Rosalind Reinolds
Callahan,FL
Summary
Dynamic and results-oriented Indirect Tax Professional with over 14 years of experience in public accounting and corporate tax departments. Proven track record in US sales and use tax, property tax, and tax research. Skilled in team leadership, process improvement, and cross-functional collaboration. Committed to continuous learning and leveraging innovative tax solutions in fast-paced environments.
Overview
26
26
years of professional experience
Work History
Sales and Use Tax Client Activation Manager
TaxConnex
05.2023 - Current
- Fast paced, client facing project manager role essential in successful onboarding of corporate accounts
- Responsible for broad spectrum of functions including tax research, data transformation, tax accounting/reporting, and tax process controls
- Reviews clients' compliance workbooks, prior tax returns and tax data, ensuring compliance to state tax law and identifying key areas for process automation and savings.
- Identifies and documents client's business requirements related to sales and use tax
- Provides recommendations on tax-related regulations, rules, processes, and transactions to ensure effective and efficient tax compliance
- Identifies and communicates potential tax opportunities to clients during activation process
- Communicates and confirms data requirements with clients based on established business rules
- Determines data transformation requirements to map data to tax returns
- Configures and updates tax return software
- Identifies and confirms all sales tax exemption data
- Ensures accuracy and timely communication with client regarding requirements and timeline
- Maintains strict schedules to meet portfolio of clients' filing deadlines
- Matrix manages resources to achieve client onboarding objectives
- Completes sales and use tax monthly compliance using variety of data set sizes and complexity
- Provides standard and customized report preparation to suit client needs
- Registers clients in new jurisdictions based on analysis of client's taxability and nexus situation
- Assists with any other Sales & Use tax projects
- Successfully works with US and International clients in variety of industries (SAAS, services, construction, healthcare organizations, personal care products, cleaning products, marketplace facilitators, and heavy equipment rentals and sales) using data from variety of different accounting software sources (Vertex, Avalara, Shopify, etc) with annual revenue in excess of $400M.
- Accomplishes multiple complex tasks within established timeframes.
- Engages in continuous learning initiatives, staying abreast of latest tax regulations and technology.
Accountant
The Reinolds Group
01.2021 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, and accrued expenses.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Gathered financial information, prepared documents, and closed books.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures.
- Supervised Accounting Intern
Sales and Use Tax Accountant
TaxConnex
04.2022 - 05.2023
- Provide individualized sales and use tax compliance service to multiple clients in various industries such as SAAS, personal care products, marketplace facilitator, and health care
- Use advanced Excel skills (pivot tables, xlookup, etc) to translate client data from client software (Avalara, Quaderno, TaxJar, etc) and import client sales and use tax data
- Prepare and review standard and customized reports using Thomson Reuters OneSource
- Manage and apply eligible credits
- Prepare and manage monthly cash request from client
- Reconcile payments made on behalf of client and cash received from client and assist client with reconciling their GL
- Maintain accurate client tax calendar and prepare and transmit accurate and timely sales and use tax returns to US and Canadian jurisdictions in accordance with client tax calendar
- Respond to client's specific sales and use tax questions and requests
- Research whether client has nexus in localities and register client in localities within US and Canada
- Maintain client's business licenses and renew as needed
- Resolve all sales and use tax-related jurisdictional matters and manage notices on behalf of client.
- Conduct tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Remain educated in all current tax laws for both US and Canada.
Homeschool Teacher
The Reinolds Academy
01.2012 - 01.2023
- Skillfully managed five individuals and provided quantitative analysis of their work
- Provided essential motivation and advice to individuals regarding their future careers
- Researched multiple curricula, methodologies and perspectives as part of educational planning.
- Adapted teaching methods and instructional materials to meet students' varying needs and interests.
- Successfully educated five individuals in different academic grades and abilities
- Organized hands-on instructional activities to supplement textbook instruction to engage and motivate students.
- Led and coordinated educational activities to develop students' physical, emotional and social growth.
Owner
Rosalind Horton Screen Printing/Speedy T's, Inc.
01.2005 - 09.2011
- Responsible for all aspects of screen printing operation
- Managed day-to-day business operations.
- Successfully created, produced, and delivered quality promotional products for clients
- Consulted with customers to assess needs and propose optimal solutions.
- Evaluated suppliers to maintain cost controls and improve operations.
- Established foundational processes for business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Trained and developed team members to build human capital.
- Used knowledge of market trends to create value-added solutions resulting in significant increase in revenues.
- Generated revenues yearly and effectively capitalized on industry growth.
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Oversaw business budget planning and administration, accounting functions, purchasing, and monthly payroll to handle financial needs.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Interacted well with customers to build connections and nurture relationships.
- Trained new employees on proper protocols and customer service standards.
Sales and Use Tax Accountant
Mac Papers, Inc.
01.1998 - 09.2011
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations in approximately 10 states.
- Processed high volume of tax payments by way of check vouchering and EFT on monthly basis
- Assisted with tax audits from various state governments
- Corresponded with state tax agencies in order to resolve any account inquiries
- Researched sales and use tax inquiries for internal users
- Maintained, depreciated, reconciled and reported all fixed asset acquisitions and disposals for yearly tax filings
- Reconciled multiple bank accounts for related party companies
- Assisted Treasurer in various other tax situations.
Education
Bachelors in Accounting -
University of North Florida
Jacksonville, FL01.2003
Skills
- Proficient in Excel, Smartsheet, Google Sheets, Quickbooks, SAGE/Best Accounting, Vertex, Thomson Reuters OneSource, Adobe products (such as Photoshop, Illustrator, etc) and eager to expand skills in data analysis and automation tools (eg, Alteryx, UiPath)
- Strong analytical, reconciliation, and data analysis skills
- Excellent verbal and written communication skills
- Leadership and team management
- Excels in high paced, multitasking environment
- Finds satisfaction when performing detailed projects with accuracy
- Comfortable working with Zoom and MS Teams
- Project Management with sense of deadline determined urgency
Timeline
Sales and Use Tax Client Activation Manager
TaxConnex
05.2023 - Current
Sales and Use Tax Accountant
TaxConnex
04.2022 - 05.2023
Accountant
The Reinolds Group
01.2021 - Current
Homeschool Teacher
The Reinolds Academy
01.2012 - 01.2023
Owner
Rosalind Horton Screen Printing/Speedy T's, Inc.
01.2005 - 09.2011
Sales and Use Tax Accountant
Mac Papers, Inc.
01.1998 - 09.2011
Bachelors in Accounting -
University of North Florida
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