Baneika Miller
Maricopa,AZ
Summary
Senior Tax Professional with over 20 years of extensive business and individual taxation experience. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results. Collaborates effectively with business professionals and government representatives to completely timely filings and smoothly handle any concerns.
Overview
21
21
years of professional experience
Work History
Senior Tax Accountant
KDA, Inc
06.2023 - Current
- Prepare corporate and individual returns with appropriate schedules and worksheets according to applicable tax, federal, and state laws
- Interpret how various laws affect individual and corporate taxpayers by using various tax strategies and cost segregation plans
- Complete bookkeeping and payroll for clients
- Set up and maintain QuickBooks for clients (both online, remote access, and desktop)
- Assist clients with state and federal tax situations such as audits and notices
- Conduct tax interviews with clients via videoconferencing or over the phone
Senior Staff Accountant
Urke & Stoller, LLP
08.2019 - 06.2023
- Prepared corporate and individual returns with appropriate schedules and worksheets according to applicable tax, federal, and state laws
- Interpreted how various laws affect individual and corporate taxpayers
- Completed bookkeeping and payroll for clients
- Prepared sales tax and payroll reports including making required payments
- Prepared and file W2s, 1099s, and all applicable reports
- Set up and maintained QuickBooks for clients (both online, remote access, and desktop)
Senior Tax Specialist
H&R Block
10.2018 - 03.2020
- Conducted face to face tax interviews with clients
- Prepared accurate and complete individual and business tax returns
- Generate business growth and retention
- Responded promptly to official tax notices requiring clarifications and additional submissions
- Identified impactful regulations and incorporated changes to comply with new requirements
Senior Accountant
LXW Chicago
05.2016 - 08.2018
- Developed and maintained timely and accurate financial statements and reports that are appropriate for users and in accordance with accounting principles
- Implemented, and ensured compliance with internal financial and accounting policies and procedures
- Developed and maintained financial accounting systems for cash management, accounts payable, accounts receivable, credit control, and petty cash
- Reconciled bank and investment accounts
Revenue Auditor/Accountant
State of Illinois
09.2013 - 10.2016
- Conducted income tax audits of corporations, partnerships, and other types of companies in various industries
- Examined and analyzed journals, ledgers, financial statements, and other tax documents pertinent to completing the audit
- Researched and interpreted complex tax laws, rules, and regulations applicable to the audits
- Prepared detailed audit reports for review by upper management and legal counsel
- Investigated discrepancies discovered during auditing process
Accountant/Auditor III
Cook County Government
01.2011 - 09.2013
- Prepared, analyzed, and verified annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning
- Inspected account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions
- Collected and analyzed data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, management policies, and Cook County Home Rule Ordinances
- Prepared reports for management concerning scope of audit, financial conditions found, and source of application funds
- Ensured compliance with established internal control procedures by examining records, reports, operating practices, and documentation
- Appraised adequacy of internal control systems by completing audit questionnaires
Revenue Officer
Department of Treasury
02.2010 - 01.2011
- Ensured compliance with established internal control procedures by examining records, reports, operating practices, and documentation
- Appraised adequacy of internal control systems by completing audit questionnaires
- Performed extensive and complex research concerning industry practices and any applicable interpretations of precedent setting court cases
- Examined voluminous and complex books and records which may be incomplete, poorly organized, or intentionally disorganized or arranged in order to conceal the true nature of payment to individuals, including cash or barter transactions, requiring considerable reconstruction of records
- Used investigative, interviewing, and fact-finding techniques to determine the position as to whether taxes have been accurately reported and paid
- Research available guidelines and reference material, to resolve complex questions of to information disclosed by the taxpayer.
Senior Personal Banker/Auditor
First Midwest Bank
10.2002 - 02.2010
- Answered client's inquiries regarding bank related products and resolve all banking concerns
- Recorded all financial transactions promptly, accurately, and in compliance with bank procedures and federal laws
- Balanced currency, cash, checks, and all other negotiables at the end of every shift and conducted audits to ensure that procedures were followed
- Acquired additional knowledge quickly through hands on learning and online seminars
- Answered customer concerns related to billing and coverage and followed outlined processes to achieve quality transactions while providing a positive customer experience.
Education
MBA - Accounting And Business Management
Keller Graduate School of Management
Master of Accountancy And Finance - Accounting And Finance
Keller Graduate School of Management
Bachelor of Science in Master - Business Administration and Business Administration/Accounting
DeVry University
Skills
Tax Return Preparation
Verbal and Written Communication
Critical Thinking and Analysis
General Ledger Reconciliation
Document Recordkeeping
Auditing Assistance
Corporate Tax Filings
Produce Financial Statements
Federal and State Tax Returns
Financial analysis
Bank reconciliation
Financial statement preparation
Typing and 10-Key Entry
Microsoft Office
Microsoft Excel
QuickBooks
Timeline
Senior Tax Accountant
KDA, Inc
06.2023 - Current
Senior Staff Accountant
Urke & Stoller, LLP
08.2019 - 06.2023
Senior Tax Specialist
H&R Block
10.2018 - 03.2020
Senior Accountant
LXW Chicago
05.2016 - 08.2018
Revenue Auditor/Accountant
State of Illinois
09.2013 - 10.2016
Accountant/Auditor III
Cook County Government
01.2011 - 09.2013
Revenue Officer
Department of Treasury
02.2010 - 01.2011
Senior Personal Banker/Auditor
First Midwest Bank
10.2002 - 02.2010
MBA - Accounting And Business Management
Keller Graduate School of Management
Master of Accountancy And Finance - Accounting And Finance
Keller Graduate School of Management
Bachelor of Science in Master - Business Administration and Business Administration/Accounting
DeVry University
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