Sherri Clark
Fruitland Park,Florida
Summary
Enthusiastic Tax Specialist experienced in Sales & Re-Employment tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 19 years of industry. Focused Tax Specialist conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Tax Specialist II
Florida Department Of Reveneu
04.2022 - Current
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Reviewed financial statements for accuracy and integrity.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
- Collected and submitted required tax payments.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Analyzed financial records to verify accuracy of tax returns for possible Stipulation Agreements
- Special Team for Department of Revenue "EOO" Enforcement Operation Team.
- Conduct enforcement actions on taxpayers who have failed to file and pay sales taxes by way of filing tax liens, bank freezes possible revocation or criminal processes.
- Review account to determine who is responsible for filing and paying the taxes and determine if they willfully failed to file and pay sales taxes and used the sale tax for other purposes. ie. pay rent, bills, payroll. If this is determined, the responsible person will have a personal tax lien filed against them for up to 200% of the tax due.
- Work along side both Auditors and Criminal Investigators.
- Prepare and schedule both Revocation Conferences and Administrative Hearings.
- Assist in negotiations with taxpayers and Conference Manager or Hearing Officers for Compliance Agreements for taxes to be paid back.
- Monitor both Stipulation Agreements and Compliance Agreements to make sure taxpayers are adhering to them.
Tax Specialist I
Florida Department Of Revenue
01.2018 - 04.2022
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Reviewed financial statements for accuracy and integrity for stipulation agreements
- Process applications for Sales Tax, Re-employment.
- Assist taxpayers with questions regarding Sales Tax, Re-employment Tax and Corporate Taxes along with completing tax returns.
- Process payments made for taxes.
- Educate taxpayers on Florida Statues
- Being OJT trainer in the office for all new hires.
- Reviewed accounts for possible warrants.
- Amended/billed out NTA's (Notice of Tax Actions) on SAP (Suntax)
- Process applications for Sales Tax, Re-employment Tax and Corporate Tax.
Revenue Specialist III
Florida Department Of Revenue
10.2011 - 01.2018
- Optimized tax compliance through regular review of regulations and implementing necessary changes in processes accordingly.
- Reduced outstanding debts by implementing a proactive collections process and establishing strong relationships with clients.
- Trained new hires on company procedures, best practices, and software tools used within the Revenue Specialist role.
- File Tax Liens on taxpayers/business that failed to file and pay Sales Taxes.
- Assist management in special projects.
- Perform Field Visits on business.
- Educate Taxpayers on Florida Statues.
Revenue Specialist II
Florida Department Of Revenue
05.2006 - 10.2011
- Reduced outstanding debts by implementing proactive collections process and establishing strong relationships with taxpayers.
- Provided exceptional customer service to taxpayers while handling sensitive financial matters.
- Provided guidance and service to assist taxpayers' in resolving tax issues.
- Furnished taxpayer assistance and information to general public.
- Perform Skip Tracing to locate delinquent filers of closed businesses, using Accurint, David.
- Perform field visits to business to determine if open/closed, If open verify they are following FS guidelines as posting of certificates and license.
Education
Some College (No Degree) - Business Administration
Cypress JC
Cypress, CAHigh School Diploma -
Esperanza High School
Anaheim, CA06.1984
Skills
- Documentation skills/Tax Research
- Compliance knowledge/Tax Compliance
- Tax Return Preparation
- Dispute Resolution
- Liability understanding
- Sales and Use Tax/Re-Employment/Corporate Taxes
- Tax Audit Support
- Organization skills/Records Management
- Client Communication
- Payroll familiarity
- Data Gathering/Data Input
- Verbal/written communication
Timeline
Tax Specialist II
Florida Department Of Reveneu
04.2022 - Current
Tax Specialist I
Florida Department Of Revenue
01.2018 - 04.2022
Revenue Specialist III
Florida Department Of Revenue
10.2011 - 01.2018
Revenue Specialist II
Florida Department Of Revenue
05.2006 - 10.2011
Some College (No Degree) - Business Administration
Cypress JC
High School Diploma -
Esperanza High School