Summary
Overview
Work History
Education
Skills
Timeline
Generic

MONA KENNEDY

Des Plaines,IL

Summary

Dynamic Tax Operations Manager with a proven track record at Windroot Corp, excelling in operations management and customer service. Expert in regulatory compliance and client relations, I effectively streamlined billing workflows, enhancing collections efficiency. A strong problem-solver and team leader, I ensure seamless communication and support for clients throughout the tax process.

Overview

37
37
years of professional experience

Work History

Tax Operations Manager

Windroot Corp
08.2024 - Current

· Oversaw daily operations, including CPA activities, bookkeeping, invoicing, collections, and client relations.

· Drafted, reviewed, and managed client proposals, engagement letters, and formal correspondence.

· Ensured timely and effective communication with clients regarding tax filings, deadlines, and payments.

· Managed billing workflows and followed up on outstanding balances to ensure timely collections.

· Facilitated new business formations, including registrations with the IRS, Secretary of State, and MyTax Illinois.

· Ensured full regulatory compliance and supported clients through each step of the setup process.

Office Coordinator

Weiss A& Company LLP
02.2019 - 08.2024
  • Coordinated office operations, ensuring seamless communication among departments and stakeholders.
  • Managed scheduling and calendar appointments for executives, optimizing time and resource allocation.
  • Streamlined document management processes, improving accessibility and retrieval efficiency across the office.
  • Facilitated onboarding of new staff, providing training on office procedures and software applications.

Substitute-Secretary

Community Consolidated School District 59
02.2006 - 11.2017

Administrative Assistant in school offices: Performed all secretarial duties including answering phones, attendance, and communication with staff, students, and parents.

Payroll Administrator

Heidrick & Struggles, Inc.
07.1995 - 07.1998

Processed semi-monthly payroll, time reports, new hires, terminations, and leave of absences for U.S and Canada offices of an executive recruitment firm. Collaborated with Human Resources department. Managed all ADP/Excel reporting.

Payroll Administrator

United Airlines
08.1988 - 02.1994

Processed semi-monthly payroll, time reports, new hires, terminations, and leave of absences for

U.S offices in 44 states. Processed pay adjustments and responded to employee inquiries.

Education

Amundsen High School
Chicago, IL

No Degree - Worked Toward An Associate Degree in Accounting

Wright Junior College
Chicago, IL
06-1987

Skills

  • Problem-solving
  • Team leadership
  • Operations management
  • Customer service

Timeline

Tax Operations Manager

Windroot Corp
08.2024 - Current

Office Coordinator

Weiss A& Company LLP
02.2019 - 08.2024

Substitute-Secretary

Community Consolidated School District 59
02.2006 - 11.2017

Payroll Administrator

Heidrick & Struggles, Inc.
07.1995 - 07.1998

Payroll Administrator

United Airlines
08.1988 - 02.1994

Amundsen High School

No Degree - Worked Toward An Associate Degree in Accounting

Wright Junior College
MONA KENNEDY