KELLY A. WHITING
Bridgewater,MA
Summary
Competent Senior Tax Accountant well-versed in service and product industry accounting practices and regulatory requirements. Collaborates effectively with business professionals and government representatives to complete timely filings and smoothly handle any concerns. Has 25 years Individual and Business Tax Experience as well as R&D Credit and ERTC Credit filing.
Overview
26
26
years of professional experience
Work History
Senior Tax Accountant
Murphy Tax Services/Murphy Payroll
- Prepared individual, corporate, partnership, trust, estate, gift, and nonprofit tax returns for clients
- Resolved clients’ complex tax issues through direct correspondence with the IRS and state agencies
- Conducted tax research to determine optimal utilization of deductions and credits
- Prepared monthly, quarterly and annual financial statements and bank reconciliations for clients, utilizing QuickBooks Online
- File Quarterly Payroll Taxes
- Prepare Audit information for Payroll audits/WC audits and Sales Tax audits.
- Computed tax depreciation rates on business assets like technology and vehicles.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
Staff Accountant/Office Manager
Murphy Tax Services/Murphy Payroll
12.1999 - Current
- Responsible for preparation of information returns (1099s, W2s) for the clients
- Engage in annual and quarterly tax planning for clients
- Assist clients to resolve tax related issues through correspondence with the IRS and state agencies
- Prepared monthly, quarterly and annual financial statements and bank reconciliations for clients, utilizing QuickBooks Online
- Resolving any client issues
- Process payrolls when needed.
- 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.
Accounting Manager
Sonder Accounting
10.2021 - 07.2024
- Manage bookkeepers and Staff Accountants daily activities
- Monthly review of clients Financial Statements
- Attending client meetings for support
- Manage all aspects of tax prep and filing for business and Individuals
- Develop and implement organization systems for staff.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Completed bi-weekly payroll for company employees.
- Developed and implemented various procedures to improve accounting process.
Client Representative
State Street Corp.
05.1998 - 12.2002
- Identified and communicated problem transactions to clients (internal and external) a professional manner
- Respond in a timely manner to inquiries from clients (internal and external)
- Maintained appropriate documents required for audits
- Assisted with data collection for risk/compliance reporting
- Completed special tasks and projects assigned by the supervisor or manager.
Education
Bachelor of Science - Business Administration/Accounting
Stonehill College
North Easton, MASkills
- Strong organizational skills
- Critical Thinking Capacity
- Federal and state tax returns
- Continuous Learning Attitude
- Corporate tax filings
Community Service
Treasurer of Bridgewater Youth Lacrosse, 01/01/12, 07/01/18
Timeline
Accounting Manager
Sonder Accounting
10.2021 - 07.2024
Staff Accountant/Office Manager
Murphy Tax Services/Murphy Payroll
12.1999 - Current
Client Representative
State Street Corp.
05.1998 - 12.2002
Senior Tax Accountant
Murphy Tax Services/Murphy Payroll
Bachelor of Science - Business Administration/Accounting
Stonehill College
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