Compile Sales & Use Returns monthly, quarterly, annual and submit to states per DOR guidelines
Research all incoming late fee and penalty notices.
Audit Client folders to ensure all files are up to date and in the correct order.
Audit payment schedules and payments submitted against information client provides to ensure accuracy and correct reporting.
Maintain accurate FEIN and State Registration numbers for all clients
Audit banking, login and password information. Change passwords for state, county or city websites if password expires and update all databases with change.
Tax Analyst
Aston Carter
11.2023 - 03.2024
Upload new customer exemption forms to Norgren server Vertex nightly
Prepare and submit Monthly, Quarterly and Annual Sales and Use Tax Returns
Track payments submitted on Tax Calendar
Perform exemption form reviews to ensure all certificates were up to date
Accounting Generalist / Sales and Use Tax Specialist
Raymond Handling Consultants / Southern States Toyotalift
10.2016 - 07.2023
Reconcile monthly bank statement to General Ledger balance
Process and submit payment for all Sales and Use Tax accounts to all states
Register new Sales and Use tax accounts
Keep up to date records on all Sales and Use Tax changes by county and/or state
Post General Journals for monthly expenses
Post customer payments to corresponding accounts via Cash Application
Answer and route calls to the correct departments: services, leasing, sales or parts
Assist any customers about discrepancies on their invoices
Email requested invoices to customers for payment resolution
Contact accounts in 30, 60, 90 and 120 day delinquency status to collect payment
Ensure invoices were posted under the correct account to accurately place payments received
Process daily cash and check deposits via online banking portals
Office Manager
Alternative Business Solutions
08.2012 - 10.2016
Collaborate with hiring managers to set qualification criteria for future employees, clients on all company needs to fill open positions
Create or format job descriptions and job postings
Advertise for open positions through various avenues such as Indeed, Monster and Craigslist
Help with recruiting methods and interview questions
Source candidates from already established database
Process all employees through E-Verification
Keep up to date records of potential employees per client as well as former employees
Keep open lines of communication with all potential employees
Collect and submit all timecards weekly, ensuring there are no errors prior to payday
Follow Workers Compensation procedures for all injuries
Make onsite visits to deliver payroll, speak with company representatives and ensure
Invoice clients weekly and contact clients who have fallen delinquent to collect payment
Run monthly reconciliation for payroll checking account to ensure all checks written have cleared
Office Manager
PHR Services, Inc.
08.2012 - 10.2016
Collaborate with hiring managers to set qualification criteria for future employees, clients on all company needs to fill open positions
Create or format job descriptions and job postings
Advertise for open positions through various avenues such as Indeed, Monster and Craigslist
Help with recruiting methods and interview questions
Source candidates from already established database
Process all employees through E-Verification
Keep up to date records of potential employees per client as well as former employees
Keep open lines of communication with all potential employees
Collect and submit all timecards weekly, ensuring there are no errors prior to payday
Follow Workers Compensation procedures for all injuries
Make onsite visits to deliver payroll, speak with company representatives and ensure
Invoice clients weekly and contact clients who have fallen delinquent to collect payment
Run monthly reconciliation for payroll checking account to ensure all checks written have cleared
Classified, Legal and Wanted ads Administrator
New York Times Regional Management Company
10.2007 - 12.2012
Outbound Call & Account Representative
AT&T U-Verse
03.2011 - 05.2012
Education
Associate of Arts - Administrative Healthcare
University of Phoenix Online
Tampa, FL
08-2010
Skills
Tax advisory services
Tax process improvement
Indirect taxation
Documentation skills
Tax research
Auditing techniques
Tax return preparation
File management
Dispute resolution
Audit support
Tax preparation
Accounting principles
Compliance
Credits and refunds
Timeline
Tax Specialist
Aston Carter
09.2024 - 03.2025
Tax Analyst
Aston Carter
11.2023 - 03.2024
Accounting Generalist / Sales and Use Tax Specialist
Raymond Handling Consultants / Southern States Toyotalift
L&D Asst.Manager, Centre of Excellence at Deloitte USI (Payroll by Aston Carter India)L&D Asst.Manager, Centre of Excellence at Deloitte USI (Payroll by Aston Carter India)