SUMMARY:

Detail - oriented Accounting Professional with 17 years of diversified experience in financial and operational management. Specific responsibilities have included successful: Customer Training, Legal Consulting, Office Management, Treasurer Responsibility.

COMPUTER SKILLS:

Oracle,PeopleSoft, ERP Systems, Vertex, SQL, PTMS, AS400, QuickBooks,SAGE 50,MS Word, MS Excel(Pivot tables, Vlookups, etc.), Access, ADP EZ Labor, Hawksoft, Typing 45-wpm, 10 key by touch.

PROFESSIONAL EXPERIENCE:

Confidential, Pasadena, CA

Staff Accountant, Tax Analyst

Responsibilities:

• Performing periodic general ledger tax reconciliations to ensure that balances are consistent with returns filed/payments made and resolve any special issues.
• Analyzing data, research discrepancies and compute taxes due, along with the preparation of multi-jurisdictions Sales, Use, Business & Occupation and Gross receipts tax returns.
• Preparation of Property taxes and payments.
• Preparation of Business annual report with each Secretary of the Confidential .
• Preparation of City business renewal or new business.
• Preparing Journal Entries to record payments and reconcile liability accounts.
• Assist in gathering audit documentation. Research notices of assessment and handle verbal and written communication with taxing authorities.
• Utilizing tax tools to stay informed of tax laws and rate changes and update the Sales Tax Matrix.

Confidential, Torrance, CA

Staff Accountant, Tax Analyst

Responsibilities:

• Performed periodic general ledger tax reconciliations to ensure that balances are consistent with returns filed/payments made and resolve any special issues.
• Analyzing data, research discrepancies and compute taxes due, along with the preparation of multi-jurisdictions Sales, Use, Business & Occupation and Gross receipts tax returns.
• Preparation of Property taxes and payments.
• Conduct property tax research, track property tax, Legislative tax law changes and supply audit support.
• Research notices of assessment and handle verbal and written communication with taxing authorities.
• Utilizing tax tools to stay informed of tax laws, rate changes and updates.

Confidential, CA

Staff Accountant - Controller

Responsibilities:

• Responsible for directing accounting, finance, treasury, tax compliance, financial functions and financial policy administration.
• Work directly with the CEO on strategic planning and corporate direction.
• Performed and maintained journals and/or subsidiary ledgers and other tasks including P&L, Balance Sheet, cash management, sales tracking and reporting trends, billing and reconciliations.
• Ensure the proper application of bank cash, checks, credit cards, vouchers and performed bankand credit card reconciliations.
• Processed Invoices and Po’s, Analyses and reconciled accounts; researched cause of discrepancies and took action to ensure accounts are balanced.
• Prepared monthly fixed assets analysis for tax reporting including depreciation analysis.
• Maintained records in Confidential and local tax registrations and/or business licenses.Maintains an up-to-date understanding of various tax regulations, including Confidential .
• Utilizing QuickBooks.Prepared Property Tax reports, Prepared/support with the monthly/quarterly and annual Confidential Tax reports including appropriate and timely payments by online EFT and check as required and as well as keeping all completed documentation and backups.
• Calculated sales agents commissions vs. draw, etc.
• Analyzed Confidential reports from Paychecks for accuracy; utilized ADP Pay expert and EZ labor.

Confidential, Irvine, CA

Sr. Surplus Lines Operations Analyst

Responsibilities:

• Prepared/assisted withMonthly, Quarterly, Semi-Annual and annualsurplus lines premiumtax reports, includingA/P reconciliation, adjustments and processingpayments via EFT and/or check of assessments and fees accurately and timely as required and as well as all completed documentation and backups to the appropriate Confidential agencies or Surplus Lines Association, Processed Invoices and Po’s, Confidential accountswere reconciled and adjustments recordedperiodically with Journal entries.
• A/R processed and reconciled on a weekly, monthly, Qtly and Annual basis.G/L reconciled and adjusted on a monthly basis with heavy journal entries.
• Maintained records in Confidential tax registration and/or business and brokers licenses.
• Assisted in timely preparation of documents for internal and external tax audits.
• Maintained an up-to date understanding of various Surplus Lines tax regulations.
• Assisted in preparing tax analysis and various areas of research informationelectronically at Confidential ’s level in order to be in compliance.
• Maintained and monitors tax calendar, tax inquiries service log, and tax audit log (including information in Confidential records, such as, internet filing user identifications and passwords and log all correspondences with jurisdictional inquiries/requests appropriately).
• Proficientlyprovided assistance in preparation of tax works and conducts tax research in order todevelop Confidential Requirements handbook and New Tax calculators for the year of 2014 Confidential Commercial policies, based on a New Federal Regulations information approved, published and distributed at Confidential level.

Confidential, Pasadena, CA

Tax Filing Supervisor

Responsibilities:

• Managed 4 direct reports, smoothly overseeing all functions of surplus lines tax filing department.
• Responsible to coordinate and supervised tax filing reports including A/P reconciliation, adjustments and processing payments via EFT and/or check of assessments and fees accurately and timely as required and as well as all completed documentation and backups to the appropriate Confidential and fees required and as well as all completed documentation and backups to the appropriate Confidential agencies or Surplus Lines Associationfiled
• A/R processed and reconciled on a weekly, monthly, Qtly and Annual basis .
• Maintained and monitors tax calendar, tax inquiries service log, and tax audit log (including information in Confidential records, such as, internet filing user identifications and passwords and log all correspondences with jurisdictional inquiries/requests appropriately).
• Maintained an up-to date understanding of various Surplus Lines tax regulations.
• Assisted in preparing tax analysis and various areas of research information electronically at Confidential ’s level in order to be in compliance.Assisted in timely preparation of documents for internal and external tax audits.

Confidential, Pasadena, CA

Staff Accountant Associate

Responsibilities:

• Worked under the direct supervision of the CPA.
• Performed diverse accounting tasks including General Ledgers and Journals, P&L, balance sheet.
• Prepared and assist of calculation of sales commission, salesand use tax returns, personal property tax reports,city business license permits, liquor license, food certificate, licenses and registration, Confidential calculations and reports, etc.
• Compiled, c lassified, record, analyzed, summarized and prepared financial reports and statements.
• Clients bank, credit card and line of credit statements reconciliation.Recordedassets, Liability, Revenue, Expenses, Journal Entries.
• Prepares/Assists in monthly fixed assets analysis for tax reporting including depreciation analysis.
• Interacted with clients to identify, collectand resolve outstanding information in order to prepare their corporation, personal financial reports and Confidential reports.