Senior Tax Manager - Wellstar Health System - Marietta, GA
(2024-01 - 2026-03)
- Supervised a Team of Tax Managers, assigning tax-related projects, including preparing returns, researching tax laws, rules, and statutes, and other various, ad-hoc projects.
- Managed tax compliance, specifically Sales Tax, Property Tax, Excise Tax, Corporate Tax, Income Tax, and Payroll Tax; within the State of Georgia, as well as Federal tax laws.
- Prepared and reviewed various tax returns, including Sales Tax Form ST-3 for the State of GA, Forms 990 and 1120 for Corporate Tax, Forms 941 in Payroll Tax, and other various tax returns.
- Maintained and managed communication with doctors, physicians, and other medical professionals, for all Wellstar locations across the State of GA.
- Provided the Tax Director with all tax-related updates with its relevance to Wellstar, as well as providing weekly documents and reports.
Indirect Tax Manager – Telecommunication Tax - Clifton, Larson, Allen, LLP (CLA) - Atlanta, GA
(2022-02 - 2023-03)
- Supervised a team of eight Junior and Senior Tax Associates, including assigning returns for them to file, tax notices for them to resolve, and other ad-hoc, various projects.
- Prepared Sales and Use Tax, E911 Tax, Gross Receipts Tax, License Tax, and Utility Users Tax Returns, to multiple jurisdictions across the United States, closing between 500-1,000 returns per month.
- Assisted with filing historical returns and maintaining communication for Triage clients.
- Managed client relationships who provide a variety of services such as prepaid, postpaid, VOIP, landline, etc.
- Maintained a monthly tax calendar for returns, treasury funding request and reports.
- Provided clients with reconciliation reports of all returns and payments submitted.
- Provided reports to Managers on various client related projects.
- Effectively reviewed and resolved tax notices.
- Submitted payments for notices on behalf of the client when requested.
- Trained Associates with filing returns, scheduling payments, resolving notices, responding to clients and agents from State Departments of Revenue.
- Negotiated penalty and interest abatement when assessing responsibility for penalty and interest liability.
Senior Indirect Tax Analyst - Cherry Bekaert, LLP - Alpharetta, GA
(2021-01 - 2022-01)
- Trained a team of six Sales Tax Associates, including assigning returns for them to file, and other ad-hoc, various projects.
- Prepared Sales and Use Tax, Excise Tax, and PACT Act Returns to multiple State Departments of Revenue, for various clients with various industries; ranging from between 200-700 returns a month. Filing both current and historical one-off returns.
- Processed Monthly Data using the client's raw data and importing into Vertex so returns can be created with accurate information.
- Managed client relationships for over 100 clients. Clients from various business industries, including wholesale, retail, telecommunications, tobacco, etc.
- Provided clients with reconciliation reports of all returns and payments submitted.
- Prepared Business License and Business Tax Registrations for multiple States in the U.S., including Puerto Rico; with various industries.
Senior Accountant - American Tower Corporation - Atlanta, GA
(2019-10 - 2021-01)
- Prepared about 10 to 15 Journal Entries for Land Rent Activity, including Prepaid, Run Rate, Churn, One-Time Payments, Back payments; for over 1000 Ground Sites located across Africa, specifically Kenya, Uganda, Ghana, Nigeria, Niger, and Burkina Faso.
- Prepared Lease, Straight-Line, and Prepaid Accrual Reconciliations for Balance Sheet and Expense Accounts and its relevance to Land Rent, during month-end close.
- Prepared a list of about 50 Land Rent Variances that occur between the data in Oracle, and the data from Account Analysis and Journal Entries.
- Prepared Cycle Tests for new upcoming leases in Africa per quarter. The Cycle Test ranges from between 25 to 100 leases per quarter. The Cycle Tests includes reading the Original Land Lease (and Amendments) and analyzing the terms of the leases and the rent information.
- Maintained the Accounting records within IFRS and FASB policies, including foreign countries and jurisdictions.
- Prepared Journal Entries for Selling, General, and Administration (SG&A) and Payroll Accounts. Preparing about 60 Journal Entries for over 20 Locations per closing period. Accounts include Payroll, Bonuses, Leasing Costs, Stock Compensation, Severance, Commissions, and Headcount.
- Prepared reports relating to SG&A and Payroll Accounts such as Costing Reports, Labor Reports, Tax Roll Forwards, Account Reconciliations.
- Assisted with Accounting Supervisors on finding Accounting-related documents needed for both external and internal audits.
Senior Indirect Tax Associate - Global Strategic Accountants, LLC - Alpharetta, GA
(2017-05 - 2019-03)
Acquired by Clifton, Larson, Allen, LLP
- Supervised a team of three Junior Indirect Tax Associates, including assigning returns for them to file, and tax notices for them to resolve.
- Prepared Sales and Use Tax, E911 Tax, Gross Receipts Tax, License Tax, and Utility Users Tax Returns, closing between 500-900 returns per month.
- Managed client relationships, ranging from 12 to 20 clients. Clients from various services such as prepaid, postpaid, VOIP, landline, etc.
- Maintained a monthly tax calendar for returns, treasury funding request and reports.
- Provided clients with reconciliation reports of all returns and payments submitted.
- Provided reports to Indirect Tax Management on various client related projects.
- Effectively reviewed and resolved tax notices.
- Submitted notice payments for notices on behalf of the client when requested.
- Negotiated penalty and interest abatement when assessing responsibility for penalty and interest liability.
Tax Auditor - Florida Department of Revenue - Atlanta, GA
(2014-10 - 2017-03)
- Performed complex audits and assisted in performing audits of all necessary records and tax returns to determine tax compliance as it relates to Florida Tax Statutes regarding Sales and Use Tax. Audits from various industries, including Hotels, Manufacturing, Restaurants, Grocery Stores, Wholesale, Pharmaceuticals, etc.
- Performed pre-audit analysis and develops audit plans and procedures to be followed during audits and assists in determining the most efficient and effective manner to conduct audits within established guidelines.
- Reviewed records such as: General Ledger, Sales Journal, Sales Invoices, Purchase Journal, expense invoices, lease agreements, payment invoices, Depreciation Schedule, and Fixed Asset invoices.
- Examined and analyzed accounting systems of taxpayers to identify additional liabilities, tax evasion, or to verify refunds in the case of tax overpayment.
- Computed tax assessments or refund adjustments based upon evidence and data developed from audits.
- Prepared detailed reports of audit results and makes recommendations for taxpayer compliance.
- Made recommendations for improvements in taxpayers' accounting methods or in internal procedures and controls, as it relates to Florida Tax Statutes.
- Participated in or independently conducts closing conferences with taxpayers and/or taxpayers' representatives; explains applicable laws and facts supporting changes in tax liabilities and attempts to secure agreement to findings in audit reports.
- Reviewed and scheduled case workload to ensure efficient use of time.
- Researched and reviewed various issues and problems pertaining to taxpayers.
