Katie Schmidt, CPA
Seattle
Summary
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Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Baker Tilly
Seattle, WA
08.2021 - Current
- Ensured regulatory compliance for high net worth clients' tax portfolios.
- Mitigated risks by reviewing complex tax returns for accuracy and compliance.
- Improved efficiency by automating tax reporting processes and submissions.
- Provided strategic insights through in-depth research on tax legislation changes.
- Enhanced team performance by mentoring junior associates in tax preparation best practices.
- Guided clients in building legacies through estate, gift planning, and philanthropy.
Staff Tax Accountant
Bader Martin
Seattle, WA
11.2019 - 08.2021
- Ensured compliance by preparing accurate federal and state tax returns.
- Adapted to evolving tax software through ongoing learning and training opportunities.
- Delivered concise memos on technical tax issues for partners and clients.
- Collaborated with departments to resolve complex tax issues efficiently.
- Updated knowledge on tax law changes for precise reporting and compliance.
Tax Intern
Newland and Company, PC
Butte, MT
01.2018 - 04.2018
- Ensured compliance by preparing individual and business tax returns effectively.
- Streamlined return processes utilizing CCH ProSystem FX tax preparation software.
- Enhanced data entry efficiency through team collaboration and process improvement.
Education
Bachelor of Science - Business And Accounting
Montana Technological University
Butte, MT05-2018
Skills
- Strong communication skills
- High net worth tax compliance expertise
- Continuous learning mindset
- Project management capabilities
- Tax software proficiency
- Team leadership qualities
- Tax planning strategies
Certification
- Certified Public Accountant
Timeline
Senior Tax Associate
Baker Tilly
08.2021 - Current
Staff Tax Accountant
Bader Martin
11.2019 - 08.2021
Tax Intern
Newland and Company, PC
01.2018 - 04.2018
Bachelor of Science - Business And Accounting
Montana Technological University