Donnelly Miller Email & Phone Number

Kirkland, Wa, Us

Iowa, United States

- Develop, evaluate, and analyze tax forms ensuring 100% accuracy in tax calculations and user input- Research current tax laws for updating instructions on forms- Utilize agile methodologies in maintaining more efficient workflows - Successfully created new state tax forms reflecting updated tax lawsApplying programming skills and logic when updating and editing math calculations

Bellingham, Washington, United States

- Successfully managed and collected over $1.67 million in overdue invoices - Utilized Excel Pivot Tables and charts for tracking overdue accounts by amount and date- Collaborated with other accounting team members to resolve billing issues- Efficiently reconciled and documented customer payments ensuring accuracy in financial records

- Assisted over 260 clients with their tax preparation and tax return needs - Collaborated with team leads and management to help meet and exceed client expectations- Adhere and exceed key performance metrics related to customer support- Troubleshoot software issues clients are having related to the tax preparation software- Provide expert review of a client's tax return as requested to help resolve errors and answer specific questions a client may have prior to filing their return

Bellevue, Washington, United States

- Designed performance dashboards providing key sales metrics for over 500 personnel including sales reps, sales managers, sales directors, and sales engineers.- Applied an iterative process of improving the dashboards usability through effective communication with stakeholders- Collaborated with management and stakeholders as to determine key sales metrics that are useful for the metrics dashboard- Applied software development principles and logic to reduce redundant work, and reduce workspace clutter- Applied various control flow logic and formulas to derive the necessary metrics for the dashboards- Employed various data analysis techniques including data cleaning to derive key metrics useful for the dashboards- Maximized readability of dashboards through effective arrangement and color combinations of the data visualizations- Acquired proficiency using formulas, forms, reports, sheets, WorkApps, and Smartsheet's other functionalities by working on a project from initiation to completion and instructor led and self-paced courses through Smartsheet University

Raeford, North Carolina, United States

- Analyzed client financial records to determine tax reductions and credits to help maximize tax savings for individual and business clients- Utilized Intuit's ProSeries tax software to conduct in-depth tax analysis to identify areas where clients could reduce taxable income and or maximize deductions- Assisted clients with the filing process and helped resolve any issues with returns that were rejected by the IRS including amending tax returns- Kept current on tax law changes and regulations along with attending regular training and professional development to ensure accurate and timely tax analysis and preparation- Successfully prepared over 400 income tax returns

Bellingham, Washington, United States

- Assisted with the teaching of an ACE Personal Training certification course- Guided students on the proper exercise posture and techniques- Assisted with lectures as well as grading of student assignments

Naval Hospital Pensacola, Fl

- Formulated and monitored monthly clinical key performance metrics for 15 medical personnel- Maintained 100% accuracy in patient records including updating pertinent medical history, current and past medical prescriptions, and vital signs at the time of visit to the clinic

Raeford, North Carolina, United States

- Analyzed client financial records to determine tax reductions and credits to help maximize tax savings for individual and business clients- Utilized Intuit's ProSeries tax software to conduct in-depth tax analysis to identify areas where clients could reduce taxable income and or maximize deductions- Assisted clients with the filing process and helped resolve any issues with returns that were rejected by the IRS including amending tax returns- Kept current on tax law changes and regulations along with attending regular training and professional development to ensure accurate and timely tax analysis and preparation- Successfully prepared over 500 income tax returns

Fayetteville, North Carolina Metropolitan Area

- Prepared individual and business income taxes- Analyzed tax documents, business income and expenses, to determine deductions for both state and federal returns- Informed clients of tax options and retirement savings options- Continuously researched applicable tax laws and information to better serve clients - Prepared over 100 income tax returns

Master Of Science - Ms, Human Physiology And Performance, 4.0

Medicine

Associate Of Science (As)