Kira Castillo Email & Phone Number

Timonium, Maryland, United States

As an Operations Coordinator at BlueStone, I play a dynamic and vital role in providing exceptional services to our clients. I work collaboratively with my colleagues to achieve our goals and live up to BlueStone's mission statement. My responsibilities include:- Coordinating and implementing the onboarding process for new clients.- Setting up third-party applications like QuickBooks Online, FloQast, etc., to enable financial reporting and document processing collaboration between the firm and clients.- Planning, organizing, and managing various tasks and resources to achieve assignment goals.- Identifying budget concerns, suggesting ways to improve profitability, preparing invoices, and assisting with collections as required.- Identifying potential cross-selling opportunities and referring them to the relevant team member.- Actively seeking self-development opportunities aligned with the competency model.- Acting as the point of contact for routine emails, phone calls, and other direct communications from CAS clients on behalf of the team.- Reviewing and assisting with scheduling service orders and client support requests.- Scheduling and confirming virtual, phone, and on-site meetings for the CAS team and relevant phone and electronic client communications.- Assisting with proposal development.- Supporting the CAS Accountant and other department staff with client communications and management.- Facilitating HR and BlueStone's liaison for interviews, onboarding, and other related matters.- Sending timely time entry reminders.- Undertaking special projects as assigned.

Timonium, Maryland, United States

As an administrative assistant for KatzAbosch, I had many essential duties to uphold. I used my strong organizational skills, exceptional attention to detail, and excellent communication skills to excel in this position. In addition to my assigned duties, I was tasked with several other responsibilities: - Welcoming clients into the office- Managing office supplies- Keeping track of and organizing tax documents- Delivered completed tax returns - Handled phone calls, emails, and daily incoming/outgoing mail- Assisted with client inquiries- Ensure the office maintained a professional and orderly environment- Scheduled appointments and meetings- Assisting with other office tasks as needed- Organizing, printing and distribution of the tax organizers

Glen Burnie, Maryland, United States

- Peer Review – setting up files, adding to PCS program, engagement letters, reports, etc.- Assist accountants and other team members with various accounting and administrative functions as assigned. May include project “due date” monitoring, data entry, preparation of multiple forms (e.g., Form 1’s, Payroll Reports, engagement letters, etc.)- Deposit tapes and bank deposits- Assist with firm monthly billing- Review and post weekly timesheets- Compile various reports using Excel or Word as assigned- Electronic filing of 1099’s and W2’s to Federal and State websites- Organizing, printing and distribution of the tax organizers- Develop outsourcing procedures and perform the processes such as sorting, scanning, uploading, monitoring, etc.- Handles various duties during tax season, including training and overseeing tax season scanners- Front Desk Coverage, as required- Light clerical work such as filing, scanning, and envelope stuffing- Proficient use of ProSeries Tax Program, EasyACCT, Practice & Accounting CS, DocuSign, and minor knowledge of QuickBooks

Bethesda, Maryland, United States

Assembled and delivered over 1,200 tax returns bi-annually (digital and physical copies)Coordinated delivery of critical tax documents to clients requiring refinancing assistanceWorked with First Financial and approximately 10 other financial groups to ensure they receive all required tax documents for their customersLead on three month project to produce and deliver digital and physical Tax Organizers for all clientsProcessed and deposited all incoming check and credit card payments for current and past invoices Supported Controller to process and track all monthly payments, payment plans and sent collection lettersProvided CEO and COO Daily Cash Receipt ReportsSupported 15 accountants, preparing and organizing all incoming source documents, including W2s, 1099s, pay stubs, donation receipts and moreCompiled outgoing documents, such as copies of returns, quarterly estimates and paymentsProficient use of Outlook, CCH Tax Program, DocuSign, 1040 Data, SafeSendAnswered and distributed incoming rollover callsAssisted with receptionist coverage