Caitlin Robertson

Experience

• 

  Wiley

  Feb 2022 - now

  Role primarily involved preparation of basic personal, corporate, trust, and nonprofit tax returns (1120S, 1065, 1040, 1041, 990) as well as payroll tax filings, tax meetings with clients to gather information and review the return once complete, filing extensions & submitting client tax payments, performing mid-year tax projections, and assisting with data projects as needed.Converted client tax data and technically onboarded clients obtained through acquisition, reviewed converted data, updating as needed to ensure accuracy. Show less Transitioned into Administrative Assistant role temporarily while performing duties of Tax Admin Intern. Primary responsibilities included answering phones & filtering incoming client calls, creating & updating master spreadsheets, pursuing leads, accounts payable, setting up internal tickets & projects for current engagements, and providing support to the managing partner.Outside of this, other responsibilities included accounts receivable/collections, bank reconciliations, onboarding new hires, and ad-hoc data projects for partner Show less

  • Tax Accounting Associate

    Jun 2023 - now

  • Junior Tax Associate

    Oct 2022 - Jun 2023

  • Administrative Assistant

    Apr 2022 - Oct 2022

  • Tax Intern

    Feb 2022 - Apr 2022