Business Operations Use Tax

You Beatrice E. Paul

954-***-**** **************@*****.***

Professional Summary

Experienced tax professional with over 19 years of expertise in compliance, exemption management, audit support, and tax account analysis. Skilled in direct and indirect taxation with a proven track record of delivering accurate and efficient solutions. Dedicated to supporting organizational goals through strong technical skills, exceptional customer service, and client-focused collaboration.

Work Experience

Coolsys, Inc. – Remote Contract Staff

Tax Analyst

07/2023 – 11/2023

• Prepared and filed sales and use tax returns with accuracy and timeliness.

• Processed sales and use tax exemption certificates.

• Resolved client notices related to sales and use tax.

• Conducted audit research and gathered data for audit requests.

• Reviewed and managed sales tax email correspondence.

• Processed month-end closing entries and imported tax data into Vertex.

• Prepared tax returns within Vertex and reconciled them to pre-analysis summaries.

Ernst & Young LLP – Remote Staff

Business Operations

06/2022 – Present

• Prepared sales and use tax returns efficiently and accurately.

• Processed exemption certificates and resolved client tax notices.

• Conducted audit research and managed sales tax-related inquiries via email, mail, and phone.

• Provided engagement-level administration support, including client acceptance, SharePoint, ERP (Mercury), CRM maintenance, and billing/invoicing.

• Facilitated negotiation and execution of key legal documents, including engagement agreements and NDAs.

• Supported proposals and credential development through research and knowledge management.

• Assisted with client-serving work as directed.

Tyco/Johnson Controls

Tax Analyst

09/2018 – 06/2022

• Prepared sales and use tax returns for over 25 states.

• Processed exemption requests, issued credits, and managed month-end closing entries.

• Imported tax data into Vertex and reconciled returns to pre-analysis summaries.

• Researched statutes and legislation for tax audits.

• Gathered and summarized audit data.

Tax Coordinator

03/2003 – 09/2018

• Managed State Audit Manager (SAM) in SharePoint and documented daily updates.

• Organized documentation and files for the direct tax team.

• Ran business object reports for quarterly meetings.

• Managed and resolved tax notices for both indirect and direct tax.

• Coordinated corporate income tax payments for audits, notices, and compliance.

• Filed and mailed sales and use tax returns and prepared EFT payment summaries.

• Assisted in TSA billing processes and maintained the tax notice log.

• Performed various administrative duties, including calendar management, document organization, and inquiry triage.

Skills & Software

• Tax Software: Vertex Indirect Tax, RIA/CCH Checkpoint, Compass, Sales and Use Tax Mercury

• ERP & Workflow Tools: Oracle, SAP, Citrix, Dolphin Basware, ADMIN/CARMS, Secretariat, FileSurf

• Collaboration Tools: SharePoint, Microsoft Teams

• Proficient in Microsoft Excel and other MS Office Suite applications Education

Palm Beach Community College

Boca Raton, FL

06/1998 – 06/2000

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