Open to opportunities

Kelly Robinson

@kellyrobinson

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Experienced CPA and accounting manager specializing in tax, payroll, and CAS operations.

United States

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What I'm looking for

I seek a role where I can lead CAS or tax operations, apply CPA expertise to improve client accounting, mentor staff, and drive compliance and process efficiency.

I am a Certified Public Accountant with extensive experience managing client accounting services, tax preparation, and payroll operations across multiple industries. I lead monthly bookkeeping and payroll for numerous clients, ensure timely financial statement delivery, and maintain regulatory compliance.

Throughout my career I have managed semi-monthly and monthly payroll for large employee populations, overseen benefits and COBRA administration, and prepared tax returns for S-corps, LLCs, SMLLCs, and individuals. I conduct tax planning, research tax law, perform client discovery calls, and run recurring quarterly and annual filings.

I take pride in process improvement, client communication, and practical problem solving—helping clients reconcile books, prepare for audits, implement QuickBooks solutions, and streamline accounting workflows to improve transparency and compliance.

Experience

Work history, roles, and key accomplishments

Current

Tax & Accounting Advisor

Current

Encurio

Jul 2021 - Present (4 years 3 months)

Manage CAS department overseeing monthly bookkeeping, payroll processing, bill payments, and timely delivery of financial statements for 34 clients; perform tax return preparation and filing, semiannual tax planning, and regulatory compliance.

Bookkeeping Payroll Processing Tax Preparation Financial Reporting Quickbooks Regulatory Compliance

Seasonal Tax Preparer

The Castorena Group

Feb 2021 - Jul 2021 (5 months)

Prepared tax returns by entering client source documents into tax software, followed up for missing information, maintained WIP lists, and created year-end journal entries to reconcile books to returns.

Tax Preparation Tax Return Software Bookkeeping Client Communication Journal Entries Document Management

Payroll Specialist

Giltner Logistics

May 2019 - Feb 2021 (1 year 9 months)

Ran semi-monthly payroll for 186 employees across multiple states, managed benefits administration and compliance, reconciled payroll liabilities, and coordinated new hire onboarding and testing.

Payroll Administration Paylocity Benefits Administration COBRA Employee Onboarding

Bookkeeper / Payroll Specialist

The Castorena Group

Oct 2017 - May 2019 (1 year 7 months)

Managed monthly bookkeeping and reconciliations for 34 clients using QuickBooks Desktop and Online, ran payroll for 82 clients, handled tax payments/filings, and assisted with IRS audit prep and client QuickBooks setups.

Quickbooks Quickbooks Online Payroll Processing Tax Filings Account Reconciliation Audit Support

Accounting Department Lead

Something Artists

Sep 2014 - Oct 2017 (3 years 1 month)

Served as full-charge bookkeeper handling AP/AR, monthly financials and budgets for multiple clients, prepared 1099s and maintained client files, and supported CFO with department protocols and travel arrangements.

Accounts Payable Accounts Receivable Full Charge Bookkeeping Financial Reporting