Tax accountant
Resume:
Catherine N. Karani
***** ********* **** ***** ****, TX 77449 832-***-****
*************@*******.***
PROFILE
Accomplished accounting professional experienced in managing teams to produce high yield projects while minimizing cost to clients. Broad experience in performing detail oriented work with diverse entities, e.g., Oil & Gas, Manufacturing, Fortune 500, Environmental Recovery, Construction and Retail, while maintaining client and customer relationships.
EXPERIENCE
Canas, CPA LLP (Part time) Mar 2016– Present
- Perform general bookkeeping
- Review month-end financial close including general ledger entries
- Review and interpret financial reporting requirements, rules and regulations.
- Participate in other special project assignments
- Conduct bank reconciliations, reconcile daily ACH transactions and investigate and report significant discrepancies
- Balance books and prepare profit and loss, cash flow, income and balance sheet statements
Gary W. Lambert Company – Houston, TX Jun 2007– Jan 2016
Supervisor, Sept 2014 –Jan 2016
- Conduct sales & use tax complex audits
- Interact with County governments regarding tax issues and court cases
- Research complex tax laws, regulations and court rulings to ensure proper compliance
- Prepare tax accruals and remittance of taxes
- Manage State tax notices.
- Apply and register for new tax accounts in new states and counties
- Research audit leads to maintain audit caseload for team
- Maintain budgets for each audit and co-ordinate information with superiors
- Research audits and educate taxpayers on correct tax reporting procedures
- Interviewed, trained and supervised a team of 6-10 auditors
- Conduct refund audits
- Prepare and submit backup documentation requested for tax disputes by various tax authorities
- Research and document tax positions and processes and provide clear, accurate and timely information to taxpayers
- Participate in streamlining processes and benchmarking
- Keep up-to-date on tax law and its impact on current audits
- Assisted in month and year-end close process, including account analysis and reconciliations
- Analyzed Income Statement and gathered financial statements to create cash flow report
- Coordinate timely month end closing transactions
- Reconcile multiple accounts including banking, account receivables and account payable to ensure accuracy.
- Conduct financial reviews and present results on a quarterly basis.
- Review month-end financial close including general ledger entries
- Review bank reconciliations and investigate any significant discrepancies
- Review and interpret financial reporting requirements, rules and regulations.
- Balance books and review profit and loss, cash flow, income and balance sheet statements
- Industry experience; Heavy concentration in Oil & Gas companies (producers, drilling contractors, pipeline) and Manufacturing
- Participated in other special project assignments
Lead Auditor – Sales & Use Tax, Accounting, Sept 2009 –Aug 2014
- Conduct sales & use tax compliance audits for 18 taxing jurisdictions in Louisiana
- Research audit leads to maintain audit caseload for team
- Communicate with taxpayers to obtain data and supporting documents to perform audits
- Educated taxpayers on Louisiana regulations, registration and filing procedures
- Reconciled sales & use tax returns with financial statements to verify proper reporting
- Research complex tax laws, regulations and court rulings to ensure proper compliance
- Prepare and present schedules and reports of audit procedures to tax administrators
- Continuously learned new tax laws to stay abreast with the changing tax code
- Maintained a 30% or below audit cost to revenue ratio
- Created and implemented detailed records of progress at each level of the audit process
- Interviewed, trained and supervised a team of 4-6 auditors
- Chosen to attend quarterly Louisiana Association of Tax Administrators Conferences
- Responsible for identifying if a taxpayer is compliant with sales tax laws
- Month-end financial close including general ledger entries
- Conduct bank reconciliations, reconcile daily ACH transactions and investigate and report significant discrepancies
- Balance books and prepare profit and loss, cash flow, income and balance sheet statements
Auditor - Sales & Use Tax, Accounting, Jun 2007 – Aug 2009
- Conduct sales & use tax compliance audits for 18 taxing jurisdictions in Louisiana
- Industry experience – Oil & Gas (producers, drilling contractors, pipeline), Manufacturing, Environmental Recovery, Retail, Construction, Healthcare, Fortune 500
- Research audit leads to maintain audit caseload
- Reconciled sales & use tax returns with financial statements to verify proper reporting
- Prepare and present schedules and reports of audit procedures to tax administrators
- Continuously learned new tax laws to stay abreast with the changing tax code
- Maintained a 30% or below audit cost to revenue ratio
- Created and implemented detailed records of progress at each level of the audit process
- Responsible for identifying if a taxpayer is compliant with sales tax laws
- Balance books and conduct bank reconciliations
Reliant Energy – Houston, TX (College Years May2004 – May 2007
Quality Assurance Specialist, Jan – May 2007
- Performed monthly audits on over 50 customer care representatives
- Monitored agents to ensure maintenance and acceptable levels of customer handling
- Prepared periodic performance and statistics managerial reports
- Listened to customer calls and review agents’ performance
Training Coach Jun 2006 – Jan 2007
- Audited recordings to ensure Public Utility Commission regulatory compliance
- Trained new and existing employees on quality guidelines, standard operating procedures
- Monitored the progress of a forty employee team
- Conducted real-time side-by-side observations and provided immediate feedback to agents
- Liaised with Training and Quality Assurance department to identify additional training requirements
Customer Service Representative May 2004 – June 2006
- Diffused customer complaints increasing customer confidence in executed requests
- Analyzed accounts to resolve billing inquiries
- Handled 70 to 100 customer calls daily
White Wing Financial – Houston, TX May 2003 - Apr 2004
Account Collection Specialist
- Acted as credit counselor by offering solutions based on card members’ individual needs
- Reviewed files, reports and credit bureau documents and customers’ financial statements
- Negotiated collection solutions with customers to benefit the company
TECHNICAL/SKILLS
- Data analysis software (I.D.E.A.)
- Proficient in SAP, Peachtree, OneSource, Quick books
- Familiar with Jade Software, Oracle
- Advanced Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
- Excellent knowledge of generally accepted accounting principles (GAAP)
- Accounts Payable, Accounts Receivable, Bank Reconciliation
EDUCATION
B.B.A. in Accounting, 2007 University of Houston, Downtown,
Member, Professional Accounting Society
ADDITIONAL
- Volunteered with Rebuilding Together Houston – Annual Volunteer Project
- Assisted in coordinating Gulf Coast Regional Blood Center Drive
(Continued)
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