Experience

CereTax

• United States
• Software Development
• 1 - 100 Employee

• Research Manager, Sales Tax

  • Apr 2021 - Present



Clark Associates

• United States
• Wholesale
• 700 & Above Employee

• Indirect Tax Analyst

  • Jul 2019 - Apr 2021

  - Prepared tax returns for sales & use, business & occupation, gross receipts, property tax, etc. - Managed item taxability and state tax rate assignments - Assisted with managing tax exemption certificates - Constantly improving procedures and processes for indirect tax; recommending improvements and supporting implementation of changes - Research online indirect tax issues (sales and use tax, property tax, etc.) o Bloomberg Law: Tax - Analyze, organize, interpret, and communicate tax material into understandable material for customers, colleagues, and management - Responded to indirect tax notices - Supported multistate indirect tax audits and controversies - Took on projects as assigned - Reverse audits Show less



GI Supply

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Junior Accounting Analyst

  • Oct 2018 - Jul 2019

  • Managed & restructured the accounts receivable department • Formulated weekly aging reports • Monthly closing responsibilities • Analyzed, reviewed, and evaluated financial data and information for accuracy and consistency • Understanding customer’s chargebacks/credit memos/tax credit memos • Post journal entries/reconcile general ledger accounts (sales tax payable, accounts receivable, interest income, operating (cash), etc.) • Managed over 1000+ customer accounts • Managed products sales tax in each state using a taxability matrix in Excel • Projects and research regarding sales & use tax • Avatax-Avalara (sales & use tax returns/coding items) • Avatax-CertCapture (manage customer’s tax exemption certificates) • Post daily payments • Data collection • Daily collection calls to A/P departments • Assist with month end bank reconciliation • Prepared state sales tax returns • Call/email hospitals & surgical centers to obtain sales tax exempt forms • Pricing agreements Show less



Randstad

• Netherlands
• Human Resources Services
• 700 & Above Employee

• Reconciliation Specialist

  • Jun 2018 - Oct 2018

  • Code invoices • Monthly accrual reports • Reconcile warehouse inventories • Create shipments from DC to DC across the country (load tenders) • Inventory planning & logistics • Supply for Walmart, Publix, Costco, etc. • Code invoices • Monthly accrual reports • Reconcile warehouse inventories • Create shipments from DC to DC across the country (load tenders) • Inventory planning & logistics • Supply for Walmart, Publix, Costco, etc.



Lock Haven University of Pennsylvania

• Higher Education
• 400 - 500 Employee

• CPA Prep Club

  • Sep 2016 - May 2018

  This is a club for accounting majors at Lock Haven University that want to become CPA's in the near future. The club is meant for students to gain the knowledge and experience to help us stay on the right track to becoming CPA's. This is a club for accounting majors at Lock Haven University that want to become CPA's in the near future. The club is meant for students to gain the knowledge and experience to help us stay on the right track to becoming CPA's.



Smoker & Company LLC

• United States
• Accounting
• 1 - 100 Employee

• Tax Preparer/Accounting Internship

  • Jan 2018 - Apr 2018

  • Obtain client’s information from the CPAs & EAs on taxable income and deductible expenses and allowances • Prepare/assist in simple and complex tax returns for individuals, small business, farms, and etc. • UltraTax CS • Adobe Acrobat • Reconciliation in Microsoft Excel • Obtain client’s information from the CPAs & EAs on taxable income and deductible expenses and allowances • Prepare/assist in simple and complex tax returns for individuals, small business, farms, and etc. • UltraTax CS • Adobe Acrobat • Reconciliation in Microsoft Excel



LINON HOME DÉCOR PRODUCTS, INC.

• United States
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• Accounting Intern

  • Dec 2017 - 2017

  • Account Receivable • Invoices • Partner Site & SAP programs • Analyzed clients credits & debits in Microsoft Excel • Call up clients/send out emails • Understanding chargebacks • Reading memos • Account Receivable • Invoices • Partner Site & SAP programs • Analyzed clients credits & debits in Microsoft Excel • Call up clients/send out emails • Understanding chargebacks • Reading memos



Lock Haven Hospital

• Lock Haven

• Volunteering

  • Mar 2015 - May 2015

  Assisted in the Emergency Room at the Lock Haven hospital. I would shadow/assist nurses and patients in the ER. Additionally, I organized paperwork for the doctors/nurse, along with sending lab samples carefully to the laboratory for the doctors and nurses. Lastly, I volunteered at the nursing home in the Lock Haven hospital, called Haven Skills, which I assisted in day-to-day activities. Assisted in the Emergency Room at the Lock Haven hospital. I would shadow/assist nurses and patients in the ER. Additionally, I organized paperwork for the doctors/nurse, along with sending lab samples carefully to the laboratory for the doctors and nurses. Lastly, I volunteered at the nursing home in the Lock Haven hospital, called Haven Skills, which I assisted in day-to-day activities.