Senior Sales Tax Auditor - Department of Revenue Services - Waterbury, CT
(2007-01)
- Meet with taxpayers to discuss audit procedures, audit letter of understanding, answer questions and obtain records.
- Examine and analyze taxpayer's business and financial records to identify areas of tax liabilities (Federal Returns, General Ledger, Sales Journal, Purchase Invoices, Contracts and Chart of Accounts).
- Determine the accuracy and completeness of sales tax returns along with supporting documents.
- Reconcile taxpayers' gross receipts (taxable and non-taxable income).
- Audit all job costs related to taxpayer's purchases (fixed assets are reviewed in details & expenses are reviewed for a test period and errors projected).
- Verify the SUT audit deductions reported by taxpayers.
- Comparison of the sales tax reported by taxpayers to the sales tax collected.
- Establish that the exemption certificates provided by the taxpayers are accurate.
- Compute audit assessment (Prepare statistical and narrative reports explaining and supporting audit results).
- Discuss audit work papers and audit results with taxpayer or representative.
- Explain the appeal process and address areas that remain unclear with taxpayers.
- Illustrate how sales tax law, sales tax rulings, sales tax information publications; sales tax regulations and sales tax announcements apply to audit results and audit findings.
- Secure all waivers and power of attorneys in a timely manner.
- Perform job related tasks to successfully conclude complex audit review.
- Understand and interpret complex tax issues to business process of operations.
- Conduct complex audit review per: manufacturing companies, construction companies, landscaping companies, utility companies, hedge fund companies, retailers and country clubs.
Operations Manager - Odyssey Toys - Westport, CT
(2005-06 - 2007-06)
- Managed accounts receivables for 2000 customers.
- Mailed billing statements in a timely manner and closed invoices.
- Supervised the processing and shipping of customers' orders.
- Managed inventory; reconciled physical inventory with MYOB computer generated reports.
- Provided customer service and marketing support to sales department.
- Undertook various accounting functions and order management.
Senior Loan Officer - Jamaica Defense Force Cooperative Credit Union, LTD - Kingston, Jamaica
(1998-07 - 2001-07)
- Supervised and directed eight functional team members.
- Conducted interviews for loan processing.
- Successfully reduced delinquency accounts from 20 percent to 5 percent.
- Developed control mechanisms to manage delinquent accounts.
- Reviewed and processed loan applications.
- Registered liens against members' assets.
- Reconciled delinquent and arrears accounts.
- Conducted inspections on properties.
- Prepared monthly reports for management.
Teacher - Cove Primary School - Hanover, Jamaica
(1991-09 - 1996-08)
- Effectively discharged teaching assignments for 3rd, 4th, 5th and 6th grade.
- Successfully prepared students for National Examination.
- Coordinated the first National Assessment Project for students.
- Successfully undertook various administrative functions.
Tourist Information Officer - Tourism Action Plan - Hanover, Jamaica
(1989-08 - 1991-08)
- Provided customer service to Jamaican tourists.
- Provided information on current affairs.
