Senior Tax Associate

Heather Marie Donaldson 478-***-****

********@********.***

*** **** ******, **** ****** Box 346

Twin City, Georgia 30471

EMPLOYMENT:

Donaldson Accounting Solutions, Remote, Georgia 2023 – current

Senior Tax Associate

Prepared all individual, corporate and partnership returns for the company.

Trained all new employees on company policies, software instructions, and additional training as needed.

Reviewed all tax returns of junior preparers prior to submission.

PriceWaterhouseCoopers (PWC), Vialto Partners, CPA Firm, Columbia, SC. 2022 Season

Senior Tax Associate

Prepared expatriate tax returns by applying comp breakdowns, income sourcing, applying deductions and credits.

Familiar with CCH, Tiger, google docs, excel, word, DMS, and a multitude of other tax software, editing software for internal communication.

Familiar with Forms 2555, 1116, 2305, FBAR 114, ITIN, TEQ, all schedules, etc.

Affordable Loans & Credit Services, Inc, Twin City, Georgia 2017 – 2022

Branch Operations Manager / Senior Account Executive

Manages compliance of all for government loans, Qualified and Non-Qualified loans and Reverse Mortgage loans.

Manages a team of 19 executives

Manages budget reports, monthly/quarterly filing reports as well as prepares said reports for larger clients.

Affordable Corporate Management and Accounting Services, Twin City, Georgia 2016 – 2020

Senior Tax Accountant

Consulted with large or small corporations with implementing human resources procedures

Internal Compliance Officer

Offered corporate consulting services to clients to mitigate loses, increase profitability and repair any infrastructure weaknesses.

Increased profitability within the corporation based on recommendations by myself

Affordable Insurance Sales & Accounting Services, Twin City, Georgia 2008 – 2020

Senior Tax Consultant

Responsible for handling thousands of tax clients each year including corporate returns

Handled internal audits while working directly with the Internal Revenue Service and the Georgia Department of Revenue for external audit maintenance

Robert’s Quick Stop n Shop, Swainsboro, Georgia 2010 – 2019

Staff Accountant / Inventory Control Specialist

Maintained an accurate inventory of goods

Maintained the accounting record

Filed all quarterly reports

EDUCATION:

Emanuel County Institute, Twin City, Georgia 1996 – 2000

Graduated 4th in class with a College Preparatory Diploma (3.91 GPA)

East Georgia College, Swainsboro, Georgia Accounting Degree 2000 – 2002

Ashford College, Georgia –Taxation Degree 2008 – 2010

Regent University, Virginia Beach, Virginia B.A. in Law and National Security 2019 - 2021

REFERENCES:

Jennifer Burke, Insurance Agent/Employee Affordable Insurance 478-***-****

Mary Radford, Nurse Practitioner/Client Emanuel Medical Center 478-***-****

Candace Hill, Nurse/Client/Previous Employee Swainsboro Medical Clinic 478-***-****

-More Available Upon Request

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