Sales Insurance

Jennifer L. Palmer

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**** **** ******** ****, ********, AZ 85306 * (Cell) 480-***-**** * (Home)

623-***-**** * E-mail: *********@***.***

Professional Profile

* Solutions-driven professional with extensive experience in Audit and

Tax, specializing in Insurance & Sales/Use Taxes

* Highly organized self-starter who demonstrates the ability to build

relationships, communicate strategy and expertise, support and train

* Resourceful, creative problem-solver with proven aptitude to analyze

and translate complex business problems/Implement innovative solutions

* Motivated achiever who exceeds goals

* Articulate communicator with exceptional interpersonal skills while

interacting effectively with various departments internally, as well

as with external professionals

* Bachelor of Science Degree in Accounting and Business Administration

Areas of Expertise

* Insurance Accounting and Auditing

* Sales & Use Taxes (specializing in Audits)

* Personal Property Taxes (specializing in Audits)

* Federal & State Income Taxes (i.e. FAS109)

* International Taxes

* Tax Preparation

* Tax Research

* Forecasting and Budgets

* Reconciliations

Systems Experience and Proficiencies

* Insurance Accounting Software Applications (most recently used Concept

1/Epic and TAM Online)

* SAP (Both Financial and Project Management Modules)

* Microsoft Office Applications (both 2003 & 2007 versions)-Excel,

Access, Outlook, PowerPoint, Word

* Sun Systems

* Sharepoint

* Oracle

* Hyperion Financial Systems

* LaCerte Tax Preparation Software

* Vertex Sales & Use Tax Software

* QuickBooks Pro & Peachtree

Professional Experience

Accounts Receivable Supervisor, Catlin Specialty Insurance Company,

Scottsdale, AZ, 2009-2011

* Supervised two employees

* Maintained receivables for multiple sets of books of approximately

$40mil monthly-61 to 90 & Over 90 day balances were between 0-2%

* Receipted/Reconciled 200 broker accounts on a monthly basis

* Booked cash journal entries in separate financial system called SUN

Systems

* Handled all uncollectible audits turned over for direct

collections/worked with collection agency on weekly basis

Senior Payables Accountant, Lapre Scali & Company Insurance Services, LLC,

Scottsdale, AZ, 2008-2009

* Responsible for all aspects of the Agency Bill Company Payables for

the 16 branches on a daily and monthly basis

* Assisted in month-end close, posted journal entries and prepared

financial statements

* Reconciled general ledger accounts on a monthly basis and prepared

variance analysis'

* Responsible for all check requests for the 16 branches on a daily

basis

* Prepared 1099's using a third party software and filed electronically

with the proper governmental agencies

Sales Tax Analyst, PetSmart Corporate Offices, Phoenix, AZ, 2006-2008

* Responsible for all sales & use tax audits & personal property tax

audits for over 1,000 retail stores located in United States and

Canada

* Reconciled the sales tax and use tax liability accounts by

state/province on a monthly basis

* Tax Audit Research using RIA Checkpoint web-based software

Tax Specialist III (Out-of-State Sales & Use Tax Auditor), State of Georgia

Department of Revenue, Glendale, AZ, 2005-2006

* Organized, coordinated and conducted audits of moderate difficulty in

the area of sales & use taxes

* Prepared and submitted final audit reports for review and issuance of

assessments and worked with the appropriate personnel regarding

litigation of audits

* Maintained a consistent, high-quality customer focused orientation

when conducting audits and providing information

* Prepared and maintained a variety of reports, correspondence,

itineraries, forms, schedules, etc. relating to tax audits and travel

Tax Analyst (U.S. and International), Honeywell International, Inc. (HPS

Division), Phoenix, AZ, 2002-2005

* Handled, facilitated and completed various types of tax audits

including sales & use, corporate income and internal controls

* Improved U.S. sales & use tax processes for audits, tax reporting to

corporate in N.J. and any tax related disputes which involved detailed

research using a variety of resources

* Provided an effective and efficient process that enhanced the current

reporting of the Canadian taxes (GST/HST/PST/QST) to the Canadian

subsidiary

* Reconciled tax receivable account to verify accuracy of recoverable

GST/QST being reported and reconciled the tax liability accounts on a

monthly basis

* Assisted in implementing various types of tax department process

improvements and designed new report queries to simplify the steps of

providing specific data requested for sales & use tax audits,

corporate income tax audits and internal control audits related to

Sarbanes-Oxley

* Prepared forecasts & provided explanation for variances on a monthly

basis

* Assisted VP of Tax-Canada with research on Transfer Pricing

* Handled Inter-Company related issues

Senior Staff Accountant, Skinner Tameron & Co, CPAs, Tempe, AZ, 1999-2002

* Prepare and review write-up, financial statements, sales tax

reporting, tax returns and projections for clients such as

individuals, partnerships, corporations, estates & trusts, non-profit

organizations and pension plans

* Performed reviews and audits of governmental agencies (school

districts) and private businesses

* Automated client records to computerized accounting systems and

implemented a process to provide backup detail for these accounting

systems

Staff Accountant/Auditor, Gerhart & Associates, Inc., Mesa, AZ, 1993-1999

* Provided high-level accounting services for various insurance agencies

and companies such as payroll, internal auditing, account

reconciliations and assisted in managing internal accounting

departments

* Liaison between insurance client and clients CPA by providing year-end

data related to filing tax returns, preparation of tax estimates, etc.

Education and Professional Training

* Bachelor of Science in Accounting and Business Administration,

University of Phoenix, Phoenix, AZ, May03

* Advanced Microsoft Excel 2007, received continuing education

certificate in Oct10

* Introduction to Property & Casualty Insurance course, passed exam in

Dec10

Contact this candidate