Demetria Bradley
Senior Tax Accountant
Boiling Springs,United States
Summary
Career Profile Results-oriented, innovative, accomplished, and accounting and taxation professional showcasing year-over-year improvements in client financial situations, Corporate Taxation, client education, financial planning, audit, and analysis through careful evaluation and solution recommendations. Pro-active and having a proven ability to improve processes and people by promoting best practice procedures. A genuine influencer who thrives on tough challenges and translates visions and strategies into actionable, value-added goals. Seeking a challenging environment that creates value addition for the organization as well as towards my professional development. * Go Systems Tax * Microsoft Word * Microsoft Access * SAP Software * International Tax * Wave Software * Tax Docs * Microsoft Excel Pivot Table * Microsoft Analyzer * Persuasive Speaking skills * Technical Proficiency * Project Management * Customer Service Excellence * Financial Reporting * Team Leadership * Effective communication * Track * Accounting and book-keeping Motivated Tax Accountant promoting more than [Number] years of expertise in monitoring federal and state tax laws and changes. Action-oriented individual with experience assisting with audits. Team-player and tax expert with dynamic analysis and process improvement talents. Accomplished Tax Accountant with [Area of study] degree and proven fiscal budgeting and forecasting expertise. Analyzed and resolved complex tax issues for large corporation and obtained substantial tax savings over [Number] years. Utilized macro- and micro-level perspectives to achieve optimum results.
Overview
7
7
years of professional experience
Work History
Senior Tax Accountant
PWC
08.2022 - Current
* Prepare/review US federal & state partnership tax returns for marquee clients in the dynamic
and expanding asset & wealth management (AWM) industry Big 4 accounting firm.
* Work with Federal and state partnership tax return compliance including forms 1065, k-1 & k-3,
1042 etc.
* Tax adjustments relevant to private equity and hedge funds including wash sales, straddles,
PFIC footnotes, true ups, currencies etc.
* Familiarity with forms typical to the AWM industry (Schedule D, M-3, Forms 8949, 6781, 8621,
8886, 5471, 8865)
* Familiarity with Tax Reform
* Technology focused approach to tax compliance.
* Excellent time management skills & focus on on-time delivery of quality work.
* Eagerness to identify & research complex tax issues / critical thinker.
* Hard-working, team-player, ability to multi-task and work independently.
* Familiarity with hedge fund/private equity/financial services industry and a firm grasp of
investors allocations.
Tax Accountant
Purpose Financial
10.2021 - 07.2022
* Preparing tax returns, payments, necessary paperwork, reports, and filing monthly, quarterly,
and annual Sales Tax returns for all Advance America locations (28 states, some with multiple
jurisdictions).
* Analyzing Sales Tax ledger account for monthly, quarterly and annual accruals to compare to
prior periods for accuracy.
* Maintaining and updating the company's cost center basic database in SAP.
* Auditing accounts payable invoices, purchase orders, and goods movement entries for
appropriate sales tax calculations.
* Assisting in the filing of Property Tax returns for each Advance America location.
* Maintaining corporate insurance policies regarding renewals, payments of policies, etc.
* Pursuing reimbursement from responsible party or insurance for all Advance America locations
property damage and suggesting policies that diminish tax burden.
* Performing weekly and monthly analysis and update of loan securitization.
* Assisting in filing annual state reports for various Secretaries of State and other
governmental agencies.
* Ensuring you comply with regulations by forwarding required information to federal, state, and
local authorities.
Manger
H&R Block
09.2019 - 07.2020
* Supported the Multi-Unit Team Leader and served as onsite point of contact for tax office
associates and clients.
* Built relationships and interact with clients to provide excellent planning, consulting and
expertise.
* Improved processes by developing or implementing best practices to promote the value of H&R
Block.
* Executed and hold all tax office associates accountable to Standard Operating Procedures
execution and client service experience, with escalation to the Multi-Unit Team Leader and
District General Manager as necessary.
* Managed and mentored members of tax team to greater levels of effectiveness and engagement.
* Supervised the work of employees and provided feedback and counsel to improve efficiency and
effectiveness.
IT Associate, Cash Accounting Associate
Denny's Corporate
04.2016 - 08.2019
* Ensured accuracy and compliance of work by monitoring daily activities related to inbound
technical calls from over 1700 restaurants, field, and support center staff in the IT
department.
* Achieved Tier I technical support level by handling 150+ inbound calls per day.
* Kept records of customer interactions, transactions, comments, and complaints through Excel
reports.
* Worked closely with Cash Accounting and VeriFone to research credit card charge disputes to
ensure accuracy of records.
* Worked with the Payroll department for reconciliation of time punch issues transferred from
the Denny's POS system into Workday.
1040 Tax Support
Security Finance
12.2015 - 04.2016
* Answered and responded to clients' inquiries on their tax problems.
* Confirmed the accuracy of records and deposits as they pertain to tax reporting and
preparation.
* Provided IRS reconciliation for customers and maintained general ledger for IRS reporting.
* Organized and managed all tax reports, statements and documents relating to clients.
* Maintained written and oral communication between the organization, the IRS, and all relevant
outside regulatory agencies.
Education
Master's in accounting/Taxation -
Strayer University
Bachelor's in business/Accounting - undefined
Capella University; Completed-March
Skills
- Microsoft Access
- Microsoft Excel
- Microsoft Office Suite
- Microsoft Word
- Pivot Table
- raw data
- Effective communication
- communications skills
- communication skills
- organization skills
- relationship builder
- Persuasive
- Positive attitude
- Pro-active
- able to work independently
- strategies
- Results-oriented
- part of a team
- accounting
- Financial Reporting
- book-keeping
- audit
- strategic business
- client relationships
- Customer Service
- financial planning
- innovative
- International Tax
- coaching
- client education
- prioritize
- Project Management
- research skills
- tax accounting
- taxation
- Team Leadership
- Corporate Partnerships
- Accounting Procedures Validation
- Critical Thinking and Analysis
- Federal and State Tax Returns
Languages
- English
Timeline
Senior Tax Accountant
PWC
08.2022 - Current
Tax Accountant
Purpose Financial
10.2021 - 07.2022
Manger
H&R Block
09.2019 - 07.2020
IT Associate, Cash Accounting Associate
Denny's Corporate
04.2016 - 08.2019
Security Finance
12.2015 - 04.2016
Master's in accounting/Taxation -
Strayer University
Bachelor's in business/Accounting - undefined
Capella University; Completed-March
Similar Profiles
Nawaaz Khan M SNawaaz Khan M S
Senior Associate at PwCSenior Associate at PwC
Anaïs VASRAMAnaïs VASRAM
Auditrice financière at PwCAuditrice financière at PwC
Prerna SoniPrerna Soni
Risk Consultant at PwCRisk Consultant at PwC
Darren TaitDarren Tait
Senior Associate 2 Team Lead FSCS Contract at PWCSenior Associate 2 Team Lead FSCS Contract at PWC
Madison EarleMadison Earle
Patient Care Technicial at Pelham Medical CenterPatient Care Technicial at Pelham Medical Center