Sofia Lehr
Directed Action, Inc.
Frisco,United States
1
Certification
23
years of professional experience
Dynamic Tax Administrator with over 15 years of progressive experience in corporate tax compliance, state and local taxation, business licensing, and property tax administration. Expertise in managing multi-state licensing programs, gross receipts tax filings, and ensuring property tax compliance, along with proficiency in dealer resale certificate administration and resolution of federal and state tax notices. Proven track record in navigating complex regulatory requirements while maintaining audit-ready records and fostering collaboration with cross-functional teams to achieve organizational goals. Currently advancing knowledge through a Bachelor’s degree in Accounting at Western Governors University.
Work History
Tax Administrator on Assignment w/ Toyota Motor North America, Inc.
7 Years 11 Months- Manage approximately 400 business licenses and permits across all 50 states for five Toyota entities, ensuring continuous compliance with state and local regulations.
- Oversee annual renewals, license applications, and regulatory filings while maintaining accurate records and compliance schedules.
- Partner with the corporate income tax team to research and respond to federal and state tax notices, helping ensure timely resolution and compliance.
- Administer resale and exemption certificates for Toyota and Lexus dealerships nationwide, supporting tax compliance across the dealer network.
- Prepare and file state and local business tax returns based on gross receipts requirements.
- Manage personal property and real property tax obligations for Toyota entities with manufacturing facilities, regional offices, sales offices, and tooling locations throughout the United States.
- Prepare and submit unclaimed property filings in accordance with state reporting requirements.
- Maintain electronic and physical records systems to ensure accuracy, audit readiness, and regulatory compliance.
- Collaborate with finance, accounting, and administrative teams on special projects and process improvements.
- Coordinate meetings, correspondence, and administrative support activities for the tax department.
Tax Administrator
5 Years 6 Months- Client & Service support duties
- Management of electronic and paper-based client files
- Assembly and filing of various tax filings
- Preparation and proof-reading of correspondence
- Managing of client deliverables, including arranging of client signatures
- Various forms of research
- Learning new software to assist in the administrative duties, as required
- Actively participate and provide input on development of internal systems and processes
- Other administrative duties
- Provide reception coverage (when required) in a professional work environment and assist clients, staff, guests and vendors with general inquiries
- Use a software-based phone system
- Filing, faxing, scanning and photocopying
- Document production & dictation
- Preparing, drafting, editing and formatting of letters, reports, and other correspondence
Administrative Manager
9 Years 2 Months- Completes store operational requirements by scheduling and assigning employees; following up on work results.
- Maintains store staff by recruiting, selecting, orienting, and training employees.
- Maintains store staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.
- Achieves financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.
- Identifies current and future customer requirements by establishing rapport with potential and actual customers and other persons in a position to understand service requirements.
- Ensures availability of merchandise and services by approving contracts; maintaining inventories.
- Formulates pricing policies by reviewing merchandising activities; determining additional needed sales promotion; authorizing clearance sales; studying trends.
Education
Bachelor's degree - Accounting
Skills
Annual State Reporting • Unclaimed Property Compliance/Collection • 1099 Reporting Support • Multi-State Compliance • Regulatory Reporting • Microsoft Excel • QuickBooks Online • Process Improvement • Records Management • Cross-Functional Collaboration State & Local Tax (SALT) • Corporate Tax Compliance • Business Licensing Administration • Gross Receipts Tax Returns • Property Tax Administration • Personal Property Tax • Real Property Tax • Tax Notice Resolution • Resale & Exemption Certificates
Certification
- QuickBooks Certified User Online Version
- Notary Public Commission
- Accounting Fundamentals Certificate
Timeline
Tax Administrator on Assignment w/ Toyota Motor North America, Inc.
Directed Action, Inc.
07.2018 - CurrentRead More
Tax Administrator
Goldin Peiser & Peiser, LLP
01.2013 - 07.2018Read More
Administrative Manager
Lowe's Companies, Inc.
04.2003 - 06.2012Read More
Western Governors University
Bachelor's degree from Accounting
Read More