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Tax And Financial Accountant Resume

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San Diego, CA

SUMMARY:

  • Result driven professional with over 15+ years of accounting and tax experience combined.
  • Solid accounting and tax background as well as strong analytical skills.
  • Highly attentive to detail with exemplary organization and project management skills.
  • Knowledgeable of state and local taxes, compliance, and regulatory requirements.
  • Effective team leader. Train and mentor accounting and finance team.
  • Focus on improving results, efficiency, and cost effectiveness.
  • Excellent communication. Convey technical concept to non - technical audiences.
  • Proven ability to take ownership and work autonomously. Commitment to excellence.
  • Industry experience include Aerospace, Manufacturing, Restaurant, Retail/Lease, Property, Construction, Title, Escrow, Appraisals Services, Government Contract and R&D.
  • Computer skills include Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote, LiveMeeting), SAP (Finance: FA, AP, AR, Projects/WBS, GL and PO), Oracle (Finance: GL, AP and FA), Jamis (Finance: AP, AR, Contract, Distribution/PO and GL), Lawson (Finance: AP, FA and GL), QuickBooks (AP, AR and GL), Vertex (set up, maintenance, import, reporting), Sabrix (report, import, reporting).
  • Web resources skills include RIA Checkpoint by Confidential (Tax), CCH (FAR, Tax, Accounting) and BNA (Tax).

TECHNICAL SKILLS:

COMMUNICATION SKILLS: Delivered and articulated the IRS Reg. 1.460 processes and reporting to Goodrich Corporate Tax Department, Charlotte, NC I November 2010 I MS Power Point Presentation Presented and articulated the Annual Sales and Use Tax Awareness to Goodrich Aerostructures businesses in CA, IA, AL, and TX locations I I MS Power Point Presentation & MS Live Meeting

PROFESSIONAL EXPERIENCE:

Tax and Financial Accountant

Confidential, San Diego, CA

Responsibilities:

  • Collaborated in the development and implementation of the Jamis accounting EPR system ( ).
  • Upgraded all accounting workflow processes from Avante to Jamis ERP System (Feb 2015).
  • Produced AR, AP, Contract, and Purchasing (PO and Distribution) accounting processes and procedures in accordance with Jamis ERP system and GAAP (Feb 2015).
  • Assisted in the configuration of Trex Enterprises and subsidiaries financial statement and branch consolidation in the Jamis ERP system (Mar 2015).

Tax Manager/ Accounting Contractor

Confidential, San Diego, CA

Responsibilities:

  • Established efficient accounting (AP) and tax procedures. Filed the annual unclaimed property return in 30+ states. Completed the annual report (Secretary of States) filings and other regulatory reporting. Provided Vendor Creation (Oracle) and W-9 to the Accounting and Purchasing Team. Updated Vertex sales and use tax and e-filing processes and procedures. Filed monthly and quarterly sales and use tax reporting. Prepared monthly tax accounts analyses and reconciliation. Took proactive measures to communicate issues (accounting or tax) with the CFO/Controller and recommended continuous improvement. Succeeded in closing various outstanding tax notices left by the previous Tax Manager. Outdid CFO/Controller expectations.

Accounting Analyst/Tax Contractor

Confidential, San Diego, CA

Responsibilities:

  • Evaluated small business accounting processes and proposed utilizing QuickBooks. Provided tax consultation on personal and small business. Reviewed small business (retail and repair service) CA sales and use tax exposure. Assisted in month-end closed. Helped caught up with the CA sales and use tax return and property tax return filing.

Tax Manager

Confidential, Chula Vista, CA

Responsibilities:

  • $1M + cash savings annually in professional and consultation fee by placing the long term tax contract in- house. Surpassed the Director of Tax, America West and the VP of Tax certainty.
  • $3M + total tax savings generated from the property tax appeals and resulted in reduction of overhead rate and increase in business unit operating margin.
  • Successfully reduced the audit by $25M in tax measures and resulted to $2M + tax and cash savings to Aerostructures business unit. Exceeded Goodrich’s Corporate Tax Dept. - Audit expectation.

Tax Manager/Accounting Manager/Senior Staff Accountant/ Accounting Analyst

Confidential, San Diego, CA

Responsibilities:

  • Established efficient tax reporting with two staff members for 100+ restaurants in 16 states, 2 large distribution centers, and 21 central kitchens.
  • $30K+ annual savings by acquiring the tax provision process in house.
  • $.3M+ refunds generated from the property tax appeals filed without tax consultant assistance.
  • $50K+ in annual tax savings by employing tax credits, exemptions, and other tax incentives.

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