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)
Edina, MN
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)
Minnetonka, MN
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
Minneapolis
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
Minneapolis
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
Albuquerque, NM
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
Albuquerque
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, NMGraduate Diploma, Voice -
Royal College of Music
London, UKBachelor of Arts in Physics (Minor in Music) -
Lawrence University
Appleton, WISkills
- Strong technical skills in accounting
- Quickbooks
- Account reconciliation
- Excel
- Tax-related research
- GAAP
- Critical thinking
Certification
CPA Certification; New Mexico Board of Accounting
Similar Profiles
ABDIRIZAK OMARABDIRIZAK OMAR
Audit Intern at AbdoAudit Intern at Abdo
Monte KuehlMonte Kuehl
Vice President, Direct Sales & Content at ABDOVice President, Direct Sales & Content at ABDO
Annette StormAnnette Storm
Manager – Governmental Consulting Accountant at Abdo Financial SolutionsManager – Governmental Consulting Accountant at Abdo Financial Solutions