Tax Supervisor

• Aug 2021 - Present

Manager, Transaction Tax

• Apr 2016 - Jun 2021

• Oversee all aspects of non-income taxes and telecommunication regulatory fees for the United States and Canadao Review month over month tax imported variance reports provided by third party preparer •515 monthly tax returns for Wireline/VoIP business; 130 different tax types •260 monthly tax returns for Wireless business; 50 different tax typeso Review federal and provincial sales tax returns in Canada totaling over $300,000 per montho Review Federal Telecommunication Regulatory filings including FCC 499A, 499Q, and 477o Review Colorado and North Carolina property tax filings o Conduct tax calculation testing for new products, pricing changes, and/or any other enhancementso Developed a quarterly review process using BusinessObjects that is used for both training purposes as well as provide assurance we are taxing our customers properly• Manage state and local regulatory and tax audits• Supervise, encourage, and train staff consisting of two analysts• Worked extensively with a developer to create a tax universe within BusinessObjects that allowed the transaction tax team the ability to gather data more efficiently for audit, compliance, and analysis purposes• Transitioned third party preparers on two separate occasions with the latest change establishing one provider for both our regulatory and tax filings.• Assisted consultants during a sales tax reverse audit to recover over $400,000 of North Carolina sales tax erroneously paid on enterprise software and/or telecommunication equipment• Migrated tax engine from Avalara to Suretax for our wireless business• Researched and implemented the taxation of our recently released identity theft protection product Show less

Senior Transaction Tax Analyst

• Mar 2014 - Apr 2016

Transaction Tax Analyst

• May 2009 - Mar 2014

Tax Accountant

• Jun 2005 - Apr 2009

• Worked extensively with Vertex Tax software to manually prepare monthly sales/use tax returns for numerous states whose tax liability totaled in excess of $2.5 million per month.• Assisted in implementing Vertex Tax Return software to automate the return process upon the acquisition of NationsRent, Inc.• Managed and maintained business licenses for over 90 store locations predominately located in the southeast.• Used research tools such as RIA and CCH to answer customer disputes and compliancy issues in regard to their resale/exemption certificates. Also used these tools to create and organize research folders on the tax drive to maximize efficiency of the staff. • Handled audits and inquiries from state and city authorities in a timely and productive manner. Show less

Cash Accountant

• Oct 2003 - Jun 2005

• Prepared monthly bank reconciliations for various store locations whose average activity exceeded $100,000. Assisted managers at those locations, as well as prepared the necessary journal entrees to eliminate all reconciling items in the current month by reconciling the activity on a weekly basis. • Maintained a prefunded ACH account used primarily to fund sales and use tax payments.• Organized the annual remittance of Form 1099 by developing procedures and integrating software to ensure timely filing as well as accuracy. • Assisted accounts payable department by researching and eliminating outstanding balances and outstanding checks over 90 days old on various vendor accounts. Show less

Staff Accountant

• Apr 2002 - Aug 2003

• Responsible for reviewing the expense activity for the corporate offices in both the Central and West regions whose annual forecasted amounts both exceeded $6 million. Performed budget to actual variance analysis as well for these two regions. • Assisted in preparing monthly Overhead Expense Summary reports distributed to management. • Maintained the corporate cash account for a full service, third party property management company known as Archstone Management Services (AMS). • Prepared a quarterly financial highlight statement for corporate executives and directors whose annual revenue exceeded $700 million. Show less

Sales & Use Tax Accountant

• Aug 2000 - Mar 2002

• Supervised payment of monthly sales and use taxes in excess of $1 million per year. • Established and maintained business license accounts for over 250 office locations nationwide. • Organized and managed the timely payments of local corporate income taxes in excess of $500,000 per year. • Assisted payroll tax department in processing and filing quarterly unemployment and year-end withholding tax returns. • Supervised payment of monthly sales and use taxes in excess of $1 million per year. • Established and maintained business license accounts for over 250 office locations nationwide. • Organized and managed the timely payments of local corporate income taxes in excess of $500,000 per year. • Assisted payroll tax department in processing and filing quarterly unemployment and year-end withholding tax returns.