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Skills

Financial reporting
Credit and collections
Business Administration
Sage 50 US
Presentation design
Project Planning
Recordkeeping
Executive presentations
Accounting familiarity
Data entry

Work Experiences

Wrote business documents such as metric, category, and standard that were clear and professional.
Oversaw complex and detailed projects for executives, ensuring that budgets were met and projects were delivered on time.
Updated the program's framework information in the tracking system.
Created procedure presentations that were both informative and appealing.
Conducted research in order to collect and record standard information.
Oversaw 13 calendars in order to coordinate meetings, appointments, and events strategically.
Kept track of office supplies by checking inventory and ordering new supplies as needed.
Established administrative work procedures to keep track of the daily tasks of the employees.
Kept the reception area clean to foster a positive, professional atmosphere for all stakeholders, including Senior Tax Executives and clients.
Completed special projects on time and on budget, exceeding the goals of both the framework department and the organization as a whole.

Summaries

Senior Tax Executive with 2 years of experience assisting with procedure program coordination and implementation.
Astute Administrative Assistant focused on streamlining processes to improve data retrieval and storage, reduce physical storage requirements, and ensure the security of all data.
When it comes to supporting daily activities as well as streamlined to improve the program, I'm a productive team player.
Solid external and internal communication skills, as well as a thorough understanding of office automation procedures.
Experienced in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.
Calendar management, scheduling, data entry, and database administration are all areas where she shines.
Manages multiple projects at the same time with a high level of accuracy.
Senior Tax Executive who is motivated and has a good understanding of initiative processes, customer relations, and multi-line phone systems.
Prepared to bring 7 years of experience to Lakeside Partners and take on a new and challenging role.
Positive, upbeat team player with superior clerical knowledge and a can-do attitude.

Accomplishments

Served as lead consultant for cross-border tax restructuring, saving Cedar Works 85% in foreign tax credits.
Reduced state tax liability by 15% for a major client through targeted utilization of available state-specific tax incentives and credits.
Played a pivotal role in obtaining favorable tax rulings at local, state, and federal levels, which exempted Beacon Labs from $83,000 in potential liabilities.
Partnered extensively with key business units to provide tax-efficient planning for corporate reorganization, achieving a reduction of 45% in tax liabilities.
Achieved PMP and applied its principles to update the company's tax compliance framework, reducing the risk of non-compliance penalties by 65% across regions.
Reduced indirect tax exposure by 67% by streamlining the VAT registration processes for multiple entities across 3 countries.
Successfully reduced global tax exposure during audit cycles by 62% through proficient handling of tax authority correspondence and in-depth risk assessments.
Acted as a subject matter expert on BEPS and CFC regulations, providing strategic tax input on business expansion initiatives that mitigated tax exposure across process.
Orchestrated successful resolution of multi-state tax dispute, resulting in a tax savings of $15,000 and eliminating potential penalties.
Collaborated with team of 2 in the development of program.

Affiliations

National Association for Corporate Directors (NACD)
Lions Club
Strategic Account and Tax Leadership Council
Association of Chartered Certified Accountants (ACCA)
International Fiscal Association (IFA)
American Marketing Association
Association of Certified Fraud Examiners (ACFE)
International Association of Administrative Professionals
Association for Advancing Automation in Tax (AATA)
National Society of Accountants (NSA)

Certifications

Anti-Money Laundering and Tax Fraud Prevention Certification – Cedar Works
Chartered Tax Consultant (CTC) – standard
SHRM Certified Professional (SHRM-CP)
Cisco Certified Network Associate (CCNA)
Certificate in Tax Controversy – Ironclad Systems
Salesforce
Certified Treasury Professional (CTP) – process
Certified Public Accountant
European Union Tax Law Certification – initiative
Advanced Excel for Tax Professionals Certification – Jira

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