Kallie Phillips
Principal at Withum | Gulf Breeze, Florida, United States
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Kallie Phillips serves as a Senior Tax Manager at Warren Averett, where she leverages her extensive expertise in tax compliance and strategic financial planning to deliver exceptional service to a diverse portfolio of clients. With a specialized focus on industries such as automobile dealerships, manufacturing, construction, and real estate, Kallie supervises all aspects of income tax preparation, ensuring that her clients not only meet regulatory requirements but also optimize their tax positions. Her proficiency in financial reporting and auditing, combined with her strong research skills, enables her to navigate complex tax regulations effectively, providing valuable insights that drive informed decision-making.
Kallie is particularly adept at developing robust relationships with clients, which she considers essential for understanding their unique challenges and opportunities. By fostering open communication and trust, she helps clients achieve their financial goals while enhancing their overall profitability. Her experience with budgeting, SEC filings, and internal audits further solidifies her role as a trusted advisor in the financial landscape.
In addition to her technical skills, Kallie is passionate about continuous process improvements, actively seeking innovative solutions to streamline operations and enhance efficiency within her team. Her leadership in cross-functional projects not only drives growth for her clients but also contributes to Warren Averett's reputation as a leader in the accounting industry. Outside of her professional commitments, Kallie enjoys volunteering, reflecting her commitment to giving back to the community and fostering a culture of service.
Principal at Withum in February 2025 to Present
Senior Tax Manager at Warren Averett in September 2023 to February 2025
Tax Manager at JA Solari & Partners in August 2021 to September 2023
Member at K.S. Phillips, PLLC in July 2019 to February 2022
CPA at Kallie Phillips CPA in February 2011 to February 2022
Senior Accounting Analyst at PACCAR Engine Company in January 2008 to January 2010
Senior Accountant at T.E. Lott and Company CPA in August 2004 to April 2008
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Mississippi State University, MTX, August 2026
University of Mississippi, Bachelor of Accountancy, August 1999 to August 2026
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autodea
Research Skills
Relationship Development
Interpersonal Skills
C-Corp
Accounting
GAAP
Financial Accounting
Financial Reporting
Auditing
QuickBooks
SAP
Tax
Internal Controls
Accounts Payable
General Ledger
CPA
Corporate Tax
Account Reconciliation
Sarbanes-Oxley Act
Accounts Receivable
Cash Management
Budgeting
Consolidation
Customer Service
Financial Analysis
Fixed Assets
SEC filings
Sarbanes-Oxley
Payroll
Internal Audit
Forecasting
Financial Forecasting
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Discover more about WithumWhat is Kallie Phillips email address?
Email Kallie Phillips at [email protected] and [email protected]. This email is the most updated Kallie Phillips's email found in 2026.
What is Kallie Phillips phone number?
Kallie Phillips phone number is 6625492307.
How to contact Kallie Phillips?
To contact Kallie Phillips send an email to [email protected] or [email protected]. If you want to call Kallie Phillips try calling on 6625492307. (updated on August 26, 2024)
What company does Kallie Phillips work for?
Kallie Phillips works for Withum
What is Kallie Phillips's role at Withum?
Kallie Phillips is Principal
What industry does Kallie Phillips work in?
Kallie Phillips works in the Accounting industry.
Kallie Phillips Email Addresses
Kallie Phillips Phone Numbers
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