Katie M. Davis, CPA
Tomball
Summary
Certified Public Accountant with a strong background in tax law, auditing, and financial analysis. Proven ability to ensure compliance and identify discrepancies through comprehensive evaluations and precise documentation. Recognized for effective teamwork, adaptability, and delivering consistent results. Expertise in data analysis, risk assessment, and stakeholder communication. Seeking a position that will highlight a highly efficient, detail-oriented work ethic while allowing the application of strong technical and analytical experience in the accounting field both independently and in team environments.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Internal Revenue Agent
Internal Revenue Service
05.2023 - 02.2024
- Team Coordinator for Large Business & International division that includes federal income tax examinations of domestic and foreign corporations with a U.S tax reporting requirement and assets equal to or exceeding $10 million.
- Facilitated examinations as the primary contact for the taxpayer and audit team members, including tax and industry specialists, tax computation specialists, and team managers.
- Served as the technical expert for domestic issues on U.S Corporate income tax returns.
- Applied Financial Accounting Board (FASB) standards and accounting principles to analyze corporation’s books and records and adjustments made for tax return preparation.
- Successfully managed audit case workload, prioritized deadlines based on statute of limitations and taxpayer information requests, and ensured timely completion of required new hire training courses while maintaining high quality standards.
- Attended training in audit techniques, Internal Revenue Manual (IRM) procedures, and technical training on common large, unusual, and questionable audit risks.
- Conducted field appointments at taxpayer’s business sites to discuss tax examination matters, risks under audit, examination timeline, tax return workpapers, and tax law analysis.
Program Specialist II
State of California Franchise Tax Board
06.2010 - 05.2023
- 13 years’ experience examining federal and California state income tax returns for individuals, partnerships, S corporations, and corporations.
- Managed inventory of 30+ tax return audits while successfully meeting deadlines for information requests, taxpayer contact requirements, and statute of limitations.
- Coordinated team audits with 3+ auditors with varying experience levels in examining California corporate income tax returns.
- Led efficient, routine field audit meetings with audit team and corporation’s tax department representatives to communicate updates on the examination progress, status of each audit issue, and potential audit adjustments.
- Researched corporation’s business practices and compared SEC 10-K filings and annual reports throughout several years to analyze financial condition and trends.
- Audited corporation’s accounting systems by sampling transactions to ensure compliance.
- Utilized research and analytical skills to examine multinational business activities and complex ownership structures of large corporations’ books and records and application of tax law.
- Effectively conducted tax research on federal and California tax laws and court cases and applies research to proposed tax adjustments.
- Communicated research findings to taxpayers’ representatives verbally and in written communication.
- Technical lead to 5+ auditors by reviewing tax calculations, application of tax law, and position letters while teaching valuable research, analytical, and communication skills.
- Managed task force team of 20+ auditors that collaborated to identify emerging audit issues, distribute and review audit cases, develop guidelines and procedures for new audit issues, and conduct quarterly trainings to field auditors on the topics.
- Assigned and reviewed cases with emerging audit issues, serving as a coach, mentor, and lead to newly hired auditors
- Partnered with co-trainer to develop and conduct 2 annual audit training courses.
- Worked efficiently remotely and in office while exceeding in productivity and collaboration.
- Attended annual federal tax update and continuing education courses for CPA license.
Tax Accountant
Cricket Communications, Inc.
06.2009 - 06.2010
- Managed sales and use tax for 10 states by staying updated on jurisdiction tax changes, researching tax regulations on RIA, and responding to daily tax notices.
- Independently reconciled 2 tax accounts on a monthly basis.
- Managed updates for business license database and trained employees on software.
- Assisted external audits by researching invoices for sales and use tax.
CTEC Registered Tax Preparer
Liberty Tax Service
01.2010 - 04.2010
- Built relationships with clients while completing their tax return.
- Educated clients on their filing status, tax credits, and other tax return issues.
- Kept current on federal and California income tax laws.
Tax Intern
PKF Public Accounting Firm
01.2009 - 04.2009
- Prepared individual, partnership, S corporation, and corporation tax returns.
- Communicated with clients on their tax return’s progress and related questions.
- Update Excel with clients’ financial statements to compare prior years’ numbers.
Education
Bachelor of Science Degree - Accounting
San Diego State University
San Diego, Ca08.2009
Skills
- Analytical
- Naturally organized
- Self-motivated
- Excellent writing skills
- Detailed oriented
- Effective communicator
- Promotes collaboration
- Adaptable
- Productive
- Tax law expertise
- Accounting principles
- Data interpretation
- Auditing techniques
- Expert in Microsoft Word, Excel, PowerPoint, and Outlook
- Proficient in SharePoint, RIA Checkpoint, BNA, and Internet research
- Adjusts easily to new software, technology, and procedures
Certification
Certified Public Accountant
Active License
Completed June 2014
Timeline
Senior Internal Revenue Agent
Internal Revenue Service
05.2023 - 02.2024
Program Specialist II
State of California Franchise Tax Board
06.2010 - 05.2023
CTEC Registered Tax Preparer
Liberty Tax Service
01.2010 - 04.2010
Tax Accountant
Cricket Communications, Inc.
06.2009 - 06.2010
Tax Intern
PKF Public Accounting Firm
01.2009 - 04.2009
Bachelor of Science Degree - Accounting
San Diego State University
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