REBECCA LEONARD
Prattville,AL
Summary
Twenty year sales and use tax SME. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Results-driven and experienced in auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
17
17
years of professional experience
Work History
Senior Sales & Use Tax Analyst
Sprouts Farmers Market Inc, Grocery
02.2016 - Current
- Improve internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Increased efficiency by streamlining data analysis processes and implementing automation tools such as Vertex.
- Validate results and perform quality assurance to assess accuracy of data being submitted for sales, use and personal property tax filings.
- Collaborate with cross-functional teams to identify opportunities for cost saving, process improvement and increased efficiency.
- Support budgeting processes by providing accurate forecasts and timely variance analyses.
- Train, manage and mentor indirect tax staff.
- Manage sales, use, and personal property tax audits.
- Support accounting processes by timely submitting journal entries and reconciliations for all indirect tax accounts.
- Work directly with government agencies to ensure compliance with tax filings and local tax incentives.
- Maintain detailed documentation on new store openings, store closings, and store relocations.
- Support internal audit by reviewing key controls for indirect tax procedures.
- Research state and local tax laws and other revenue documents to ensure proper taxability and tax rates.
Tax Specialist I
NCI Group
03.2013 - 05.2015
- Managed preparation and filing of amended sales and use tax returns while adhering to state regulations regarding refund statute of limitations.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
- Provided support to Senior Tax Manager during sales and use tax audits.
- Created and maintained processes and procedures for amended sales and use returns and refund requests.
Sales Tax Accountant
Winter Wyman & Company
10.2011 - 09.2012
- Built tax department from scratch with support from accounting department and executive leaders.
- Developed and deployed procedures for filing all sales and use tax returns including back filing returns to become compliant with state and local laws.
- Managed tax notices for franchise and corporate income taxes while working with public accounting firm
- Performed accounting functions for sales and use tax accounts.
- Created and maintained sales and use taxability matrix for company product list.
- Collaborated with all departments to implement procedures for medical device excise tax.
- Communicate with other departments to stay abreast of changes that may affect sales or use tax filings
- Managed multiple tax projects simultaneously, ensuring deadlines were met.
- Stayed up-to-date on ever-changing manufacturing and R&D tax regulations.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
Senior Tax Analyst
Avalara
07.2007 - 02.2011
- Created and managed revenue stream for back filing and amending missing or incorrect sales and use returns.
- Helped build sales and use tax compliance department from 3 to over 10 team members.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Managed build of electronic filing structure to ease increase of use by state departments of revenue for sales and use tax.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Assisted in implementation of new software programs for improved efficiency in preparation and filing of taxes.
- Developed strong relationships with clients by providing excellent customer service and addressing their concerns promptly.
- Maintained confidentiality of sensitive client information while adhering to strict ethical standards throughout all aspects of work history section job duties.
- Managed multiple client accounts concurrently, prioritizing tasks effectively to meet tight deadlines during busy seasons.
- Developed reputation for excellence in field by consistently delivering high-quality work and exceeding client expectations.
- Trained junior staff members on best practices in tax preparation, fostering a supportive learning environment within the team.
- Streamlined internal processes by developing new procedures for efficient tax preparation and documentation.
Education
Master of Science - Management And Leadership
Western Governor's University
Salt Lake City, UT08.2021
Bachelor of Science - Business Management
Western Governor's University
Salt Lake City, UT05.2020
Skills
Bloomberg Tax Research
Checkpoint (RIA)
Coupa
DocLink
MS Outlook
Multiple Priorities Management
Deadline Adherence
Process Improvement
Data Analysis
Process Analysis
Project Planning
Idea Development and Brainstorming
Relaying Complex Information
Quantitative Research
PowerBI
Sharepoint
Vertex O
Workday
Analytical Thinking
MS Excel
Team Collaboration and Leadership
Documentation And Reporting
SQL and Databases
Workflow Analysis
Timeline
Senior Sales & Use Tax Analyst
Sprouts Farmers Market Inc, Grocery
02.2016 - Current
Tax Specialist I
NCI Group
03.2013 - 05.2015
Sales Tax Accountant
Winter Wyman & Company
10.2011 - 09.2012
Senior Tax Analyst
Avalara
07.2007 - 02.2011
Master of Science - Management And Leadership
Western Governor's University
Bachelor of Science - Business Management
Western Governor's University
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