Kimberly Carter
Jonesboro ,GA
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
Senior Tax Preparer
PLL TAX AND ASSOCIATES
01.2022 - Current
- Assisted clients in achieving maximum savings with expert knowledge of current tax laws and regulations.
- Optimized workflow processes within the office setting, leading to improved overall efficiency among team members.
- Leveraged advanced software programs in order to optimize accuracy and efficiency during the preparation process.
- Contributed to increased firm revenue by expanding the client base through referrals and networking efforts.
- Developed customized action plans for clients facing IRS disputes or penalties, resulting in successful resolutions.
- Achieved efficient tax preparation by thoroughly reviewing and analyzing financial records and statements.
- Demonstrated a high level of attention-to-detail when preparing multi-state returns, ensuring compliance with varying regulations.
- Advised clients on potential tax-saving strategies, helping them achieve greater financial success.
- Implemented new training procedures for junior staff members, boosting team productivity and expertise levels.
- Streamlined the tax filing process for clients by implementing effective organization and documentation methods.
- Reduced errors in tax filings through diligent cross-checking and verification processes.
- Conducted comprehensive research on complex tax issues, resulting in well-informed solutions for clients.
- Ensured confidentiality of client information by adhering to strict security protocols within the workplace environment.
- Collaborated with team members to share best practices and improve overall efficiency in tax preparation tasks.
- Analyzed financial records to verify accuracy of tax returns.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Facilitated integration of modern tax software with client accounting software.
- Developed spreadsheet models to accurately track tax information.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Business Development Consultant
Ar’Jai’s Consulting
01.2022 - Current
- Met with current clients to assess needs and develop improvement plans.
- Led proposal development efforts, winning multiple high-value contracts for the company.
- Arranged potential client contacts, cultivated relationships, and followed through all service needs.
- Elevated client engagement levels through regular communication updates and strategically planned touchpoints.
- Developed customized solutions for clients, resulting in enhanced customer satisfaction and retention.
- Improved sales documents with new and improved features.
- Conducted market research and analyzed industry trends to inform business development strategies.
- Negotiated contracts and closed sales with new and existing clients.
- Communicated with local organizations to build networks and develop leads.
- Negotiated favorable contract terms with clients, maximizing profitability while maintaining strong relationships.
- Delivered compelling sales presentations that clearly communicated value propositions tailored to client needs.
- Managed needs of more than Number customers at once using strong prioritization and multitasking abilities.
- Collaborated with cross-functional teams to develop innovative product offerings that met customer needs.
- Enhanced overall company competitiveness by researching competitor strengths/weaknesses and recommending appropriate countermeasures.
- Set up and maintained global account management and reporting tools and processes.
- Optimized sales funnel management practices, leading to increased lead conversion rates and shorter sales cycles.
- Pitched plans and investment strategies to potential partners to raise capital.
- Streamlined sales processes by eliminating redundancy in re-entry of sales leads.
- Developed interactive websites demonstrating integration of company web products with customer websites.
- Cultivated a performance-driven culture through consistent coaching, feedback, and recognition of employees'' contributions to organizational success.
- Guided client teams by proactively mentoring and developing staff in intellectual and professional development.
- Devised business plan outlining concise and actionable targets and sales goals.
- Leveraged on-site observation and personal interviews to identify team and individual strengths.
- Conducted thorough reviews of operations to devise and deploy improvement strategies.
- Gathered, documented, and modeled data to assess business trends.
- Produced detailed and relevant reports for use in making business decisions.
- Reviewed internal systems and organized training plans to address areas in need of improvement.
- Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
- Recommended Type operational improvements based on tracking and analysis of Type data.
- Created and optimized records management strategies to coordinate and protect information.
- Restructured procedures through coordination with compliance director to create and execute projects.
Virtual Assistant
AVA
04.2020 - 01.2024
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Facilitated smooth operations with proficient data entry and document management for various projects.
- Maintained a well-organized database system for improved information accessibility in daily operations.
- Completed business correspondence, transcription, and data entry.
- Managed multiple priorities effectively under tight deadlines while remaining detail-oriented throughout each task.
- Conferred with customers by telephone, chat or email to provide information.
- Enhanced client satisfaction by efficiently managing and organizing schedules, appointments, and travel arrangements.
- Managed CRM input, exports and clean up.
- Set up virtual Zoom meetings, invited guests and disseminated agendas.
- Streamlined administrative processes for increased productivity through effective email management and calendar coordination.
Leasing Consultant
GoodLife Realtor’s
04.2018 - 06.2021
- Delivered informative property tours to prospective residents, highlighting unique amenities and features tailored to their needs.
- Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
- Facilitated smooth move-ins for new residents by preparing lease agreements and coordinating logistics efficiently.
- Conducted thorough market research to stay informed of current trends and competitor offerings.
- Verified tenant incomes and other information before accepting lease applications.
- Increased tenant satisfaction by promptly addressing concerns and resolving issues.
- Responded to requests and scheduled appointments for property showings.
- Provided exceptional customer service, addressing inquiries in a timely manner to maintain positive relationships with tenants.
- Ensured compliance with fair housing laws, keeping detailed records of all tenant interactions and transactions.
- Assisted with property management tasks, ensuring timely completion of maintenance requests and rent collections.
- Managed online listings for the property, ensuring accurate information was available for potential tenants at all times.
- Inspected properties before and after new tenant move-ins to schedule maintenance, cleaners, and other services.
- Maintained high occupancy rates through effective marketing strategies and excellent customer service.
- Coordinated closely with maintenance staff to ensure apartment units were prepared for new occupants in a timely manner.
- Enhanced community atmosphere by planning and executing engaging resident events.
- Collaborated with team members to consistently provide a seamless leasing experience for all clients.
- Developed strong relationships with local businesses, creating partnerships that benefited both parties.
- Distributed and followed up on tenant renewal notices.
- Distributed flyers to raise awareness of properties and attract more tenants.
- Registered clients on database to enable tracking history and maintain updated records.
Education
Business Management - Accounting And Business Management
Southern Crescent Technical College
Griffin, GA12.2019
Skills
- Team Leadership Qualities
- Tax Compliance Expertise
- Organizational Competencies
- Tax Software Proficiency
- Continuing Education Commitment
- Adaptable to Changes
- Strong Analytical Abilities
- Confidentiality Assurance
- Payroll Tax Management
- Financial analysis proficiency
- Estate and Gift Taxation
- Accounting Principles Mastery
- International Taxation Experience
- IRS Regulations Knowledge
- Audit Defense Preparation
- Tax Research Capabilities
- Tax-related research
- Local, state, and federal tax returns
- Relationship Building
- Organizational abilities
Timeline
Senior Tax Preparer
PLL TAX AND ASSOCIATES
01.2022 - Current
Business Development Consultant
Ar’Jai’s Consulting
01.2022 - Current
Virtual Assistant
AVA
04.2020 - 01.2024
Leasing Consultant
GoodLife Realtor’s
04.2018 - 06.2021
Business Management - Accounting And Business Management
Southern Crescent Technical College