EDUCATION:

MBA – DeVry University-Keller Graduate School of Management

Master in Taxation - Golden Gate University, San Francisco, California (Apr. 2012)

BS - in Computer Accounting - Brigham Young University-Hawaii, Laie, Hawaii (Jun. 1988)

EXPERIENCE:

Insight Investments, LLC, Costa Mesa, California Jul. 2021 – Current

Senior Tax Analyst

Responsibilities:

Manage sales and use tax processes for compliance and timely filing and payments for all states.

Manage all property tax filings for all Insight Investments divisions throughout the United States.

Manage all property exemption filings for all leased clients nationally.

Keep a tight schedule so all returns, filings, and payments are timely completed.

Manage all unclaim properties (escheat) and remit to the states annually.

Manage all Indirect tax audits for all company Entities.

Responsible for ensuring the accuracy and timeliness of all tax filings and that proper amounts of sales, excise and property taxes are allocated and billed to lessees and buyers.

Monitor the processing and cataloging of sales and excise tax re-sale and exemption certificates.

Handle all Canadian compliances for each province and jurisdiction for QST/HST/PST/CRAs.

Maintain sales and excise tax matrixes used to determine taxability of various products including software, hardware, and maintenance contracts. Review and determine their taxability.

Handle all outside correpondences and resolve any matter arising from State or jurisdiction.

Reconcile sales and excise tax accounts on general ledger.

Perform special projects of a tax or accounting nature as assigned by the Director of Tax.

Softwares: Excel, Word, PowerPoint, Lease Wave, Vertex, Avalara, PTMS, Great Plains, CCH, SharePoint.

Trend Offset Printing Services, Los Alamitos, California Sep. 2019 – Feb. 2021

Senior Tax Accountant

Responsibilities:

Manage sales & use tax processes for compliance and timely filing and payments.

Keep a tight schedule for filing sales & use tax returns and payments to avoid late fees and interests.

Manage all sales & use tax audits, including responses to taxing authorities and providing reports and data for the audits, and providing audit(s) results for management review.

Maintain proper tax controls and policies for sales and use tax.

Filed business personal property tax returns, compliance, and validate tax bills for California, Connecticut, Florida, Indiana, North Carolina, Nevada, and Texas.

Updating Sales and Use tax rates for all jurisdictions and share tax information with finance team.

Responsible for e-Waste transactions preparation for tax filings and payments.

File Business Personal Property Renditions, listings, for each business location – CA, CT, FL, IN, NC, NV, TX.

Reconcile all liabilities accounts related to sales and use tax, and property taxes and prepare month-end journal entries.

Reconcile all sales & use tax monthly and prepared the required journal entries for month end close.

Software used: Legacy/Monarch Foundation, Excel, Word, Avatax, and Internet Research.

WESTERN DIGITAL CORPORATION, Irvine, California Aug. 2017 – Jun. 2018; Jan. 2019 – Jun. 2019

Senior Indirect Tax Analyst

Responsibilities:

Responsible for all aspects of sales tax reporting including compliance, timely filing of returns, and prepare account reconciliation.

Assist with state sales and use tax audits, including providing files and information requested by auditors.

Ability to identify and raise issues to tax management to ensure that the company collects accrues and remits the appropriate tax.

Prepared Assessment Appeal Applications (e.g.) properties in Santa Clara and Alameda Counties, CA.

Assist with federal, state and local tax audits including data gathering, report analysis, account analysis & reconciliations.

Ensured legal entity compliance with all state requirements such as business qualifications, resale certificate validation, occasional preparation of annual reports.

Work on unclaimed properties for the company, including payments to state and claim from state of CA, working on the audit underway for un-redeemed vouchers needed to be submitted to the state for the last 10 year.

Worked on special projects and researched complex tax issues as required.

Maintained proficiency in tax return preparation and research software, Oracle and SAP.

Ability to collaborate with other functions to gather information as required.

Prepared and filed property tax renditions.

REAL MEX RESTAURANTS/FM RESTAURANTS July 2018 - Dec. 2018

Senior Tax Accountant

Responsibilities:

Managed all sales and use tax filings for all states and jurisdictions, 10+ years.

Oversee and ensure timely compliance of multi-state sales and use tax returns and maintain sales & use tax calendar due dates.

Research and respond to inquiries and notices from state and local sales and use tax authorities, vendors, customers and company personnel.

Provided monthly reconciliations for all sales and use tax accounts and prepared necessary JEs.

Strong Excel skills (V-lookup and Pivot tables).

Prepared ad hoc reports and other responsibilities as required by management.

Assist with state sales & use tax audits including procuring necessary detailed information, managing audit process, preparation of requested schedules and communications with various departments and defend the company’s position.

Assist with monthly reconciliation of sales & use tax accounts.

ROSEMOUNT ANALYTICAL, INC., Irvine, California Jan. 2014 - May 2017

Senior Tax Accountant

Responsibilities:

Managed all indirect tax filings: such as sales & use tax return for over 30 states and territories, business and occupational taxes for several states, and property taxes for locations in California and Texas. Kept a very tight filing/payment schedule to avoid penalties and interests. Processed payments for all indirect taxes. Managed all indirect tax audits, (e.g. 2014-2016 audits included California, Texas, Alabama, & Louisiana). Handled renewing of all business licenses for all jurisdictions in the United State. Handled and resolved all indirect tax internal & external matters. Reviewed sales reports for accuracy of tax rates applied and recommended adjustments. Maintained tax exempt certificate database for all states. Assisted with month/year end close procedures, performed monthly reconciliations for balance sheet accounts, and prepared journal entries. Maintained tax compliance, updated policies, and streamlined processes. Provided ad hoc reports required by management. Proficient with Excel (pivot tables, v-lookups, etc.), MS Word, Oracle, SAP, PeopleSoft, and FAS.

Accomplishments:

Streamlined processes for efficiency and accuracy.

Updated internal controls, SOX compliance, and improved filing system.

Highly organized by keeping a tight filing schedule to avoid late fees, penalties, and interests.

Saved money on state audits by providing necessary documentation, reports, and audited schedules timely, and keeping accurate records. Detailed oriented and problem solver.

Proficient in Microsoft products, Oracle, and online searching of data and information.

ORANGE COUNTY EMPLOYEES RETIREMENT SERVICES (OCERS), Santa Ana, California Sept. 2011 – Nov. 2012

OCERS provide employees of the County of Orange with a system of payment of retired benefits.

Senior Accountant Consultant

Responsibilities:

Contracted to review the processes and internal controls of the organization, provided recommendations, and trained staff on new processes. Assisted with month end close, reconciled assets/liabilities accountants, worked on ad hoc reports and other projects required by management.

TOYO TIRES USA, Cypress, California Jun. 2008 - May 2009

Senior Tax Consultant

Responsibilities:

Handled all indirect taxes; including timely filing and payments; managed all external audits including indirect taxes, handled SOX compliance and documentation. Handled all international wire transfers to Japan HQ, filed Federal & state income taxes. Trained new hires.

99 Cents Only Stores Feb. 2008 – May 2008

Senior Tax Consultant

Responsible for fine-tuning company’s sales & use taxes process which increased accuracy and efficiency by over 60%, while maintaining proper historical tax record. Trained staff on software and procedures.

In charge of confirming the accuracy of property tax filings by researching tax laws and reviewing returns for Arizona, Texas, Nevada, and California, where the company exists. Software used: Lawson, CCH, AccuTerm, MS-Word, MS-Excel.

Ambassadors International, Inc. Sept. 2007 – Feb. 2008

Senior Tax Consultant

Instrument in claiming over $85k in tax refunds from various jurisdictions due to double taxation. Responsible for all aspects of sales & use tax reporting, including compliance, drafting company guidelines & policies to ensure that the company collects, accrues and remits the appropriate sales & use taxes, franchise taxes, business & occupational taxes, motor fuel taxes, common carrier alcohol & beverage taxes for multiple states.

Handled all tax audits from the federal and various states and jurisdictions.

Responsible for fixed asset reporting including tax depreciation, and property tax compliance and planning. Performed monthly and quarterly account analysis, assisted with projections for monthly outlook package and performed account reconciliations needed by auditors.

Responsible for timely filing of all business licenses, annual reports, and liquor licenses, and all permits required in various states and jurisdictions. Work with corporate to provide internal support and assist in resolving all tax issues. Responsible for providing the company’s CPA firm with financial reports & other relevant data required for preparing Federal and states income tax returns for the company and its subsidiaries, and calculating quarterly estimated payments.

In charge of ensuring all Resale Certificates in all states, based on “good faith” are on file. Actively assisted the accounting department in preparing and posting journal entries for month end close and reconciling all balance sheet tax related accounts and various schedules.

Perform other duties as required by management. Software used: FAS, Oracle, Excel, Word.

Toshiba, Irvine, CA Jun. 2004 – Aug. 2007

Senior Tax Accountant

Managed all company fixed assets for Toshiba and prepared depreciation schedules for M-1 schedule (book and tax) monthly.

Saved thousands for Toshiba by applying non-popular Freeport Exemption law and by correctly identifying assets locations.

Filed and paid all returns timely to avoid late fees, penalties, and interests.

Helped in the transition of the fixed asset module from PeopleSoft to Oracle.

Member of the design team for the new process in Oracle to track movement of company assets.

Property tax compliance and standardized filings of all reports and records.

Reconciled all fixed assets accounts monthly and yearly (Assets, Depreciation, Accum, and CIP).

Prepared month end journal entries timely to assist in monthly and yearly financial close.

Prepared journal entries, account reconciliations and analyses related to revenue, accruals, and prepayments.

Prepared flux explanations for various balance sheet and income statement accounts.

Interacted across departments to resolve any accounting issues.

Updated policies and procedures, assisted in preparation of year-end schedules for annual audit.

Proficient in the following software: Excel, Oracle, PeopleSoft, AS 400, and FAS.

Sport Court, Inc., Salt Lake City, UT 2000 - 2004

Senior Cost Accountant

Analyzed product costs to assure conformity with budget- monthly.

Finalized cost for new products and provided recommendations to management based on market.

Participated in period-end physical inventory count, reconciled count to g/l, investigated variances and prepared and posted required journal entries.

Prepared monthly Margin Analysis Report and explained variances.

Managed all company Fixed Assets - handled Adds, Transfers, Recats, Retires, etc.

Managed three junior accountants including writing reviews.

Maintained Fixed Assets and Depreciation accounts.

Prepared journal entries and posted to G/L. Provided FA reports for management.

Prepared Bank Reconciliation for all Company bank accounts.

Prepared and posted necessary journal entries to G/L.

Assisted Controller with Month-end closing and prepared other assignments as duties as required.

Leiner Health Services, Inc., Carson, CA 1998 - 2000

Senior Cost Accountant

Managed costs for numerous products including renowned Tylenol, Aspirin, etc.

Managed, trained, and assisted five junior accountants and prepared performance reviews.

Analyzed accuracy of cost and ensure competitive pricing, and assisted manager with month-end and year-end closings.

Reconciled inventory accounts, prepared and posted necessary journal entries.

Performed other duties as assigned.

Star Kist (Samoa), Inc., Pago Pago, American Samoa 1996 - 1998

Cost Accountant

Managed costs for all raw fish and other products, and reconciled costs of products monthly and investigated any variances. Provided variances reports and explanations for management.

Managed company year-end inventory involving staff of 25 or more. Prepared inventory schedules, staff briefing, managed controls and cut-offs, finalize all warehouse inventory reports, and prepared final stock taking report for management.

Prepared and posted journal entries and assisted controller with month-end closing.

Morris Hedstrom, Ltd., Apia, Western Samoa 1995 - 1996

Assistant Controller

Assisted Controller with preparing budgets, forecasts, and financial reports to HQ.

Supervised up to 12 staff in the accounting department. Managed company year-end stock taking for all department and locations.

Trained new staff on computer software, and on their duties and responsibilities.

Reviewed all reconciliation & schedules such as: bank accounts, payroll, A/R, A/P, sales, and subsidiary ledgers, and made necessary adjustments to G/L.

Filed company monthly sales tax and annual returns.

Maintained and updated company fixed assets for all locations, prepared monthly journal entries for depreciation, gain/(loss), etc. and posted to G/L.

Prepared financial statements, in accordance with GAAP, for controller's review; and other reports as required by management.

Coopers & Lybrand, CPA Firm, Apia, Samoa 1991 - 1995

Senior Accountant/Auditor

Managed all international clients including: StarKist Samoa, Blue Flame Boral Gas, Fatu-o-Aiga Diocese, Charlie Tautolo, Inc., and EU audit for Government of Tuvalu.

Managed staff of up to 6 during audit field work (up to 15 during stock taking or inventory), prepared audit schedules, and final report for audits.

Prepared audited accounts, recommendations, and discussed audit with clients before final review by Partner.

Reviewed accounting files and financial statements for clients after being prepared by staff.

Discussed financial reports with accounting clients, filed all their taxes and annual returns.

Installed all company software such: Excel, Word, Quick Books, Auditing, etc.

Trained staff on using company software, GAAP, GAAS, and profession code of ethics.

Provide recommendations for clients - to improve performance and profitability.

Assisted start-up businesses to set up their accounting systems (internal controls, SOP, etc).

MILITARY:

U.S. Army - Honorable discharged 1988 – 1991

Honor Graduate - U.S. Army Quartermaster School of Business, Ft. Lee, Virginia.

U.S. Army: Ft. Lenardwood, MO; Ft. Lee, VA; Ft. Ord, CA; and Ft. Hunter Liggett, CA.

SKILLS:

Proficient in Excel (V-Lookups, Pivot tables, Macros, etc.)

Exceptional analytical and problem-solving skills

Excellent written and oral communication skills

Work well under pressure and with people of all background

Excellent time management and able to keep tight schedules while multi-tasking

Computer savvy and a fast learner with a positive attitude to take on new challenges

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