Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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Kathleen Presley

Tax Expert Turbo Tax Intuit
Saint Clair,MO

Summary

Dynamic Tax Expert with a proven track record at Intuit TurboTax, specializing in tax return preparation and income evaluations. Leveraged strong analytical skills to identify tax-saving opportunities, significantly reducing client liabilities. Adept at fostering client relationships, ensuring compliance, and delivering exceptional service in a fast-paced environment.

Overview

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1
Certification

Work History

Tax Expert

Intuit TurboTax
  • Ensured adherence to federal, state, and local tax regulations while preparing client returns.
  • Analyzed financial statements to ensure accuracy and integrity.
  • Liaised with external auditors during annual reviews, addressing concerns about tax functions.
  • Oversaw a varied client base, ensuring exceptional service delivery.
  • Analyzed detailed financial statements to identify available tax-saving options.
  • Oversaw regulatory adherence during tax filing process.
  • Identified potential clients requiring specialized tax services.
  • Designed individualized tax strategies for specific client targets.
  • Stayed current with evolving rules and regulations through ongoing professional education activities.
  • Ensured adherence to tax regulations across multiple client types.
  • Collected and submitted required tax payments.
  • Stayed current with the latest changes in tax regulations through comprehensive research.
  • Maintained thorough and current understanding of applicable tax laws.
  • Aided in lowering client tax burdens via strategic planning services.
  • Developed plans for clients to balance tax benefits with reduction efforts.
  • Validated workpaper precision during review process prior to submission.

Tax Acountant

Kathleen 's Tax Services
  • Analyzed financial documents and calculated tax obligations adhering to legal standards.
  • Classified financial transactions according to established accounting practices.
  • Streamlined processes for accurate completion of multi-sector federal and state income tax filings.
  • Synchronized several tax tasks at once, ensuring adherence to schedules.
  • Aligned tax accounts to comply with financial regulations.
  • Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
  • Reduced client tax liabilities through diligent research and application of applicable tax laws.
  • Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
  • Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
  • Streamlined processes for increased efficiency in preparing and filing tax returns.
  • Played a key role in the successful completion of several high-stakes audits, utilizing strong analytical skills to identify discrepancies and recommend corrective actions.
  • Collaborated with team members to identify opportunities for improving client services and tax strategies.
  • Remained educated in all current tax laws for both US and foreign countries.
  • Prepared comprehensive reports detailing findings from audits or investigations, helping clients make informed decisions about their finances.
  • Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
  • Created financial plan for clients to serve as framework for organizing components of financial situations.
  • Researched and provided summary memos on technical tax issues at request of partners and clients.
  • Drafted tax documentation subject to detailed review and approval by department management.
  • Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Represented clients before federal, state and local taxing authorities.
  • Assisted colleagues with challenging cases, sharing knowledge and expertise to ensure the best possible outcomes for clients.
  • Ensured compliance with federal, state, and local tax requirements by researching relevant legislation and applying necessary adjustments to client accounts as needed.
  • Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
  • Devised creative solutions for tax-related issues that arose during mergers and acquisitions, safeguarding client interests and maximizing financial outcomes.
  • Managed filing of federal, state and local taxes within established time frames for business with staff headcount of Number.
  • Assisted with implementation of timely, cost-effective state tax planning strategies designed to create value and enhance company's worldwide tax position.
  • Reduced company's tax liabilities through meticulous research and application of lesser-known tax credits and deductions.
  • Increased client retention rates by providing exceptional service, including timely updates and clear explanations of tax filings.
  • Facilitated smooth tax season operations by efficiently managing workload distribution among accounting team.
  • Streamlined quarterly tax preparation processes, significantly reducing errors and improving filing accuracy.
  • Assisted clients in resolving IRS notices and audits, negotiating favorable outcomes and minimizing additional liabilities.
  • Improved efficiency in tax return processing by implementing new software tools, which facilitated faster data analysis and report generation.
  • Delivered in-depth training sessions on tax software to new hires, enhancing team productivity and quality of work.
  • Led team of junior accountants in preparation of complex tax returns, ensuring adherence to current tax laws and regulations.
  • By staying updated on tax law changes, ensured compliance and maximized savings for clients and firm.
  • Conducted thorough audits of financial records to identify and correct discrepancies before tax filing deadlines.
  • Enhanced team's analytical skills through regular sessions on interpreting complex tax regulations and their implications on filings.
  • Simplified tax filing process for clients by developing easy-to-use checklists and document templates.
  • Developed comprehensive database of tax resources and references, streamlining research process for entire team.
  • By implementing proactive approach to tax saving opportunities, significantly enhanced clients' financial positions.
  • Contributed to firm's reputation for excellence by consistently producing accurate and timely tax filings.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Identified legal tax savings and recommended ways to improve profits.
  • Trained new employees on accounting principles and company procedures.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

Executive Assistant

Accu-right Laser
  • Oversaw executive calendars, scheduling meetings and appointments to enhance time management.
  • Handled confidential and sensitive information with discretion and tact.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Organized and coordinated conferences and monthly meetings.
  • Served as a liaison between departments to facilitate effective communication throughout the company.
  • Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
  • Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
  • Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
  • Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
  • Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
  • Used advanced software to prepare documents, reports, and presentations.
  • Answered high volume of phone calls and email inquiries.
  • Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
  • Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
  • Improved office efficiency by implementing new filing systems and document management processes.
  • Facilitated training and onboarding for incoming office staff.
  • Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
  • Assisted in the development of company policies and procedures, contributing to a more organized work environment.
  • Collaborated on special projects to improve overall business operations within the organization efficiently.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.
  • Handled payroll processing tasks accurately while maintaining strict adherence to deadlines for timely payments.
  • Streamlined communication between departments, resulting in more effective project coordination and execution.
  • Supported strategic planning sessions, providing logistical support and compiling necessary background materials.
  • Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
  • Streamlined office operations, leading to more organized environment by implementing digital filing systems.
  • Facilitated onboarding of new employees, ensuring smooth transition into company culture and workflow.
  • Managed complex calendars for senior executives to facilitate efficient scheduling and meeting planning.
  • Enabled timely project completion by coordinating resources and timelines across multiple departments.
  • Increased office efficiency by developing and implementing inventory management system for office supplies.
  • Assisted in preparation of high-stakes presentations, contributing to successful project pitches and client meetings.
  • Contributed to development of internal policies and procedures, enhancing organizational effectiveness and compliance.
  • Enhanced executive decision-making with comprehensive research and detailed reporting.
  • Enhanced executive productivity by managing email correspondence and prioritizing critical issues.
  • Coordinated international travel arrangements, ensuring seamless logistics for executives attending global conferences.
  • Fostered positive work environment, organizing team-building activities and events.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Screened personal and business calls and directed to appropriate party.
  • Wrote reports, executive summaries and newsletters.
  • Volunteered to help with speciagl projects of varying degrees of complexity.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.

Manager

White Castle Industries.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Controlled costs to keep business operating within budget and increase profits.
  • Improved marketing to attract new customers and promote business.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Improved safety procedures to create safe working conditions for workers.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Spearheaded transition to remote work during global health crisis, ensuring business continuity and employee safety.
  • Developed and executed marketing strategies that effectively communicated brand values, increasing brand recognition.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Coordinated with IT department to upgrade technology infrastructure, enhancing operational efficiency and data security.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.
  • Fostered partnerships with industry leaders, enhancing company's reputation and creating new business opportunities.
  • Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Defined clear targets and objectives and communicated to other team members.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Developed detailed plans based on broad guidance and direction.
  • Set aggressive targets for employees to drive company success and strengthen motivation.

Hostess

Six Flags Over Mid America
  • Created a friendly ambiance for all customer interactions.
  • Reduced wait times for guests by effectively coordinating with other team members during peak hours.
  • Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
  • Supported servers, food runners, and bussers with keeping dining area ready for every guest.
  • Trained new hostesses on customer service best practices and restaurant policies to maintain high standards of service.
  • Proactively assisted servers during busy times, helping to expedite food delivery and maintain high levels of guest satisfaction throughout their meal.
  • Answered customer questions about hours, seating, and menu information.
  • Demonstrated strong multitasking skills, balancing responsibilities such as answering phone calls, greeting guests, and updating reservation logs simultaneously.
  • Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
  • Assisted in training new host staff, sharing best practices for maintaining a professional demeanor and efficient work habits.
  • Opened and closed seating sections according to volume of guests.
  • Organized, stocked and cleaned establishment's front lobby during shifts to maintain welcoming appearance.
  • Promoted business loyalty by fostering positive customer relationships.
  • Advised customers about special offerings and menu items to help drive sales.
  • Answered phone calls to take orders, give information and document reservations.
  • Minimized customer service complaints by expertly managing customer expectations during busy periods.
  • Helped facilitate cooperation between service and kitchen staff to professionally meet guest needs and resolve problems.
  • Rearranged tables and chairs for large parties and retrieved high chairs for children.
  • Cross-trained to handle different restaurant roles, including bar, kitchen and to-go stations.
  • Seated patrons based on guest preferences and seating availability.
  • Backed up servers by checking on tables and retrieving items for guests.
  • Provided patrons with estimated waiting times during peak service hours.
  • Delivered pick-up and curbside orders to guests.
  • Maintained balanced cash drawer with correct money values and accurate documentation.
  • Input orders accurately into POS terminal, split bills and accepted payments.
  • Completed daily side work and opening and closing duties without fail.
  • Assisted customers with delivering orders, carrying additional trays and helping dish out items.
  • Collected credit card, cash and gift certificate payments and dispensed change for cash transactions.
  • Took initial drink orders and relayed information to wait or bar staff.
  • Supported needs of Number- person wait staff who attended to specific needs of countless customers daily for Type restaurant with social relevancy and intentionality.

Sales

Stanley Home Products

Education

Intuit Tax Academy

East Central College

East Central College
Union

Skills

Liability understanding

Certification

Enrolled Agent

Interests

Music ; piano, all types music!

Bible reading

Going to church

Going grandchildren to park

Timeline

Enrolled Agent

12-2024

Tax Expert

Intuit TurboTax

Tax Acountant

Kathleen 's Tax Services

Executive Assistant

Accu-right Laser

Manager

White Castle Industries.

Hostess

Six Flags Over Mid America

Sales

Stanley Home Products

Intuit Tax Academy

East Central College

East Central College

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Kathleen PresleyTax Expert Turbo Tax Intuit