Kellee Gills
Forks,WA
Summary
Results-oriented professional with extensive experience in tax advisory and team management. Skilled in quality assurance and task delegation, contributing to improved client satisfaction and operational efficiency. Committed to fostering a collaborative environment and driving team success.
Overview
18
18
years of professional experience
Work History
Accounting Services Supervisor
1-800Accountant
11.2025 - Current
- Process Oversight: Monitor the day-to-day operations to ensure tasks are completed according to standard operating procedures.
- Quality Assurance: Conduct regular checks of completed work to ensure accuracy, quality, and compliance with client requirements.
- On-the-Floor Support: Serve as the first point of contact for team associates, answering questions, troubleshooting problems, and providing immediate guidance.
- Task Delegation: Assign daily tasks and manage workflow within the team, making adjustments to ensure operational targets are met.
- Training and Coaching: Conduct hands-on training for new and existing team members to reinforce correct processes and develop individual skills.
- Issue Escalation: Manage and resolve operational issues as they arise.
- Remote
Tax Advisor
1-800Accountant
01.2024 - 11.2025
- Advising on individual, small business, non profit, partnership and corporate tax matters for domestic and foreign clients.
- Maintaining a large client volume and being the main point of client contact for other departments within the company.
- Crafting financial strategies to ensure client long-term success and prosperity.
- Drive business growth, increase client retention, and identify opportunities to offer additional products and services.
- Leverage advanced tax strategy knowledge and accounting insights to optimize financial strategies for clients, including tax-efficient entity structuring, credits, deductions, and incentives.
- Provide timely and professional communication with clients via a soft phone/messaging system, ensuring a seamless client experience.
- Remote
Owner/ Tax Preparer
Tax Lady
Dayton, USA
04.2020 - 01.2024
- Simple and complex tax returns for local clients and small businesses.
- Financial tracking and bookkeeping for businesses.
- Performance management for the office and employees using client and office metrics to conduct evaluations.
- Human Resources and Payroll for staff, including onboarding and background checks.
- Strategic planning to ensure client and operational needs were current and allocated correctly.
- Training office staff on federal, state and company policies and procedures.
- Responding to client IRS notices for auditing purposes.
- Meet IRS e-file Suitability requirements.
- Marketing and fostering community partnerships to grow business.
- Dayton, NV
Office Manager/Senior Tax Specialist
H & R Block
Dayton, USA
09.2008 - 04.2020
- Simple and complex tax returns for local clients and small businesses.
- Reconcile daily reports, cash drawers and accounts.
- Scheduling office staff, monitoring staffing budgets and productivity.
- Responding to client IRS notices for auditing purposes.
- Training office staff on federal, state and company policies and procedures.
- Interviewing and onboarding new employees.
- Maintaining employee files, certifications, employment dates, and claims.
- Recruit and train employees for the district.
- Mentor and support other district office leaders.
- Performance management using KPI's to evaluate the office and employees success and monitor areas for growth.
- Marketing and fostering community partnerships to grow business.
- Dayton, NV
Education
High School Diploma -
Poway High School
Poway, CA06-1996
Skills
- Problem resolution
- Customer relations
- Time management
- Multitasking Abilities
- Organization
- Research
- Dependable and responsible
- Flexible and adaptable
- Collaboration
- Analytical
Timeline
Accounting Services Supervisor
1-800Accountant
11.2025 - Current
Tax Advisor
1-800Accountant
01.2024 - 11.2025
Owner/ Tax Preparer
Tax Lady
04.2020 - 01.2024
Office Manager/Senior Tax Specialist
H & R Block
09.2008 - 04.2020
High School Diploma -
Poway High School