PROFESSIONAL SUMMARY:

Professional experience in business tax compliance, revenue and cost, reconciliation, financial report and analysis, budget formulation and accounting functions. This is together with excellent organizational, personal skills and hands - on technical knowledge. I have demonstrated my analytical skills while preparing and maintaining domestic tax budgets, filing tax returns and audits. I am self-motivated, organized and positive individual with attentive to details and accuracy.

SOFTWARE APPLICATION EXPERIENCE:

Microsoft Office Suite, SAP, Oracle, Discoverer, Matrix reports, Primavera, RIA Checkpoint tax research and taxware.

PROFESSIONAL EXPERIENCE:

Confidential, Belmont, CA

Tax Analyst

Responsibilities:

• Filed sales and use tax and business license tax for acquired companies and closed the accounts,
• Responded to tax jurisdiction on missing tax returns, penalty and other outstanding tax items.
• Resolved Indirect tax, business, property and payroll related tax notices.
• Addressed Lien and levy release related to sales tax, business tax and property tax.
• Filed Refund claims with tax jurisdictions related to levy on sales tax, business tax and property tax.
• Managed sales tax, business and property tax notices using Primavera project management software.
• Trained tax consultant and interns on Primavera software and tax related notices and filings of returns.
• Worked on Property tax projects and utilized Confidential to research tax related issues.

Confidential, Sunnyvale, CA

Tax Analyst

Responsibilities:

• Prepared and filed sales and use tax, excise tax and business tax for several states.
• Completed California, Louisiana, South Dakota and Wisconsin Sales and Use tax audits.
• Worked with outside tax consultants on sales tax audit and recovery of over payments.
• Reduced the filing frequency of sales and use tax from monthly to quarterly and yearly.
• Reconciled the sales and use tax accounts with general ledger for all the states.
• Help implement the California manufacturing/R&D partial sales/Use tax exemption.
• Assisted with Year End supporting Income tax schedules and Standard Cost projects.

Confidential, Union City CA

Tax Accountant

Responsibilities:

• Prepared and filed sales and use tax returns for several states including Canadian GST/HST/PST.
• Worked with Santa Clara County Assessor office on Property tax matters.
• Worked with tax jurisdiction on abatement of sales and use tax penalty.
• Prepared and processed corporate excise tax returns and multi-state payroll withholdings.
• Reconciled the sales and use tax accounts with general ledger.
• Worked with external property tax consultants on tax provision and tax payments.
• Coordinated sales/use filing with third party tax compliance provider to review and approve for all state.
• Prepared and filed property tax for Alameda County and Adams County Colorado.

Confidential, Half Moon Bay, CA

Tax Compliance Accountant

Responsibilities:

• Prepared and maintained domestic tax budgets and monitored for variances and provided analysis.
• Provided expenditure and balance analysis for domestic tax budgets and tracked the administrative section.
• Provided analysis and formulation of budget/forecast variance for node managers.
• Recommended budgetary actions and formulated budget estimates for domestic tax budgets.
• Exercised budget controls through review and approval of the obligation and expenditure and monitored cost.
• Monitored tax and license spending by tracking department expense to ensure that within the budget.
• Prepared and filed multi-state sales tax, excise tax, business tax and annual secretary of state
• Managed all sales tax and audit assessments and responded to tax notices as appropriate.
• Prepared month end journals, account reconciliations and distribution of financial reports.
• Registered and completed all new sales tax filing and registration with secretary of state.
• Prepared income tax schedules and gathered information for submission to parent company.
• Administered RIA Checkpoint for tax research regulations and implemented policies and procedure.
• Prepared the California R&D and manufacturing investment credit.
• Worked with the Internal Revenue Service as designated power of attorney to resolve tax issues.
• Worked with state and federal regulatory offices on new products and business tax compliance.
• Prepared various state and local business license renewals and annual reports with secretary of state.
• Prepared, maintained and published tax rates for distribution through SharePoint.
• Worked as a designated contact with Corporation Service Company on business compliance matters.

Confidential, Foster City, CA

Tax Analyst

Responsibilities:

• Prepared and filed multi-state sales tax, GST, QST and PST and business license tax.
• Supported tax manager on multi-state tax audits for both US and Canada.
• Worked with tax consultants on reverse sales and use tax audits.
• Administered and maintained sales tax exempt customer database program.
• Monitored changes in multi-state tax law, GST, QST and PST for tax filing requirements.
• Ensured timely payment of all multi-state, property and business license taxes.
• Worked with external property tax consultants to develop tax provision and tax payments.
• Helped in the implementation of new multi-state tax software and trained other users.
• Worked with parent company tax department to develop tax provisions and predictable tax payment.