Colleen Bantz
Tax Manager at McKonly & Asbury- Claim this Profile
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Bio
Experience
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McKonly & Asbury
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United States
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Accounting
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1 - 100 Employee
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Tax Manager
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Jul 2020 - Present
I am primarily focused on assisting clients in our Entrepreneurial Support & Client Accounting Segment. After helping business owners with completion of their business returns I then work with them closely to complete their individual returns. The ability to work both on the business and individual side helps to see a full picture and have better information for tax planning purposes.
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Supervisor
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Jan 2020 - Jul 2020
Review federal and state returns for businesses and individuals. Contact taxing authorities on behalf of clients to resolve notices. Help in the planning of firm events through our pep squad.
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Senior Accountant
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Nov 2018 - Jan 2020
As a senior accountant in the tax department at McKonly and Asbury I help prepare and review tax returns ranging from individual returns, to partnership and corporate returns.
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Soccer Shots Franchising
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United States
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Spectator Sports
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300 - 400 Employee
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Director of Inventory Planning
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Jul 2017 - Oct 2018
I provide service to the Soccer Shots franchise community through all things related to Soccer Shots merchandise. This entails supplying franchise partners with high quality, brand approved equipment and products needed to run their day-to-day business. I oversee and manage the inventory process from suppliers/vendors to franchise partners. As well as the internal inventory accounting process. I provide service to the Soccer Shots franchise community through all things related to Soccer Shots merchandise. This entails supplying franchise partners with high quality, brand approved equipment and products needed to run their day-to-day business. I oversee and manage the inventory process from suppliers/vendors to franchise partners. As well as the internal inventory accounting process.
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McKonly & Asbury
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United States
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Accounting
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1 - 100 Employee
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Senior Accountant
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Jul 2016 - Jul 2017
Senior accountant in the tax department at McKonly & Asbury.I work mainly on the business tax side, preparing and reviewing returns for businesses large and small. I help take care of notices. I am a member of M&A's Affordable Housing team as well.As a member of the PEP Squad I plan events, obtain feedback, and come up with new ideas to build morale.
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Staff Accountant
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Jan 2014 - Jun 2016
Staff accountant in the tax department at McKonly & Asbury. Prepare tax returns for S and C Corporations as well as partnerships and individuals.As a member of our PEP Squad I help plan events throughout the year for M&A staff as well as their families to attend.
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Grove City College
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United States
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Higher Education
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400 - 500 Employee
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Student
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Sep 2009 - Dec 2013
I have been involved in many areas around the campus. One area I spent a lot of time in was serving as the Junior and Senior Chair of the Parade Committee for Homecoming. I was also the treasurer and going active director in my sorority. I have also been a member of the Accounting Society since 2011. I have been involved in many areas around the campus. One area I spent a lot of time in was serving as the Junior and Senior Chair of the Parade Committee for Homecoming. I was also the treasurer and going active director in my sorority. I have also been a member of the Accounting Society since 2011.
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Evolve IP
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United States
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IT Services and IT Consulting
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100 - 200 Employee
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Finance Intern
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Jun 2013 - Aug 2013
Putting together monthly fixed asset and capital expenditure reports. Using Excel to organize customer billings. Putting together monthly fixed asset and capital expenditure reports. Using Excel to organize customer billings.
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Intern
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Jun 2012 - Aug 2012
As an intern at Braverman Financial Associates I worked to put cost basis sheets together for clients. I also generated a more efficient database using Microsoft Excel for client information. As an intern at Braverman Financial Associates I worked to put cost basis sheets together for clients. I also generated a more efficient database using Microsoft Excel for client information.
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Education
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Grove City College
Bachelor of Science (B.S.), Accounting and Finance