Kathleen Richard

Knowledge of Records and Tax Processing operations and procedures

• Process and assemble tax returns, while ensuring accuracy of client deliverables
• Organize & scan work papers using office technology
• Data entry and verification using internet-based software programs
• Process engagement letters and other client related documents
• Proficiency with Microsoft Office
• High level of organization, attention to detail
• Prioritize workflow and deadlines, while practicing good time and project management skills
• Simultaneously handled a broad range of responsibilities, from file maintenance to communication with outside parties supporting tax and financial issues
• Provided ongoing support to all departments within the firm through a variety of tasks or projects such as technical and administrative
• Interact professionally with internal and external clients while handling inquiries effectively and in an organized and courteous manner.
• Customer service oriented and high level of professionalism
• Demonstrated ability to be flexible and adapt to an ever-changing work environment, ability to multi-task and effectively perform project execution within assigned deadlines
• Respect for confidential and highly sensitive material
• Successfully scanned, validated, and processed over 2,000 Tax Returns while meeting stringent federal deadlines
• Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff
• Opened and properly distributed incoming mail to promote quicker response to client inquiries
• Performed wide-ranging administrative, financial and service-related functions

Partner with Regulatory Affairs to coordinate filings with the Public Utility Commission of Nevada (PUCN)

• Assisted in timely delivery of Integrated Resource Plan and General Rate Case Filings, among others
• Collaborate with legal team to prepare for hearings, organize witness binders, log exhibits within hearing room, transfer required documentation
• Create and manage confidential records in compliance with all company policies
• Revise and distribute monthly financial reports, rate histories, and cancelled tariffs
• Build and maintain positive working relationships with internal and external teams
• Successfully managed over 30,000 data requests with accountability for tracking assignments and responses as well as distributing information to PUCN staff and other intervening parties within stringent regulatory deadlines
• Managed data requests for Federal Energy Regulatory Commission (FERC); revised, distributed, and maintained California tariffs and advice letters
• Sole accountability for filing, distributing, and maintaining tariffs, as well as preparing advice letters for Nevada Power Company and Sierra Pacific Power Company prior to acquisition by Berkshire Hathaway Energy
• Managed filing system, entered data and completed other clerical tasks
• Assisted coworkers and staff members with special tasks on daily basis
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests