Summary
Overview
Work History
Education
Skills
Certification
Generic

Kimberly Robinson

Summary

Detail-oriented and experienced tax professional with over 5 years of experience in tax preparation plus 3 years of bookkeeping. Proficient in managing a diverse portfolio of clients. Demonstrated ability to analyze financial data and ensure accurate accounting and tax treatment.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Tax Associate

Abdo (merged With HG&K)
06.2023 - 10.2024
  • Prepared complex C-corporation, S-corporation, Partnership, and Individual tax returns.
  • Reviewed Associates' Accounting and Tax work: provided constructive review points.
  • Provided service to clients while working directly with clients on engagements under the direct supervision of management.
  • Prepared quarterly tax payment estimates on behalf of clients.
  • Analyzed financial data to determine the appropriate tax treatment of transactions.

Tax Supervisor

HG&K (merged With Abdo)
12.2022 - 06.2023
  • Prepared complex C-corporation, S-corporation, Partnership, and Individual tax returns.
  • Prepared simple Estate and Gift tax returns.
  • Reviewed Interns' Accounting and Tax work: provided constructive review points.

Senior Tax Associate

Boulay PLLP
06.2020 - 11.2022
  • Reviewed small business tax returns
  • Prepared year-end workpapers for income tax provision audits
  • Prepared complex C-corporation, S-corporation, Partnership, Individual, and Non-Profit tax returns
  • Reviewed Associates' Accounting and Tax work: provided constructive review points
  • Provided service to clients while working directly with clients on engagements under the direct supervision of management
  • Prepared quarterly tax payment estimates on behalf of clients
  • Analyzed financial data to determine the appropriate tax treatment of transactions.

Tax Associate

Boulay LLP
01.2019 - 06.2020
  • Proficiency in preparation of Federal and State Corporate, Individual, and Non-Profit tax returns
  • Prepared year-end workpapers for income tax provision audits
  • Prepared journal entries on behalf of clients to accurately record income and expenses
  • Calculated extension and quarterly estimated tax payments for various clients.

Bookkeeper

Self-employed
09.2015 - 01.2019
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Industries included personal injury legal, durable medical equipment, and performing arts organizations.

Assistant Tax Preparer

Michelle Maytorena Thompson
06.2015 - 01.2019
  • Assisted with record reconstructions and shoebox treatment for Schedule C clients
  • Provided outsourced Accounting services for multiple clients.

Education

Associate's Degree in Accounting -

Central New Mexico Community College
Albuquerque, NM

Graduate Diploma, Voice -

Royal College of Music
London, UK

Bachelor of Arts in Physics (Minor in Music) -

Lawrence University
Appleton, WI

Skills

  • Strong technical skills in accounting
  • Quickbooks
  • Account reconciliation
  • Excel
  • Tax-related research
  • GAAP
  • Critical thinking

Certification

CPA Certification; New Mexico Board of Accounting

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Kimberly Robinson