Mark Lee
Durham,NC
Summary
Tax Analyst with a strong background in tax compliance and process automation at Avalara. Skilled in multijurisdictional tax filings and process improvements that enhance team collaboration and operational efficiency. Expert in Salesforce and Excel, driving exceptional results through innovative solutions. Proven track record in managing complex tax filings and delivering reliable outcomes.
Overview
16
16
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 initiatives to automate customer onboarding tasks, significantly improving efficiency and reducing manual workload.
- Research, analyze and resolve tax notices issued by jurisdictions on behalf of our customers.
- Conducted thorough research and analysis to resolve tax notices, ensuring compliance and customer satisfaction.
- Conduct root cause analysis within your assigned body of work and identify potential preventative actions with minimal assistance.
- Collaborated with teams to streamline tax notice responses, driving process improvements and fostering innovation.
- Prepare, review, and file multi-jurisdictional sales/use, business and occupation, and gross receipts tax .returns for monthly, quarterly, semi-annual, and annual filings.
- Managed and filed complex multi-jurisdictional tax returns, ensuring timely and accurate submissions.
- 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
12.2018 - 02.2020
- Managed administration of Corporate Card program efficiently.
- Developed and maintained GAAP-compliant accounting procedures, supporting organizational financial integrity.
- 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.
- 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
12.2009 - 12.2010
- Consistently exceeded individual and team performance goals, contributing to measurable business growth.
- Planned and customized weekly schedules to support the achievement of daily performance goals.
- Developed trusted relationships with clients to support business growth and repeat engagement.
- Provided hands-on coaching to team members on effective sales techniques and best practices.
Education
Bachelor of Science - Accounting
East Carolina University
Greenville, NC05-2015
Skills
- Tax compliance expertise
- Tax research
- Process improvements
- Salesforce,
- Microsoft Excel
- Automation
References
References available upon request.
Timeline
Tax Analyst
Avalara
04.2020 - Current
Accounting Coordinator
Thermo Fisher Scientific
12.2018 - 02.2020
Corporate Card Administrator
IQVIA
10.2017 - 10.2018
Accounting Coordinator
IQVIA
08.2015 - 10.2017
Sales Representative
Vector Marketing
12.2009 - 12.2010
Bachelor of Science - Accounting
East Carolina University