James Joacin
Orlando,FL
Summary
Dynamic and detail-oriented Indirect Tax Accountant with six years of experience specializing in tax research, compliance, and strategic audits. Proficient in leveraging tools such as Avalara Tax Research and CCH to ensure accurate interpretation of state and local tax statutes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Indirect Tax Accountant
Siemens Corporation
01.2020 - Current
- Performed tax research using sources such as avalara tax research, CCH, state and local tax Statutes.
- Prepared monthly sales and use tax data for submission to outsource firm.
- Responded to correspondence from taxing authorities for assigned jurisdictions.
- Reviewed use tax accruals for accuracy and process any necessary adjusting journal entries.
- Identified and conducted strategic audits to recover sales and use tax overpayments.
- Performed general ledger account reconciliations and variance analysis for indirect tax accounts and returns.
- Researched taxability of non-routine purchases.
- Provided tax training session internally to various Siemens Operating Companies.
- Supported tax audit and compliance issue resolution and data gathering.
- Reviewed sales tax exemptions.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Tax Specialist
PwC SDC
05.2018 - 01.2020
- Analyzed financial records to verify accuracy of tax returns.
- Prepared individual tax returns (1040), Partnership income tax returns (1065).
- Filed federal and state extensions.
- Assisted with information reporting and withholding compliance (e.g. 1099, FATCA and CRS).
- Created detailed excel work papers from client-provided financial reports for tax return preparation.
- Reviewed work-papers prepared by other staff members ensuring accuracy before finalizing documents for submission.
- Identified potential tax savings opportunities for clients by conducting thorough reviews of their financial records.
Substitute Teacher, K-12
Kelly Educational Staffing
11.2016 - 05.2018
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Provided one-on-one tutoring sessions for struggling students, helping them improve academic performance and gain confidence in their abilities.
- Kept accurate and current attendance records and assignment sheets to maintain file compliance.
- Attended professional meetings, educational conferences or teacher training workshops to improve professional competence.
Call Center Representative
Chase Bank
02.2016 - 11.2016
- Participated in ongoing training and development, staying current on company policies, products, and procedures to deliver accurate information to customers.
- Offered comprehensive product knowledge to customers, empowering them to make informed decisions about their purchases or subscriptions.
- Answered constant flow of customer calls with minimal wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Updated account information to maintain customer records.
- Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Education
Bachelor of Science - Finance
University of Central Florida
Orlando, FL12.2017
Skills
- SAP
- Vertex Indirect Tax O Series
- Avalara Tax Research
- CCH
- OneSource
- CertCapture
- Excel
- Analytical research
- Workload Management
- Decision-Making
- Excellent Communication
- Flexible and Adaptable
Certification
Institute for Professionals in Taxation
- Sales Tax School I
Timeline
Indirect Tax Accountant
Siemens Corporation
01.2020 - Current
Tax Specialist
PwC SDC
05.2018 - 01.2020
Substitute Teacher, K-12
Kelly Educational Staffing
11.2016 - 05.2018
Call Center Representative
Chase Bank
02.2016 - 11.2016
Bachelor of Science - Finance
University of Central Florida
Institute for Professionals in Taxation
- Sales Tax School I
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