Dynamic Senior Accountant with extensive experience at Protech Home Medical, excelling in tax compliance and financial reporting. Proven track record of recovering $70K in sales tax overpayments and implementing process improvements. Skilled in fixed asset accounting and adept at managing complex financial data, ensuring compliance while fostering team collaboration.
Overview
25
25
years of professional experience
Work History
Staff Accountant (Temporary)
St Mary's Development Corporation
Dayton
01.2025 - 05.2025
Completed daily cash report and bank reconciliations for all operating and investment accounts.
Reconciled all payroll accounts for companies assigned.
Performed weekly A/P and A/R accounting and processing.
Developed and maintained spreadsheets for budgeting.
Tax Accountant
Winsupply, Inc.
Dayton
08.2022 - 06.2024
Filing of 200 sales tax returns for 150 companies in 30 states
Reconciled all liability accounts for companies assigned.
Represented companies during sales tax audits.
Completed state & local apportionments schedules for all companies assigned.
Sales and Property Tax Accountant
Mike Albert Fleet Solutions
Cincinnati
10.2021 - 05.2022
Manage all accounting and reporting of multi-state sales and use tax, real, personal property and licensing laws to ensure compliance and expense minimization.
Senior Accountant
Protech Home Medical, Inc.
Wilder
12.2016 - 10.2019
Design and implementation of state and local tax compliance system for 9 separate companies.
Research and analysis of all tax laws and regulations related to sales and use and income for all state and local jurisdictions where the company has nexus. Filing of all federal, state and local income and multi-state sales and use tax returns and property tax returns.
In charge of fixed asset accounting for portfolio of several thousand assets totaling 20+ million dollars.
Prepared all budgets and financial reports related to these areas. Assisted Financial Director in the preparation of monthly financial statements.
Prepare daily cash report for management team.
Recovered $70K in sales tax overpayments, $45K in vendor overpayments. Developed assessment valuation procedure for DME out on patient.
Senior Accountant/Tax Consultant
Robert Half Management Resources.
Cincinnati
01.2015 - 01.2016
Company Overview: CECO Environmental Corp.
Accurately maintain complex accounting records and perform all related accounting functions.
Preparation of month-end journal entries and analysis of multiple balance sheet and expense accounts.
Assist with preparation of monthly financial statements.
Reconciliation and resolution of account balances for multiple subsidiaries.
CECO Environmental Corp.
Staff Accountant
Guardian Auto Glass
Columbus
01.2013 - 01.2014
Manage all accounting and reporting of multi-state sales and use tax, real, personal property and licensing laws to ensure compliance and expense minimization.
Implemented process improvements in the area of data management for tax compliance and planning, enabling the reporting process to be completed in 4 days rather than up to two weeks as previously experienced.
Work extensively with Vertex and SAP in the normal course of duties.
Tax Consultant
Northgate/Arinso
Cincinnati
01.2010 - 01.2012
Responsible for the bi-weekly balancing of client tax accounts relating to federal, state, and local payroll tax.
Conducted all appeals of penalties charges with IRS POA for large major client (Whirlpool Corp.).
Utilized PeopleSoft as an application to manage the payroll tax functions download data onto excel.
Senior Accountant
Safelite Glass Corp.
Columbus
01.2000 - 01.2010
Managed all accounting and reporting of multi-state sales and use tax, real and personal property and licensing laws to ensure compliance and expense minimization.
Implemented tax compliance automation projects for sales and use tax (VERTEX) and personal property tax reporting (PTMS) by Best Software Corporation.
Established unclaimed funds reporting program for corporation.
Resident, Internal Medicine at NYMC at St. Mary's General Hospital and St. ClaresResident, Internal Medicine at NYMC at St. Mary's General Hospital and St. Clares