Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kimberly Easton, CPA

Salem

Summary

Exceptional Operations Manager focused on successful team building, cost-cutting, and operational improvements. Determined to provide high-quality products and services to the customer while creating an internal work culture of collaboration and shared sense of achievement. Reliable team player committed to building high-performing teams.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Operations Manager - Tax

LegalZoom Inc.
08.2024 - Current
  • Improve process to drive efficiencies for the tax practice
  • Evaluate hiring needs and plan for in season labor strategy
  • Develop training to deliver to seasonal hires and minimize production ramp time
  • Negotiation contracts for software and 3rd party preparers

Regional Tax Manager

LegalZoom Inc.
04.2023 - 08.2024
  • Lead the West Coast Region
  • Team varies depending on time of year from 15-45
  • Hired and managed seasonal employees
  • Was heavily involved in project management and training and onboarding seasonal hires

Assistant Regional Manager

LegalZoom Inc.
06.2022 - 04.2023
  • Assistant manager to the West Coast region, a team of 20-25 people
  • Led daily communication with the team
  • Performed work audits and helped enforce process compliance
  • Handled escalated clients

Senior Tax Associate + Pod Lead

LegalZoom Inc.
11.2020 - 06.2022
  • Managed a team of 8-10 people
  • Performed Quality Assurance reviews on tax returns to ensure accuracy
  • Prepare tax returns including Individual, Partnership, S-corporation, Not-for-profit, and Trust returns and create work papers that are easy to follow
  • Communicating with clients about the status of their return and items we need clarification on

Staff Accountant (Tax)

Moss Adams
01.2018 - 10.2020
  • Prepare tax returns including Individual, Partnership, S-corporation, Not-for-profit, and Trust returns and create work papers that are easy to follow
  • Identifying needed items for requests list as well as additional support and setting up files for new clients
  • Communicating with clients about the status of their return and items we need clarification on

Office Intern

Save Elephant Foundation
09.2016 - 12.2016
  • Established relationships with new and returning customers from all around the world as well as developing working relationships with the Thai staff
  • Analyzed customer surveys to find out what was working well at the Park
  • Organized responses and presented them to the founder/CEO of the Park at weekly meetings

Education

BS - Accounting

University of Oregon
Eugene, OR
06.2018

AS - Business Management

Linn-Benton Community College
Albany, OR
06.2015

Skills

  • Performance monitoring
  • Incidents management
  • Business strategy development
  • Workforce management
  • Operational efficiency
  • Staff training
  • KPI tracking

Certification

Certified Public Accountant - Oregon, 09/20

Timeline

Operations Manager - Tax

LegalZoom Inc.
08.2024 - Current

Regional Tax Manager

LegalZoom Inc.
04.2023 - 08.2024

Assistant Regional Manager

LegalZoom Inc.
06.2022 - 04.2023

Senior Tax Associate + Pod Lead

LegalZoom Inc.
11.2020 - 06.2022

Staff Accountant (Tax)

Moss Adams
01.2018 - 10.2020

Office Intern

Save Elephant Foundation
09.2016 - 12.2016

AS - Business Management

Linn-Benton Community College

BS - Accounting

University of Oregon

Similar Profiles

CREATE PROFILE
Kimberly Easton, CPA