Microsoft Office
Katheryne Kelly
Waleska,Ga
Summary
Detail-oriented Tax Specialist with over 18 years of experience in tax and accounting. Skilled in tax law compliance, strategic tax planning, and financial analysis, consistently reducing client tax burdens. Proficient in preparing various tax returns and conducting thorough research for accuracy. Strong commitment to client relations, customer service, and excellence in compliance.
Overview
20
20
years of professional experience
1
1
year of post-secondary education
Work History
Claims Support Specialist - FNOL
Allstate Insurance Company
01.2023 - Current
- FNOL
- Explained claim process and provide status updates to customers
- Establish and maintain connections with customers, ensuring empathy and understanding of their needs
- Handle inquiries from customers and other claim-related third parties to ensure quality standards
- Oversaw generation and dissemination of necessary claim forms for completion by insured/claimants
- Approve, process claims payments, and manage auto/property inspections.
Tax Associate
Intuit Inc
01.2023 - Current
- Assisted customers in tax return preparation, ensuring accurate data input for federal and state returns
- Coordinated and communicated directly with customers for meetings, follow-ups, and tax-related inquiries
- Troubleshooted and resolved customer inquiries related to product and tax support using company guidelines
- Interacted with customers, emphasizing strong verbal written skills and deep empathy
- Communicated and provided updates to credentialed tax experts regarding customer status.
Bookkeeping & Accountant Manager
Pathway Accounting & Tax Services
01.2005 - 12.2022
- Engaged in comprehensive communication with individuals and families regarding tax-related concerns
- Ensured optimal tax savings for clients through legal credits, deductions, and adjustments
- Offered tax planning advice and simplified complex tax concepts for clients
- Conducted in-depth tax research, interpreting various federal and state tax guidelines
- Managed state and local tax compliance, including audits, income tax optimization, and account reconciliation.
Skills
- Financial analysis
- Financial Reporting
- Auditing
- Attention to detail
- Time management
- Regulatory compliance
- Tax law compliance
- Knowledge of accounting software
- Problem-solving
- Data Analytics
- Client Relations
- Microsoft Excel
Education
BBA - Accounting
Strayer University
Washington, DC 10.2023 - Current
Work Preference
Work Type
Full TimeLocation Preference
RemoteSoftware
Quickbooks
Affiliations
- Phi Theta Kappa
Timeline
BBA - Accounting
Strayer University
10.2023 - Current
Claims Support Specialist - FNOL
Allstate Insurance Company
01.2023 - Current
Tax Associate
Intuit Inc
01.2023 - Current
Bookkeeping & Accountant Manager
Pathway Accounting & Tax Services
01.2005 - 12.2022
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