SHERRELENE L. MEARING
**** ***** ***** ****** ***. 105, Littleton, CO 80128 303-***-****
(cell) ( *****************@*****.***
Accounting and tax professional with fifteen years of diverse business
experience in reconciliation, accounting, customer service and taxation.
High level of competency in the areas of implementing process, procedures,
research, and analysis, as well as accomplishments in implementing
procedure changes, lowering company costs and time management.
SKILLS AND ABILITIES
( Taxation - Sales & Use ( Recognize Procedural or System Errors
( Strong Analytical Skills ( Detail Oriented
( Strong Customer Service ( Team Player
EXPERIENCE
TW Telecom, Littleton, Colorado
2009 - 2010
Tax Accountant II
? Responsible for filing 339 sales & use tax returns on a month to
month, quarterly and/or annual basis for the following states:
Arizona, Arkansas, Conneticut, District of Columbus, Federal
Excise, Illinois, Kansas, Maryland, Mississippi, New Mexico,
Tennessee and Virginia.
? Responsible for building returns to a more efficiency to cut
down compliance time on a month to month basis.
? Maintained and updated the Tax Quote Tool with tax rates and\or
product information.
? Responsible for various projects that were assigned by
management.
? Updated and maintained the Tax Calendar on a daily, weekly and\or
monthly basis.
? Responsible for handling and resolving any notices received in a
timely matter.
? Researched and obtained information on State websites for statue
of limitations and product taxability.
? Responsible for sending letters out to customers for proper
exemption certificates to eliminate exposure during an audit.
? Responsible for reconciling the General Ledger accounts on states
responsible for filing of returns.
Corporate Express Office Products Inc, Broomfield, Colorado 2005 -2008
Sales/Use Tax Accountant
. Achieved 100% compliance in service level agreements within 4 hour
turn-around with customer correspondence.
. Reduced state sales & use tax assessment by 40%, saving the company
over approximately $500,000.
. Researched and obtained proper Sales & Use Exemption Certificate
and/or Invoices in defense of State audits achieving a compliance
rate of 99.5%. Solely responsible for providing the State of
Florida Auditor with all proper documentation requests which
resulted in one exception assessed in the audit.
. Researched State and local exemptions requirements, tax regulations
for 45 states including local jurisdictions to ensure proper
compliance.
. Responsible for the review and changes to the process of new
customer account set up and verification of exemption certificates.
Created and updated procedures for team to cut down on research
and process.
. Determine taxability criteria for specific product lines.
. Created, identified and the streamlined the sales and use tax
exemption certificates from data criteria that was set up to pull
on a weekly basis.
. Implemented changes to set criteria on inaccurate information
and/or needed to revamp the criteria. Reduced the data on the
report from 18952 in 2006 to 1019 in 2007, increased efficiency by
54% to minimize Corporate Express risk on audit assessments.
. Researched and corrected sales tax rates to effectively calculate
the proper tax rate for customer orders. Input special tax rate
rules in Vertex tax software when applicable.
. Trained and mentored co-workers on functions of the position,
reports and systems. Generated Use Tax calculation costs for
Corporate Express catalogue products inclusive of all states,
Puerto Rico and Guam to provide the basis for self-assessment of
use tax. Submitted the use tax costs to upper management for
approval to submit to the proper taxing jurisdiction.
. Partnered with Staples to improve processes in the transition of
the tax exempt function.
CCOERA (Colorado County Official Employee Retirement Association), Denver,
Colorado 2004 - 2005
Retirement Plan Specialist
. Processed payroll contributions for at least 154 contribution
reports monthly for over 6,162 participants. Resolved errors that
were misapplied due to payroll contributions.
. Processed transfer requests from participants that participated in
CCOERA payroll contribution plans when moving Government Entities.
. Assisted co-worker with their responsibility to process monthly
distribution requests.
Janus Funds, Denver, Colorado 1999 - 2001
Cash Flow Analyst, Reconciliation Department
. Analyzed and reconciled assigned transfer agency bank accounts with
a dollar value in the multi-billions.
. Researched and resolved any outstanding items with in the assigned
bank accounts for the given time period.
. Completed daily Excel spreadsheets documenting outstanding line
items in the bank accounts for use by other departments in order to
get the outstanding items resolved with in a timely matter.
. Submitted daily wire transfers to upper management by day end.
Oppenheimer Funds, Englewood, Englewood, Colorado 1998 - 1999
Back Office Service Representative, Advisors West Back Office
. Processed Transfers of Retirement Accounts (TORA). Selected to be
one of the people to assist in the testing of the Y2K TORA
transactions.
. Input of all settlement transactions into an internal software
(ORIN) system including new sales, existing accounts, paid and
waiting.
. Processed bank wires received for the settlement of trades for
customers.
. Maintained accurate control and security over all negotiable items.
. Processed all Back Office Trade Orders by the Close of the Stock
Market.
EDUCATION/TRAINING
Regis University 1993
B.S. Business Administration: Finance Minor:
Accounting
Vertex Sales Tax Training O Series Sales Tax
Course
Sales and Use Tax in Colorado Tax Research
Network Course
Advanced Sales and Use Tax Vertex Sales Tax
Training L Series
Graduate Tax Program DU Sales & Use Tax CCH Training on
Intelliconnect
VOLUNTEER
Douglas Animal Shelter 2002 -2004
Secretary of PTO for Douglas Elementary School 2003
Soccer Coach for Under 5 children 2003
Various work for Douglas Elementary School 2002 - 2003
COMPUTER OPERATIONS EXPERIENCE
Microsoft Office, Microsoft Word, Microsoft Excel, Oracle, Vertex Tax
Software, CCH Tax Research network, Peoplesoft Financials, Apollo
Reporting Software, Vertex O and L Series