Donna M. Marconcini
Phone: 415-***-****
San Francisco, CA 94122
Email: ***********@***.***
Dependable, Capable and Efficient Seasoned Analyst
An energetic and committed professional with extensive experience in large
corporations' tax accounting departments is seeking to move back into the
permanent and full time workforce.
Proficient in solving complex tax issues and am competent in research,
negotiation and technical writing. Able to set up an efficient plan to
prepare documents for filing in a timely, accurate and complete manner.
Provide independent and continuous research of all needed obligations to
identify liabilities and to keep current in changing laws and regulations.
High attention to detail, team worker who is committed to solving problems
and implementing efficiencies. Totally aware of the changes coming in this
exciting field due to Obama Care and am ready and willing to step up, jump
in and become expert at ICD-10.
UCSF, Controller's Office. San Francisco, CA 1/2013- 4/2013
Student Accounts Analyst, a four month contract
. Analyze UCSF loan programs verifying each borrower's documents for
accuracy and compliance. Due diligence and Sox Compliance.
. Wrote job descriptions for UCSF's future use.
. Lead the paperless office project. Prepped the student files for
scanning. Indexed the returned documents.
. Thoroughly documented loan due diligence per the UCSF guidelines.
. Collection calls regarding student loans.
SolarCity, Inc. San Mateo, CA 10/2012 - 10/2012
Senior Tax Analyst, a one month contract
. Analyze and processed 300 Connecticut business personal property tax
renditions accurately and timely.
NetApp, Inc. Sunnyvale, CA 9/2011 - 1/2012
Senior Tax Analyst, a four month contract
. Took the lead as the NetApp tax analyst in the outsourcing of sales
and use tax. Bridged the communications between E&Y and NetApp to
NetApp's complete and total satisfaction. Reviewed and implemented
NetApp's Scope of Work contracts in regards to NetApp's specific
desires in the documentation and reconciliations received from E&Y.
. Analyze and submit business personal property tax renditions
accurately and timely.
. Wrote procedures for Sox documentation compliance.
. Took the lead on the CA, NV, MO, NC and MA sales and use tax audits.
. Thoroughly documented and organized all actions and communications
for NetApp's Tax Analyst's return from medical leave.
. Collection calls regarding property tax bills and short payments
regarding sales tax.
GCR Capital Equipment Leasing San Francisco, CA 5/2006 - 8/2011
Senior Tax Compliance Accountant
. Report sales, use, gross receipt and all other transaction taxes for
21 GCR leasing companies. Report and remit over 100 monthly filings,
almost 100 quarter filings, over 50 annual filing and over 15 semi-
annual filings totally more than $1,000,000.00 annually.
. Upon the unexpectedly sudden loss of a third party property tax
vendor- immediately stepped in and took total control of the property
compliance. Implemented both proactive and reactive responses to keep
or bring all 21 GCR companies to compliance with property tax
payments and rendition filings.
. Analyze and submit business personal property tax renditions for 21
GCR Companies totaling more than 400 filings, accurately and timely.
. Negotiated with taxing jurisdictions regarding old unpaid property
tax bills due to 3rd party negligence to bring down or negate
penalties.
. Researched and implemented property tax software.
. Wrote procedures for Sox documentation.
. Took the lead on audits and negotiated mutually beneficial
resolutions.
Donna M. Marconcini
Covad Communications Co. San Jose, CA 1/2005 - 4/2006
Senior Transaction Tax Accountant
. Report sales, use, telephone user utility, gross receipt and all
other domestic taxes for two telecommunications companies. Report and
remit over 200 monthly transaction tax filings totally more than
$1,000,000.00 each month.
. Report, analyze and remit business personal property tax to both the
centralized and local jurisdictions. Report to 32 states a total of
1,430 sites and remitting over $3,000,000.00 to the various taxing
jurisdictions.
. Maintain business licenses and Exemption Certificate data
. Perform monthly sales tax account reconciliations.
. Provide internal and external answers to tax questions as needed.
. Timely provide AP with any sales and use tax rate information and
calculations.
. Took the lead on audits and negotiated mutually beneficial
resolutions.
salesforce.com, inc. San Francisco, CA 1/2004 - 1/2005
Senior Domestic Tax Accountant, a one year contract
. Preformed nexus study.
. Identified and prioritized the compliance strategy.
. Worked the strategy to completion thus bringing salesforce.com into
compliance in state registrations, sales and use tax registrations,
business licenses and the business personal property tax filings.
. Identified three tax software packages for possible purchase. Worked
with many internal departments in choosing the best software package.
Worked through successful completion of Sabrix tax software
implementation.
. Reported and paid sales and use tax to applicable jurisdictions.
DHL Worldwide Express, Inc. San Francisco, CA 4/2000 - 10/2003
Senior Domestic Tax Accountant
. Reported sales, use, fuel and business personal property, and all
other domestic taxes for five DHL Corporations.
. Ensured all tax returns were filed in a timely and accurate manner.
Constant review of printed materials to ensure company was in
compliance.
. Developed and implemented systems and processes to compile
information for various federal, state and local reports.
. Resolved verbal and written communication with federal, state and
local taxing authorities.
. Minimized DHL's tax liabilities through analyzing tax law and tax law
changes. Proactively provided timely information regarding the impact
of proposed tax law changes and determined the applicability to the
company.
. Coordinated taxing authority audits. Scheduled and worked audits
through timely completion. Negotiated effectively with auditors.
. Established operational objectives and assignments. Delegated
assignments to subordinates. Trained and supervised.
. Calculated quarterly tax provision.
. Took the lead on audits and negotiated mutually beneficial
resolutions.
. Wrote detailed job descriptions.
The Matsco Companies Emeryville, CA 4/1999 - 3/2000
Tax Accountant
. Reported sales tax and business/personal property tax.
. Prepared for and conducted audits as they arrived.
. Researched, selected and installed new software that is best able to
accurately and efficiently report business property tax.
. Successfully worked with Information Systems Group to facilitate new
software to work with existing databases.
. Developed and wrote detailed job manuals which are still in use
today.
. Took the lead on audits and negotiated mutually beneficial
resolutions.
GE Capital Computer Leasing Emeryville, CA 8/1991 - 3/1999
Tax Specialist
. Responsible for the integrity of property tax filings resulting in
9MM$ of property tax receivable.
. Established procedures allowing for GE to negate foreseeable property
tax liabilities.
. Accomplished through lease documentation at the front to collection
of property tax invoices issued to the end users as well as end of
lease issues at the back.
. Conceived and executed guidelines to interact with GE's corporate tax
office strengthening Computer Leasing's appearance to GE Corporate
Headquarters.
. Worked on audits and negotiated mutually beneficial resolutions
Donna M. Marconcini
Professional Qualifications
. High attention to detail. Approach work in a meticulous and thorough
manner.
. Excellent communication skills.
. Quick learner and self-starter.
. Easily adapt to new software and systems
. Develop ideas, solidify them into action items and see them through
to implementation.
. Desire to grow professionally and acquire new experiences.
. Conscientious and courteous.
. Sees tasks through to completion.
. Maximize use of tools on hand.
. Proficient in Microsoft software environment.
. Ability to think quickly, identify potential problems and resolve
issues before they escalate.
. Revise schedules and priorities to meet deadlines.
. Keep files and work area well organized.
. Self-motivated and able to perform functions off- site efficiently.
. I am not a CPA nor do I have Income Tax Experience
. Totally open to change and an evolving environment.
. Committed team player that works well under pressure, in part, by
keeping pressure at bay using all of my above stated skills.
Personal Computer Skills
Microsoft Office Suite MediSoft - Medical database software
AltenaDev- tax filing software MarkView- AP software
AMES, leased asset tracking software. MAS-90 - accounting software
Brio, accounting software. Oracle 11i- asset and accounting software
CheckPoint - tax research software Procurement Management System, PMS,
accounting software
eTC- Treasury software Sabrix -tax software
Eureka, accounting software. salesforce.com - customer relationship
management software
Great Plains, asset and accounting Tax Compliance Inc, PTMS, property tax
software compliance software.
JD Edwards, asset and accounting Thompson RIA Insource - tax filing software
software.
Lease Plus - asset and accounting Vertex - tax software research tool
software
Education
San Francisco Medical Coding Institute, San Francisco, CA
Mission Vocational and Language Institute, San Francisco, CA
LEN Business and Language Institute, San Francisco, CA
San Francisco State University, San Francisco, CA
University of London Union, London, England
Sonoma State University, Rohnert Park, CA
Skyline College, San Bruno, CA
Contact Information
Donna Marconcini
1538 27th Ave
San Francisco, CA 94122
Phone: 415-***-****, Cell: 415-***-****
Email: ***********@***.***