Donnelly Miller

Operations Associate

Seattle, WA, United States4 yrs experience

Highly Stable

Key Highlights

Experienced in federal tax preparation and compliance.
Proficient in SQL and data analytics for tax efficiency.
Strong customer service skills with high satisfaction rates.

Stackforce AI infers this person is a Fintech professional with a focus on tax analytics and customer support.

Contact

skilodm@gmail.com LinkedIn

Skills

Core Skills

Income TaxProgrammingInterpersonal CommunicationMicrosoft ExcelCustomer SatisfactionTax AnalysisData AnalyticsBusiness Analytics

Other Skills

Agile MethodologiesVisual BasicPivot TablesCritical ThinkingAttention to DetailProblem SolvingAnalytical SkillsResearchKey MetricsTenacious Work EthicStatistical Data AnalysisPresentation SkillsData AnalysisTime ManagementCommunication

About

I am currently pursing my accounting degree and am taking courses via Sophia and Study.com to transfer to WGU where I will complete my degree. I aspire to work in the field of accounting and data analytics. I am making this transition from seasonal tax preparation to full time career in the accounting/analytics realm so that I can grow in my career. As an entry-level candidate early in my pursuit of an accounting degree, I bring real world experience in federal tax preparation having managed multiple tax seasons for diverse filers. My core competencies consists of: - Individual Income Tax: Preparation of 1040, including EIC, additional Child Tax credits, Other Dependent Tax Credits, Education Tax Credits, and filing statuses - Schedule A: Determining if the tax payer has enough itemized deductions that would total more than the standard deduction - Small Business Filings: Simplified Schedule C and Schedule E preparation - Military Tax Returns: Knowing and or quickly able to research the rules when it comes to preparing state tax returns for active duty personnel. - Compliance: Ensuring accuracy in reporting for small businesses and independent contractors. I am seeking full-time W-2 opportunities (currently interested in internships or junior staff roles) where I can apply my growing technical knowledge of GAAP, other accounting principles, and maybe even some of my SQL skills. I am not open to 1099 contract offers, business ventures involving sales, brokerage, insurance sales, commissioned-based roles, or side-hustle partnerships. Please do not reach out to me suggesting these types of side hustles. Thank you.

Experience

4 yrs

Total Experience

4 yrs

Average Tenure

Current Experience

Target

Inbound/Merchandise Expert

Oct 2025 – Present · 8 mos · Bellingham, WA · On-site

Update and track back stock sporting goods inventory. Ensuring accurate inventory count avoids the possibility of not having enough on hand or being over stocked with particular merchandise. This is especially important for fast selling goods as well as goods that may not sell as often.
Unload and sort freight into pallets. Sort merchandise based on isle and shelf location. Stock merchandise in the appropriate section making sure to match UPC label and price. Manage back-stock by updating inventory count that does not fit on the sales floor.

Taxwell

Tax Analyst

Jul 2024 – Feb 2025 · 7 mos · Iowa, United States · Remote

Contract role through Robert Half
Worked in conjunction with the development team in evaluating and analyzing tax forms ensuring 100% accuracy
Successfully modified and enhanced sixteen Florida income-tax-related forms for business owners
Applied knowledge of SQL to increase efficiency by up to 20% on tracking test return statuses.
The role utilized multiple platforms and technologies to successfully deliver tax products for consumers ensuring customer satisfaction when filing their taxes.

Income TaxProgrammingAgile MethodologiesMicrosoft ExcelVisual Basic

Transmarine navigation corp

Accounts Receivable Clerk

May 2024 – Jul 2024 · 2 mos · Bellingham, Washington, United States · On-site

Successfully collaborated with the accounting and financial teams to collect over $1.67 million in overdue invoices
Utilized advanced Excel formulas and Pivot Tables to increase efficiency by 50% in collection procedures
Maintained accurate payment records, ensuring compliance with internal documentation standards
Collaborated with internal teams to resolve discrepancies in customer accounts resulting in 100% accuracy in accounting records

Pivot TablesInterpersonal CommunicationMicrosoft Excel

Baker tilly us

Customer Support Tax Expert

Jan 2024 – Apr 2024 · 3 mos · · Remote

Assisted over 260 customers with filing their taxes and troubleshooting issues with the tax software
Provided exceptional customer service and applied de-escalation techniques resulting in a greater than 95% survey satisfaction rate
Developed strategies to encourage customers to send survey feedback exceeding the requirement by at least 10%
In between calls were encouraged to research tax laws on subjects less familiar with to help streamline when receiving calls on more complex tax matters

Critical ThinkingAttention to DetailCustomer SatisfactionProblem SolvingTax Analysis

Smartsheet

Business Analyst Intern

Jun 2022 – Aug 2022 · 2 mos · Bellevue, Washington, United States · Remote

Built eight customizable real-time dashboards with sales and HR metrics for 189 stakeholders which included executive level management
Applied software development methodologies and time management strategies to increase workflow efficiency by 75%
Translated raw workforce, HR, and sales data into executive summaries and presentations for decision-makers with 100% on-time delivery
Without previous experience using Smartsheet software, took initiative in completing courses on how to use the software thereby enabling myself to exceed performance expectations

Analytical SkillsResearchKey MetricsCritical ThinkingBusiness AnalyticsTenacious Work Ethic+13