Mark Lee
Durham,NC
Summary
Focused Tax Analyst proudly offering many years' experience in finding opportunities to automate tax processes. Considered a valuable asset in terms of tax knowledge and auditing procedures. Dedicated to working as part of an effective team and promoting exceptional planning and time management skills.
Overview
15
15
years of professional experience
Work History
Tax Analyst
Avalara
Durham, NC
04.2020 - Current
- Served as SME for Hawaii and Oklahoma excise tax.
- Enhanced efficiency by automating customer onboarding tasks.
- Led collaborative exercises to identify and resolve operational issues.
- Research, analyze and resolve tax notices issued by jurisdictions on behalf of our customers
- Communicate regularly and effectively with internal teams and state jurisdictional contacts as part of research and resolution
- Conduct root cause analysis within your assigned body of work and identify potential preventative actions with minimal assistance
- Collaborate with team members to streamline and clarify existing notice responses, and assist in the creation of new responses as needed
- Preparation, review, and filing of multi-jurisdictional sales/use, business and occupation, and gross receipts tax returns for monthly, quarterly, semi-annual, and annual filings
- Manage workload effectively to meet internal and jurisdiction set deadlines
- Work collaboratively with all team members and management to facilitate completion of shared tasks, training, and encourage innovation
Accounting Coordinator
Thermo Fisher Scientific
Durham, NC
01.2019 - 02.2020
- Managed administration of Corporate Card program efficiently.
- Developed and maintained accounting procedures according to GAAP standards.
- Assisted in the preparation of month-end closing statements.
- Coordinate the administration of card orders, cancellations, and suspensions.
- Delivered efficient responses by managing inquiries across multiple channels.
- Track compliance of services with established SLAs.
- Streamlined corporate card processes by unifying diverse accounts under Bank of America.
- Integrated Concur systems from Legacy Patheon to Legacy Thermo Fisher Scientific.
- Conducted over 40 hours of User Acceptance Testing in Concur.
Corporate Card Administrator
IQVIA
Durham, NC
10.2017 - 10.2018
- Managed administration of Corporate Card program efficiently
- Developed and maintained accounting procedures according to GAAP standards.
- Assisted in the preparation of month-end closing statements.
- Coordinate the administration of card orders, cancellations, and suspensions.
- Delivered efficient responses by managing inquiries across multiple channels.
Accounting Coordinator
IQVIA
Durham, NC
08.2015 - 10.2017
- Classified and recorded numerical and financial data to maintain accurate records using journals and ledgers.
- Completed posting and reconciliation of journal entries during month-end.
- Conducted monthly WebEx meetings to introduce new hires to Oracle PeopleSoft.
- Delivered training on necessary systems, procedures, and responsibilities for new employees.
- Conducted meticulous reviews of expense reports, rectifying identified inconsistencies.
- Manage and address Travel & Expense issues via ServiceNow.
- Executed 100+ hours of User Acceptance Testing and trained India workforce.
Sales Representative
Vector Marketing
Fayetteville, NC
01.2010 - 01.2011
- Secured multiple promotions through consistent ranking as highest-achieving branch salesman.
- Customized weekly schedules to achieve daily objectives.
- Established relationships with more than 100 clientele.
- Coached team members on effective sales techniques.
Education
Bachelor of Science - Accounting
East Carolina University
Greenville, NC05-2015
Skills
- SAP Concur
- Oracle PeopleSoft
- ServiceNow
- Salesforce
- Process improvements
- Microsoft Excel
- V-lookups
- Macros
- Tax compliance
Timeline
Tax Analyst
Avalara
04.2020 - Current
Accounting Coordinator
Thermo Fisher Scientific
01.2019 - 02.2020
Corporate Card Administrator
IQVIA
10.2017 - 10.2018
Accounting Coordinator
IQVIA
08.2015 - 10.2017
Sales Representative
Vector Marketing
01.2010 - 01.2011
Bachelor of Science - Accounting
East Carolina University
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