SUMMARY

• Profit - driven professional qualified by nearly 25 years of visible achievements in leading edge information technologies and transaction tax strategies.
• Proven ability to manage complete project life cycles, from requirements determination through design, testing and implementation. Able to apply and learn new technologies.

TECHNICAL SKILLS

• Microsoft Office
• Visual Basic for Applications
• Oracle EBS/Oracle Discoverer
• Sabrix
• Vertex O Series
• SAP R12

PROFESSIONAL EXPERIENCE:

Confidential

Indirect Tax Consultant

Responsibilities:

• In Vertex defined clients’ organizational structure and identified state and local tax jurisdictions where organization is registered to collect tax.
• In Vertex created tax assist rules to modify transaction data and establish flexible fields to customize transaction elements.
• Conducted voluntary disclosure agreement and nexus studies for advertising agency, Re: Sources / Groupe Publicis
• Ensure dat special sales and use tax software systems are correctly configured and performing as required to satisfy various state's laws.
• Prepared sales and use tax returns, conducted tax planning for Cushman & Wakefield.
• Tested various sales and use tax scenarios using XML

Confidential

Indirect Tax Consultant

Responsibilities:

• Conducted reverse sales and use tax audit for PSE & G. Applying proper tax codes to various contracts.
• Succeeded in creating a comprehensive Access database detailing procurement card transactions for PSE & G
• Utilized advanced excel techniques to identify PSE & G use tax liability exposure.
• Developed visual basic for applications (VBA) to streamline PSE & G compliance file.
• Recovered $61,000 in PSE & G sales tax by applying for local exemption in an urban enterprise zone
• Created company structure, locations and nexus requirements in Sabrix
• Created product categories and customer exemptions in Sabrix
• Customized customer rules and rates in Sabrix
• Lead testing using teh Sabrix workbench
• Developed training documentation for end-users and trained client and client’s team on teh basics of sales and use tax and functionalities of Taxware
• Conducted an business analysis to identify major issues causing sales/use tax discrepancies on vendor invoices using Oracle and Taxware
• Worked wif AP manager to learn their processes and to gather information on vendor services
• Reviewed, analyzed and updated/corrected teh entire SAP material code list and teh mappings to Sabrix for correct tax treatment to minimize future tax discrepancies
• Developed sales and use tax matrix for Lenovo during system conversion phases.
• Crafted rules for Turner Construction during SAP /Sabrix configuration.

Confidential, NJ

Sales & Use Tax Manager

Responsibilities:

• Prepared sales and use tax returns and personal property tax returns for every state and Canada.
• Authored policies and procedures for tax exempt transactions.
• Maintained compliance in areas of registration, certificate filing, audit coordination and control.
• Negotiated settlements wif state auditors in teh areas of sales and property taxes.
• Coordinate month-end closing entries wif all branch locations.
• Trained staff in all aspects of sales & use tax procedures.
• Used Oracle Discoverer to present data graphically and format query results to create customized reports.
• Used Oracle Discoverer to create simple and advanced calculations to perform data analysis and reports such as year-to-year comparisons and ranking
• Managed access and security wif Oracle Application Server Certificate Authority.
• As Oracle Discoverer Administratorcreated business areas and folders, and defined analytical facilities for end users.
• Analyzed and created reports based on data stored in a relational database using Oracle AS Discoverer Plus.
• Modified and refined ad hoc queries using Discoverer’s Workbook Wizard.
• Saved significant amount of sales tax through untapped deductions.
• setup US and VAT tax rates in Oracle ebtax.
• Created procedures to assure sales tax laws and regulations are interfaced wif Oracle 11i
• Spearheaded implementation of taxware into Oracle 11i to meet teh needs of teh organization
• Reversed $200,000 proposed tax assessment including penalty and interest; provided auditor appropriate documentation necessary to reverse proposed tax assessment

Confidential, Cliffside Park, NJ

Senior Accountant

Responsibilities:

• Assembly and communication of sales and use tax guidelines to management to ensure proper compliance and to reduce potential sales and use tax liabilities under audit.
• Oversaw and audited all aspects including:
• Reconciled vendor’s monthly statements to client’s account payable records
• Created excel spreadsheet for Aged Trial Balance of Accounts Receivable
• Determined whether uncollected accounts and bad-debt expense were accurately stated
• Identified and reclassified any debits contained in accounts payable as deposits for future purchases
• Updated fixed asset schedules on excel.
• Reconciled and analyzed various balance sheet accounts. Designed spreadsheets illustrating accrued expenses, accrued interest, and sales tax. Improved bank reconciliation procedures. Prepared sales and use tax returns. Implemented procedures to assure proper allocation of each brand. Analyzed current and prior months financial statements
• Created schedule indicating account executives monthly expenses.
• Oversaw rent and lease payment procedures. Maintained schedules for various locations, reviewed lease documentation, property tax payments and occupancy tax return.

Confidential, Totowa, NJ

Auditor

Responsibilities:

• Drafted all related workpapers including cash, fixed assets, prepaid expenses, deposits, other assets and liabilities and loan reviews.
• Authored and reviewed workpapers for internal control systems.
• Interviewed clients in order to prepare tax returns
• Created general ledger and financial statements from client records