Senior Tax Account Payable

MATTHEW R. DECASTRO

The Villages, FL ***** 631-***-**** ***********@*****.***

WORK EXPERIENCE

H&R Block, Leesburg, FL

Tax Professional I 11/2023 – 4/2025

Completed an average of twenty eight tax returns from January to April 15th, including learning forms such as a 1099-R, SSA-1099, W-2G, as well as itemizing and Sale of Homes.

Participated in a month-long rigorous training and testing to ensure sound knowledge of IRS tax code.

Partook in client calling campaigns, totaling around two hundred and fifty potential customers alone.

Ryder Systems, Inc., Remote, FL 1/2023 – 4/2023

Tax Specialists

Aided in preparing voluntary disclosure agreements to meet state and local compliance requirements in about two dozen states, totaling roughly five-hundred thousand dollars.

Prepared exemption certificates for over a hundred vendors in about thirty states. As well as pulled required documentation from state websites to ensure compliance with applicable laws and regulations.

Facilitated fixed asset and account payable report generation and analysis to aid in sales and use tax compliance review and refund opportunities for ten states.

Deloitte Tax, LLC, New York, NY 6/2019 –9/2022

Senior Tax Consultant

•Assisted in preparing tax filings, returns and voluntary disclosure agreements – in a data-driven manner, to meet state and local compliance for indirect taxes, including sales and use and commercial rent tax, totaling approximately eighteen million dollars.

•Participated in controversy, both having to work independently and in a collaborative manner, for clients in a minimum of eight states for total settlement of roughly ten million dollars.

•Assisted clients with consulting, tax planning, and refund opportunities to reduce or refund tax liability worth a total of over sixty-five million dollars. This included having to utilize excellent verbal and written communication skills as well as mentoring skills to discuss topics clients may not have been familiar with.

•Partook in four technological innovation rollouts, including a reworked research system, AI based calculations, and an overhaul of client data retrieval and security.

•Clients included a diverse range of industries, including consumer finance, manufacturing, retail, technology and software developers, automotive dealers, airlines, and professional services.

EZ Tax Pros, West Islip, NY 6/2018 –8/2018

Tax Intern

•Managed digitization and reorganization project of over five hundred documents.

•Reviewed IRS, NYS, billing, and customer correspondence; assigned to appropriate group for action.

•Kept track and updated client information in QuickBooks, CRM and internal accounting software.

CERTIFICATIONS

FL Certified Public Accountant, License Number AC60538 December 2023

Alteryx Designer Core Certified July 2022

SKILLS

•Proficient in Microsoft Office Suite, including Excel and Access, and intermediate knowledge of SAP.

•Excellent analytical and research skills.

EDUCATION

Hofstra University, Frank G. Zarb School of Business May 2019

Hempstead, MS in Accounting (CPA Certification Track) GPA: 3.85

BBA in Accounting and Management May 2018

Accounting GPA: 3.73

Strong interest in financial accounting.

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