Katelyn Sutton, Cpa Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pa, Us

Chantilly, Virginia, Us

Chicago, Il, Us

•ASC 740 monthly, quarterly, and annual review and preparation of domestic and global provisions in accordance with regulations •Assess requirements for uncertain tax positions, valuation allowances, and disclosures within the financial statements•Manage engagement timeline, budget and workflow•Prepare and present trainings for local team on proposed or new tax regulations issued•Supervise and mentor staff, providing training and support with an emphasis on long-term development •Responsible for management of engagements to meet internal and external statutory deadlines•Engage in numerous firm initiatives outside of daily role such as community committee member, “Women at GT” member, local office advisory council member, university recruiting and CPA exam accountability advisor•Collaborate with internal teams within the firm to foster a cohesive approach to projects•Lead discussions on federal and state tax planning strategies for corporations•Provide client- and industry-specific tax planning strategies tailored to each company with an emphasis on understanding specific business objectives

Chicago, Il, Us

•Assisted with special projects such as revenue recognition for tax, qualified improvement property (QIP) studies and section 174 amortization of research and experimental expenditures•Prepared and reviewed workpapers for accuracy and adherence to tax laws

Chicago, Il, Us

•Completed a 6-month loan staff engagement for a company within the manufacturing industry largely focusing on fixed asset management and improving internal processes specifically related to the internal tax team•Prepared federal income tax returns forms 1120, 1120S, 1065, 1040 & FinCEN 114•Calculated federal and state estimate and extension payments •Responded to federal and state audits and notices received via response letters, correspondence with auditors and filings of appeals•Assisted with special projects such as uniform inventory capitalization (UNICAP), research and development credits and fixed asset studies•Prepared state income, franchise and property tax returns and calculated state apportionment•Assisted with sales and use tax projects and preparation of property tax returns

•Assisted with preparation of proposals and fees for potential clients•Managed and improved documentation within OneView•Directly supported Director of Accounts by compiling and summarizing research on potential clients daily

Chicago, Il, Us

•Won firm’s nationwide key client intern project•Prepared time budgets and statements of work for engagements•Researched tax codes and composed summary reports of findings

Gb

•Assisted with preparation and review of forms 1041 including simple, complex and grantor type trusts, 1099 tax reporting packages and IRA reporting including forms 1099R and 5498.•Managed workflow of federal and state tax returns for a team of interns ensuring accurate and timely deliverables

Indiana, Pa, Us

•Assisted with improving and maintaining accurate filing systems of student applications and course scheduling requests•Tracked and managed office supplies inventory

•Reconciled bank statements, prepared fund accounting journal entries and analyzed monthly expenditures for local, state and federal programs•Prepared and tracked budgets while ensuring appropriate fund management based on stipulations of grants awarded•Gained an understanding and experience with nonprofit organizations using fund accounting

-Received customers’ orders served food/drinks-Placed orders into computer system accurately-Performed general clean-up and stocked shelves

-Supervised children-Created activities for children-Led children to pool and supervised them while there-Corresponded with boss about playground policies

-Received customers’ orders served food/drinks-Placed orders into computer system accurately-Performed general clean-up and stocked shelves

-Supervised children-Created activities for the children-Led children to the local pool and supervised them while there-Corresponded with boss about playground policies

-Performed cash register responsibilities-Answered customer questions and received orders-Prepared ice cream cones and hot food orders-Performed general clean-up and stocked shelves

Bachelor Of Science (B.S.), Accounting

High School Diploma; Distinguished Honor Roll