Helene Mcdonald
Frankfort,KY
Summary
Proven Tax Specialist with a track record of managing the Kentucky Enterprise Initiative Act program at the Kentucky Department of Revenue. Demonstrates exceptional data management and collaboration skills, ensuring program compliance and efficiency. Excelled in software proficiency and communication, significantly enhancing team productivity and taxpayer satisfaction.
Overview
14
14
years of professional experience
Work History
Tax Specialist III
Kentucky Department Of Revenue
03.2023 - Current
- Manage the Kentucky Enterprise Initiative Act (KEIA) program for the State of Kentucky. Collaborate with the Economic Development Cabinet to ensure program compliance
- Efficiently verifies sales and use tax payment transfers from vendors to KEIA company account.
- Successfully navigates numerous software platforms and intra Department Systems to capture , organize and convert a large volume of data into spreadsheets. Maintained high level of accuracy.
- Skilled verbal and written communicator taking individual phone calls from taxpayer clients, group conference calls, as well as delivering oral KEIA presentations.
- Assist with DORIS Project in the design and implementation process.
- Promotes team morale through assisting with team programs such as Purchase Exemptions, Agricultural Exemptions, etc. Enthusiastic trainer of new employees.
Taxpayer Services Specialist II
Kentucky Department Of Revenue
03.2015 - 03.2023
- Maintained the KEIA Project folders and spreadsheets.
- Developed a relationship with the Economic Development Cabinet to ensure compliance with the refund process for KEIA project.
- Provide direct problem resolution assistance to taxpayers and fellow employees.
- Managed the Equine and Pollution Control Special Projects
- Collaborated withe the Property Tax Division to transfer all the Pollution Control Tax Exemptions to their division.
- Optimized work readiness with effective gathering of parts and supplies in alignment with specifications.
- Reported issues to property manager so effective resolutions could be put into place.
Taxpayer Services Specialist I
Kentucky Department Of Revenue
03.2011 - 02.2013
- Processed complex refund request for the Certification Section of Sales and Use Tax.
- Created Certification Section Training manual detailing the specialized programs for section manager
- Developed strong presentation skills by completing assignments to deliver a presentation to the Equine Community at Keeneland Horse Park Race Track
- Managed 150 Equine Sales Tax Accounts and performed monthly transfers to Kentucky Horse Racing Authority
Education
Bachelor of Arts - Psychology Magna Cum Laude
University of Kentucky
Lexington, KY05.2008
Skills
- Exceptional ability to work independently
- Research proficiency
- Compliance knowledge
- Software proficiency
- Data Management
- Proven collaborator with excellent communication skills
- Proficient in Microsoft Excel
- Defender of Agency guidelines and Team Advocate
Timeline
Tax Specialist III
Kentucky Department Of Revenue
03.2023 - Current
Taxpayer Services Specialist II
Kentucky Department Of Revenue
03.2015 - 03.2023
Taxpayer Services Specialist I
Kentucky Department Of Revenue
03.2011 - 02.2013
Bachelor of Arts - Psychology Magna Cum Laude
University of Kentucky
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