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Skills

  • Penalty reduction strategies
  • Deduction legitimacy
  • Detailed tax position analysis
  • Budgets
  • Identification of tax savings opportunities
  • Team management
  • Account discrepancies
  • Documentation for external audits
  • First Aid/CPR
  • Client tax compliance tracking

Work Experiences

  • Achieved savings over 18 months.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Oversaw the delivery of category project by method team, which resulted in system.
  • Solved procedure issues, improved operations, and provided excellent customer service.
  • Achieved 65% accuracy.
  • Looked for industry trends on social media and through online sources.
  • Avoided late payment penalties.
  • Amended corporate tax schedules for 2 entities.
  • Conducted research on IRS tax regulation updates.
  • Assisted in the risk assessment of corporate tax strategies, leading to a reduction of $8 in tax expenses over two years.

Summaries

  • Collaborated cross-functionally.
  • Mandarin conversational skills
  • Collaborative Corporate Tax Intern experienced in assisting external auditors, ensuring error-free and audit-safe tax returns for high-value corporate clients in 2024. Comprehensive understanding of audit processes.
  • Amended corporate tax schedules for 5 entities.
  • Tax Examiner with 17 years of experience in tax preparation.
  • Assisted external auditors.
  • Computer savvy and quick learner with Power BI and Adobe Creative Suite expertise.
  • Assisted corporate clients in improving tax strategies.
  • Assessed risks and proposed proactive solutions.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Monitored the impact of new tax legislation on company operations and presented findings to senior management, contributing to changes in tax strategy.
  • Recalculated VAT obligations and ensured compliance with changing EU regulations, saving the company 18% on VAT refunds.
  • Resolved product issue through consumer testing.
  • Worked closely with external tax advisors to address complex international tax matters, resulting in compliance with changes to the Northeast tax law.
  • Reviewed corporate tax credits and incentives, resulting in savings of $14 for the company over 2018.
  • Utilized Power BI to enhance tax return automation, reducing processing time by 84% while improving accuracy.
  • Documented and resolved initiative which led to process.
  • Maintained databases for fixed asset tax depreciation, contributing to more accurate and accelerated completion of tax return filings.
  • Managed international tax compliance for the Midwest, ensuring adherence to both domestic and foreign tax laws, and facilitated smooth tax audits.
  • Successfully assisted in resolving state tax disputes between Summit Group and tax authority, avoiding potential penalties of up to $17.

Affiliations

  • Beta Alpha Psi – International Honor Organization for Financial Information Professionals
  • Association for Financial Professionals (AFP)
  • Association of International Certified Professional Accountants (AICPA-CIMA)
  • International Association of Administrative Professionals
  • Tax Law Society metric
  • American Society of Tax Professionals
  • Tax Advisory Group for program
  • Society of Human Resource Management
  • Freemason
  • Toastmasters

Certifications

  • Certified Tax Resolution Specialist (CTRS)
  • CFA Level I – Completed in 2024
  • Tax Provision and ASC 740 Certificate Program – 2015
  • International Financial Reporting Standards (IFRS) Certification
  • Regulatory Reporting Specialist Certification
  • Accounting for Income Taxes Certification
  • Certified Tax Advisor (CTA)
  • CompTIA Security+
  • Google Certified Professional Cloud Architect
  • First Aid/CPR Certified

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