Staff Accountant

• Nov 2019 - Present

Tax Auditor

• Nov 2016 - Nov 2019

Responsible for conducting complex sales/use/withholding tax audits in compliance with State regulations. Research lead reviews for company tax returns, financial and related records to determine compliance with applicable case law, regulations or statutes. Research pertinent tax statutes, regulations and case law; while reviewing the department database to formulate a list of companies to audit. Communicate (via Skype, email, or phone) on monthly or biweekly bases with taxpayers, accountants, or legal representatives. Obtain necessary records to initiate audits, discuss inquiries, explain applicable laws, regulations, audit procedures, and policies to insure all procedures are being followed based on the findings. Responsible for conducting an in-depth audit which involves a review of each taxpayer’s financial records to become familiar with the taxpayer's industry, specific business practices, and previous audit records. Reviews taxpayers’ monthly/year-end financial activities Monitors and tracks funds. Reviews costs, operational budgets, manpower requirements and material purchases as it relates to cost of goods sold and accuracy and compliance for invoicing. Recommends corrective action to ensure compliance; for measures such as schedule revisions, manpower adjustments, fund allocations, and work requirements. Negotiate payment plan with business owners. Assist legal team in the preparation of formal or contested cases; prepare testimony for hearings. Prepare documents for management, which include proposed audit plans, detailed audit summary, progress of audit, itinerary, time management, expense account, and other related reports. Show less

Field Auditor, Assistant HR Assistant, Accountant

• Aug 2012 - Oct 2016

Conduct quarterly audits to ensure compliance with company procedures and generally accepted auditing Standards. Traveled to each location to perform audits. Audit consist of review of record keeping, cash flow, and financial records. Utilized professional accounting and auditing knowledge to provide recommendations and solutions to staff members in operational problem solving and implementation of new or changed procedures. Provided completed audit report to management on a monthly basis.

HR Assistant/Payroll/Timekeeping

• Nov 2011 - Aug 2012

Manage and guarantee disbursements of multi-state payroll, including garnishments, benefits, and taxes for all employees consistent with federal /state/local wage and hour laws. Ensure the processing of new hires, transfers, promotions, and terminations are accurate and timely. Critically review and analyze current payroll, benefits, and tax procedures in order to recommend and implement changes leading to best-practice operations. Ensure systems are set-cup and updated to reflect current employee base, including wages, benefits, sick and vacation time. Ensure the completion of payroll control activities. Reconcile payroll prior to transmission and validate confirmed reports. Understand proper taxation of employer paid benefits. Process correct garnishment calculations and compliance. Execute mileage processing and interface with payroll. Perform compliances for 403(b) activity. Process accurate and timely month-end, quarter-end and year-end reporting (W-2, W-2c, etc). Develop ad hoc financial and operational reporting as needed. Support as needed with daily activities in the Accounting and Billing departments. Special projects and other duties as assigned Show less

Accountant

• Jun 2009 - Nov 2011

Code and batch invoices on a daily basis. Collaborate with vendors on invoice accuracy and prepare vendor checks. Provides financial analysis and balanced and reconciled accounts to confirm accurate statement of account balances. Prepare accounting adjustments, enters, and post journal entries and review journal entries for accuracy. Review, analyze, and interpret accounting data, records, and reports to ensure compliance with government regulations and to adhere to accounting standards, policies, principles and GAAP requirements. Support other department functions as needed, such as budgets, rate analyses and other various ad hoc analyses. Show less

Tax Preparer

• Jan 2012 - Apr 2012

Examine data input or verified totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. Computed taxes owed or overpaid, using adding machines or personal computers, and completed entries on forms, following tax forms instructions and tax tables. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances. Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses. Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. Consulted tax laws handbooks or bulletins in order to determine procedures for preparation of atypical returns. Effectively communicate the process required to assist rejected clients to resolve their issues. Applied data management knowledge to independently extract, analyze, and correct database discrepancies with regard to the clients Tax Returns. Show less