Kathleen P Gardner, CPA
Charlotte,NC
Summary
Experienced auditor with 10 years in public accounting, specializing in financial analysis, internal controls, and compliance. Proven ability to lead audits, enhance financial reporting, and drive process improvements. Adept at identifying discrepancies and ensuring regulatory adherence. Seeking to leverage auditing expertise and leadership skills to contribute as a Financial Controller and support effective financial management.
Overview
17
17
years of professional experience
Work History
Auditor
Davies, Goldstein & Associates
11.2014 - Current
- Conducted comprehensive financial statement audits, ensuring compliance with regulatory requirements.
- Prepared accurate and timely financial statements compliant with GAAP standards, presenting concise information to stakeholders.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
- Communicated with audit staff to obtain necessary information for audits.
- Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
- Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
- Ensured the integrity of financial reporting by verifying the accuracy of accounting records and reconciliations.
- Verified accuracy, compliance and completeness of team auditing work.
- Conducted thorough reviews of financial statements, ensuring compliance with GAAP and other regulatory requirements.
- Presented clear, concise audit findings reports to management, detailing observations and recommended corrective actions for identified issues.
- Provided valuable insights to management through comprehensive analyses of financial data and performance trends.
- Prepared working papers, reports and supporting documentation for audit findings.
- Completed timely audits while managing multiple projects simultaneously under tight deadlines.
- Mitigated potential risks by proactively identifying fraud indicators and implementing preventive measures.
- Analyzed data and findings to prepare reports detailing financial information.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Evaluated audit findings to identify trends or patterns, leading to more targeted future audits.
- Increased compliance with financial regulations through thorough audits and meticulous documentation.
- Performed audits for over 60 clients, identifying key areas of improvement that enhanced financial accuracy by 18%.
- Achieved a client satisfaction rate of 96% by delivering detailed, actionable audit reports and providing exceptional service.
Tax Accountant
Harvell & Company
05.2007 - 05.2014
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Collaborated with team members to identify opportunities for improving client services and tax strategies.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Ensured compliance with federal, state, and local tax requirements by researching relevant legislation and applying necessary adjustments to client accounts as needed.
- Prepared federal and state income tax returns for individuals, businesses, and non-profits.
- Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
- By staying updated on tax law changes, ensured compliance and maximized savings for clients and firm.
- Enhanced client satisfaction by providing comprehensive tax planning and advice tailored to individual financial situations.
- Increased client retention rates by providing exceptional service, including timely updates and clear explanations of tax filings.
- Contributed to firm's reputation for excellence by consistently producing accurate and timely tax filings.
- Assisted clients in resolving IRS notices and audits, negotiating favorable outcomes and minimizing additional liabilities.
- Reduced risk of IRS audits for clients by meticulously reviewing and verifying all tax documents before submission.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Provided journal entries and performed accounting on accrual basis.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Achieved a 99% accuracy rate in tax filings, minimizing errors and client adjustments.
- Maintained a client satisfaction score of 95%, reflecting high-quality service and effective tax solutions.
Education
CPA License #36268 -
Certified Public Accounting
North Carolina09.2011
Bachelor of Science - Finance
University of North Carolina At Wilmington
Wilmington, NC05.1988
Skills
- Audit reporting
- Compliance standards
- Taxation Knowledge
- Financial statement analysis
- Teamwork and Collaboration
- Time Management
- Attention to Detail
- Multitasking
- Excellent Communication
- Critical Thinking and Analysis
- Self Motivation
- Professionalism
Timeline
Auditor
Davies, Goldstein & Associates
11.2014 - Current
Tax Accountant
Harvell & Company
05.2007 - 05.2014
CPA License #36268 -
Certified Public Accounting
Bachelor of Science - Finance
University of North Carolina At Wilmington
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