Post Job Free
Sign in

Sales Customer Service

Location:
Littleton, CO, 80128
Posted:
April 21, 2010

Contact this candidate

Resume:

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



Contact this candidate