Keith Keller Email & Phone Number

Dillard, Ga, Us

Austin, Texas, Us

Work closely with the new Tax Manager to define key processes in a tax return's and clients' lifecycle.Directly represents the company to key clients and new target firms.Leverage my solid client relationships to offer services that enhances my clients' financial and tax well being.Actively mentors new CPAs and promising senior associate employees to help him achieve the next level in thier professional developmentActively engage with various client facing roles, acting as a technical consultant and sometimes solution provider for both current and prospective clients.Regularly conducts training sessions covering various tax topics for the tax, marketing and bookkeeping staffCollaborates with the firm's operational executives and partners to establish tacital, operational and strategic initiativesReviews various tax scenarios and advises on various tax strategies and decisionsReviews high net worth and Corporation Tax returns with revenues ranging from a few hundred thousand to ten million dollars.Offers mid range cash and liquidity planning for growing mid sized businesses

- Managed the progress and successful delivery of over three hundred business tax and high net worth individual returns.- Motivated and empowered a team.of seven professionals to help maximize productivity, minimize turnover and to enhance their professional development goals.Responsible for handling the most challenging tax problems and key and/or challenging clients. Introduced the team and our deliverables to new clients.Assisted, either actively or indirectly, our Business Development team with client acquisition matters.

Advises both personal and business clients on various tax planning strategies unique to thier business needs, including Cost Segregation, Cash Flow Analysis, Capital Gain,1099R distribution strategies and Employment credits as it relates to both payroll and the income tax returns. Reviews, prepares and analyzes Corporate, Consolidated, Flow Through Entity and High Net Worth Individual returns using Ultra Tax. Acts as one of the representative CPAs for new and prospective clients. My efforts helped the firm land several new clients by making it the go to choice for a Franchise.Provides subject matter level tax and accounting advice to the firm's tax and accounting staff.Researches and conveys emerging business tax topics .Conducts reviews on the client's financial and operating health to recommend long term solutions to pressing liquidity issues.Advices business owners on all aspects of thier business ( inception, growth, reorganization, change in entity and dissolution) with an emphasis on current to long term planning.

From providing guidance on tax related matters and delivering customized strategies in helping business owners manage their tax and accounting needs, Whitecloud Financial allows clients to pursue your dreams while leaving it's accounting in good hands

Franklin, Western North Carolina, Us

 Assisted with the design, implemention and communication of the Tax Reform and Job Act and Cares Act changes in the software. Expanded the software’s handling of tax topics to provide an increasingly versatile tool for our customers. Reduced the number of software’s tax compliance issues by 200% within a decade Built relationships with key customers and Department of Revenue executives to ensure the software surpassed expectations. Trained several Tax Analysts in the role’s project management aspects. Subject matter expert for tax issues including Individual, Business, Fiduciary, Estate and Tax-Exempt matters.

 Analyzed and developed daily and weekly cash flow forecasts to ensure the Hospital met its operating cash flow needs during a period of significant capital expansion. Served as one of the hospital’s main contacts with First Citizen’s Vice President of Corporate Lending to continue building a successful working relationship with the Hospital’s much-needed short term financing sources. Reconciled the hospital’s main operations cash reports as well as established a cash reporting system to account for the activities of the many affiliate medical offices acquired during my tenure.