Sales Data

Objective

To use the accounting and audit knowledge base and skills I currently have and build upon that foundation to grow as a professional.

Summary of Experience

Texas Comptroller of Public Accounts 09/2007-12/2015

Auditor IV

Audit/Accounting Functions

Audited taxpayers’ records for compliance using various resources in accordance with GAAP

Prepared audit reports to review all accounts and compare to what was reported to financial statemnets

Reconciled detail ledger reports to SAP control reports to test for complete data

Compared accounts against general ledger data and financial reports to test controls

Analyzed line item data using Excel to ensure homogeneous data after confirming complete data

Created SAP reports to verify Fixed Asset controls

Converted general ledger detail data into usable Excel reports to complete data comparison in order to tie and test control and account totals.

Created tax flags within taxpayer’s transaction detailed data to assist in review for accrued and non-accrued items

Audited sales tax returns, franchise tax returns, occupancy and mixed beverage returns

Tested compliance of several industries including chemical manufacturing, lump sum construction, large retail and printing companies

Confirmed tax compliance for sales and franchise tax, refund request as well as amended audits

Researched taxpayers’ industry to assess possible tax liabilities

Conducted plant tours of production facilites to audit the manufacturing process

Corrected tax returns and compared to audited genereal ledger data

Recovered over $4 million in tax dollars for the state of Texas and local tax jurisdiction while allowing $200,000 in refunds and credits

Assisted fellow auditors with Excel data migration audit strategy, law review, and audit packaging.

Used Federal Tax returns to test compliance and audit controls

Taxpayer Services

Researched tax laws to assist in taxpayer’s compliance

Assited in the development of new auditors

Conducted research of tax laws in order to aid in taxpayer’s understanding of tax laws

Reviewed taxpayers accounting procedures for flaws and mentioned alternative methods

Assited taxpayers become compliant with the Texas tax laws for Mixed Beverage, Mixed Beverage Sales Tax, Sales and Use Tax, Franchise Tax and Refunds

Explained tax laws, rules, and changes that effect the taxpayer’s industry to assist in error reductions and over accruals

Suggested ideas to taxpayers in attempt to lower their audit exposure and increase efficiency

Aided taxpayers in the understanding of tax laws, including the introduction of the new Franchise tax law and the Mix Beverage sales tax

Built and sustained working relationships with audit contacts to allow for a smoother audit experience

Assisted in the completion of Sales Tax and Franchise Tax returns

Hein & Associates 02/2007-05/2007

Audit Intern

Performed bank reconciliations for cash accounts

Tested procedures and controls for clients using GAAP protocals and guidelines

Used MS Excel for data entry, subtotals, and data verification

Reviewed Excel data for errors in formulas and functions

Education

University of North Texas December 2006

Bachelor of Science Accounting

Contact this candidate