Kristin Ada
Winter Park
Summary
Dynamic Tax Associate with over 5 years of comprehensive experience in tax preparation and financial services. Expertise includes managing federal and state tax returns, achieving an average client tax savings of 3-5%, and enhancing operational efficiency through detailed reconciliations. Proven track record of increasing product adoption by 25% and maintaining a 98% customer satisfaction rating in previous roles. Committed to leveraging analytical skills and industry knowledge to contribute to an organization's financial integrity and growth.
Overview
8
8
years of professional experience
Work History
Tax Associate
H&CO + Grennan Fender
07.2022 - 05.2025
- Prepared and reviewed individual, corporate, partnership, and trust federal and state tax returns, ensuring adherence to current tax legislation and accuracy.
- Worked with CPAs to develop tax planning strategies, achieving a typical tax savings of 3-5% per client by minimizing liabilities and helping clients align with financial goals.
- Conducted comprehensive research on intricate tax matters such as multi-state and international taxation, providing senior management with well-supported solutions.
- Oversaw the monitoring of changing tax laws and compliance requirements to guarantee that all filings and client advisories are consistent with the latest regulations.
- Collaborated closely with tax managers to enhance return preparation processes, boosting efficiency in client interactions.
- Pursued continuous education through industry-specific tax training programs, showcasing a commitment to keeping up with industry practices and enhancing professional knowledge.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Senior Relationship Banker
Truist
07.2018 - 07.2022
- Acted as the primary point of contact for new account openings, proactively cross-selling banking products and services, resulting in a 25% increase in product adoption among clients.
- Assessed client needs and effectively referred them to appropriate business lines, contributing to a 15% growth in cross-departmental referrals.
- Resolved client issues related to deposits, credit, and other financial products, achieving a 98% customer satisfaction rating.
- Administered account maintenance tasks, such as reconciliations and address updates, reducing processing errors by 20% through meticulous attention to detail.
- Participated in weekly sales and product knowledge meetings, fostering a 30% improvement in team sales performance.
- Ensured adherence to operational procedures and risk management policies, achieving 100% compliance during internal audits.
- Executed teller transactions, including cash handling and check processing, while maintaining a perfect balancing record over four years.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
Branch Supervisor
First National Bank Texas
04.2017 - 07.2018
- Co-led branch operations, achieving a 15% increase in sales by coaching and motivating staff to exceed targets.
- Acquired new accounts and secured direct deposits, contributing to a 20% growth in the customer base.
- Mentored and trained new employees, resulting in a 25% improvement in staff performance and compliance adherence.
- Ensured branch opening and closing procedures adhered to regulatory standards, maintaining a 100% compliance record throughout tenure.
- Developed and implemented promotional materials that boosted daily sales by 10%.
- Trained staff in crisis event protocols, enhancing readiness and safety measures within the branch.
- Managed vault operations and provided personal banking services, ensuring accuracy in all financial transactions.
- Delivered exceptional customer service by identifying client needs and recommending suitable financial solutions, achieving a 95% customer satisfaction rate.
- Boosted customer satisfaction with attentive service and prompt resolution of issues.
- Motivated, trained and disciplined employees to meet performance benchmarks.
Education
Bachelors of Business Administration - Accounting
University of West Florida
Pensacola, FL05-2028
Bachelor of Science - Mathematics
Texas Tech University
Lubbock, TX05.2016
Skills
- Microsoft Office (Excel, Word)
- Accounting
- Wolters Kluwer CCH Axcess: Engagement, Fixed Assets
- Business Taxation: 1065, 1120S
- Individual Taxation
- Nonprofit Taxation
- Customer Service
- Human Communication
- Tax Competency
- Type 75 wpm
- Leadership
- Building Client Relationships
- Tax compliance
- Tax planning
- Financial statements
- Data inputting
- Bookkeeping
- Account reconciliation
Timeline
Tax Associate
H&CO + Grennan Fender
07.2022 - 05.2025
Senior Relationship Banker
Truist
07.2018 - 07.2022
Branch Supervisor
First National Bank Texas
04.2017 - 07.2018
Bachelors of Business Administration - Accounting
University of West Florida
Bachelor of Science - Mathematics
Texas Tech University
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