Performed tasks under limited supervision related to sales tax compliance and business registration such as completing qualifications, annual reporting, business license and sales tax permit renewals on ongoing basis.
Reconciled sales tax between ECI E-Automate and Avalara.
Served as subject matter expert by advising internal staff and customers and working directly with external agencies throughout audits or to remedy compliance issues.
Managed quality programs to reduce overdue compliance activities.
Communicated and resolved technical and controversial tax matters with professional judgment.
Proactively researched and resolved technical tax issues to maximize customer satisfaction.
Reduced financial discrepancies, effectively reconciled bank accounts, and carried out other responsibilities as part of Month End processes.
Review various contractual agreements typically regarding incoming funds such as residual payments from vendors.
Responsible for initiating and approving outgoing wires and ACH payments as part of two-authentication process.
Assisted the Chief Financial Officer in hiring colleagues to fill positions in the Accounting.
Trained and mentored Accounting department new hires for various roles.
Organize and coordinate team meetings.
Supported colleagues by updating daily bank accounts and entering bank deposits when needed.
Supported the Chief Financial Officer by assisting with special projects.
Revenue Assurance Specialist
TRUNO Retail Technology Solutions
01.2017 - 12.2018
Served as liaison for company, clients and referred prospects regarding inquiries, issues, order management, post-sales follow-up, and customer relations.
Reached out to customers after completed installations to evaluate satisfaction and determine additional service requirements.
Managed and responded to correspondence and inquiries from customers and vendors.
Reviewed sales quotes and all contractual documents signed by the customer.
Processed sales invoices with consistent on-time delivery.
Reduced risk of non-payment and mitigated negative customer experiences by building professional relationships with clients.
Assisted the Chief Financial Officer in hiring colleagues to fill positions in the Accounting department.
Trained Accounting team new hires for various roles.
Sorted, received and distributed mail correspondence between departments and personnel.
Organize and coordinate team meetings.
Processed and deposited incoming check deposits, posting payments to customer accounts and taking funds to the bank.
Accounts Payable & Receivable Representative
TRUNO Retail Technology Solutions
06.2015 - 01.2017
Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing.
Processed check requests and large wire transfers.
Researched and resolved invoice and payment issues, both payable and receivable.
Identified opportunities and risks in accounts payable process to improve standard operating procedures.
Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
Prepared and mailed invoices to customers, processed payments and documented account updates.
Contacted clients with past due accounts to formulate payment plans.
Assisted the Chief Financial Officer in hiring colleagues to fill positions in the Accounting department.
Trained Accounting team new hires for various roles.
Sorted, received and distributed mail correspondence between departments and personnel.
Education
Bachelor of Applied Technology - Operations Management
South Texas College
McAllen, TX
05.2028
Skills
Adaptability
Problem Solving
Active Listening
Willingness to Learn
Critical Thinking and Analysis
Creativity
Effective and Professional Communication
Research
Compliance Monitoring
Discrepancy Reconciliation
Processing Checks and Invoices
Microsoft Office
Timeline
Tax Accountant
TRUNO Retail Technology Solutions
01.2019 - Current
Revenue Assurance Specialist
TRUNO Retail Technology Solutions
01.2017 - 12.2018
Accounts Payable & Receivable Representative
TRUNO Retail Technology Solutions
06.2015 - 01.2017
Bachelor of Applied Technology - Operations Management