Summary
Overview
Work History
Education
Skills
Timeline
Work Availability
SeniorSoftwareEngineer

Kim Drago Rose

Galt,CA

Summary

Tax accountant and tax professional with 33 years of extensive business and individual taxation experience with emphasis in Sole Proprietor, home-based businesses, partnerships, trusts & estates. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results. Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. Extensive knowledge of Microsoft Office, Drake, Lacerate & Intuit. Maintains ongoing training requirements and knowledge of latest tax changes and laws. Trustworthy and loyal. Certified and up-to-date education on tax law changes.

Overview

32
32
years of professional experience

Work History

Tax Accountant/Owner

Everything's In Order
01.1991 - Current
  • Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
  • Trained clients on QuickBooks to help make tax management easier.
  • Audited client financial records to determine tax liability.
  • Worked closely with clients to properly fill out tax forms and file tax returns electronically.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Payroll and payroll taxes.
  • HR duties for small individual employers.
  • Benefits, WC and insurance for small employers.

Tax Preparer III

Tax Services Of America Inc Aka Jackson Hewitt Tax
12.2022 - 04.2023
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Assisted clients with preparation of individual tax returns including Schedule C, EIC, CTC, Schedule A, B, E and D and more.
  • Prepared amended returns and prior year returns when needed.
  • Customer service and marketing to bring in more customers.
  • Accept payment and make bank deposits. Schedule appointments and answer questions.
  • Demonstrated strong organizational and time management skills while managing multiple projects
  • Exercised leadership capabilities by successfully motivating and inspiring others
  • Delivered services to customer locations within specific timeframes
  • Passionate about learning and committed to continual improvement
  • Organized and detail-oriented with strong work ethic
  • Identified issues, analyzed information and provided solutions to problems
  • Skilled at working independently and collaboratively in a team environment
  • Gained extensive knowledge in data entry, analysis and reporting

Staff Accountant

Nelson & Associates
09.2022 - 11.2022
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulation.
  • Remained educated in all current tax laws for US.
  • Audited client financial records to determine tax liability.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks
  • Collected and arranged financial information and entered details into Lacerte financial management system
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions
  • Researched technical tax issues to define tax effect or impact of certain tax positions

Insurance Agent/Broker

Aflac
3/18/18 - 10.2022
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Negotiated contracts and terms of sale with potential customers.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Educated clients on insurance policies and procedures.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Utilized CRM software to manage client relationships.
  • Met with customers to provide information about available products and policies.
  • Designed presentations and marketing materials to promote insurance products.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Conducted annual reviews of existing policies to update information
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments
  • Designed presentations and marketing materials to promote insurance products
  • Approached potential clients by using direct marketing mailings and phone contacts
  • Utilized CRM software to manage client relationships
  • Educated clients on insurance policies and procedures

Executive Secretary I

State Of California, Department Of Social Services
06.2014 - 07.2015
  • Worked with senior management to initiate new projects and assist in various processes.
  • Handled incoming and outgoing mail, email and faxes.
  • Transcribed phone messages and relayed to appropriate personnel.
  • Reviewed and prepared attendance reports and travel reimbursement claims.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Screened personal and business calls and directed to appropriate party.
  • Handled scheduling for executive's calendar and prepared meeting agenda and materials.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Responded to emails and other correspondence to facilitate communication and enhance business.
  • Took notes and dictation at meetings.
  • Filed paperwork and organized computer-based information.
  • Made travel arrangements - airfare, hotel, car rental and conference registrations when needed.
  • Demonstrated strong organizational and time management skills while managing multiple projects
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Learned and adapted quickly to new technology and software applications
  • Proven ability to develop and implement creative solutions to complex problems

Education

No Degree - Accounting And Business

Consumnes River College
Sacramento, CA
05.2008

Skills

  • Payroll Processing
  • Produce Financial Statements
  • Reports and Documentation
  • Research
  • Critical Thinking and Analysis
  • Microsoft Office
  • Property and Excise Taxes
  • GAAP Accounting Practices
  • Effective and Professional Communication
  • Federal and State Tax Returns
  • Tax Accounting Specialization
  • Administrative Oversight
  • Client Representation
  • Income Tax Compliance

Timeline

Tax Preparer III

Tax Services Of America Inc Aka Jackson Hewitt Tax
12.2022 - 04.2023

Staff Accountant

Nelson & Associates
09.2022 - 11.2022

Executive Secretary I

State Of California, Department Of Social Services
06.2014 - 07.2015

Tax Accountant/Owner

Everything's In Order
01.1991 - Current

Insurance Agent/Broker

Aflac
3/18/18 - 10.2022

No Degree - Accounting And Business

Consumnes River College

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Kim Drago Rose