Professional Experience

TECO Westinghouse Motor Company 1/2018 – present

Contractor

File local, state, and federal tax returns

Stay abreast of current tax procedures and developments

Perform due diligence to protect the company from tax liability risk

AECOM 6/2017 – 12/2017

Contractor – Corporate Tax Accountant/Indirect Canadian Tax

Prepared reconciliations for audit purposes

Filed Canadian tax request

Researched and identified Input Tax Credits

Secured tax risk for corporation

Special projects research and analysis

Utilized Oracle, Excel, Markview and Blackline systems and software

Austin Energy 1/2017 – 6/2017

Contractor - Billing Analyst Specialist

Analyzed electric and water utility bills daily for consumption accuracy

Analyzed both residential and commercial billing for solar consumption

Corrected billing errors

Special projects as assigned

Utilized Oracle, Excel, Datazeo and Utilnet software to perform daily job requirements

Apple Inc. 4/2016 – 10/2016

Contractor – Tax Analyst

Researched and identified PP&E Invoices

Assisted with reconciling, filing, and requested payments for sales/use tax

Assisted with special projects as directed

Reconciled, filed, and requested payments for Canadian Taxes

Ran reports, reconciled, and compiled sales survey reports for BEA

Ran SAP and GBI reports

Austin Sonic, Inc. 1/2016 – 02/2016

Project Accountant

Reconcile credit card payments for 67 stores

Work with sales tax consultant on preparing for audit by having all documentation available

Research and analyze vendor invoices for discrepancies

Work with A/P department in identifying disbursements and corrections

Work on store files for all 67 stores and organize accordingly with invoices and disbursements for sales tax compliance

Research and calculate appropriate tax due on vendor invoices requiring sales tax payments

Research year-end disbursements with expenses for appropriate year accruals

Compile federal tax schedules for auditor

Hanger, Inc. 12/2014 – 01/2016

Contractor - Inventory Remediation Analyst

Project management leadership role

Manage inventory database and draft reports

Analyze company’s inventory and identify discrepancies

Work in a professional manner with a diverse group of team members

Meet deadlines as directed by management

Perform other critical tasks as assigned

Neiman Marcus – The Domain 06/2014 – 09/2014

Sales Associate – The Man’s Store

Met and greeted customers

Provided customer service

Met monthly sales goals

Evaluated merchandise levels and stocked as needed

Followed up with customers by phone, email or mail on their shopping experience

Macy’s Department Store – Lakeline Mall 11/2013 - 05/2014

Retail Sales Specialist – Men’s Wardrobe/Shoes

Greet and make a connection with each customer; actively listen to determine his/her needs and present options to meet those needs.

Utilize product knowledge, selling skills, and client file to build repeat business and create a lasting positive impression of Macy’s.

Maintain selling floor, stock areas and fitting rooms where applicable to present a clean, net, and easy to shop environment.

Follow all Loss Prevention and safety procedures.

Texas Department of Motor Vehicles

Consumer Relations Division – Titles & Registrations

Customer Service Representative III 10/11/2010 – 11/2013

Communicate effectively in a Call Center Customer Service environment with internal and external customer

Provide customer service for vehicle title and registration activities

Provides routine information and assistance pertaining to vehicle title and registration procedures, laws, rules and regulations; refers customers to appropriate source for complex problems or questions

Handling confidential and sensitive correspondence and communications regarding compliance with State and Federal vehicle title and registration laws, rules and regulations

Contact with governmental agencies and extensive contact with the public

Follow verbal and written instructions

Exercise logic and reasoning to define problems, establish facts and draw valid conclusions; makes decisions that support business objectives and goals

Protects sensitive and confidential information

Consulting Project

CBB Acquisition Company, LLC 3/15/2010 – 4/21/2010

Contract Tax Accountant

Prepared and files Sales and Use Tax Returns

Filed Property Tax redentions

Resolves and/all tax discrepancies

Prepared monthly reconciliation reports

Activant Solutions, Inc. 4/1/2008 – 12/2/2008

Senior Tax Analyst

Preparation of monthly/quarterly U.S. and Canadian sales and use tax returns

Preparation of business license applications and renewals

Research and resolve customer sales tax disputes

Administer and approve customer tax exemption certificates

Support sales tax audits

FundsXpress Financial Network 2/7/2006 – 4/13/2008

Senior Tax Accountant

Complete state and local sales and use tax returns

Prepare state franchise and income tax returns

Assist with month-end closing procedures

Prepare the company’s federal income tax return and Form 5500’s

Remain up-to-date on various state and federal tax issues

Perform federal, state, and local tax research as needed

Perform other accounting related functions as needed

Texas Commission on Environmental Quality 3/7/2005 - 2/3/2006

Accountant II

Prepared payment, cash, general journal, and related vouchers

Researched reconciliation discrepancies and report findings

Checked accounting operations in progress, reviewed and audited completed financial records for accuracy and conformance with legal and departmental procedures and regulations

Set up and maintained accounting controls and records, reconciling discrepancies in accounting control mechanisms by resolving flagged error listings on computer runs

Responsible for receiving, depositing, allocating, and auditing federal funds or special state funds or appropriations

Served as consultant on accounting matters to administrative, supervisory, or technical staff

Monitored clerical work in progress and audited completed work for accuracy

Identified accounts in collection and/or warrant hold status

Foley’s / Macy’s Department Store 2003-2008

Retail Sales Specialist – Men’s Wardrobe/Shoes

State of Texas Comptroller/Eurosoft, Inc., 2002 - 2003

Contract Auditor for Sales/Use Tax

Audit small businesses assigned by State of Texas Comptroller’s Office for compliance of monthly return filings of sales/use tax.

Olympus Servicing 2002

Contract Accountant

Reconciled mortgage loan servicing bank accounts utilizing Fiserve Mortgage Serve and Nautilus software systems.

Temple Inland Financial Services/GRL 2002

Contract Accountant

Reconciled investor principal and interest (P&I) accounts caused by conversion of accounting systems from Alltel to Fiserve Mortgage Serve.

Prodigy Communications Corporation, 2001-2002

Staff Accountant

Prepared daily cash entries. Prepared daily cash position report. Executed wire transfers. Collected daily banking information using Chase Micro Link and Bank of New York Cash Register Plus banking software.

Prepared monthly sales tax returns using Quantum Returns for Sales and Use Tax software. Prepared various supporting sales analysis. Maintained adequate records for internal and state audit request as needed. Reviewed old and developed new automated processes to improve the sales tax compliance process.

Prepared various bank and balance sheet account reconciliation using People Soft 7.5 and Extra! Objects financial software.

Prepared and recorded journal entries on cash and sales tax transactions. Assisted in the preparation of the company’s financial statements. Performed various analysis and/or special projects as requested.

Communicated with various departments to insure proper coding and banking information was received for transferring or receiving of funds to the operating account.

Combined 3 job duties into 1 and learned how to manage various tasks

Developed cost savings ways of condensing tax data reporting for tax purposes

Incorporated use of various banking software to expedite daily cash position reports

Dell Financial Services 1999-2001

Tax Accountant

Assisted in preparation of the monthly internal financial reporting package given to the executives and other key management personnel. Reviewed completed package and investigated unusual variances/balances prior to providing package to manager for review.

Created and reviewed journal entries and supporting documentation to ensure accurate re- porting.

Updated and reviewed monthly account reconciliation.

Determined, and updated as necessary, proper cost center requirements and rollup structures.

Researched and recommended system improvements to increase department efficiency and accuracy.

Met accounting close deadlines as assigned.

Coordinated, developed, issued, reviewed and updated business unit financial accounting and operating policies.

Ensured that the internal financial reporting requirements of the company were met.

Completed preparation of monthly state and local sales/use tax returns.

Assisted in the property tax compliance functions while outsourced providing the outsource company with necessary information, processing payments and billings.

Temple Inland Mortgage Corporation

Tax Analyst 1997-1999

Managed 12-state escrow portfolio.

Performed State audits throughout the year.

Researched and solved problems pertaining to payments for escrow tax disbursements, delinquencies, and acquisitions.

Processed and reconciled tax refunds from tax entities, tax service and title companies.

Communicated with internal departments, government tax offices, and legal firms in resolving property tax issues.

Met end of year tax payments quotas with a 98% rate of achievement

Additional Experience

Bank Operations Manager Nations Bank of Texas N.A. 1996 - 1997

Insurance Agent American General Life & Accident Insurance Co. 1995- 1996

Supervisor City of Austin Utilities 1990-1995

Education

Bachelor of Business Administration Major – Finance

The University of Texas at Austin 1987

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