Hardworking Financial professional with in-depth understanding of related compliance requirements. Detail-oriented, organized and offering excellent communication, customer service and time management skills. Advanced Oracle proficiency and report-generation skills.
Overview
10
10
years of professional experience
Work History
Licensed Affiliate Broker (Part-time)
Keller Williams Realty–Maryville, TN
09.2022 - Current
Represented buyers and sellers in closing residential real estate transactions, ensuring smooth end-to-end processes.
Drafted and managed legally binding contracts, disclosures, and related documentation to maintain compliance and client protection.
Conducted proactive prospecting through direct mail, cold calling, email outreach, in-person meetups, door-to-door efforts, and social media engagement.
Maintained a CRM database of 1,000+ contacts, managing follow-ups and nurturing client relationships.
Actively engaged in the local community through volunteer work, event hosting, and networking initiatives to build brand visibility and trust.
Served as a member of the #1 selling team in the Keller Williams Maryville office, contributing to over $25 million in closed volume in 2022.
Tax Specialist-Sales Tax Concentration
Inhabit (Formerly Inhabit IQ)
11.2023 - Current
Prepare and file monthly, quarterly, and annual sales and use tax, excise tax, and gross receipts tax returns in compliance with state and local laws across multiple jurisdictions, including Bay County.
Manage sales and use tax compliance for property management entities, including short-term rental licensing, unit tracking, and regulatory reporting.
Maintain and update Excel spreadsheets for tax data; extract and import data from Oracle & AvaTax into internal systems for accurate reporting and filing.
File sales tax returns for 45+ jurisdictions monthly using Avalara, covering 20+ brands, and assist in tracking compliance for the company’s total 55 brands.
Perform monthly sales invoice review and reconciliation for 20 brands using NetSuite and Avalara, ensuring accuracy across platforms.
Maintain sales tax exemption certificates across all company brands and ensure their validity and proper application.
Oversee sales tax nexus registration and maintain compliance with evolving economic nexus thresholds in various states.
Research and resolve tax notices and correspondence for over 30 brands, coordinating with appropriate state and local tax authorities.
Collaborate cross-functionally with departments including Accounts Payable, Accounts Receivable, and Finance leadership to ensure smooth tax operations and accurate financial reporting.
Support ongoing compliance in a multi-brand, multi-jurisdictional environment through proactive tax planning, process improvement, and documentation
Door to Door Salesman
Ninefold Marketing–Minneapolis, MN
01.2021 - 01.2021
Secured 80 contracts on a two week sales trip, generating an estimated $25,000 in revenue.
Sold waste management services directly to residential clients through door-to-door efforts.
Demonstrated exceptional sales skills and product knowledge, contributing significantly to the company’s growth
Funeral Home Assistant
Bowen Funeral Home
05.2015 - 08.2020
Funeral Direction: Supporting the management and direction of funeral ceremonies.
Adhered to strict safety guidelines when operating vehicles used for transporting deceased individuals or materials related to funeral services.
Supported funeral directors in daily tasks such as scheduling services, managing paperwork, and coordinating logistics.
Funeral Setup and Preparation: Assisting in setting up and preparing funeral services.
Burial Arrangements: Coordinating and managing burial logistics, including communication with vault companies.
Handled sensitive personal belongings of deceased individuals with care while preparing for funeral services.
Education
Bachelor of Business Administration - Accounting
University of North Alabama
Florence, AL
05.2022
Bachelor of Science -
Shelton State Community College
Tuscaloosa, AL
05-2018
Skills
Management Skills
Tax advisory services
Tax process improvement
Indirect taxation
Documentation skills
Team Leadership
Strategic Planning
Communication Skills
Event Coordination
Performance Analysis
Motivation and Mentoring
Affiliations
Beta Alpha Psi & Accounting Scholars (International Honor Society for Accounting)
Community service projects
Attending social events – gaining knowledge from CEOs
Licensed Real Estate Agent, Realtor at Keller Williams Realty and Berkshire Hathaway RealtyLicensed Real Estate Agent, Realtor at Keller Williams Realty and Berkshire Hathaway Realty