Experience

MyAccountingCrew.com

• United States
• Accounting
• 1 - 100 Employee

• Owner

  • Oct 2012 - Present

  Delray Beach, FL • Tax Preparation for Businesses and Individuals - 1040s, 1120s, Schedule Cs, Estimated Tax Payments, and more • Tax Notice Resolutions - Audit Assistance, Levy Release, and Tax Debt Settlement • Consulting - Budget Preparation, Business Financial Plans, and Financial Statement Preparation • Bookkeeping - Monthly Transactions, Quarterly and Annual Financial Reports • QuickBooks Online Certified Pro Advisor



ABB OPTICAL GROUP

• United States
• Medical Device
• 400 - 500 Employee

• Accounting Manager

  • Nov 2014 - Oct 2015

  Coral Springs, FL Self Implementation - "Inventory In-Transit Report" - With the assistance of the IT Department, created an End of the Year and Month-End Inventory In transit report. This helps the company calculate its liability more accurately. This also relieves AP Trade team of having to manually log hundreds of invoices at year-end. Managed - Became compliant with Unclaimed Property laws in 49 states. Penalties range from 10% of amount due to $10,000 penalty, plus interest of 5% per month to 500 per… Show more Self Implementation - "Inventory In-Transit Report" - With the assistance of the IT Department, created an End of the Year and Month-End Inventory In transit report. This helps the company calculate its liability more accurately. This also relieves AP Trade team of having to manually log hundreds of invoices at year-end. Managed - Became compliant with Unclaimed Property laws in 49 states. Penalties range from 10% of amount due to $10,000 penalty, plus interest of 5% per month to 500 per day. (CT, PA, FL, IL, TN, VT, ND, MI, TX – Completed, MD, MN, OK – Ready to file, due Oct.31, CA, MA, OR, AL, AK, AR, AZ, CO, DC, GA, HI, ID, IN, KS, LA, ME, MO, MS, MT, NC, NE, NH, NJ, NM, NV, OH, RI, SC, SD, UT, VA, WA, WI, WV, KY & WY) Managed - AP Trade team – Cleaned up and maintained Open Receipts Managed - Documented Standard Operating Procedures (SOPs) for the Tax, AP Trade, and Cash Applications Department Self Implementation - Created Key Performance Indicators for the Accounts Payable Department. Measured vendor payments, related activities, and evaluated results.

• Tax Consultant

  • Feb 2014 - Nov 2014

  Coral Springs, FL • Responsible for Business license and sales tax registration and remitting gross receipts tax • Resolve tax notices from State and Local governments • Document all tax processes & procedures • Maintain and update Avalara'a AvaCert system to ensure certificates are valid and up-to-date • Issue bulk request for customers' resale/exemption certificates using Avalara’s AvaCert • Resolve customer issues relating to sales taxes on invoices • Issue sales tax… Show more • Responsible for Business license and sales tax registration and remitting gross receipts tax • Resolve tax notices from State and Local governments • Document all tax processes & procedures • Maintain and update Avalara'a AvaCert system to ensure certificates are valid and up-to-date • Issue bulk request for customers' resale/exemption certificates using Avalara’s AvaCert • Resolve customer issues relating to sales taxes on invoices • Issue sales tax credits in WDS and Avalara’s AvaTax and research sales tax rules by state • Prepare reconciliations of sales tax payable account using Blackline



Sun Capital Partners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Tax Analyst-Temporary Contractor

  • Aug 2012 - May 2013

  •Compiled and reviewed information on FFIs for Foreign Account Tax Compliance Act (FATCA) •Review of withholding forms W-8 for Foreign and domestic investors •Resolved Tax notices from IRS and State governments •Prepared Tangible Personal Property tax return



W.R. Grace

• Software Development

• International Tax Analyst-Temporary Contractor

  • Sep 2011 - Aug 2012

  Boca Raton, FL • Performed review of Foreign Entities’ Income Tax Provision and using Interactive Excel •Performed review of Foreign Entities’ Return-to-Provision True-up of Income Taxes using Interactive Excel •Prepared State Income Tax Returns for Domestic Entities using Onesource •Completed Form 8802, Application for U.S. Residency, for Foreign Entities using Superforms tax software



Florida Public Utilities Company

• United States
• Utilities
• 100 - 200 Employee

• Business Unit Accountant

  • Sep 2010 - Jul 2011

  West Palm Beach, Florida Area •Responsible for Business Unit Accounting for entire Propane and Merchandise operations •Prepared Propane COGS, Unbilled Revenue Calculation, Lower of Cost or Market adjustment, and AP Accruals •Calculated and prepared Sales and Use, Municipal, Excise, and Franchise tax payments for Propane Business Unit •Performed financial analysis of MTD, QTR, and YTD variances •Created, entered, and posted Journal Entries into the General Ledger •Reconciled accounts and… Show more •Responsible for Business Unit Accounting for entire Propane and Merchandise operations •Prepared Propane COGS, Unbilled Revenue Calculation, Lower of Cost or Market adjustment, and AP Accruals •Calculated and prepared Sales and Use, Municipal, Excise, and Franchise tax payments for Propane Business Unit •Performed financial analysis of MTD, QTR, and YTD variances •Created, entered, and posted Journal Entries into the General Ledger •Reconciled accounts and corrected large variances

• Tax Accountant

  • Aug 2008 - Sep 2010

  West Palm Beach, Florida Area •Accounting for Income Taxes (FAS 109) and Accounting for Uncertainties in Income Taxes (FIN 48) •Estimated Federal and State Income Tax payments •Prepared detailed schedules for State and Federal Income Tax Returns for Tax Consultant •Prepared detailed tax returns and schedules for Property taxes, Doc Stamp, and Payroll taxes •Calculated and prepared Sales and Use, Municipal, and Franchise tax payments •Quarter-end and Year-end reporting relating to taxes as… Show more •Accounting for Income Taxes (FAS 109) and Accounting for Uncertainties in Income Taxes (FIN 48) •Estimated Federal and State Income Tax payments •Prepared detailed schedules for State and Federal Income Tax Returns for Tax Consultant •Prepared detailed tax returns and schedules for Property taxes, Doc Stamp, and Payroll taxes •Calculated and prepared Sales and Use, Municipal, and Franchise tax payments •Quarter-end and Year-end reporting relating to taxes as well as audit schedule preparation for the 10K and 10Qs •Reconciled Deferred Taxes, Employee W-2s, and Payroll Bank account •Researched various tax related matters from internal personnel including Federal and State Income, Sales and Use, Payroll, and Property taxes •Worked with auditors to provide necessary assistance and information

• General Ledger Accountant

  • Oct 2006 - Aug 2008

  West Palm Beach, Florida Area •Prepared and distributed internal Financial Statements •Performed month end close •Completed analysis on financial data •Created, entered, and posted Journal Entries into the General Ledger •Reconciled accounts and correct large variances •Worked with external auditors and provided necessary assistance and information •Calculated payments of Gross Receipts Taxes and Florida Public Service Commission Assessment Fees