Successful tax professional focused on performance, and compliance. Offering over 15 years of ex Efficient Tax Specialist familiar with local and state non-income tax law. Expertise includes developing individualized strategies, process improvement, and financial statements. Proficient in Oracle, Power Plan, PTMS, and Alteryx software.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Tax Specialist II
Equitrans Midstream Corporation
11.2022 - Current
Lead in multiple tax software implementations
Completion of annual tax budgets and forecasting
Review of monthly account reconciliations
Developed strong working relationships with key stakeholders improving communication ensuring smooth resolution issues as they arose.
Prepared accurate and timely state, and local property tax returns
Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
Negotiation of tax values with both local and state taxing agencies
Assistance with sales and use tax compliance
Unclaimed property compliance and audits
Streamlined tax preparation processes for increased efficiency and accuracy.
Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
Collected and submitted required tax payments.
Tax Specialist
Equitrans Midstream Corporation
01.2019 - 11.2022
Preparation of annual forecasting and budgets
Monthly account reconcilations
Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
Prepared accurate and timely state and local property tax returns.
Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
Implemented automated systems for tax data, significantly reducing errors and increasing productivity.
Streamlined tax preparation processes for increased efficiency and accuracy.
Managed tax submissions and made sure all information complied with regulations.
Collected and submitted required tax payments.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Utilized tax software to prepare returns and meet deadlines.
Sr. Tax Accountant
EQT Corporation
04.2008 - 01.2019
Oversaw the preparation of state and local sales/use tax returns as well as property tax filings, ensuring timely submissions and compliance with jurisdictional requirements.
Reduced errors in tax filings by implementing thorough quality control measures and staff training programs.
Established strong relationships with government agencies, facilitating communication during audits or other inquiries.
Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.
Managed complex tax audits with a high success rate, ensuring compliance and minimizing penalties.
Identified opportunities for process improvement within the department, leading initiatives that increased productivity and client satisfaction.
Worked closely with legal counsel during mergers and acquisitions, ensuring smooth transitions and proper handling of all tax matters.
Evaluated potential tax credit opportunities for clients, maximizing savings through strategic application of available incentives.
Conducted thorough risk assessments for clients'' potential transactions, guiding them towards financially sound decisions.
Oversaw team of [Number] tax preparers handling over [Number] submissions per year.
Streamlined tax processes by implementing advanced software solutions, improving efficiency and accuracy.
Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
Represented clients before federal, state and local taxing authorities.
Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Leveraged [Software], spreadsheets and databases to provide supporting documentation for schedules and journal entries.
Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
Trained new employees on accounting principles and company procedures.
Provided journal entries and performed accounting on accrual basis.
Assiciate Resturant Manager/Corporate Trainer
Hoss's Steak And Sea House
01.2005 - 04.2008
Reduced operational costs through comprehensive process improvement initiatives and resource management.
Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
Optimized resource allocation by conducting regular performance evaluations and providing personalized coaching for staff development.
Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Onboarded new employees with training and new hire documentation.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Planned and budgeted accurately to provide business with resources needed to operate smoothly.
Established team priorities, maintained schedules and monitored performance.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Collaborated with department managers to identify skill gaps and develop tailored training solutions.
Facilitated open communication between employees and leadership by organizing regular feedback sessions and focus groups.