Kate Linehart Trundle

About Kate Linehart Trundle

I focus on providing strategic tax advisory and compliance services to high-net-worth individuals and families. As a member of the firm\'s High Net Worth group, I assist customers with individual, trust, estate and gift tax planning and reporting as well as complex issues surrounding estate planning andadministration. I also assist with planning and reporting of pass-through entities and tax-exempt organizations and understand the complexities of utilizing each as components of a comprehensive tax and estate plan. I seek to provide the highest level of quality service to my customers by providing them with tailor-made, tax-efficient solutions for purposes of transitioning wealth and accomplishing individualized goals. My sense of leadership, desire to learn and strong work ethic have led to opportunities enabling me to achieve my ultimate goals of forming meaningful relationships and serving others through both accounting and civic involvement.

Experience

1. Tax Senior Manager

   Elliott Davis

   Sep 2021 — Present · Chattanooga, TN, US

   Elliott Davis is a regional accounting firm ranked among the top 50 accounting, tax and consulting services firms in the U.S. providing clients ranging from businesses, organizations and individuals with a variety of tax, assurance and consulting services in a broad range of industries. My duties include management of a range of various-sized client groups, high level review of complex individual, trust, estate and gift tax returns (federal and state) as well as consultation, advisement and implementation of complex tax, estate & retirement planning strategies. My top priority is to bring value to our clients and their families through high quality, individualized service.

Education

• The University of Tennessee at Chattanooga

  Bachelor of Science (BS), Accounting

  2010 — 2014

Skills

• Research
• Result Oriented
• Tax Research
• Powerpoint
• Microsoft Excel
• Outlook
• Account Reconciliation
• Cpa
• Accounting
• Prosystem Fx Tax
• Microsoft Office
• Microsoft Word
• Finance