KATELYN WARD
**** ******* ***** ********, ** ****0
adxqrb@r.postjobfree.com 215-***-****
EXPERIENCE
Kohler McGuire Inc. - Bensalem, PA (January 2019 to Present, Seasonal)
Licensed Tax Preparer, Assistant to the Vice President, Client Services
Initiate preliminary communications with clients that are seeking services
Responsible for correspondences with clients via phone calls and email
Ensure paperwork is in order and filed correctly according to IRS standards
Find solutions to complicated tax problems and seek meaningful results that benefit the client
Confirm or double check figures that other tax preparers prepare, assist with auxiliary forms or communications
Store and maintain client information, records, and mailings while ensuring proper timelines are met
Talamore Country Club - Ambler, PA (April 2019 to Present)
Accounting Assistant, Club 19 Manager
Oversee all end of shift financial reporting including ticket counts, drops, and tip outs
Track budget and progress against department’s daily forecast goals through sales and occupancy rates
Train and discipline servers, bartenders, and staff to help develop personal and professional growth
Ensure a safe, clean, and enjoyable environment for staff and members while acting as shift supervisor
Manage execution and staffing for all patio and pool events, such as tournaments, holidays, and private parties
Maintain quality service while completing objectives defined in course of action plans
Operate with flexibility to fill in for any position in the multiple departments when needed
Falls Manor Special Events & Catering - Bensalem, PA (September 2016 to January 2019)
Banquet Captain, Event Coordinator, Set Design
Prepare halls, décor, and food for venue in accordance with banquet event order forms
Oversee 12 servers during shifts, which includes assigning jobs and table sections to staff, leading team members to properly place dishware and silverware, and managing the food service timeline
Act as a main point of contact for event organizers and ensure quality and service to all attendees
Devil’s Thumb Ranch & Resort - Tabernash, CO (August 2017 to December 2017)
Amenities Specialist, Evening Restaurant Hostess, Hallowed Grounds Barista
Organize and set up hotel amenities and special requests for guests prior to checking into rooms
Serve as a hostess at the fine dining restaurant on-site, which includes greeting guests, seating people, sharing information about the resort property as requested, and maintaining ambiance per requested from owners
Prepare café for opening by starting machines, organizing food, and conducting inventory checks
YMCA Snow Mountain Ranch - Winter Park, CO (May 2017 to August 2017)
Wedding & Special Events Assistant, Summer Intern
Coordinate all pre-event set up meetings, product drop-offs, timelines, seating charts, and due dates
Lead customer experience by sitting in on events and addressing any problems as they arise
Interact with brides, grooms, and event hosts, and book preferred vendors on behalf of clients if requested
Conduct venue tours and sales meetings for prospects leading up to the contract phase
ATN Promotions - Philadelphia, PA (August 2015 to April 2017, Seasonal)
Manager, Brand Ambassador
Manage team of up to 30 field ambassadors responsible for interacting with attendees at various events
Track, collect and report data to ensure current promotion success and improve accordingly
Lead the setup and breakdown of clients’ showcase including layout, item placements, décor and backdrops
Conduct product showcases, lead inventory checks, and manage
EDUCATION
Bucks County Community College - Newtown, PA (January 2015 to May 2023)
Associate’s Degree in Communication - 40 Credit Hours
Bucks County School of Bartending - Bensalem, PA (January 2015)
Bartending License and PA TIPS Certification