SUMMARY

• To participate in navigation of the timely processing, performance and oversight communication of financial accounting, and tax reporting functions; in the exercise of superior financial and tax services to Your Company its public and privately - held businesses.
• To provide the diverse professional accounting engagements; travel to, carrying out accounting/tax/audit fieldwork, establishing a sound management relationship, demonstrating su­pervisory knowledge and experience. To maintain general ledger, inter-company and financial statements and reporting systems in accordance to GAAP accounting standards. To prepare timely U.S., and international tax returns, extensions and estimated payments.
• To assist Managers in developing project workplans and deadline scheduling of project deliverables. To manage the Financial & Tax Calendar for U.S. and International compli­ance requirements.
• To analyze and recommend financial and tax positions. To serve as a liaison, providing ana­lytic and performance improvements. To supervise and review work prepared by staff, fostering and encourag­ing a positive team, effectively communicating interaction with Management.
• To utilize information resources, sharing knowledge and options for continual improvement. To initiate domestic & foreign accounting and tax research, interpretation and analysis thereof; to provide the critical knowledge, in production of quality assur­ance review, compliance and audit representation.
• To prepare U.S. SAP and abroad financial plans, tax projec­tions and estimates with directive response. Maintenance of multi-tiered Company financial/tax software and all related accounting schedules. Responsible review of General Ledger and corporate regulations to track expendi­tures; to resolve and develop cost-cutting solutions ensuring budget adherence. Recruiting new clientele and maintain outstanding established performance retention. Performing cost versus price analysis and special pro­jects, to achieve recommendations for cost control improvements. Decisively developing keen business strate­gies, to meet and exceed measurable performance benchmarks.

TECHNICAL SKILLS

• MS-DOS, BASIC, SUPERCALC III, RBASE, DBASE, COBOL, LOTUS NOTES, CORPTAX, QUICKBOOKS PRO, LACERTE, QUATTRO PRO, SOLOMON, SQL, SOX, PEACHTREE, MS OFFICE SUITE, MS ACCESS, CCH, ERP, RS, FAS/SAGE/MAS200, FAST-TAX, INSOURCE, ONESOURCE, GOSYSTEMS, PROSYSTEMS, TAX MASTER, ONE-WRITE PLUS, CREATIVE SOLUTIONS, ASC740, PEOPLESOFT, SAP, ORACLE, INTACCT, YARDI, HYPERION, ETC.

PROFESSIONAL EXPERIENCE

Tax Manager

Confidential

Responsibilities:

• Interviewed Confidential customers to evaluate needs regarding tax filing.
• Collected, prepared and transmitted relevant tax information to appropriate taxing agencies using Confidential Software.
• Prepared and collected cash/credit customer receipts.
• Managed and guided a four-member staff tax team for complete and current government tax compliance.
• Balanced tax staff leadership, administrative tax office and client needs with positive results; outperformed Confidential tax mission standards.
• Adept at direct client communication to resolve, evaluate and research applicable tax codes in compliance with various federal, state, and other agency laws and regulations.
• Boosted firm / client relationships with 100% retention rate, and initiated a productive marketing sales forecast using innovative techniques.
• Responsible for Tax Office Gross volume revenue management; providing tax staff encouragement, to complement the daily Confidential Tax Office at-a-glance performance analysis.

Market Sales Recruiter

Confidential, OH

Responsibilities:

• Prepared annual/monthly financial statements and associated journal entries - U.S.A., Mexico,
• Prepared consolidated financial statements for Corporate Headquarters Management.
• Directed software implementation for sales, budget, expense project management reports & projections to meet critical deadlines,
• Prepared company invoicing & AIA - (The American Institute of Architects documentation) for contract billing.
• Assisted in expanding client base through Internet research.
• Provided oversight of accounts receivable & accounts payable, cash management and fixed assets.
• Initiated and proved new guidelines for inter-company account reconciliation, cash reconciliation, customer billing, cost and liabilities, and all associated responsibilities.
• Provided compliance in operations of cash accounts, and general ledger, producing a timely quality review.
• Implemented a new streamlined up-to-date financial accounting processing control system, for subsidiary ledger accounting integrity maintenance.
• Created programs assisting salesforce for Sales & Expense Project Management.
• Managed Lease Terms & Manufacturing Costing review.
• Negotiated, administered, and supervision of vendor and service contracts.
• Prepared various U.S State Sales Tax filings, and online payment remittance thereof.

Contract & Tax Accountant

Confidential, Richmond Heights, OH

Responsibilities:

• Prepared, reviewed and transmitted federal corporate, corporate franchise, partnership, real estate, local tax filings, sales tax filings and personal property tax filings.
• Ongoing maintenance of complex tax spreadsheet management.
• Budget and Tax Audit Preparation.
• Efficiently investigated, delegated, reviewed, and negotiated tax audits and appeals.
• Implemented and monitored multi-tiered internal control accounting and tax system for accounting and tax integrity use.
• Directed, preparation, and review of Federal U.S. Department of Labor, and State Prevailing Wage Rate documentation and associated AIA Billing; per Company and Tax Agency compliance.
• Spear-headed tax and other financial projection projects under tight time constraints, saving $25K.

Corporate Retail Manager

Confidential, Cleveland, OH

Responsibilities:

• Prepared consolidated financial & operational statements and reports.
• Managed program to safeguard assets including management of cash.
• Managed inventory tracking system.
• Prepared federal, state and city tax filings.
• Exceeded sales production revenue targets by 40%.
• Evaluated new business ventures and acquisitions, synergizing record costs below Corporate Budget.
• Balanced customer relationships and satisfaction with managerial duties, accounting compliance and executive reporting.