Patricia A. McDonald
Arlington,MA
Summary
Accomplished Tax Professional with a proven track record, adept in tax code knowledge and IRS correspondence. Demonstrates strong analytical skills and a commitment to tax compliance, analyzing and resolving tax processing problems. Proficient at resolving taxpayer's inquiries regarding preparation of a variety of tax returns, related schedules, and other documentation, including advising taxpayers of enforcement actions.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Tax Professional
H&R Block
09.2015 - 04.2018
- Prepared personal tax returns for clients according to government regulations and requirements.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax preparation.
Controller
Friendly Car Wash
06.2009 - 11.2014
- Maintained and processed invoices, deposits, and money logs.
- Prepared monthly bank reconciliations.
- Prepared financial statements.
Tax Accountant/Bookkeeper
Meeting House Preschool
09.1996 - 12.2003
- Completed tax returns in compliance with tax laws and regulations.
- Prepared monthly bank reconciliations to ensure accurate representation of the school's financial position.
- Established QuickBooks accounting system to reflect accurate financial records.
Senior Tax Accountant
Bank of Ireland/Citizens Bank
03.1995 - 10.1998
- Examined accounts and records and computed tax returns according to prescribed corporate rates, laws and regulations for the bank and it's subsidiaries.
- Researched and provided summary memos on technical tax issues for upper management.
- Represented the bank and it's subsidiaries before federal and state taxing authorities regarding complex net operating loss carrybacks, both 3 and 10 year.
Corporate Tax Accountant
State Street Bank
02.1992 - 03.1995
- Researched and provided summary memos on technical tax issues to direct report management.
- Examined the bank and it's subsidiaries accounts and records and computed tax returns according to corporate rates, laws, and regulations.
Tax Consultant
Price Waterhouse
09.1989 - 02.1992
- Help clients meet and manage their tax obligations, including tax return preparation and related schedules.
- Reduced client tax risks and liabilities by identifying applicable deductions and credits.
- Resolve issues with tax authorities.
Audit Senior
Ernst & Young
08.1987 - 09.1989
- Reduced financial discrepancies by conducting thorough internal audits and identifying areas for improvement.
- Developed strong relationships with clients, addressing concerns promptly and providing timely updates on progress throughout the engagement process.
Education
Bachelor of Arts - Accounting
Assumption College
Worcester, MASkills
- Individual, Corporate, Partnership, and Non-Profit Tax Preparation
- Tax code knowledge
- Tax Compliance Expertise
- Tax Credits and Incentives
- Tax Law Interpretation
- Internal Revenue Service Correspondence
Certification
- H&R Block Tax Certification - 12/31/2015, attended a 4 month income tax course, passed rigorous final exam to receive H&R Block Tax Certification.
Additional Information
Girl Scout Leader/Assistant (9yrs), CCD teacher (9 yrs), School Concession Stand Co-director, accountant, tax return preparer (4 yrs), School and camp volunteer (12 yrs).
Timeline
Tax Professional
H&R Block
09.2015 - 04.2018
Controller
Friendly Car Wash
06.2009 - 11.2014
Tax Accountant/Bookkeeper
Meeting House Preschool
09.1996 - 12.2003
Senior Tax Accountant
Bank of Ireland/Citizens Bank
03.1995 - 10.1998
Corporate Tax Accountant
State Street Bank
02.1992 - 03.1995
Tax Consultant
Price Waterhouse
09.1989 - 02.1992
Audit Senior
Ernst & Young
08.1987 - 09.1989
Bachelor of Arts - Accounting
Assumption College
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