Analyzed tax issues and made recommendations for remediation to management.
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Facilitated communication between cross-functional teams, helping to ensure that all departments understood their role in maintaining tax compliance.
Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Tax Analyst
Energy Transfer Partners L.P.
08.2022 - 04.2024
Prepare federal, state and local tax returns, including related schedules, work papers and reports; Calculate estimated tax payments for tax paying entities; Prepare draft and/or check requests for payment of taxes and code payments to the correct general ledger accounts; Reconcile tax related accounts on the general ledger; Research and respond to state tax notices and inquiries from taxing authorities; Prepare state apportionment for partnership and corporate entities. Calculate monthly tax accruals for federal, state and foreign taxes; and Work on special projects as needed.
Billing Specialist
Option Care Health
08.2020 - 08.2022
Bulk bill nursing claims for the state of Pennsylvania while exceeding company expectations by 100% on levels of accuracy and quantity goals. Verify prices and quantities for drugs billed. Validate all services and products are authorized with required documentation prior to billing. Assist in maintaining a next day turn around on billing and assist in additional duties to help with month end close.
Cash Application Specialist
Option Care Health
03.2018 - 08.2020
Accounts receivable position. Posting bulk payments and denials to individual accounts, balancing daily cash receipts against lock box totals. Completed cash reconciliation tasks on a daily basis. Ran A/R reports as well as other reports for month end. Recognize and report bad debts, billing and collection issues upon discovery while maintaining company accuracy level expectations. Analyzed accounts for accuracy and possible secondary billings. Was able to surpass daily goals for department by 80%.
Provides instructional guidance to upper management on implementing procedures and tools for others to attain company’s expectations of goals for department
Subject Matter Expert for accounting and reconciling payments to explanation of benefits received from multi-payers as well as being a mentor/trainer for learning to be a Cash Application Specialist.
Education
Bachelors of Arts - Major Mathematics, Minor Kinesiology
University of the Incarnate Word
Skills
Strong analytical skills
Knowledge of SAP
Microsoft Word
Data Entry
OneSource
Excel
Knowledge of R Language
Vertex
Tax law interpretation
Tax research
Timeline
Tax Analyst I
H-E-B
05.2024 - Current
Tax Analyst
Energy Transfer Partners L.P.
08.2022 - 04.2024
Billing Specialist
Option Care Health
08.2020 - 08.2022
Cash Application Specialist
Option Care Health
03.2018 - 08.2020
Bachelors of Arts - Major Mathematics, Minor Kinesiology