Summary
Overview
Work History
Education
Skills
Timeline
Generic
Michael Young

Michael Young

Greensboro,NC

Summary

Highly motivated and detail oriented Senior Tax Analyst with strong technical and analytical skills. Over 20 years of consulting experience in working with clients in a variety of different capacities related to sales tax, healthcare tax, finance, accounting and property management. Extensive experience in state and local tax laws and research procuring sales and use tax refunds for many non-profit and manufacturing clients and preparing different different types of tax returns."

Overview

23
23
years of professional experience

Work History

Tax Analyst

Volvo Trucks
10.2022 - Current
  • Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.
  • Negotiated favorable outcomes in disputes with taxing authorities by presenting well-researched cases supported by detailed analyses.
  • Streamlined the tax filing process by automating routine tasks, resulting in increased efficiency and accuracy.
  • Attended continuing education and attended courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
  • Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
  • Mitigated risks associated with audits by maintaining thorough records and supporting documentation for all reported figures.
  • Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
  • Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
  • Reduced tax liabilities by identifying and implementing effective tax strategies.
  • Prepared all federal and state income tax paperwork for extensions and returns.
  • Created user-friendly tools such as spreadsheets or templates that simplified complex calculations required during the preparation of corporate income taxes.
  • Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
  • Researched tax issues and stayed current on all federal and state tax laws.
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Stayed current on ever-changing tax laws, attending professional development courses and subscribing to industry publications.
  • Conducted call audits to assess interaction quality, accuracy and service success.
  • Communicated complex tax concepts to non-tax professionals within the organization, helping them understand how their actions could impact overall liabilities or credits.

Tax Analyst

Trane Technologies
09 2021 - 09 2022
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.
  • Assisted clients in understanding the tax implications of various business decisions, from expanding operations to making strategic investments.
  • Facilitated communication between cross-functional teams, helping to ensure that all departments understood their role in maintaining tax compliance.
  • Researched tax issues and stayed current on all federal and state tax laws.
  • Communicated complex tax concepts to non-tax professionals within the organization, helping them understand how their actions could impact overall liabilities or credits.
  • Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
  • Streamlined the tax filing process by automating routine tasks, resulting in increased efficiency and accuracy.
  • Analyzed tax issues and made recommendations for remediation to management.
  • Implemented software solutions for more efficient tracking of taxable transactions throughout the organization, leading to improved reporting accuracy.

Insurance Analyst

McGriff Insurance Services LLC
01 2020 - 11.2020
  • Complete Wrap documents, Summary Plan Descriptions (SPDs), Amendments and Summaries of Material Modification for welfare benefit plans and communicate delivery to clients
  • Provide participant communication materials for group health plan sponsors required by ERISA andother applicable regulations
  • Perform group medical benefit plan discrimination testing in accordance with ERISA section 105(h) orother similar requirements
  • Communicate results to clients and strategize on potential plan design solutions
  • Assist clients in the preparation and filing of government filings including Form 5500 with applicable schedules and Summary Annual Reports
  • Draft plan documents and SPDs for group medical benefit plans
  • Draft plan documents for PremiumOnly Plans and be available to answer client questions on discrimi-nation testing
  • Provide audit support to clients with respect to health and welfare benefit plans
  • Participate on education calls, webinars and seminars for clients and internal business partners.

Partner

Rare Property Management, LLC
01.2017 - 01.2020
  • Understand market values and renting costs when establishing rental rates, as well as collecting and adjusting rent
  • Develop and provide owners with regular financial reports of expenses and accounts, including a quantitative analysis of each expense
  • Identify potential tenants through development of marketing strategies and perform screening of ten- ants
  • Procure contractors to maintenance the property in the event a repair of the property is necessary
  • Perform hiring/reduction of staff and provide annual performance reviews.
  • Conducted settlement negotiations and trial for property cases.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.
  • Negotiated contracts with partners to give equitable terms to all parties.
  • Stayed informed on industry developments and market trends to gain competitive advantage.

Senior Associate

Dixon Hughes Goodman LLP
01.2001 - 01.2017
  • Sales and Use Tax, Local Tax and Property Tax
  • Worked closely with companies to monitor their compliance with multi-state tax issues; provided monthly compliance services with preparation of returns; and audited defense, refund analysis and recovery
  • Contacted non-profit organizations to set up sales tax audits and consulted until the process was completed
  • Planned and performed client audits and catered to any other client needs
  • Coordinated with the Engagement Team, and the Partner on all phases of the engagement, including execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling
  • Exercised independent thinking skills by making decisions related to engagements to include assessment of engagement risks, determined which procedures to perform to arrive at a desired level of assurance, and evaluated evidence
  • Evaluated the client’s system of internal controls and conducted the engagement plan, preparation, and execution.

Education

Bachelor of Science - Business Administration

North Carolina A&T State University
Greensboro, NC
05.1993

Skills

  • Multi-state tax returns
  • Research and documentation
  • Tax Compliance
  • Tax Audit Management
  • Tax Exemptions
  • Tax Return Filing
  • Tax Research
  • Auditing Abilities
  • Critical Thinking Capacity
  • Indirect Tax Knowledge
  • Multitasking
  • Account Reconciliation

Timeline

Tax Analyst

Volvo Trucks
10.2022 - Current

Partner

Rare Property Management, LLC
01.2017 - 01.2020

Senior Associate

Dixon Hughes Goodman LLP
01.2001 - 01.2017

Tax Analyst

Trane Technologies
09 2021 - 09 2022

Insurance Analyst

McGriff Insurance Services LLC
01 2020 - 11.2020

Bachelor of Science - Business Administration

North Carolina A&T State University

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Michael Young