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Claire Sheets, CPA

Claire Sheets, CPA

Career Services Student Assistant

Followers of Claire Sheets, CPA680 followers
location of Claire Sheets, CPAIndianapolis, Indiana, United States

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  • Timeline

  • About me

    Tax Operations Manager at KSM (Katz, Sapper & Miller)

  • Education

    • Indiana University-Purdue University at Columbus

      2012 - 2015
      Accounting and Finance

  • Experience

    • IUPUC

      Oct 2012 - Dec 2013
      Career Services Student Assistant

      -Marketed the Indorsed Career Ready Graduate Program -Maintained Career Point, an online job and internship service for IUPUC-Scheduled appointments for students with their career advisor -Critiqued students resumes

    • Reedy Financial Group

      Jan 2014 - Jul 2014
      Accounting Intern

      -Performed activities including financial plans, monthly bank reconciliation, year-end financial reporting and monthly management reports-Experience with municipal bond financing and TIF financial planning-Assisted with administrative duties including copying, binding, money deposits, scheduling and cleaning

    • Katz, Sapper & Miller

      Jan 2015 - May 2015
      Tax Accounting Intern

    • Katz, Sapper & Miller

      Jan 2016 - Jul 2018
      Tax Senior

      • Prepare and review tax returns for individuals, partnerships, corporations and trusts • Analyze income forecasts for individuals estimated tax payments• Research tax questions; offer suggestions for tax planning and study new tax law for potential tax savings for corporate and individual clients• Perform other accounting, audit and tax duties as needed in engagements and as assigned by supervisory personnel • Provide clients adjusting journal entries after examining financial reports and general ledger activity Show less

    • Alter Domus

      Aug 2018 - Dec 2021
      Fund Manager - Fund Administration

      • Review, analyze and interpret accounting records, financial statements, footnotes or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards for audit reports• Ensure accurate and timely processing of daily, weekly, and monthly accounting records • Interact with clients and their investors. Prepare/review monthly, quarterly and annual reports for investors, consultants and other stakeholders including financial information, performance returns, operations and variance analysis Show less

    • KSM (Katz, Sapper & Miller)

      Dec 2021 - now
      Tax Operations Manager

  • Licenses & Certifications

    • CPA

    • Lean Six Sigma Green Belt

      Boomer Consulting, Inc.
      Mar 2024