Sales Manager

Sales and Use Tax Analyst looking for an opportunity with growth potential

& challenge.

EXPERIENCE HIGHLIGHTS

> Sales & Use Taxes-: Compliance, Tax Research, Building Tax Matrices,

Review/Supervise/Trained junior staff, A/P and A/R using

Power Point Presentations, Corresponding & Resolving Issues Related

To Notices, Exemption Certificates; Audit Research, Audit

Appeals & Defenses; Worked With Vertex, CCH, and RIA Tax Software

> Property Taxes & Escheat-: Real & Personal Property Tax Compliance,

Unclaimed Property Research & Filing Annual Reports

> Business Licenses, Annual Reporting, W-9s, 1099s

> State Excise & Franchise Tax-: Compliance, State Audits, Apportionment

Work Papers, Data Gathering & Organizing, Heavy

Account Reconciliation, Tax Research, Estimate Payments, Extensions

COMPUTER SKILLS:

> Business Software-: PeopleSoft, Excel, Word, PowerPoint, Access,

Outlook, Windows XP, Lotus 123, WPerfect, Epicore

> Tax Software-: Vertex Sales Tax L Series, OneSource (Fast Tax,

Express, RS), RIA Go Sys, BNA, CCH & RIA Tax

research, Omni flow Process Client

EDUCATION:

MBA Jackson State University, Jackson, MS

Jan 2000 - May 2001

EXPERIENCE:

Dow Jones -Laid Off Tax Supervisor

Jan. 2011-Mar. 2011

> Prepared apportionment factor analysis to support the income tax

compliance and provision processes.

> Upload apportionment data and general ledger into the OneSource RS tax

software.

> Researched state tax issues, prepared responses to state tax notices

and maintained state notice log.

> Prepared work papers to support the federal and state tax filings.

> Analyzed and reconciled state tax accounts.

> Filed federal and state tax extensions and also estimate payments for

the state tax returns.

> Worked on Canadian provincial monthly estimated income tax payments

and 5471 filings.

Asplundh Tree Expert Co Senior Tax Analyst

Dec. 2007-Jan. 2011

> Assisted manager with the review of Sales and Use Tax returns,

exemption certificates, sales tax audits, trained new staff, built

taxability matrices and performed tax research using RIA Checkpoint.

> Responsible for franchise tax returns and oversee the filing of state

income tax returns for this company which is one of the

largest S-Corps in the US with 45 of the largest state tax returns

filed. There are over 500 shareholders and K-1s per return.

> Prepared federal & state tax installments/estimated tax payments and

extension requests.

> Prepared apportionment and modification data for 35 member

consolidated group.

> Created a process to extract apportionment data from sales, fixed-

asset, and payroll systems to be uploaded into OneSource

software saving three weeks of time consultants billed the company

for in the past.

> Prepared Federal & State K-1 information for over 500 shareholders

including creating a process for collecting, refining,

& inputting shareholder data into OneSource RS. This process saved

time & fees since the consultants previously did it.

> Supervised the corporate annual report process to make sure that all

reports were timely filed.

> Managed unclaimed property filings: Significant unclaimed payroll

checks required constant diligence; made sure proper

amounts were remitted.

> Assisted manager with the federal tax and state tax audits & performed

a lot of tax research using RIA Checkpoint.

> Prepared true up reconciliations

. For stockholders: Comparing their quarterly estimated taxes

withheld to the actual taxes paid to various states.

. For year-end book close: Reconciliations for state and federal

tax accounts.

> Worked with shareholders, their advisors, outside tax accounting firms

& external state auditors.

. Research issues related to stock purchases, transfers and sales,

changes in residency, and composite return filing.

. Maintain & update shareholder data, their elections, tax

distribution statement, payments to states, answer to any

related issues to their advisors, updating state income tax

rates, individual income tax rates & various state apportionment

rates.

. Oversee filing of S Corp consolidated state income tax returns

outsourced, including providing of relevant data to the third

party tax return preparer, as well as assisting with the entire

data upload.

. Prepared correspondences & responses to address federal & state

notices, queries & issues.

. Assisted owners' advisors with their state tax audits.

. Worked on multiple & varied tax projects.

> Prepared W-2 add-on calculations: Compute annual lease value of an

automobile provided to an employee/shareholder for

personal use, comparing business mileage to personal by looking

at automobile's FMV on IRS website or RIA checkpoint.

PwC LLP Sales & Use Tax Supervisor

June 2007-Nov. 2007

> Performed federal income tax research

> Performed sales & use tax research

> Prepared customized sales tax matrix for clients

> Due diligence sales tax projects

> Sales Tax audit appeals and defenses

> Sales Tax related data gathering & organizing

> Prepared partnership tax returns

Global Tax Management Inc. Supervising Senior Sales & Use Tax

Analyst May '06-June '07

> Assisted manager in tax overpayment reviews, auditing reviews, filing

refunds, researched on various sales tax issues, etc

> Identified opportunities for process and procedure improvements.

> Researched taxability & exempt status of transactions, identified

changes, created customized taxability matrices for various

clients in computer hardware sales and service industry, construction,

pharmaceuticals, steel industry, etc.

> Travelled to client locations to gather copies of tax returns,

invoices, purchase orders, back up on taxable/non-taxable

transactions and other documentation to use in the audit refund

process. Worked with tax auditors on related issues.

> Prepared Voluntary Disclosure Agreement, Sales & Use Tax Returns &

Corporate Income Tax Returns using Go Systems.

SKF USA Inc. Senior Sales and Use Tax Analyst

May '04- Apr. '06

> Prepared & filed monthly multi-state sales/use tax returns, personal

property tax returns and budgetary analysis for multi

jurisdictional property taxes, 1099s and assisted in special tax

projects as needed

> Trained internal staff by using power point presentations with respect

to proper tax compliance procedures, taxability of

services and sales of certain products, exemption certificates.

> Made required journal entry adjustments to reconcile the use tax

liability for each month.

> Processed requests for W-9's, real and personal property tax and A/P

check requests for payment

> Maintained tax calendar for sales/use, Escheat (unclaimed property),

real & personal property tax returns & annual reports

> Attended training, worked and helped with the implementation of the

Vertex Sales Tax System

> Coordinated several sales/use tax audits and filing of the state

annual reports

> Performed monthly due diligence of outstanding checks for unclaimed

property reporting

> Prepared, & filed annual unclaimed property tax reports, annual

reports, business licenses, various sales tax reconciliations

> Analyzed Use Tax Accrual Report detailing all A/P purchases of

supplies & tangible property for each div. of the company.

> Managed notices from jurisdictions & conducted research on all S & U

tax issues using CCH & RIA research tools

> Prepared property tax returns, tax payment forecasts, reconciliation

of various sales tax accounts.

> Processed requests for exemption certificates and researched

customers' tax exemption status

PFPC Inc. Fed. & State Income Tax Acct & Investment

Acct. May '01-May '04

> Prepared tax-related documents, income tax returns-federal & state, &

excise distribution analyses, annual tax provisions,

Sub M compliance statements-ensuring funds are in compliance.

> Analyzed and reviewed data & reports provided by accounting,

reconciled the data given in general ledger with other reports

> Assisted in ensuring the accuracy of tax information to be reported on

year-end 1099-DIVs.

> Stayed abreast of current tax developments affecting the mutual fund

industry & assisted in researching basic tax issues

> Conducted internal checks, audited reconciliations, reconciled sub-

ledger to general ledger, & prepared financial statements

> Effectively managed multiple projects, special projects and ad hoc

assignments as assigned

> Prepared reports: Security Lending, Tax Preference, DRD calculations,

and Monthly Cap G/L.

> Proficient with computerized tax preparation software and tax research

software-RIA In Source and BNA.

> Responsible for all aspects of fund accounting & administration,

preparation of daily & monthly journal entries, close of

books, B/S, income, P & L statements, analyzed fund expense reports,

invst analysis, regulatory reporting, annual audits.

> Worked with the company's sophisticated proprietary investment

accounting system.

> Serviced a broad array of funds investing in marketable securities in

the global capital markets.

> Worked extensively in MS Excel, to create a variety of fund related

statements & Power Point.

OTHER SKILLS:

> Good verbal & written communication-: Dealing with state auditors,

shareholders, consultants, tax return preparers, etc

> Problem solver-: Independently resolved in-depth queries in a

methodical manner, found appropriate resolutions for certain

issues. Promptly & efficiently took care of time sensitive issues.

Multi-tasked, highly motivated, and a fast learner.

> Team Player-: Shares knowledge & encourages development of

others. Trained a co-worker in Sales-Use Tax & Escheat.

> Planning & Supervising-: Supervised small groups of people. Delegated

work to junior associates & reviewed their work.

REFERENCES:

Chanh Tran: LECG:-610-***-****; Gerald Glynn: LECG:-610-***-****;

Gerald Kosyla: Asplundh:-215-***-****

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