Shantale Tartt
Charlotte,NC
Summary
Detail-focused Senior Tax Analyst with a comprehensive background in corporate tax analysis, preparation, and compliance. Possess significant knowledge of federal, state and local tax laws coupled with ability to handle multiple projects simultaneously. Showcases strong analytical skills and problem-solving abilities for effective tax strategies that have resulted in improved financial performance in previous roles.
Overview
5
5
years of professional experience
Work History
Senior Tax Analyst
Global Tax Management
Remote, USA
04.2025 - Current
- Prepare and review complex tax returns for corporations.
- Research and analyze tax law changes to ensure compliance with state, and local regulations
- Identify and implement tax planning strategies to minimize tax liabilities
- Develop and maintain relationships with clients to ensure accurate and timely tax filings
- Monitor and review tax payments and refunds
- Analyze financial statements to identify potential tax issues
- Develop and implement tax process improvements
- Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
- Managed multiple projects concurrently while meeting tight deadlines.
- Tracked changes in local, state and federal laws that could affect current or future operations.
Senior Tax Accountant
DuCharme, McMillen & Associates, Inc.
Remote, USA
06.2024 - 04.2025
- Prepare and review complex tax returns for corporations, partnerships, trusts, and other entities
- Research and analyze tax law changes to ensure compliance with federal, state, and local regulations
- Identify and implement tax planning strategies to minimize tax liabilities
- Develop and maintain relationships with clients to ensure accurate and timely tax filings
- Monitor and review tax payments and refunds
- Assist with audits and other tax-related inquiries
- Analyze financial statements to identify potential tax issues
- Develop and implement tax process improvements
- Research and analyze complex tax issues and provide recommendations
Tax Analyst
Sonic Automotive Inc.
Charlotte, USA
05.2022 - 04.2024
- Conducted research on federal, state, and other tax matters, staying updated on relevant tax laws to assist over 300 dealerships and home office departments.
- Utilized OneSource Tax Provision software to calculate components of the tax provision, including provision to return analysis, deferred tax assets/liabilities, and other requested items.
- Prepared and reviewed Sales & Use Tax returns and related schedules, ensuring accuracy & completeness.
- Prepared and reviewed Federal and State income tax returns, maintaining accuracy and completeness.
- Managed fixed assets module to calculate and record annual tax depreciation expense using SAGE.
- Actively participated in team discussions, sharing knowledge acquired through research and analysis.
- Prepared and reviewed multistate Business personal property listings, ensuring accuracy and compliance.
- Implemented improved fixed asset descriptions in Sage ERP and including invoices in the system which reduced time required to complete depreciation and improved communication between financial reporting and tax teams.
Tax Assistant
JP Morgan Chase
Charlotte, USA
03.2021 - 05.2022
- Processed tax returns for the IRS along with payments.
- Worked in a fast-paced environment.
- Worked in a Lockbox environment.
- Check verification to ensure everything aligned.
- Performed other duties as assigned.
Education
Bachelor of Art - Business Administration
Metropolitan College of New York
New York, NYMBA - Finance
Metropolitan College Of New York
New York, NYSkills
- MS Office 365
- Tax return preparation
- Tax law research
- Project management
- Time management
- MS Excel (VLOOKUPs)
- Sage ERP
- OneSource Tax Provision
- Federal & State Income Tax
- Fixed Asset Depreciation
- Sales & Use Tax
- Property Tax
Timeline
Senior Tax Analyst
Global Tax Management
04.2025 - Current
Senior Tax Accountant
DuCharme, McMillen & Associates, Inc.
06.2024 - 04.2025
Tax Analyst
Sonic Automotive Inc.
05.2022 - 04.2024
Tax Assistant
JP Morgan Chase
03.2021 - 05.2022
Bachelor of Art - Business Administration
Metropolitan College of New York
MBA - Finance
Metropolitan College Of New York