Kelly Kasten
Mesa,AZ
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Staff Accountant
Dixxon Flannel Co.
02.2022 - Current
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
- Coordinated with Human Resources department on payroll-related matters ensuring accurate compensation calculations for all employees.
Enrolled Agent
Turbo Tax
01.2022 - 04.2022
- Exceeded client expectations through meticulous attention to detail in all aspects of tax preparation work.
- Managed a diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
- Enhanced client trust by maintaining strict confidentiality with sensitive financial information.
- Built strong client relationships through clear communication and understanding of individual financial situations.
- Conducted thorough research on new tax legislation, maintaining up-to-date knowledge to better serve clients.
- Educated clients on current tax laws, enabling them to make informed decisions regarding their finances.
- Assessed client tax situations to determine best filing options.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Enrolled Agent
H&R Block
01.2018 - 01.2022
- Exceeded client expectations through meticulous attention to detail in all aspects of tax preparation work.
- Improved overall firm reputation by consistently delivering high-quality work within tight deadlines during peak filing seasons.
- Mentored junior staff members in the intricacies of federal taxation law and best practices for Enrolled Agents.
- Built strong client relationships through clear communication and understanding of individual financial situations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Calculated estimated tax payments for clients.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Education
MBA - Finance
Western International University
Tempe, AZ05.2009
Skills
- Critical Thinking
- Active Listening
- Customer Relations
- Problem Resolution
- Problem-solving abilities
- Money handling abilities
- Microsoft Office Suite
- Recordkeeping strengths
- Computer Proficiency
- Complaint Handling
Timeline
Staff Accountant
Dixxon Flannel Co.
02.2022 - Current
Enrolled Agent
Turbo Tax
01.2022 - 04.2022
Enrolled Agent
H&R Block
01.2018 - 01.2022
MBA - Finance
Western International University
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