Tax Analyst Electronic Data

Robert L. Fowler III

**** ******* ***** **** ***** 404-***-****

Atlanta, Georgia 30340 Fax 678-***-****

***********@*******.***

Objective To utilize my data analytical skills to excel within the accounting industry.

Education

Sept 1999 - February 2004 University of Massachusetts Amherst, MA.

Bachelor of Arts

Major: Economics Concentration in Spanish

Work experience

January 2021 – November 2023: Inteserra FAS TEK Compliance Solutions

Tax Analyst (Remote)

File monthly telecom sales & use returns for several clients.

Process EDI’s (Electronic Data Interchange) monthly, quarterly, semi-annual, and annual.

Manage my roster of several clients.

Complete client monthly Excel work copies.

Reconciliation and balancing of clients monthly for month end close.

Resolve client notices.

Converse with jurisdictions with P.O.A.’s to ensure accounts are in good standing.

Upload and verify all client tax returns in Inteserra TTM system.

July 2018 – October 2020: Orange Business Services Inc.,

U.S. Income Tax Analyst

Prepare monthly sales reports by tax jurisdiction for review and acceptance by senior management.

Request checks for payments to tax authorities.

File copies of all tax returns for company records.

Process EDI’s (Electronic Data Interchange) monthly, quarterly, semi-annual, and annual.

Register new tax authorities into the company Oracle system.

Update tax rate changes into Excel files used to prepare sales reports.

Prepare payment reports, MPR forms, and AP spreadsheets for all electronic payments to be submitted to accounting on a monthly basis.

Answer all inquiries and follow up on any mailed notices from tax authorities as needed.

Renew all annual business sales tax licenses for all jurisdictions.

Create internal exempt certificates for our clients.

Manage my desk with no manager available for 9 months.

Assist with tax audits by providing sales report records and backup supporting documents.

February 2007 – June 2018: KPMG (Thomson Reuters acquisition in 2012). Tax Assembly Representative/Data Analyst. (S.A.L.T. practice)

Function as a lead for my data team.

Accurately process over 600 million dollars of sales & use tax files on a monthly basis.

Review and approve monthly imported data and submit data for monthly compliance.

Pull all monthly client submitted data files and distribute to data teams for processing.

Process EDI’s (Electronic Data Interchange) for numerous clients.

Perform MEC (Month End Close) for numerous clients.

Interpret SQL mappings for numerous data clients.

Serve large and small general market and telecom corporations.

Assist Client Services with any scanning or tax return projects.

Extract records from OWM (OneSource Workflow Manager) for clients.

Assist with the resolution of outstanding notices for client services.

Amend numerous tax returns upon request.

Scan daily incoming notices and checks and upload them into Mercury.

Solve client data problems & resolve data issues.

January 2004 – January 2007: Daytime Transportation Inc.

Financial assistant manager.

Plan and present business proposals for new contracts.

Analyze and process invoices to upload into database.

Communicated with internal and external clients to maintain business relationships.

Translated information from Spanish to English for clients.

Advertised to promote new business for future potential clients.

Maintained long-lasting relationships with clients.

Skills

Proficient in English/Spanish.

Proficient in T.R.A.C.S. (Tax Remittance & Compliance System), Workflow Manager, Microsoft Word, Excel, Microsoft Access, One Source, Vertex, Alteryx, Orion, Mercury, Intelliforms, BNA, Internet Explorer, WordPerfect, Adobe, Netscape, and Microsoft Office.

Worked with Windows, A++, C++, Autocad, and BASIC Programming.

Interests and Activities

Received several KPMG Encore Awards for my performance throughout the years.

Received a Thomson Reuters Gold Star for my performance in handling a client.

Achieved Dean’s List in both fall & spring semesters of 2001.

I’m a 100% rated eBayer.

Served as Senator for the UMass Student Government Association (managed student budget).

Tutored & mentored minority students.

Created policy for the University Policy Committee.

Represented the Asian, Latino, Afro American, Native American Association.

Represented the Cape Verdean Student Association.

Organized Spring Concerts.

Starred as leading character in the UVC campus television show.

Basketball, Football, Baseball, Tennis, Soccer, Golf, Formula 1, UFC, Boxing.

References

•Furnished upon request.

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