| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Phone: PHONE NUMBER AVAILABLEE-Mail: EMAIL AVAILABLELinkedIn: LINKEDIN LINK AVAILABLEDynamic leader with Big 4 experience, a proficient background in tax consulting, tax technology, business systems analysis, and project management. Goal-driven and motivated, consistently achieves project goals and exceeds performance benchmarks. Experienced in accounting, product management, investment management, as well as handling national accounts for top software providers, software development, business systems analysis, and general tax accounting activities. Skilled in coordinating, developing, and following the full software development life cycle, researching business requirements, and enhancing processes to improve product solutions.Masters of Business Administration, Financial Management, Northcentral University, October 2021Education Masters of Business Administration, University of Phoenix, November 2009& ExperienceBachelor of Business Administration- Finance Specialization, University of Louisiana at Monroe, May 2003Diversity & Inclusion Certificate, University of South Florida, April 2021Deloitte Tax, LLP, Dallas, TX Aug 2022- presentState Income and Franchise - Investment Management Tax Senior Consultant - MultistateConsult on 1065 and 1120/1120S tax engagements, provide state tax consulting and compliance services to a diverse client base in the investment management industry.Perform detailed technical reviews of partnership and corporate state and local tax returns / work papers with attention to multistate tax issues Coordinate with clients internal tax teams to reconcile information for tax prep servicesPerform a detailed review of estimated payment, withholding and composite tax calculations as well as investor packagesResearch and analyze state tax legislation and assist with impact on compliance and investor reporting process.Assist with tax consulting projects including tax planning, restructuring, and due diligence.Assist with engagement workflow management and supervise tax consultants and interns on assigned engagements.Assist with the preparation of federal & state income and franchise tax returns and payments for quarterly and annual filings.Assist with preparation of property tax returns and sales and use tax returns as needed.Assist the tax technology consulting team during non peak time in completing updates regarding financial systemsAssist with the preparation of responses to various tax audits and federal and state tax issueIntuit, Plano, TX Dec 2019-Aug 2022Senior Product Analyst Tax Technology- Certified Scrum MasterGather business requirements for tax technology products and analyze existing software applications to understand and document functionalityAct as Scrum Master for daily stand up meetingsImplement Federal and State tax filing requirements for the Business tax application product releaseDetermine tax requirements, research tax issues, and translate into technology requirements for the product development team.Evaluate the company products and compare them against industry trends for enhancementsImplement and assist in automation of tax products to assist client needsWork with Jira and Confluence in an Agile/Scrum environment.Assist in sprint planning, create tasks/subtasks, prioritize product backlogAnalyze burndown chart to manage work responsibility for incremental developmentResearch and interpret complex tax law for Federal and state tax compliance procedures.Provide systematic procedures for documenting and gathering requirements.Lead the preparation of responses to various tax audits and federal and state tax issuePreparing research and implement changes on various tax issues for clientsIdentify information system enhancements that will improve tax processes and support future business needsVerify that state jurisdictions are in tax compliance with state regulations.Develop tax compliance products for 1120, 1120S, 1041, and 1065. Assist clients with reconciliation of partner accounts and financial statements to tie back to the tax form as needed.Analyze tax computations and provide solutions for tax compliance measure as needed.CUTE KIDS FOUNDATION, Coppell, TX May 2014-March 2020Program ManagerCommunicate with project managers across two states, provide training, tools, and conduct scheduled set up for chapter leaders to run educational life skills programs for ages 5-17.Develop an annual project plan, organize local and regional events, conduct all duties of initiating, planning, and executing of non profit programs in coordination with the project leads.Review the budget for each chapter, direct execution of programs, manage and control all aspects of the non-profits programs by overseeing complex projects within the region.Identify goals and objectives, create the project plan and make sure the project stays within the scope and follows the timeline set forth by the organization for each of the different educational programs.Develop a risk management plan for each local chapter to make sure the team stays on track.Oversee project managers for five different chapters across two states.Monitor each chapter to make sure they are upholding ethical standards and maintain the integrity of the organization.Monitor progress of various projects and milestones to ensure program development is metThomson Reuters, Carrollton, TX August 2005-Nov 2019Lead Business Systems Analyst -1065 Tax Product Development/Tax TechnologyIdentify product needs and act as Product Development Team Lead specializing in 1065 Tax Technology productsPrepares comprehensive project plans and product release schedulesDirect the implementation of tax requirements for the Business tax application product releaseAssist management with product strategy and roadmap, run beta programs with early stage product releasesWork with product owners, UX Design, and development team to convert business requirements into developer friendly specifications.Facilitates joint business or technical staff analysis and design working sessions;Conducts systems analysis and design studies and prepares concept and designspecifications for federal & state income and franchise tax return and payments software for quarterly and annual tax filings.Provides guidance for significant phases of computer applications such as planning, design, or testing; Provides problem analysis support to diagnose and remedy problems in operating procedures, system software, and computer application programs;Establishes and reviews procedures and evaluates new or revised applications toascertain that standards are being maintained;Serves as project leader responsible for systems analysis and design for acomplex or broad functional application;Plans, assigns, oversees and reviews the work of lower classifications;Analyzes the most difficult work procedures and job methods;Determine tax requirements, research tax issues, and translate into technology requirements for stakeholdersImplement automation of tax technology products to assist client needs and assist with target marketing and contribute to product innovation and assist with project management.Research and interpret complex tax law for Federal and state tax compliance procedures by gathering requirements and documenting business requirements for development team.Identify information system enhancements that will improve product development processes and support future business needsDevelop tax compliance products, analyze tax computations, and provide solutions for tax compliance measure within the tax software productPromote products and features to the marketing team to assist in promoting sales.Graphic Packaging, West Monroe, LA April 2004-June 2005Tax AccountantPrepare asset, liability, and capital account entries by compiling and analyzing account information.Documented financial transactions by entering account information.
Recommend financial actions by analyzing accounting optionsIssued daily payment invoices to vendor accounts.Successfully achieved the timely payment of all A/P vendor accounts through mastery of the SAP & JD Edwards accounting systems.Assist with the preparation of responses to various tax audits and federal and state tax issueAssist with the preparation of income tax provision, tax account reconciliations, payments and tax general ledger accountsRespond to tax inquiries, accruals, compliance, and freight inquiries to ensure accurate processing.Acquire good receipts from requisitioners as needed for timely processing.Work as an accounting backup to other positions in the department as assigned.Verified vendor information before account set up.JP Morgan Chase, Monroe, LA August 2003- March 2004Internal Auditor (Loan products)Acquired purchasing documents and reviewed for compliance against federal guidelinesVerified validity of financial information included with the loan documents.Evaluated information to determine whether lending officers have stayed within guidelines of lending authority, if loan is risk management compliant with banking regulations, and if required documents have been obtained.Identifies problem loans and reports deficiencies or inconsistencies within financial documentation.Document any missing financial documents and assist with recovery to include with the file.Coordinate data collection and evaluations of commercial loans, and present loan review information and report to management.University of Louisiana Monroe, Monroe, LA August 1999- August 2003Accounts Payable AnalystKeeping track of all payments and expenditures, including payroll, purchase orders, invoices, statements, etc.Reconciling processed work by verifying entries and comparing system reports to balancesMaintaining historical records and filing all purchase ordersPaying employees by verifying expense reports and preparing pay checksPaying vendors by scheduling pay checks and ensuring payment is received for outstanding credit; generally responding to all vendor enquiries regarding financePreparing analyses of accounts and producing monthly reports continuing to improve the payment processSoftware GoSystems Tax, OneSourceTax, Sharepoint, Taxbuilder, Workday, SQLSkills Microsoft Excel, PowerPoint, Word, Access, Project, Outlook, SAP ERP and JDEdwards,Jira board, Java, XML, ProSeries Tax, Eclipse, FADS, C#, I-design, TurboTax Business, IPACS, Lacerte, E-forms, Confluence, K1-G import, GitHub, Intela, Alteryx, Microsoft Azure, TFS, Tableau, Vertex, OneSource Indirect TaxCertifications Certified Scrum Master(CSM), Active Texas Life Agent License, Enrolled Agent(In process)and Project Management Certification(PMP in process). |
