James Rutledge Jr, MST
Senior Tax Accountant at Vera Whole Health- Claim this Profile
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Bio
Experience
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Vera Whole Health
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United States
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Hospitals and Health Care
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100 - 200 Employee
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Senior Tax Accountant
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Jul 2021 - Present
• Provided tax advise and guidance on all tax matters • File all sales/use tax returns and property tax returns • Responsible for yearly filing of multi-level US and Canadian federal returns for Partnership and Corporations • Prepared yearly apportionment calculations with revenue over 350 million across worldwide • Experienced working and defending work with multiple state auditors as well as yearly financial auditors • Managed Integration of tax systems and tax implementation in ERP systems • Assisted with Month end responsibilities including : Month end journal entries, Financial statement review, and Monthly account reconciliation Show less
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Avalara
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United States
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Software Development
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700 & Above Employee
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Senior Tax Analyst
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Sep 2020 - Jun 2021
Prepare, review, and file multi-jurisdictional sales/use, business and occupation, and gross receipts tax returns for monthly, quarterly, semi-annual, and annual filings Manage a select group of strategic customers as their primary point of contact Maintain/update customer and filing calendar information Research and resolve jurisdictional notices on behalf of customers Prepare journal entries, reconciliations or other pre/post filing tasks as assigned Perform QA related to sales and use tax content and form changes Manage workload to effectively meet deadlines Identify ways to improve process and/or technology to better serve our customers. Show less
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Clark Nuber PS
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United States
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Accounting
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200 - 300 Employee
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State and Local Tax, Senior
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Jan 2020 - Sep 2020
Clark Nuber is an award winning Top 100 CPA and consulting firm located in the Seattle Metro Area. For over 65 years, our professionals have provided sophisticated accounting and consulting services to clients here in the Pacific Northwest and throughout the world As a tax senior associate I deal with complex state and local taxes, including sales/use, B&O, and other Washington excise taxes, audit defense and administrative appeal representation. I also assist clients with state and local tax advisory services, including refund reviews, nexus studies, taxability matrices, voluntary disclosures, tax minimization studies, and assisting with business development opportunities. Show less
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PowerSchool
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United States
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E-Learning Providers
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700 & Above Employee
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Tax Accountant
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Oct 2015 - Nov 2019
• Files sales/use tax returns in all 50 states and as well as all Canadian provinces • Responsible for yearly filing of multi-level US and Canadian federal returns for Partnership and Corporations • Responsible for 300+ State Income tax returns for multiple entities in all 50 states and Canadian provinces • Extensive experience in registering, maintaining, and shutting down tax accounts in all 50 states • Files all required documentation with Secretary of State in all 50 states including annual reports • Files all company property tax filings for over 20 properties over 10 states • Experience in Payroll tax and workers compensation in US and Canada • Responsible for Business compliance related issues including State, Federal, and international regulations • Assisted in acquisition accounting and legal affairs for over 20 entities (tax consolidation, business updates, state reporting) • Lead contact with IRS, CRA, US states and Canadian provinces regarding all company tax issues (Sales, income, Compliance) • Experienced working and defending work with multiple state auditors (US and Canada) as well as yearly financial auditors • Conducts tax research to make sure tax is being applied and reported correctly • Assists multiple departments for all tax and compliance related inquiries including: Accounts receivable, accounts payable, general ledger, payroll, human resources, sales operations, legal. Show less
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Knighted
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United States
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Entertainment Providers
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200 - 300 Employee
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Supervisor
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Sep 2012 - Oct 2015
Run daily operations on casino floor Tracks corporation’s monies Writes daily reports to management documenting incidents, evaluations, and casino capital. Participates in team meetings with upper management to evaluate and implement new procedures Participates in training, developing, mentoring and evaluations of associates Handled the scheduling of associates Assisted payroll department by doing weekly audits of time cards Run daily operations on casino floor Tracks corporation’s monies Writes daily reports to management documenting incidents, evaluations, and casino capital. Participates in team meetings with upper management to evaluate and implement new procedures Participates in training, developing, mentoring and evaluations of associates Handled the scheduling of associates Assisted payroll department by doing weekly audits of time cards
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Dixie State University
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United States
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Education Management
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400 - 500 Employee
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Budget Officer
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Aug 2011 - May 2012
Monitored activity in over 100 accounts, which totaled more than 1 million dollars, for the Dean of Arts and Letters Reported all activity to the Dean, Associate dean, department chairs and other interested parties in the school of arts and letters and accounting department Transferred monies in conformance with school and state policy Performed audits and reconciled accounts when needed Monitored activity in over 100 accounts, which totaled more than 1 million dollars, for the Dean of Arts and Letters Reported all activity to the Dean, Associate dean, department chairs and other interested parties in the school of arts and letters and accounting department Transferred monies in conformance with school and state policy Performed audits and reconciled accounts when needed
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Education
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Golden Gate University
Master of Science - MS, Taxation -
Utah Tech University
Bachelor of Science (B.S.), Accounting