KAREN BOLTON

**** ******** ****

214-***-****

Colleyville, TX 76034

acgevo@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

. IRS Enrolled Agent, September 2009

. Experienced Tax Professional with 6 years' experience in federal and

state income tax returns for individuals

. Proficient in use of Pro Series, Ultra Tax

. Proficient in use of MS Word, Excel, PowerPoint, and QuickBooks

PROFESSIONAL EXPERIENCE

INTUIT 2014 (Seasonal)

Tax Advisor Specialist Colleyville, Texas

. Researched IRS and state publications and regulations to

provide accurate tax information to customers

. Assisted clients with tax questions and Turbo Tax

software questions by phone and chat

. Provided written summaries of tax solutions to customers

by email

FLIGHTAX Cicero, Indiana

Senior Tax Professional 2011-2013 (Seasonal)

. Prepared individual federal and state tax returns for

pilots and flight attendants

. Reviewed individual federal and state tax returns

prepared by junior associates

. Assisted clients with tax questions on the phone

YOUR FINANCIAL WATCHDOG, LLC Fishers, Indiana

Member 2007-2011

. Implemented Accounting Systems Using QuickBooks

. Prepared financial plans using MoneyTree Software

. Customized 1Shopping Cart software to allow company to market and sell

products online

. Researched and created e-book on college planning funding strategies

H&R BLOCK Zionsville, Indiana

Master Tax Advisor 2008-2011

. Prepared simple to complex 1040 Individual Tax Returns

. Organized and analyzed client data

. Developed relationships with clients

MATTCON GENERAL CONTRACTORS Indianapolis, Indiana

Accountant 2002-2007

. Successfully managed the accounts payable process using Timberline

software

. Reconciled general ledger accounts

. Created excel worksheets to replace manual accounting processes

CTG COMPUTER TASK GROUP Dallas, Texas

Consultant 2000-2002

. Provided mainframe and application security support for ARCO legacy

applications

. Prepared data for transition to new system, ensuring integrity of

information needed for auditing

. Assisted with data management during large corporate merger between ARCO

and British Petroleum, identifying mainframe data to be removed or archived.

ATLANTIC RICHFIELD COMPANY Dallas, Texas

1985-2000

Systems Analyst (1995-2000)

. Assisted accounting in establishing online general ledger and ran

validation report to verify proper setup

. Created ad hoc security review reports for operating companies

. Identified racf inefficiencies in land system and streamlined racf groups

from 127 to 45 groups, resulting in significant reduction in maintenance and processing costs

Senior Business Analyst (1991-1994)

. Directed efforts to define requirements of online payment system for land

department leases, resulting in improved accuracy and productivity and

annual savings of $125,000

. Collaborated with business groups and technicians during requirement and

testing phase of several major projects that involved check writing, 1099

processing and customer database management

. Trained 60 employees on multiple software applications, including MS

Word, Excel, PowerPoint, MS Mail and Windows, to facilitate smooth

transition during system upgrade

Business Analyst (1989-1991)

. Coordinated and monitored bonus payment process, ensuring accurate and

timely processing of 9,000 payments annually to acquire land assets

. Identified processing error in year-end 1099 system and implemented

corrective actions to facilitate processing of 1,000 incorrect 1099s

. Facilitated, reviewed and interpreted communication between land and land

systems to ensure proper prioritization and cost/benefit analysis of

proposed system changes

Accountant (1985-1988)

Reconciled and monitored accounts monthly that comprised 30% of

monthly revenue transactions

. Developed training sessions for accounting department personnel to

improve skills in accounts receivable and processing of cash receipts,

improving accuracy and productivity of staff

. Directed task force charged with collecting 300 delinquent accounts,

resulting in $350 million in revenue

EDUCATION

MS Accounting, Southern New Hampshire University, Anticipated Graduation

Date 05/15

Bachelor of Business Administration, Accounting/Marketing, University of

Texas at Arlington, Arlington, Texas

Certificate in Financial Planning, Kaplan University

PROFESSIONAL

AFFLIATIONS

American Institute of Certified Public Accountants

National Association of Enrolled Agents

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