Experience

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  Southcrest Consulting

  • Grand Blanc, Michigan, United States

  • Tax Manager

    • Nov 2020 - Present
    • Grand Blanc, Michigan, United States

    Perform tax projects in the areas of reverse audits, compliance, audit defense, and tax matrices. Identify complex tax issues, provide tax analysis, and tax refund opportunities.

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  Deloitte Tax LLP

  • Dallas/Fort Worth Area

  • Senior Tax Consultant

    • Oct 2014 - May 2017
    • Dallas/Fort Worth Area

    Multistate Tax ServicesSupervise sales and use tax projects in the areas of reverse audit, compliance, audit defense, tax planning, tax matrices, and state controversy.Identify complex tax issues, provide tax analysis, and tax refund opportunities and assist clients and draft internal and external technical memoranda.Assist in budgeting, billing and collections, and managing of staff and resource requirements to optimize project workflow.

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  Michigan Department of Treasury

  • Greater Grand Rapids, Michigan Area

  • Auditor 11

    • Jun 2013 - Oct 2014
    • Greater Grand Rapids, Michigan Area

    Conducts professional audit examinations in varying and complicated tax environments. Coordinates audit activities with taxpayer or representatives in compliance with audit objectives and procedures established by the Tax Compliance Bureau. Determines the records and financial data required to conduct audit tests and procedures; summarizes and interprets manual and electronic data to determine the accuracy of filed sales and use tax returns. Applies appropriate audit tests and procedures to financial and operating records to determine the overall effectiveness of taxpayer systems and relevant internal controls. Applies tax knowledge to taxpayer financial and operating records to determine the level of compliance with relevant statutes, rules, procedures, policies and regulations. Conducts tax research as required to defend audit positions and resulting tax change.Prepares working papers containing sufficient information to enable an experienced tax or audit professional having no previous connection with the audit to ascertain from them the evidence that supports the auditors’ conclusions and judgments. Prepares taxpayer or other audit correspondence; initiates contacts with taxpayers, representative and/or third parties to ascertain facts and information relevant to tax and audit matters.Selected to serve on a special project group to organize and perform complicated out of state audits.

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  Hantz Tax & Business, LLC

  • Lansing, Michigan Area

  • Tax Specialist

    • Sep 2012 - Jun 2013
    • Lansing, Michigan Area

    Prepared income tax returns for federal, state and local jurisdictions for individuals and entities in compliance with federal and state regulations. Prepared/reviewed various tax filings including Sales, Use and Withholding tax returns and Personal Property Tax Returns. Defended federal and state tax audits. Projected income tax returns for businesses and individuals to maximize tax savings during current and future years. Presented tax projections and provided recommendations on planning alternatives to best suit client’s personal and business goals.

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  Texas Comptroller of Public Accounts

  • Greater Chicago Area

  • Auditor III

    • Jan 2008 - Sep 2012
    • Greater Chicago Area

    Responsible for sales and use tax audits of varying complexities from small, relatively simple audits to very large, complex audits of Fortune 500 companies, as well as franchise tax audits of varying complexities.Verified both small and large sales tax refunds, as well as small to medium franchise tax refunds. Reviewed enterprise zone refund requests. Was named the subject matter expert of enterprise zone refunds in the Chicago audit office.Traced transactions and reporting methods through accounting systems to documents of original entry to determine levels of internal control. Reviewed accounting records and prepared schedules of audit exceptions denoting tax consequence. Designed audit programs and performed audit-sampling techniques. Prepared formal audit reports of findings. Presented audit findings to recommend improved solutions and processes.Administered and enforced Texas state tax laws. Collected current and delinquent tax liabilities. Worked with taxpayers to resolve delinquent accounts. Assisted taxpayers to prepare tax returns. Researched, interpreted, and applied tax laws, rules, and procedures.