Kelsey Moore
Audit Manager@ Caron & Bletzer, PLLC
Boston, Massachusetts, United States
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Kelsey Moore is an experienced professional with 14.7 years of work experience in auditing defined contribution and defined benefit plans. She is skilled in tax, auditing, accounting, and employee benefits. Based in the United States, Kelsey is focused on conducting efficient audits and ensuring high-quality work for clients. She specializes in employee benefit plan audits, including 401(k) plans, 401(a) plans, -403(b) plans, and debt purchase pension plans. Kelsey has worked at Caron & Bletzer, PLLC as an Audit Manager and Staff Auditor, and at Benefit Strategies, LLC as an Accounting Intern.
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Emails and Phone Numbers

@gmail.com
@caronbletzer.com
+1 603548****
+1 603642****
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About

Extensive experience in auditing defined contribution and defined benefit plans. Focused on conducting the most efficient audits possible while performing very high quality work for clients, which enables extremely competitive fees on all ERISA audit engagements. Specialties: Employee benefit plan audits of: -401(k) plans -401(a) plans -403(b) plans -Money purchase pension plans -Defined benefit pension plans -Cash balance pension plans -ESOP's -Other hybrid plans

Work Experience

1 Library Lane, Kingston, NH, 03848, US

Accounting

87
Phone
+1 6036424862
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Kelsey Moore's Professional Milestones

  • Audit Manager (2016-01-01~): Streamlined audit processes, resulting in increased efficiency and accuracy.
  • Accounting Intern (2010-05-01~2010-08-01): Assisted in managing financial data and analyzing financial analysis, contributing to informed decision-making.
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Education

Londonderry Senior High School
Londonderry Senior High School2006