KAYLEE WONG
WAYNESBORO
Summary
Certified public accountant with experience in tax accounting including tax preparation for businesses and individuals, bookkeeping, accounting review, financial reporting, payroll processing and filing, and sales tax filing. Recognized for superior client communication, training and support of staff, and expertise with firm technology.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Accountant
Ocker Accountants & Consultants
Waynesboro
12.2025 - Current
- Engaged in correspondence with taxing authorities
- Trained and supported staff-level accountants
- Prepared monthly financial statements ensuring compliance with accounting standards
- Prepared dozens of business and individual tax returns in a client-facing role
- Managed 10-15 monthly and quarterly client accounts simultaneously in a client-facing role
Staff Accountant
Ocker Accountants & Consultants
Waynesboro, PA
01.2022 - 12.2025
- Managed 10-15 monthly and quarterly client accounts simultaneously in a client-facing role
- Prepared monthly financial statements, ensuring accuracy and compliance with accounting standards
- Conducted account reconciliations to maintain data integrity and resolve discrepancies
- Executed payroll processing, ensuring timely and accurate employee payments and deductions
- Filed quarterly and annual payroll tax returns, including scheduling relevant payroll tax deposit payments
- Filed monthly and quarterly sales tax returns, including scheduling relevant payments
- Participated actively in the firm technology team, vetting and implementing new software solutions to improve workflow efficiencies
- Prepared hundreds of business and individual tax returns in a client-facing role
Administrative Assistant
Ocker Accountants & Consultants
Waynesboro, PA
08.2021 - 01.2022
- Printed, compiled, and delivered tax returns to clients
- Managed the front desk and directed client communications through the office
- Managed scheduling and calendar coordination for the senior accountant at my location, ensuring optimal time before and between appointments
- Prepared agendas and took notes for weekly firm-wide meetings
Education
Master of Science - Accounting
Western Governors University
Salt Lake City, UT10-2023
Skills
- Financial reporting
- General ledger accounting
- Payroll oversight
- Expertise in Excel
- Bank reconciliation
- Financial statement review
- Intercompany transactions
- Fixed asset accounting
Certification
- CPA - Certified Public Accountant
- Certified QuickBooks ProAdvisor
Timeline
Senior Accountant
Ocker Accountants & Consultants
12.2025 - Current
Staff Accountant
Ocker Accountants & Consultants
01.2022 - 12.2025
Administrative Assistant
Ocker Accountants & Consultants
08.2021 - 01.2022
Master of Science - Accounting
Western Governors University