Sales Tax Data Management

CONTACT

Address : Plano, TX *****

Phone : 214-***-****

Email : **********@*****.***

SKILLS

Strong Attention to Accuracy: 80 WPM, Excellent 10-key Proficiency

Transaction & Cost Control Oversight

Sales Tax Compliance Management

Transaction & Cost Control Oversight

Expertise in Sales Tax Compliance Management: Direct & Indirect Tax

Cost Control Proficiency

MS Office Applications

Electronic Data Management

Account Balancing

Business Permits

Google Workspace

Task prioritization

Written communication

Adobe Acrobat Pro

Analytical thinking

Audit Research

Electronic Data Management

PROFESSIONAL SUMMARY

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

WORK HISTORY

Accounting Spec, Multi-State Licensing, Sales Tax, 05/2021 to 01/2025

WHAPPS LLC - Richardson, TX & Remote WFH

Prepared company state registration, sales tax filing and other financial filings

Proved successful working within tight deadlines and a fast-paced environment

Reviewed, updated tax registrations and business license requirements (SSTGB and DOR)

Performed tax-related software data prep and filing

Responsible for 36 state tax returns, including home-rule jurisdictions

Researched and analyzed accounting and tax data in accordance with established schedule of performance expectations

Communicated and resolved technical and controversial tax matters with professional judgment

Scheduled tax payments and updated business registrations to meet compliance concerns

Instituted new procedures for contractor invoices, validated for accuracy, and routed for approval

Streamlined bookkeeping procedures increasing efficiency, productivity for any eventual audits by creating digital/searchable records

Banking Debit Block management

Processed Accounts Payable for a $10M+ business

Reconciled bank/credit card account information and reported figures in general ledger by comparing to bank account statement each month

Researched and resolved invoice and payment issues for internal employees and external vendors

Handled sensitive and confidential documents and information to maintain corporate reputation

Accounting Specialist ~ Sales & Use Tax (Direct), 02/2019 to 05/2021

AAdvantage Laundry Systems - Garland, TX

Input financial data and produced reports using Microsoft Business Central

Reconciled bank statements reporting figures in general ledger by comparing to bank account statement

Maintained tax rate charts in multiple states

Reconciled tax accounts

Prepared sales & use tax returns for retail and service industries according to government regulations and requirements

Journal entries for CPA and Accounting Manager

Internal IT support including distribution and programming of company devices

Ad hoc duties including customer service call invoicing

Coached, trained, and delegated tasks to other team members to meet specific department goals

Licensed Health Insurance Agent, 06/2018 to 02/2019

Tanya Boyd & Associates - Sunnyvale, TX

Performed needs analysis to obtain information required to make appropriate health insurance product recommendations

Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims

Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities

Used agency specific to process benefit transactions

Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options

Educated clients on insurance policies and procedures

Identified and solicited sales prospects in agency databases

AP and Direct Pay Sales Tax Processor, 02/2015 to 08/2017

Contran Corporation - Dallas, TX

Organized and detail-oriented with a strong work ethic

Tracked expenditures and prepared reports for records and management review

Reviewed open purchase orders for integrity, accuracy and completeness of vendor information

Verified validity of charges listed on payment orders for yearly audits

Processed check disbursements and reconciled related ledger

Reached out to vendors and customers to verify information and follow up on client issues

Input financial data and produced reports

Consulted decision-makers to gather information and, resolve audit-related problems

Worked well in a team setting, providing support and guidance

Temporary Services, 10/2013 to 03/2015

Self Employed, Lincoln Harris CSG & Accountemps - Dallas, TX

Worked effectively in fast-paced environments

Resolved problems, improved operations and provided exceptional service

Strengthened communication skills through regular interactions with others

Gained extensive knowledge in data entry, analysis and reporting

Assisted with day-to-day operations, working efficiently and productively with all team members.

Payroll Administrator/Bookkeeper, 03/2011 to 03/2013

Shirley Hollywood & Associates - Seagoville, TX

Governmental billing for independent contractors

Foreign currency conversions

Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions

Verified and submitted timekeeping information for accurate and efficient payroll processing

Processed payroll garnishments such as tax liens and child support

Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution

MILITARY ASSOCIATION

Military spouse of disabled Army veteran

EDUCATION

Associate of Applied Science: General Business, 05/2013

Trinity Valley Community College - Athens, TX

Dean's List 2011 - 2013

Phi Theta Kappa

Phi Theta Kappa treasurer - 1 term

GPA 3.8

Relevant Coursework: Accounting, Legal & Business Mgmt

EXTRACURRICULAR ACTIVITIES & VOLUNTEER WORK

Boy Scout Leader & Popcorn Kernel

United States Collegiate Wind Band

Various other regional bands placing first chair

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TERRI TYREE

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