Kayli Cinko

• Prepared 1040/1041 returns and supporting documents using CCH Axcess, SurePrep, and GoFileRoom.
• Assisted senior accountants in generating accurate financial statements and supporting documents.
• Managed complex individual filings with multi-entity K-1s, basis tracking, state add-backs, depreciation and underpayment analysis, ensuring alignment with federal and Indiana tax law.

• Prepared individual tax returns and assisted with business tax returns, ensuring accuracy, compliance with regulations, and timely submissions.
• Recorded monthly journal entries and performed bank reconciliations for five small businesses using QuickBooks and Excel.
• Streamlined document management by implementing and training colleagues on the use of an electronic client portal, reducing return processing time and increasing client satisfaction.
• Managed mass email campaigns to over 3,000 clients and led social media marketing, keeping clients informed of tax updates and promoting events to enhance engagement.
• Successfully marketed and coordinated five community events, strengthening the firms brand and community presence.

- Rotated between banking branches as a teller, effectively adapting to different work styles, team dynamics, and customer financial preferences.

- Provided high-quality customer service while accurately processing deposits, withdrawals, and other financial transactions.

- Collaborated with a team on a capstone project using conjoint analysis to study customer preferences, presenting data-driven recommendations to executive management.