Sales and Use Tax Compliance Manager
Resume:
Natalie Bowman
P.O. Box ****
Kokomo, IN *****
*********@*****.***
Education
Indiana University Kokomo Kokomo, IN
• 2012 Bachelor of Science degree in business focused in finance and economics.
• Kelly School of Business
• Students in Free Enterprise (SIFE).
• Presented at 2011 Undergraduate Research Conference. Experience
DuCharme, McMillen & Associates, Inc., Indianapolis, IN 2016-2017 Compliance Manager
• Successfully audit sales and use tax returns on behalf of Fortune 1,000 companies.
• Efficiently resolve tax notices and/or audits in a timely manner on behalf of clients.
• Adequately assist my team of analysts on a monthly basis to interpret client data files.
• Proficiently audit bank reconciliations and other end of month reports prepared by analysts.
• Remit payments to state and local governments on behalf of clients in excess of 30 million dollars on a monthly basis.
• Assist in finding money saving opportunities, upwards of $20,000 annually, that are not being currently utilized by clients yet they are eligible for.
DuCharme, McMillen & Associates, Inc., Indianapolis, IN 2015 – 2016 Compliance Auditor
• Assist team of analysts with evaluating data files of various types.
• Review over 1,200 sales and use tax returns prepared by analysts monthly.
• Advise analysts on how to resolve tax notices received by state and local governments on behalf of clients. DuCharme, McMillen & Associates, Inc., Indianapolis, IN 2014 – 2015 SR Compliance Analyst
• Prepare a large amount of sales and use tax returns that have high amounts of liability due.
• Resolve high dollar notices on behalf of clients and ensure no money is paid out due to the notices.
• Prepare journal entries for month end closing.
DuCharme, McMillen & Associates, Inc., Indianapolis, IN 2013 – 2014 Compliance Analyst
• Prepare sales and use tax returns on behalf of fortune 1,000 companies.
• File and pay prepared returns with state and local governments in accordance with deadlines outlined in statutes.
• Resolve tax notices received by state and local governments throughout the US, Canada and Puerto Rico. Western & Southern Life, Kokomo, IN 2012 -2013
Financial Representative
• Performed financial needs analysis for individuals and families in the middle income market.
• Developed individualized tailored solutions to secure financial futures.
• Successfully engaged in prospecting events to obtain prospects.
• Division Legion competition winner 2012.
The Quarry, Kokomo, IN 2009-2012
Bartender/Mixologist/Manager (while attending college)
• Sufficiently completed all accounting responsibilities for the company at the end of the day.
• Enriched the financial standing of the company through professional practices in finance. Grindstone Charley’s, Kokomo, IN 2008-2009
Bartender/Waitress (while attending college)
• Ensured quality service to people of all kinds.
• Efficiently synchronized lunches for business meetings. RGIS, Indianapolis, IN 2005–2008
Inventory Specialist/Auditor
• Managed the auditing process in various stores throughout Indiana.
• Ensured the successful transmission of data to headquarters succeeding inventory.
• Successfully coordinated the schedules of 30 employees. Skills
Microsoft Office: Word, Excel, PowerPoint, Access; Adobe; Vertex; SAP; SharePoint Designer 2007 and 2010 versions; WinSCP; TaxSolver; Aloha; 10-Key; TI-89; TI BAII Plus; Data Analysis Certifications
July 2012 State of Indiana Licensed Insurance Agent - Life and Health
August 2012 Single Premium Immediate and Deferred Annuity Certified
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