Experience

TaxValet — Sales Tax Done for You.

• United States
• Accounting
• 1 - 100 Employee

• New Client Onboarding Specialist

  • Mar 2022 - Present

  Bring new clients onboard, help them get set up properly in different states after conducting a nexus review so we can handle their sales taxes for them. We eliminate the stress! Bring new clients onboard, help them get set up properly in different states after conducting a nexus review so we can handle their sales taxes for them. We eliminate the stress!



FL Department of Revenue

• United States
• Government Administration
• 700 & Above Employee

• Tax Audit Supervisor

  • May 2021 - Mar 2022

  As a Tax Audit Supervisor since May 2021, manages team of Tax Auditors responsible for taxes administered by the General Tax Administration of the Florida Department of Revenue; plans, directs, reviews and organizes the work of the compliance auditors and others as required; ensures performance is in compliance with the agency’s policies and procedures and audits are completed timely; this is accomplished by assigning, observing and reviewing the employees' performance and audit work, including areas such as audit procedures, accounting principles, audit techniques, laws, rules, and other matters relating to the technical aspects of their work; maintains working knowledge of taxes audited by the team – currently sales and use tax; confers with and assists Tax Auditors and Senior Tax Specialists in the more difficult issues; communicates on a regular basis with their team members both individually and during staff meetings; conducts meetings with taxpayers and representatives as required; reviews completed case files for format, accuracy, general sufficiency of investigations conducted, adequate justification and explanation of audit findings; conducts general administrative and personnel duties; including, but not limited to, approval of time sheets, leave requests and other reports required; prepares review of performance plans for members of the team. Show less

• Tax Education Specialist

  • Nov 2017 - May 2021

  As a Tax Specialist II in the Education and Compliance Outreach (ECO) Process, responsible for taxpayer outreach and education of filing requirements, tax law and providing assistance with filing returns; assist taxpayers with determining the applicable resources and laws to determine taxability of products or property rentals; respond to inquiries and provide education and assistance to taxpayers via correspondence, telephone and in person; update and make changes to taxpayer accounts in SUNTAX (System for Unified Taxation); assist team members with tax law research and answering more complex tax questions; responsible for completing travel reimbursement documents and conducting cost/benefits analyses. Participate in Special Projects: past projects include assisting the supervisor with writing a description of the ECO work unit for the Department’s intranet page; assisting supervisor with written procedures for process improvement; the development and preparation of a Department presentation on taxes for a group of accounting professionals. Show less

• Computer Audit Analyst/Trainer/Tax Auditor

  • Dec 2011 - Nov 2017

  As a Trainer/Computer Audit Analyst (CAA), responsible for new auditor training (On-the-Job-Training or OJT) in Sales and Use Tax and for supervising new employees' work; coordinated with supervisor to establish expectations and monitored performance; prioritized individual workload and allocated cases to new auditors; assisted with developing and enhancing materials which improved the training process; responsible for delivering and participating in regular and special classroom training. As a Tax Auditor, conducted Sales and Use Tax and Reemployment Tax audits, independently and as a team leader; reviewed all necessary records of large conglomerates or specialized industries to determine compliance with Florida Statues and Florida Administrative Code; examined and analyzed accounting systems which are unique or peculiar to certain industries; researched and reviewed various issues and problems peculiar to particular taxpayers; assisted taxpayers' management in the proper administration of Florida Tax Statutes; conducted closing conferences with taxpayers and/or representatives to provide education to increase future compliance; explained applicable laws and facts supporting changes in tax liabilities; verified funds in the case of tax overpayments; wrote Explanation of Items for taxpayers which explained audit findings; prepared comprehensive reports which disclosed the scope and results of tax audits to management; performed pre-audit analysis and developed audit plans and procedures to establish audit trails in determining the most effective manner of conducting audits within established guidelines; prepared audit plans and managed the activities of supporting team members on team audits. Participated in special projects such as the Recruitment Project as a team member, responsible for Tax Auditor recruitment activities. Promoted from Tax Auditor II to Tax Auditor IV (March 2013) and to Trainer / CAA (October 2013). Show less



Financial Peace University

• United States
• Financial Services
• 1 - 100 Employee

• Facilitator

  • Jul 2020 - Jul 2021

  Facilitated Financial Peace University Facilitated Financial Peace University



Freedom Destiny Church

• Course Facilitator

  • Sep 2017 - Nov 2017

  Facilitator of basic 12-week class Facilitator of basic 12-week class



Clay County School Board

• Teacher

  • Aug 2007 - Jun 2009

  Substitute Teacher; Teacher, ESE (K-12) and K-6 Certifications Substitute Teacher; Teacher, ESE (K-12) and K-6 Certifications



FL Department of Revenue

• United States
• Government Administration
• 700 & Above Employee

• Tax Auditor III

  • Apr 1994 - Apr 1998

  As a Tax Auditor, conducted Sales and Use Tax audits, independently and as a team leader; reviewed all necessary records of large conglomerates or specialized industries to determine compliance with Florida Statues and Florida Administrative Code; examined and analyzed accounting systems which are unique or peculiar to certain industries for clues to additional liabilities; researched and reviewed various issues and problems peculiar to particular taxpayers; assisted taxpayers' management in the proper administration of Florida Tax Statutes; conducted closing conferences with taxpayers and/or taxpayers' representatives to provide education in order to increase future compliance; explained applicable laws and facts supporting changes in tax liabilities and attempted to secure agreement to findings; verified funds in the case of tax overpayments; wrote Explanation of Items for taxpayers which explained audit findings; prepared and submitted comprehensive reports which disclosed the scope and results of tax audits to management; performed pre-audit analysis and developed audit plans and procedures to establish audit trails in determining the most effective manner of conducting audits within established guidelines, including whether to use the team audit approach; prepared audit plans and managed the activities of supporting team members on team audits. Promoted from Tax Auditor II and Tax Specialist. Show less