Katherine Wells
Tax Accountant at Capital Tax- Claim this Profile
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Bio
Experience
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Capital Tax
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Accounting
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1 - 100 Employee
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Tax Accountant
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Dec 2022 - Present
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Representative, Tax Reporting and Compliance
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Aug 2018 - Dec 2022
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Portsmouth City Health Department
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Intern
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May 2018 - Jun 2018
•Coordinated with researchers at Ohio University to refine and update databases within the Portsmouth City Health Clinic •Recorded and handled confidential information from counselling appointments and court sessions •Collected patient and visitor information and entered information into the web application REDCap as well as internal scheduling software •Coordinated with researchers at Ohio University to refine and update databases within the Portsmouth City Health Clinic •Recorded and handled confidential information from counselling appointments and court sessions •Collected patient and visitor information and entered information into the web application REDCap as well as internal scheduling software
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Southern Ohio Port Authority (SOPA)
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United States
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International Trade and Development
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Intern
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May 2017 - Jun 2017
•Completed a comparative analysis of economic development agencies to form a performance benchmark •Attended Business Retention and Expansion meetings to assess financing and planning needs of local businesses •Composed a federal grant application to Appalachian Regional Commission for tourism attraction/digital infrastructure improvements in the city of Portsmouth, OH •Analyzed tax rates, tourism sales, and tax revenue in Ohio Appalachian counties to expand a report on the local Hotel/Motel Tax and argue for the optimal tax rate Show less
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Miami University
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United States
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Higher Education
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700 & Above Employee
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Undergraduate Assistant (Principles of Microeconomics)
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Jan 2016 - May 2016
•Attended class sessions and proctored exams for approximately 200 combined students •Graded approximately 50 extended response questions for each exam and gave feedback •Held weekly sessions to review and explain homework and class material, averaging 15-25 students each session •Attended class sessions and proctored exams for approximately 200 combined students •Graded approximately 50 extended response questions for each exam and gave feedback •Held weekly sessions to review and explain homework and class material, averaging 15-25 students each session
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Education
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Miami University
Bachelor's degree, Business Economics