M. Kay Roberts
Ventura,CA
Summary
Staff Accountant with extensive experience in tax preparation and compliance at Mark S. Pasternak, CPA. Demonstrated ability in financial analysis and client relationship management, resulting in significant tax savings. Proficient in GAAP principles and process evaluation to enhance operational efficiency and mitigate risk. Strong analytical skills and expertise in conducting audits and implementing improvement strategies.
Overview
22
22
years of professional experience
Work History
Staff Accountant
Mark S. Pasternak, CPA
Santa Barbara, CA
02.2020 - Current
- Interview clients on topics relating to income and deductions
- Review financial records to determine forms needed
- Prepare individual and business returns state and federal tax returns
- Educate clientele on tax savings strategies
- Knowledge of tax laws, including updates and new changes
- Exercise due diligence during tax interviews
- Ensured the proper credits, deductions, and tax liabilities were applied to tax returns according to Publication 17 Federal Tax Code
Client Service Leader
H & R Block Tax Services
Ventura, CA
01.2008 - Current
- Developed and managed client relationships while supervising tax professionals working on clients' accounts
- Assisted in the management of federal and state audits, including drafting responses to government inquiries
- Fostered teamwork, instilling continuous improvement and drove performance
- Performed review of Tax Analysis's work and provide coaching/mentoring to other team members
- Assisted with hiring and managing employees as well as approving timecards
- Provided direction, counsel, and instruction to Tax Staff
- Managed external audits
- Scheduled training for tax professionals to improve productivity and client retention
- Facilitated periodic meetings to discuss business and tax issues/opportunities
- Enterprise leader who consulted, provided guidance, and technical support to drive resolution plans.
- Oversaw day to day activities and priorities for various projects
Staff Accountant
David Junod and Associates
Ojai, CA
01.2019 - 10.2019
- Reviewed detailed monetary statements and planned audits.
- Prepared and monitored budget, as well as provide analysis compared to department expense reports.
- Recommended solutions to complex accounting issues.
- Handled sensitive information in a discrete and careful manner.
- Responsible for monthly reconciliation of cash accounts.
- Provided support for implementation of the organization's recordkeeping policies, procedures, and guidelines.
- Arranged, reviewed, and analyzed quarterly and annual banking statements to present to executives.
- Analytical Problem Solver
- Critical Thinker
- Highest Producer in preparing tax returns
- Determined
- Clerical Knowledge
- Demonstrate knowledge of technical and operational accounting
- Assisted with reconciliation of general ledger accounts
- Strong Work Ethic
- Experience in building client relationships by prioritizing accuracy and trustworthiness
- Team Player
Relationship Manager Trust Officer
Trustmark National Bank
Jackson, MS
03.2009 - 10.2015
- Administered employee benefits trusts.
- Handle plan investments.
- Ensured plans are in compliance with applicable regulations.
- Prepared plan features.
- Monitor investments.
- Reviewed and approve receipts and disbursements from plans.
- Identified new products or functionality enhancements to address client/bank needs.
- Established deep relationships in all areas of a client/bank organization.
- Responsible for developing accounting strategies.
- Worked with customers to identify appropriate approach to regulatory changes.
- Identified new or enhanced regulations impacting system and processes.
- Responsible for managing relationships with the company's key clients.
- Ensured the timely interpretation of rules in order to meet customer/industry timeframes for support of new or changes rules.
Assistant Relationship Manager
Trustmark National Bank
Jackson, MS
10.2005 - 03.2009
- Provided report layouts to reveal financial audit findings, methods of analyzing financial data, and maintain account receivables.
- Administered banking operations for the wealth management department.
- Managed and oversaw investment accounts totaling over millions of dollars.
- Assisted with Relius testing and 401K conversions.
- Ensured that Defined Contribution Plans are in compliance according to ERISA.
- Cross sold 401K, investment options, and ESOP products to clients.
- Assisted with department heads with completing special projects and financial reports
- Collected 7.0 billion of total assets from clients this fiscal year
- Consulted with clients to correct compliance issues with applicable laws, rules, and regulations to improve operational efficiency
- Maximized revenue by containing costs, eliminating duplication, and leveraging all sources of funds
Financial Services Representative
Trustmark National Bank
Jackson, MS
11.2003 - 10.2004
- Coordinated and develop statistical reports to Manager for cost allocations.
- Analyzed outstanding account receivables for possible issues and resolve those issues as they develop.
- Sold, serviced, and cross-sold deposits accounts, investments products, loan products, transactions accounts, insurance products, and safe deposit boxes.
- Processed 3 finaps and 3 teleconsult per day.
- Increased product awareness with the implementation of the new marketing and sales strategies.
- Consistently achieved sales goals by effectively promoting products and services.
Education
Master Business Administration - John Sperling of Business and Technology
University of Phoenix
Bachelor of Science -
Mississippi College
Clinton, MSSkills
- Tax preparation and compliance
- Financial analysis and budgeting
- Audit management
- Client relationship management
- Administrative support
- Payroll administration
- Variance analysis
- Confidential document control
- GAAP application
- Microsoft Excel proficiency
- Auditing expertise
- Accounts payable management
- Cost accounting principles
- Data entry accuracy
- Finance operations
- Intercompany transactions oversight
- Bookkeeping practices
- Sales tax compliance
- Automated systems implementation
- Contract management skills
- Payroll processing efficiency
- Accounting software proficiency
- Budgeting and variance analysis strategies
- General ledger maintenance
- Grant accounting practices
- Controls verification processes
- Forecasting and budgeting techniques
- Monthly journal entries processing
- Accounts receivable management strategies
- Fixed asset oversight
- ERP systems knowledge
- Bank reconciliation processes
- Month-end closing procedures
Timeline
Staff Accountant
Mark S. Pasternak, CPA
02.2020 - Current
Staff Accountant
David Junod and Associates
01.2019 - 10.2019
Relationship Manager Trust Officer
Trustmark National Bank
03.2009 - 10.2015
Client Service Leader
H & R Block Tax Services
01.2008 - Current
Assistant Relationship Manager
Trustmark National Bank
10.2005 - 03.2009
Financial Services Representative
Trustmark National Bank
11.2003 - 10.2004
Master Business Administration - John Sperling of Business and Technology
University of Phoenix
Bachelor of Science -
Mississippi College