounts Payable and Other Liabilities
  • Assessed and documented minutes from client board meetings
  • Conduct inventory counts
  • Collaborated with team members to complete audits within established deadlines, maintaining a consistent level of professionalism throughout the process
  • Prepared quality audit workpapers, paying close attention to detail and organization throughout each engagement
  • Conducted substantive testing on financial data to identify potential errors or misstatements, ensuring accurate financial reporting

Assistant Accountant

Top Gear Sports
05.2019 - 08.2021
  • Recorded transactions using QuickBooks
  • Engaged in merchandise and uniform sales
  • Managed fundamental inventory operations
  • Maintained and processed invoices, deposits and money logs
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts
  • Established QuickBooks accounting system to reflect accurate financial records
  • Maintained accurate records of all transactions, ensuring compliance with and applicable regulations

Bakery Assistant and Cashier

Costco Wholesale Corporation
11.2018 - 12.2019
  • Verified membership credentials
  • Scanned goods for inventory management
  • Greeted customers entering store and responded promptly to customer needs
  • Worked flexible schedule and extra shifts to meet business needs
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift

Education

Master of Accountancy -

Palm Beach Atlantic University
West Palm Beach, FL
05.2023

Bachelor of Science in Accounting -

Palm Beach Atlantic University
West Palm Beach, FL
05.2022

Skills

  • Strong communication skills
  • Continuous learning mindset
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Organizational skills
  • Active listening
  • Adaptability and flexibility

Awards

  • Completed the Microsoft Dynamics 365 ERP Student Certificate in May 2023
  • Proficient in Microsoft Office
  • Triple Recipient of the SSC Commissioner's Honor Roll - 2020-21 Academic Year
  • Achieved Provost's List with a GPA Between 3.50 and 3.99 in Spring 2021
  • Three-Time Athletic Director's List Honoree with a GPA Between 3.20 and 3.49 from Spring to Fall 2020


Athletics

Member of the PBA Varsity Softball Team

  • Four-year collegiate athlete
  • Named All-SSC Second Team in 2021
  • Earned a Spot on the All-SSC First Team in 2022
  • Conference Leader in Triples

Oviedo High School Softball

  • Four-year varsity athlete
  • Recipient of numerous all-conference high school accolades

Timeline

Tax Associate

CliftonLarsonAllen, LLP
01.2023 - Current

Audit Intern

CliftonLarsonAllen, LLP
09.2022 - 01.2023

Assistant Accountant

Top Gear Sports
05.2019 - 08.2021

Bakery Assistant and Cashier

Costco Wholesale Corporation
11.2018 - 12.2019

Master of Accountancy -

Palm Beach Atlantic University

Bachelor of Science in Accounting -

Palm Beach Atlantic University

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Katherine Triplett