Chelsea Coulter
Senior Tax Analyst at Cain Watters & Associates- Claim this Profile
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Bio
Experience
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Cain Watters & Associates
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United States
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Financial Services
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100 - 200 Employee
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Senior Tax Analyst
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Jan 2023 - Present
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Tax Analyst
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Jan 2021 - Jan 2023
-Help individuals or organizations meet their state and federal tax obligations -Examine financial records - such as income statements and expenditure documentation - to determine clients' refunds or the amount of taxes owed -Collaborate with colleagues to review tax returns, prepare taxes, and file appropriate paperwork -Prepare Personal Property Taxes -Provide excellent customer service
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Moss Adams
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United States
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Accounting
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700 & Above Employee
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Accounting Associate
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Jan 2019 - Dec 2020
Dallas/Fort Worth Area -Help individuals or organizations meet their state and federal tax obligations -Examine financial records - such as income statements and expenditure documentation - to determine clients' refunds or the amount of taxes owed -Collaborate with colleagues to review tax returns, prepare taxes, and file appropriate paperwork -Provide excellent customer service
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UT Southwestern Medical Center
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United States
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Hospitals and Health Care
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700 & Above Employee
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Patient Care Technician
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Sep 2014 - Aug 2016
- Assist clients with any needs - Collect and record essential information - Work with peers & supervisors to complete task - Perform conflict resolution - Train new employees - Recognized by staff, patients and managers for outstanding work
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Security Officer
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Nov 2012 - Mar 2016
- Ensure client satisfaction - Write detailed daily reports on activity/issues - Perform conflict resolution
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Office Clerk
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Jul 2011 - Aug 2012
- Answer multi-line telephone system - Provide customer service, take & fulfill customer orders and payments - Perform shipping and receiving duties after fulfillment of orders - Perform general office duties
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Education
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The University of Texas at Arlington
Bachelor's degree, Accounting and Finance -
Texas A&M University-Commerce
Master's degree, Accounting