Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nellie Lawson-Atkins

Callahan

Summary

Able to plan, organize, direct, control or coordinate information, the personnel, training, schedules, meetings and other administrative activities of an organization. Strong analytical and decision-making skills Skilled and confident in organizing and prioritizing multiple tasks and function in a fast- paced environment Strong interpersonal and communication skills including verbal and written communications Ability to be detail oriented while keeping the whole picture in mind Strong client relationship management and customer service skills Microsoft Office Suite skills including, excellent Excel skills that include vlookups and creation of pivot tables, scheduling and presenting meetings, managing emails and calendars, PowerPoint, Word and Outlook Collaboration and relationship building skills

Seasoned Tax Compliance Officer adept at ensuring all tax obligations meet regulatory requirements. Experience encompasses comprehensive knowledge in local and federal tax laws, auditing processes, and compliance procedures. Strengths lie in the ability to identify potential tax issues, provide practical solutions, and maintain meticulous financial records. Previous roles have led to significant improvements in companies' tax practices and operational efficiency.

Overview

25
25
years of professional experience

Work History

Tax Compliance Officer / Tax Specialist

Internal Revenue Service
08.2024 - Current
  • Plan and conduct independent limited examinations and related investigations of a variety of individual and business taxpayers, or exempt organization, employee plans or government entities involving complex tax issues and accounting records and typical methods. SB/SE Specialty Program activities include investigations of strategic or special emphasis programs such as claims, non-filers, worker classification, tip reporting and fringe benefits. Specialty Program TCOs specialize in the areas of Federal Income Tax Withholding (FITW), Federal Insurance Contribution Act (FICA) and Federal Unemployment Tax Act (FUTA).
  • Advise taxpayers of his/her rights as defined in the examination and appeal guidelines, the actual examination procedures, and an explanation of current tax and reporting responsibilities and the importance and benefit of meeting future responsibilities.
  • Conduct required filing checks to determine that other required returns are filed. Conduct concurrent examinations of these and other related returns when warranted.
  • Identify issues to be pursued based on large, unusual or questionable items that produce a significant tax or compliance effect and utilizes the tax law and facts needed to resolve them. Considers gross income during the examination of all income tax returns. Recognize indicators of fraudulent activity and develop appropriate referrals.
  • Determine and consider the collectability of potential tax deficiencies at all stages of the examination. Solicit payment and/or offers installment agreements when appropriate. Prepare work papers and reports documenting findings and conclusions.

Business Analyst Lead

Procom Citibank
08.2022 - 12.2022
  • Complete financial deliverables including monthly forecasts, the annual investment process, client reporting and ad hoc requests.
  • Manage and maintain business analytics to include reporting, process development and improvement, financial and productivity scorecards.
  • Prepare and present analysis and recommendations to senior leadership.
  • Drive productivity/ cost savings initiatives in partnership with the senior management team.

Finance Specialist

Aston Carter Prudential
02.2021 - 07.2022
  • Compile and maintain commission spreadsheets bi-monthly.
  • Complete monthly and quarterly commission splits and adjustments reporting for management team.
  • Identify, recommend and implement process improvements to increase efficiency and accuracy of monthly, quarterly and annual reporting.
  • Process and enter commission adjustments into commission pay system.
  • Run, organize, and compare old books of business to new books of business using V-lookups.
  • Review Xtra X-TREME for policy information and status and enter agent changes that are found.

Staff Accountant

The HCi Group
07.2019 - 10.2020
  • Reconciled payments and ensured the accounting systems (Quick Books and PeopleSoft) reflect the correct entries.
  • Handled general ledger reconciliations.
  • Preformed day-to-day financial transactions such as verified, calculated, posted, and reconciled accounts receivable and payable data.
  • Identify, recommend and implement process improvements to increase efficiency and accuracy of monthly, quarterly and annual reporting.
  • Responsible for Tax documentation review, Tax withholding processing and analysis.
  • Support the preparation and filing of state and local regulatory tax forms.
  • Process tax accrual journals on the general ledger.
  • Support external tax audits as needed.
  • Monitored and report daily on bank account receipts and debits.
  • Initiated wires and ACH payments for Payroll, Accounts Payable, HR deductions and loan payments.
  • Assisted external auditors with quarterly and yearly audits. Pulled and reconciliation of bank and account payments.

Credit & Collections Specialist

Beaver Street Fisheries
07.2018 - 07.2019
  • Processed and post payments, credit memos, documented customer deductions and adjustments.
  • Engaged in collecting accounts receivable funds.
  • Approved sales orders in accordance with established credit lines and procedures.
  • Reconciled transactions and balances to maintain accurate accounts evaluated various adjustments or exception documents.
  • Preformed day-to-day financial transactions such as verified, calculated, posted, and reconciled accounts receivable and payable data.
  • Responsible for tax documentation review and verification.
  • Maintained bad debt and bad debt recovery records.

Accountant /Consulting Projects

Accounting Principles
02.2018 - 07.2018
  • Entered trip data, mileage and rate information into QuickBooks and created invoices.
  • Processed and applied deposits.
  • Accounts Receivable reconciliation and payment discrepancy.
  • Business to Business Collections.
  • Billing and Contract Review.

Accountant/ Accounts Receivable Chain Analyst

KeHE Distributors
10.2017 - 01.2018
  • Work directly with customers regarding delinquent payments, investigate discrepancies.
  • Make recommendations for resolution of discrepancies and customer deductions.
  • Perform weekly vendor reconciliation.
  • Perform weekly and monthly statistical, account balance and aging analysis and process reports for leadership.

Accountant/ Sr. Manufacturer Chargeback Coordinator

KeHE Distributors
11.2016 - 10.2017
  • Three-way matching.
  • Perform monthly General Ledger reconciliation.
  • Analyzed backup data to ensure chargebacks coded to the correct general ledger (GL) code.

Accountant /Consulting Projects

Accountant /Consulting Projects (Acosta, Baker Distributing, Ja-Ru, Safariland)
02.2015 - 11.2016
  • Used dispatching software to enter and monitor trips along with reviewed software for accurate invoicing.
  • Posted journal entries in SAP, general ledger accounting software.
  • Monitored customer account details for non-payments, delayed payments and other irregularities such as discrepancies in orders, like pricing errors, missing or damaged items, based on the monthly aging report.
  • Managed collections activities for assigned regional customer portfolio.
  • Reconciled accounts for newly acquired acquisition.
  • Responsible for tax documentation review and verification.
  • Developed and maintained close working relationships with work teams as well as internal and external customers.
  • Record and apply payments including credit card payments, into the accounting software as per the payment remittance.
  • Presented a positive, friendly, knowledgeable point of contact for customers in a customer service environment.
  • Pulled and reviewed credit information from Dun & Bradstreet.
  • Research and document any discrepancies in orders, such as pricing errors, missing or damaged items.
  • Prepared check payments for bank deposits by filling out deposit slips and making copies for audit purposes.
  • Pulled the appropriate remittances from the websites of large customers.
  • Worked with logistic companies to obtain POD’s, signed manifests or damage reports.
  • Verified worked hours for contract employees and ensured correct pay rates.
  • Performed Receptionist and Administrative Assistant duties for multiple businesses in multiple fields.

Collections Specialist/Accounts Receivable

KLS Martin
07.2014 - 02.2015
  • Monitored customer account details for non-payments, delayed payments and other irregularities based on the monthly aging report.
  • Assisted Manager to help promote clear communications in a complex environment between collectors, field, internal office and customers, to resolve open A/R issues and prevent future problems.
  • Supported company’s collection policy ensuring that collection activities followed the policy in day-to-day activities.

Customer Service Agent

Venus Fashions
07.2011 - 07.2014
  • Answered phones to assist customers by placing merchandise orders in a positive, friendly, and knowledgeable way.
  • Resolved customers’ service or billing issues or concerns by performing activities such as placing orders, tracking orders exchanging merchandise, refunding money, and adjusting bills.
  • Developed and maintained close working relationships with work teams as well as internal and external customers.

Implementation Administrator/Corporate Sales

PSS World Medical
04.2007 - 07.2009
  • Managed small and large projects from cradle to grave.
  • Ran, organized, researched, and analyzed business data for business reviews.
  • Ran comparisons of account history to multiple cost structures to assist sales representatives in choosing the best program for each account.
  • Worked closely with sales leaders, branch A/R leaders, sales representatives, as well as membership administrators to coordinate program offerings and to ensure eligibility for each customer/company.
  • Responsible for all set up, conversion processes, monitoring, and tracking for new large Corporate groups.
  • Responsible for using organizational and interpersonal skills to get project objectives completed within the deadlines set by the implementation process.
  • Prepared executive presentations, spreadsheets and graphs for meetings.
  • Managed meeting agendas, maintained list of action items, distributed minutes’ / action items and pursued resolution of action items.

Assist Team Lead/Credit and Collections

PSS World Medical
09.2000 - 04.2007
  • Managed collections activities for assigned large corporate accounts.
  • Coached teams of approximately three employees, maximized computer resources and coordinated with teams to reduce bad debt and improve cash flow for an average team portfolio of over 10 million dollars and 6,000 accounts.
  • Worked with the Cash Application Team to ensure customer payments are applied correctly based on the payment remittance.
  • Assisted Senior Manager and Team Leader to help promote clear communications in a complex environment between collectors, field, internal office and customers, to resolve open A/R issues and prevent future problems.
  • Explained and interpreted accounting policies, procedures, and regulations.
  • Supported company’s collection policy ensuring that collection teams understand and follow the policy in day-to-day activities.
  • Assist with month-end financial reporting and variance analysis.

Education

Bachelor of Arts - Business

Florida State College at Jacksonville
Jacksonville, FL

Bachelor of Arts - Psychology

University of North Florida
Jacksonville, FL

MBA -

Nova Southeastern University
Jacksonville, FL

Skills

  • Tax compliance analysis
  • Tax law interpretation
  • Financial reporting
  • Audit processes
  • Account reconciliation
  • Data analysis
  • Regulatory compliance
  • Business process improvement
  • Effective communication
  • Problem solving
  • Attention to detail
  • Strategic thinking
  • Team collaboration
  • Client advisement
  • Conflict resolution techniques
  • Financial analysis proficiency
  • Teamwork orientation
  • Project management expertise
  • Tax research
  • Strong analytical skills
  • Advanced accounting knowledge
  • Audit experience
  • Critical thinking capacity
  • Continuous learning attitude
  • Organizational growth
  • Internal controls
  • Deficiency documentation
  • Accreditation standards
  • Compliance procedures
  • Regulations enforcement
  • Corporate governance
  • Project coordination
  • Federal and state regulations
  • Reporting requirements
  • Audit management
  • Risk management strategies
  • Data privacy
  • Compliance reviews
  • Industry awareness
  • Policy analysis
  • Controls evaluations
  • Trend monitoring
  • Documentation review
  • Investigations skills
  • Auditing processes
  • Internal audits
  • Compliance monitoring
  • Document review
  • GIPS standards
  • Professionalism
  • License verification
  • Activity reporting
  • Operational efficiency
  • Inspection review
  • Process improvement
  • Confidentiality maintenance
  • Fine collection
  • Legal terminology
  • Fraud detection
  • Data entry

Timeline

Tax Compliance Officer / Tax Specialist

Internal Revenue Service
08.2024 - Current

Business Analyst Lead

Procom Citibank
08.2022 - 12.2022

Finance Specialist

Aston Carter Prudential
02.2021 - 07.2022

Staff Accountant

The HCi Group
07.2019 - 10.2020

Credit & Collections Specialist

Beaver Street Fisheries
07.2018 - 07.2019

Accountant /Consulting Projects

Accounting Principles
02.2018 - 07.2018

Accountant/ Accounts Receivable Chain Analyst

KeHE Distributors
10.2017 - 01.2018

Accountant/ Sr. Manufacturer Chargeback Coordinator

KeHE Distributors
11.2016 - 10.2017

Accountant /Consulting Projects

Accountant /Consulting Projects (Acosta, Baker Distributing, Ja-Ru, Safariland)
02.2015 - 11.2016

Collections Specialist/Accounts Receivable

KLS Martin
07.2014 - 02.2015

Customer Service Agent

Venus Fashions
07.2011 - 07.2014

Implementation Administrator/Corporate Sales

PSS World Medical
04.2007 - 07.2009

Assist Team Lead/Credit and Collections

PSS World Medical
09.2000 - 04.2007

Bachelor of Arts - Business

Florida State College at Jacksonville

Bachelor of Arts - Psychology

University of North Florida

MBA -

Nova Southeastern University
Nellie Lawson-Atkins