Tracey Malone McKenna
Quincy,MA
Summary
Dynamic Tax Preparer with a proven track record at Tax Capital Advisors, excelling in tax strategy and compliance. Adept at maximizing client benefits while ensuring confidentiality. Recognized for exceptional attention to detail and effective communication, driving client satisfaction and optimizing tax deductions for diverse clientele.
Overview
23
23
years of professional experience
Work History
Tax Preparer
Tax Capital Advisors
Quincy, USA
09.2023 - Current
- Prepared annual tax reports for small business and individual clients.
- Adhered to Federal and State tax laws and codes.
- Strategized with small business clients to maximize benefits permitted by law.
- Ensure client satisfaction to achieve optimal excellence strategic tax deductions and compliance.
- Ensured confidentiality of client information.
Executive Assistant to Finance Fund Accounting Team
Summit Partners LP
Boston, USA
12.2018 - 01.2023
- Provide wide range of high-level support and proactively manage the Managing Director/ Chief Financial Officer and Managing Director/Chief Administrative Officer’s extremely busy calendars with an awareness as to purpose, timeliness, participation and business rationale for meetings and events.
- Provide support, calendar scheduling, domestic and international travel to international offices, responding in real-time on a 24/7 basis.
- Manage and communicate ongoing changes in schedules, identifying potential conflicts and devising contingency plans within various teams in multiples offices both domestic and international.
- Coordinate all preparatory documentation for KYC, Due Diligence and AML processes with relation to portfolio companies both domestic and international.
- Coordinate and proactively handle all signatory documentation for background checks for senior board members and liaise with the Compliance team to ensure seamless execution.
- Serve as a backup and provide support to Taxation Department with LP requests for portal access and copies of tax documentation.
- Coordinate interviews for potential new hires for Human Resources department.
- Provide Support for Credit Finance Team with monthly and quarterly invoices.
- Provide support for Fund team with various LP requests for portal access and employee stock option plan utilizing Doc U Sign and tracking commitment amounts per employee category.
- Organize and co-ordinate team events both in person and virtually.
- Current Notary public in the state of Massachusetts.
Executive Assistant – Credit Team
Summit Partners LP
Boston, USA
09.2018 - 12.2018
- Provide daily administrative support to members of the Credit Deal Team.
- Coordinating and arranging complex travel itineraries for deal team members.
- Heavy calendar management utilizing Microsoft Exchange Software.
- Assistance in scheduling, coordinating meetings and conference calls for fundraising with Investor Relations Department.
- Assistance in managing information in the form of reports for fundraising items.
- Phone coverage for team members.
- Assistance with mail-distribution and team mailings.
- Maintenance of contacts.
- Expense Reporting utilizing Concur software.
- Assist team members with dealing folders compilations.
- Temporary Position for Maternity Coverage
Executive Assistant to CEO and Project Manager
JRF Corporation
Jamaica Plain, USA
09.2014 - 04.2018
- Performed daily administrative duties: answering phones, filing, typing, shipments in and out of the office domestic and international.
- Processed weekly payroll with third party payroll company and weekly subcontractor vendor checks.
- Planned and Managed daily Calendar events for company principal and general manager.
- Performed Accounting functions utilizing QuickBooks Software, Accounts Payable, Account Receivable, Monthly Reconciliations, Progress reports and Expense Reports.
- Improved office efficiency by implementing a new network file share to streamline document intake.
- Responsible for maintaining all incoming blueprint plans, scanned into network file share and create project folder for site crew.
- Managed deadline events for all project bid dates.
- Applied for various permits via city/town online process application.
- Personally, assisted CEO with personal mortgage payments, personal errands, auto maintenance and real estate development projects.
- Assisted with personal financing documentation for various business endeavors.
- Responsible for annual renewals of all licenses, ensuring all educational criteria were current and all licenses were valid.
- Responsible for annual insurance audits with outside auditor.
- Compiled research data and sourced new products.
Payroll Manager
McTaxes Incorporated
Quincy, USA
09.2013 - 09.2014
- Primary point of contact for clients.
- Responsible for processing and issuing weekly, bi-weekly, and monthly payroll for over 200+ companies.
- Responsible for all quarterly filings of 941 tax forms for 200+ companies.
- Processed certified payrolls and associated reporting forms.
- Processed and tracked all deductions, fringe benefits, 401-K Loan payments, pay increases, tax garnishments and child support payments.
- Liaised with government taxation agencies to resolves any issues on behalf of a client.
- Assisted in the year end processing, production, and distribution of W2’s.
- Co-ordinated with management to enhance procedures and service that were offered.
Bookkeeper & Auditor
McTaxes Incorporated
Quincy, USA
01.2003 - 09.2014
- Responsible for intake of sensitive financial documents and delegated to a team for timely processing.
- Data entry utilizing tax software for accounting and payroll systems.
- Processed all financial reports for Trial Balance, Profit & Loss, Balance Sheet, Asset Reports on a quarterly and annual basis.
- Processed year end 1099 forms.
- Compiled all year end paperwork for accountant processing. Input Capital Asset information for Corporate and Personal Tax Returns.
- Co-ordinated with office manager for calendar events for 500+ clients.
- Extensive auditing experience with Internal Revenue Service, Mass Department of Revenue and Department of Unemployment Assistance.
- Brainstormed ideas for new strategies for improving workflow and services offered.
Education
High School Diploma - Completed leaving certificate
Scoil Phobail Gort Alainn
Cork, IrelandBachelor of Science - Accounting
Roxbury Community College
Roxbury, Boston, USASkills
- QuickBooks and Microsoft Office
- Income tax preparation
- Payroll administration
- Tax strategy and compliance
- Financial reporting and statements
- Client relationship management
- Document coordination and preparation
- Data entry accuracy
- Attention to detail
- Problem solving and strategic consulting
- Effective communication skills
- Time management and organization
- Confidentiality assurance
- Accounting software proficiency
- Information processing and data inputting
- Valuations and estimations
- Tax deductions optimization
- Year-end tax provision expertise
- Account reconciliation and auditing
References
Personal and Professional References Available Upon Request
Notary
Massachusetts state notary
Overview
Over seven years of successful business experience as an Executive Assistant, Personal Assistant in Finance and Venture Capital industries. A further eleven years’ experience in taxation and finance with an emphasis on auditing and payroll., All aspects of executive-level administrative support with an emphasis on calendar management, scheduling, meeting and event coordination, legal document preparation both domestic and international, travel planning, e-mail screening and documentation, and expense recording and submission, Proven ability to anticipate executive needs, prioritize assignments and meet project deadlines in a high pace environment., Extremely well organized and detail oriented, Interface well with diverse groups including C level Management, Senior-level Managers, Board Directors and Officers, and other members of staff to build and maintain strong business relationships., Strong analytical and problem-solving skills with the ability to provide results-based solutions., Proven ability to present a professional demeanor and maintain highly confidential information and act with the utmost discretion regarding employee and company related information.
Timeline
Tax Preparer
Tax Capital Advisors
09.2023 - Current
Executive Assistant to Finance Fund Accounting Team
Summit Partners LP
12.2018 - 01.2023
Executive Assistant – Credit Team
Summit Partners LP
09.2018 - 12.2018
Executive Assistant to CEO and Project Manager
JRF Corporation
09.2014 - 04.2018
Payroll Manager
McTaxes Incorporated
09.2013 - 09.2014
Bookkeeper & Auditor
McTaxes Incorporated
01.2003 - 09.2014
High School Diploma - Completed leaving certificate
Scoil Phobail Gort Alainn
Bachelor of Science - Accounting
Roxbury Community College