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Sales Accounting Clerk

San Francisco Bay Area, California, United States
September 14, 2018

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Alexandra (Allie) Winkler

*** ******* **. *** * Campbell, CA 95008 650-***-**** Education

Menlo College, Atherton, CA 2013-2017

B.S. in Business Management, Accounting Major, CPA Expected 3.82 GPA Dean’s List-Fall 2013, Spring 2014, Fall 2014, Spring 2015, Fall 2015, Spring 2016, Fall 2016, Spring 2017 Beta Gamma Sigma Lifetime Member, Alpha Chi Lifetime Member, Beta Alpha Psi Member Work Experience

Direct Tax Accountant (Contract) 2018-Present

Uber Technologies, Inc., San Francisco, CA-

• Preparation of federal and state taxable income workpapers including M-3 Adjustments, state modifications, and RtP analysis

• Tax preparation in OneSource Income Tax of federal proforma, state, and local income tax returns, Forms 5471, Form 8858, CA Form 568, Form 5713

• Prepare and process applicable tax forms including Form SS-4, Form 2848, Form 8832

• Respond and resolve state tax notices

• Preparation of quarterly estimates and annual extensions calculations

• Assist in various tax projects including updates of the internal business entity inventory tracker, updates of organizational chart, developed standard internal checklist/sign off to assist with pre-IPO processes Tax Associate 2017-2018

Alvarez and Marsal Taxand, LLC., San Jose, CA-

• Tax preparation in GoSystems of annual federal/state income tax returns, Forms 5471/114a, return workpapers, summary schedules/transmittal letters to clients, and federal/state income tax extensions

• Assist in reverse sales and use tax audit analysis including manufacturer’s and inventory for resale exemption

• Research state and local tax matters in RIA Checkpoint and BNA including casual sale taxability

• Performed nexus study for income, franchise, and sales and use tax

• Prepared tax calculation upon asset sale of retail stores including preparation of account closure forms and casual sales tax returns

• Assist in tax projects including local (city) and international tax memos and integration/restructuring plan Tax Intern 2017

Alvarez and Marsal Taxand, LLC., San Jose, CA-

• Federal/state tax compliance and state/local tax consulting Accounting Clerk 2016-2017

The Bean Counter, CPA, Redwood City, CA-

• Tax preparation for individuals, pass through entities, corporations in Lacerte, bookkeeping services in QuickBooks Online

Core Assurance Intern 2016

PricewaterhouseCoopers, San Jose, CA-

• Prepared/planed audit activities for quarterly review and 10-Q tie out

• Prepared lead schedules and conducted control testing

• Assisted in analysis of fluctuation and cash flows Accounting Clerk 2015-2016

Pacific Peninsula Group, Menlo Park, CA-

• Performed accounts payable and accounts receivable functions for construction expenses

• Cost tracking updates in Microsoft Excel and invoice entry in BudgetTrac Skills

OneSource Income Tax, GoSystems Tax RS, Bloomberg BNA, RIA Checkpoint, CCH IntelliConnect, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, BudgetTrac, QuickBooks Desktop, QuickBooks Online, Intuit Lacerte, Intermediate Spanish Speaker

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