Summary
Overview
Work History
Education
Skills
Software
Volunteer
Timeline
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Nathalia V. Claxton

Accounting / Tax Analyst/ Business Professional
Detroit,MI

Summary

A dedicated Business professional with hands-on knowledge and experience in banking, sales and use tax, procurement and compliance. With a focus on meeting deadlines on time, working in a team-centric environment, and supporting as a interim team lead role. Easy-going by nature, with a strong work ethic. Seeking a position to utilize my skill set and learn more in the area of business.

Overview

15
15
years of professional experience
5
5
years of post-secondary education

Work History

Tax Analyst III

Comerica Bank
5 2019 - Current
  • Research vendor contracts to determine taxability and maintain Sharepoint site saving returns, invoices and support.
  • Ensure that over 50 State and Local Sales & Use Tax returns are filed and remit tax liability for monthly, quarterly and annually.
  • Responsible for performing analysis on invoices to determine if corporation must self-assess use tax for multiple states, various counties, and cities within those states by legal entity.
  • Perform cross training with fellow Tax Analyst and answer any questions regarding tax determinations and returns.
  • Assisting external auditors with invoice look up and answering questions regarding tax determinations.
  • Reconcile sales tax account identifying all aging entries
  • Lead inquiry meetings with vendors and business units answering sales and use tax questions.
  • Implemented software solutions for more efficient tracking of taxable transactions throughout the organization, leading to improved reporting accuracy.

Client Accountant

Commonwealth/McCann
1 2018 - 5 2019
  • Audit and approve billable employee expense reports according to client travel policies
  • Preparing client job cost reports on job by job basis
  • Generating client billings for their media and production spending
  • Applying client payments to open A/R and release payments to vendors after receiving payments from client.
  • Assist account management and production teams to ensure client's accounting needs are met.
  • Time tracker, monitoring and documenting hours each employee works.
  • Analyzed financial statements for discrepancies, resolving issues quickly to ensure accuracy of reporting.

Lead Supervisor

SGI USA
01.2014 - 01.2018
  • Manage Accounting for Mid-East Zone ( Michigan, Ohio, Indiana, Kentucky)
  • Perform Clerical Duties; Answering Telephones, filing Paperwork, etc
  • Compile Bi-Monthly Accounting Reports for Mid-East Zones
  • Perform Accounts Receivable Tasks
  • Arrange Travel plans for members for Mid-East Zones
  • Create Member Statistic Reports
  • Perform Facilities Management Tasks
  • Demonstrated strong leadership skills, motivating team members to reach their full potential through coaching and mentoring efforts.

Loan Counselor

Flagstar Bank
03.2013 - 09.2014
  • Counsel and manage FHA, VA mortgagors on past due to accounts
  • Assist and communicate with investor about hardship options
  • Collect payments on delinquent accounts
  • Contact mortgagors via telephone and email, to ensure successful communication per account
  • Systematically update delinquent records
  • Contributed to a positive workplace culture that prioritized teamwork, collaboration, and continuous learning opportunities for all employees involved in the lending process.

Invoice Analyst

Crestmark Bank
05.2011 - 03.2013
  • Input 400 to 700 invoice vouchers daily
  • Accurately assign invoices and remittance to client documentation
  • Analyze financial data for client analysts
  • Meet daily deadlines for client’s financial transactions
  • Establish new debtors presented for collateral consideration and examine debtor relationships and funding limits
  • Scan, sort and distribute checks and documents
  • Assist in accounts receivables payment processing
  • Verify client account balances and payments through calls and email.

Lead Case Worker/Tax Preparer

Tax Results
03.2010 - 05.2011
  • Oversee and process data into accounts in a highly intense environment
  • Compute and complete tax for basic and complex federal, corporate, state and local tax returns
  • Prepare IRS documentation including offer amounts and financial statements for clients
  • Advise and educate clients on current tax standards
  • Communicate with clients via telephone and email regarding account status and requirements.

Income Tax Preparer

Liberty Tax Services
01.2010 - 04.2010
  • Prepare and assist simple to complex tax returns for individuals
  • Use all appropriate adjustments, deductions and credits to keep client taxes to a minimum
  • Provide clients with adequate information in order to ensure correct tax form completion
  • Completed 150 tax returns while ensuring a significant material refund amount for each client
  • Provided customer service calls to clients, promote business to businesses plans in the local communities, and work towards meeting the organizational goal.

Audit Intern

Martin, Arington, Desai And Meyers
01.2009 - 07.2009
  • Arrington, Desai, & Meyers CPA’s
  • Troy, MI
  • Audited City of Ecorse capital assets
  • Performed analytical procedures and inquire about additions for governmental funds
  • Tested adequacy of current-year depreciation
  • Audited non- profit organization Don Bosco Hall
  • Assessed cash and accounts payable methods within accordance with basic accounting procedures and GAAP
  • Reconciled companies bank statements to cash account within general ledger
  • Review financial statements, calculate ratios for future trends
  • Communicate with Controller, Accounting Manager and Accounts Payable representative daily to meet deadlines.
  • Applied effective time management techniques to meet tight deadlines
  • Worked flexible hours across night, weekend and holiday shifts

Education

Bachelor of Science - Masters of Business Administration

Davenport University
Grand Rapids, MI
1 2022 - Current

Sales And Use TaxCertification 1 - Taxation

Institute For Professionals in Taxation
Atlanta, GA
02.2020 - 03.2020

Bachelor of Science - Accounting

Wayne State University, Institute For Professional And Taxation School Sales
Detroit, MI
09.2003 - 12.2008

Skills

Sales and Use Tax Reporting

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Software

Workday

Ariba SAP

Microsoft Teams

Microsoft Excel

Google suites

Volunteer

Support and raise youth in training in activities such as monthly study meetings, hosting events with local youth in Detroit with SGI- USA 

2010- 2020 


Comerica Bank Finance Representative for the United Way Southeast Michigan

Timeline

Sales And Use TaxCertification 1 - Taxation

Institute For Professionals in Taxation
02.2020 - 03.2020

Lead Supervisor

SGI USA
01.2014 - 01.2018

Loan Counselor

Flagstar Bank
03.2013 - 09.2014

Invoice Analyst

Crestmark Bank
05.2011 - 03.2013

Lead Case Worker/Tax Preparer

Tax Results
03.2010 - 05.2011

Income Tax Preparer

Liberty Tax Services
01.2010 - 04.2010

Audit Intern

Martin, Arington, Desai And Meyers
01.2009 - 07.2009

Bachelor of Science - Accounting

Wayne State University, Institute For Professional And Taxation School Sales
09.2003 - 12.2008

Tax Analyst III

Comerica Bank
5 2019 - Current

Client Accountant

Commonwealth/McCann
1 2018 - 5 2019

Bachelor of Science - Masters of Business Administration

Davenport University
1 2022 - Current

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Nathalia V. ClaxtonAccounting / Tax Analyst/ Business Professional