Kathleen Donahue Email & Phone Number

Ann Arbor, Michigan

I started in this position on August 8th, 2014. I'm very excited to be a part of such a great accounting firm (Fortunes top 100 places to work for 20 years) and continuing to expand my accounting knowledge. Although I work on a variety of returns and projects, my focus is Wealth Management Tax, which entails preparing the 1040 returns of high wealth individuals, as well as assisting with their tax planning, and other related returns such as closely held companies, trusts, private foundations, as well as gift tax returns. Additionally, I assist with content development and delivery of firm wide trainings.

Pinckney, Mi

·Supervised a staff of 8 employees by acting as manager to resolve customer issues andprepare closing reports, including counting down the register to $200 and organizingsales receipts for comparison with daily settlements to ensure accurate records·Outperformed co‑workers by attaining tip averages in the range of 20‑25%·Trained approximately 20 employees for various positions to attain standard operatingprocedures within the organization

Ann Arbor, Mi

· Assisted accounting professor with grading of class assignments and exams, while also verifying that student grades are properly recorded

Albion, Mi

•Assisted Becker Professionals in identifying campus accounting majors•Promoted the Becker study tools through posters and advertisements, along with speeches and presentations

Albion, Mi

· Recruited by admission staff to direct campus tours for prospective students and to actas a liaison by answering follow up questions, while directing financial and morespecific questions to designated faculty, ensuring the most accurate information· Customized hour long tours to market college assets that were pertinent to prospectivestudentʹs interests by discussing my experiences and highlighting specific buildings,programs, events, and activities

Albion, Mi

· Aided admissions staff with mass mailing organization by completing roughly 100information packets per hour while sorting them by criteria including demographics,extracurricular activities, and intended majors in order to target each students interests

Marshall, Mi

Improved bookkeeping and accounting procedures by organizing files and integratingtechnology into newly created record system to reduce office hours by 30%· Planned and executed barn and team events, enhancing rider performance and creatinga more involved barn community, resulting in 4 regional qualifiers in 2013· Performed basic management functions, such as scheduling appointments and settingproductivity goals, to assist facility owners in maintaining customer relations with 30horse owners and approximately 40 additional lesson clientele

Ann Arbor, Mi

· Demonstrated ability to comprehend complex tax software by passing the programcompetency exam on first attempt with a score of 96%, and then maintaining an averagecall length of 8 minutes while assisting software users in troubleshooting issues· Aided accountants in the preparation of various federal and state 1120 tax forms byexplaining UltraTax program calculations and relating those numbers to tax regulation,while also identifying software issues that did not correspond to current laws

Howell, Mi

• Taught childern the basics of horse care and riding through demonstration• Helped with daily farm chores and assigning tasks to other camp counselors• Organized activities and learning games for campers

Master'S Degree, Accounting

Activities and Societies: Accounting Club, Grading AssistantI completed my Masters of Accounting in their one year accelerated program.

Bachelor Of Arts (B.A.), Economics & Management

Activities and Societies: Carl A. Gerstacker Institute for Business and Management, Prentiss M. Brown Honors Institute, Western Equestrian.

Summer Courses To Satisfy Albion Requirements, Global And Scientific Courses

Activities and Societies: N/ATook 2 summer classes to get ahead on filling my Albion requirements.