Tax Examiner Customer Service
Resume:
Emily Hollow
Helena, MT *****
adqo29@r.postjobfree.com
Work Experience
Accountant
Anderson Zurmuehlen - Helena, MT
November 2021 to March 2022
• Processed payroll for multiple clients.
• Paid state and federal employment taxes according to applicable regulatory schedules.
• Prepared and filed quarterly and annual reports on behalf of multiple employers.
• Prepared individual income tax returns on behalf of clients.
• Provided professional customer service to clients.
• Updated trial balances and reconciled figures with adjusting journal entries.
• Accruals of payroll and employer tax-related transactions and other accruals as needed.
• Assisted in corporate financial planning and internal operations as needed.
• Managed accounting and other employer data in QuickBooks and other Accounting Software.
• completed multiple QuickBooks training courses and became a QuickBooks Certified ProAdvisor.
• Prepared financial statements according to GAAP.
• Reconciled financial discrepancies by collecting and analyzing sensitive client information.
• Maintained financial security by following internal controls.
• Maintained customer confidence and protect operations by keeping financial information confidential.
• Prepared work papers as needed to inform tax return preparation.
Financial Assistant
Big Sky Care Connect - Helena, MT
August 2021 to September 2021
• Responsible for the day-to-day tasks in the financial department.
• Ensured that the organization had its bookkeeping for budgets and taxes.
• The primary duties of a finance assistant included data entry into internal systems, preparing balance sheets, preparing profit and loss statements, presenting financial statements to the Board of Directors, updating financial records, and processing invoices.
• Prepared cost analysis reports presented to other agencies.
• Managed and reconciled company bank accounts and processed transactions related to bank and credit card accounts.
• Monitored accounts receivables and payables.
• Carried out payroll processing on a biweekly basis.
• Oversaw the preparation of company tax returns.
• Maintained and implemented an interface onboarding process that ensured the integrity of resulting connections and conformance with national standards.
• Quickly identified breakdowns in connectivity and established a recovery plan with technical partners for restoring the non-profit entity's interface and providing a plan for addressing any data gaps.
• Assigned work to the technical staff during the interface onboarding process to establish proper connectivity and ensure interface functionality was up to standard before approval into production.
• Reviewed the progress of the interface project and judged the suitability of moving into production based on the quality of the aggregate testing data produced and the ability of staff to meet assigned expectations.
• Prepared, routed, and monitored contract and participant documentation to support interoperability activities in Montana.
• Analysed and approved expenditures.
• Implemented procedures and corrected irregularities.
• Assisted in auditing grant/contract recipients.
• Acted as a liaison between communities, partners, and other government agencies.
• Coordinated monthly report maintenance.
• Coordinated the flow of monthly contracts.
• Coordinated a reimbursement process to sub-recipients and contractors, including drafting and executing payment vouchers and other necessary fiscal documents following fiscal policy and non-profit best practices.
• Prepared change orders for professional service agreements.
• Determined grantees by evaluating applications.
• Gathered and maintained necessary data for program monitoring and evaluation.
• Prepared reports on program operations and status.
• Assisted the Office of Performance Improvement and Health Equity Manager by maintaining compliance with the grant requirements, including writing grant reports, data and performance reporting, and budget management.
Bookkeeper
Beebe and Flowers Law Firm - Helena, MT
June 2019 to December 2019
• Answered and professionally directed phone calls.
• Organized and scheduled client-attorney meetings and appointments.
• Maintained client contact lists.
• Produced and distributed correspondence memos, letters, faxes, and forms.
• Assisted in the preparation of regularly scheduled reports.
• Developed and maintained an efficient and effective filing system.
• Ordered office supplies.
• Managed payroll processing.
• Paid monthly invoices.
• Brought firm into compliance with legal obligations under Montana unemployment insurance laws, federal employment tax laws, wage and mineral royalty withholding tax laws, and state worker's compensation laws.
• Ensured that the firm maintained continued compliance with applicable state and federal laws, rules, and regulations applicable to small business management.
• Carried out month-end, quarterly, and year-end processes to comply with business tax and employment laws.
• Filed obligatory forms and reports with governmental and other authoritative bodies.
Tax Examiner
Montana Department of Revenue - Helena, MT
April 2008 to February 2018
• Administered state tax rules and law under Montana Code Annotated and the Administrative Rules of Montana.
• Maintained records for each tax matter brought to resolution.
• Communicated critical issues to stakeholders and other relevant parties clearly and concisely.
• Supported assessments, tax positions, and other determinations with thorough fact-based research of the applicable laws and established legal precedence.
• Maintained a well-versed working understanding of state and federal tax rules, regulations, and laws and professional and ethical standards.
• Discharged professional duties per internal business policies, practices, and procedures while satisfying a given jurisdiction's accounting and financial directives and guidance.
• Represented the withholding unit on the department-wide fraud prevention team.
• Represented the withholding unit on the plain language initiative team.
• Reviewed and updated all wage and mineral royalty withholding tax notices and correspondence to bring the unit into compliance with state and federal mandates.
• Reviewed and interpreted financial information to evaluate a taxpayer's financial, economic, and tax position.
• Sent notices to taxpayers when accounts were delinquent to request supporting documentation to substantiate reported data and advise taxpayers of their account status.
• Contacted taxpayers by mail, email, or telephone to address discrepancies and other concerns with taxpayer records.
• Answered questions and responded to inquiries from taxpayers to assist them in satisfying their legal obligations.
• Notified taxpayers of overpayment or underpayment situations and proceeded accordingly by issuing a refund or requesting payment.
• Imposed payment deadlines on delinquent taxes and monitored for payments to ensure compliance with applicable tax laws.
• Checked tax forms to verify reporting was consistent with the taxpayer's supporting documentation and other records available to the department.
• Reviewed selected tax returns to determine the nature and extent of audits to be performed.
• Investigated claims of an inability to pay tax bills by researching court information, mortgages, financial statements, and assets reported to third parties.
• Assessed civil penalties when applicable.
• Processed individual and business income tax returns.
• Conducted independent field audits and investigations of income tax returns to verify information or adjusted returns to reflect differing tax liabilities.
• Conferred with taxpayers or their representatives to discuss issues, laws, and regulations involving their returns and helped resolve any problems with their returns.
• Examined accounting systems and records to determine whether the accounting methods were appropriate and in compliance with statutory provisions.
• Reviewed filed tax returns to determine whether the tax credits and deductions claimed were allowed by law.
• Participated in informal appeals hearings on contested cases.
• Examined and analyzed assets and liabilities to determine the appropriate resolution of delinquent tax matters.
• Requested that the state or federal revenue service prepare a return on behalf of taxpayers in cases where tax returns were delinquent.
• Prepared briefs and assisted in searching and seizing records to prepare charges and documentation for court cases.
• Installed systems for recording costs or other financial and budgetary data or providing advice on such systems based on examining current financial records.
Audit Technician
Montana Department of Revenue
December 2008 to July 2013
• Prepared, examined, and analyzed accounting records, financial statements, and other reports.
• Evaluated reports for accuracy, completeness, and conformance with reporting and procedural standards.
• Reported to management regarding potential fraudulent activity for audit referral.
• Established tables of accounts and assigned entries to proper accounts.
• Developed, implemented, modified, and documented pertinent data for accurate record-keeping and accounting systems.
• Made use of the most current computer technologies and worked with software developers to maintain compliance with the law and internal business practices.
• Computed tax liabilities owed and prepared tax returns on behalf of non-filers when presented with compliance issues.
• Verified that proper payment application matched reporting or other tax requirements.
• Maintained or examined the records of other government agencies.
• Developed, maintained, and analyzed budgets by preparing periodic reports to compare budgeted costs against actual costs.
• Analysed business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses and inform management decision-making.
• Advised management about resource utilization, tax strategies, and the assumptions underlying budget forecasts.
• Provided internal and external auditing services for businesses or individuals.
• Prepared forms and manuals for accounting and bookkeeping personnel and directed their work activities.
• Created training materials for new employees and trained multiple recruits.
Administrative Research Technician
Montana Department of Revenue – Helena, MT
April 2008 to July 2008
• Directed and coordinated support services for administrative staff.
• Established goals and deadlines for several units within the department based upon the objectives of upper management and the department's mission statement.
• Acquired, distributed, and stored supplies.
• Prepared and reviewed operational reports and schedules to encourage productivity and efficiency.
• Planned, administered, and controlled contracts, equipment, and supplies budgets.
• Analysed internal processes and recommended procedural or policy changes to improve operations, such as supply chain efficiencies and the disposal and retention of records per statutory expectations.
• Monitored the facility to ensure safety, security, and well-maintained.
• Oversaw construction and renovation projects that would improve operations by ensuring that the facility met environmental, health, and security standards and complied with government regulations.
Education
Master's of Accountancy
Emphasis in Auditing
University of Arizona Global Campus – Chandler, AZ
April 2018 to May 2021
Bachelor of Arts in Physics
Minor in Mathematics
UNIVERSITY OF MONTANA - Missoula, MT
2000 to December 2004
Skills
• Financial Report Interpretation
• Tax Experience (10+ years)
• Financial Report Writing
• Financial Analysis
• Office manager experience (Less than one year)
• General Ledger Accounting
• Business Analysis
• General Ledger Reconciliation
• Forecasting
• Budgeting
• Problem-solving
• Flexibility
• Team Work
• Reliability
• Microsoft Excel (10+ years)
• Accounting software (10+ years)
• Microsoft Word
• Accounting
• Account Reconciliation
• Journal Entries
• Bank Reconciliation
• Accounts Payable
• Microsoft Dynamics GP
• QuickBooks (9 years)
• Auditing (10+ years)
• Financial Statement Preparation (5 years)
• GAAP
• Customer service
• Payroll
• Accounts Receivable
• SOX
• Internal Audits
• Retail sales
• ACH
• Paychex
• Tax accounting
• Debits & credits
• Marketing
• SQL
• Financial services
• Regulatory reporting
• GAAS
• Analysis skills
• Data analytics
• Administrative experience
• Financial management
• Employment & labor law
• Bookkeeping
• Google Docs
• ARM
• Pricing
• E-commerce
• Xero
• Restaurant experience
• ADP
• Pivot tables
• Tableau
• Windows
• Public accounting
Certifications and Licenses
QuickBooks Certified ProAdvisor
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