Senior Sales and Use Tax Accountant - XTRA Lease - Clayton, MO
(2017-10 - 2025-01)
- Prepared periodic sales and use tax returns for various jurisdictions in 30+ states.
- Assisted branch personnel with various inquiries, mainly assisting with exemption certificates.
- Responded to audit requests and provided relative information as needed.
- Prepared account reconciliations and journal entries for ACH Credit/Debit transactions.
Staff Accountant - Vatterott College - Clayton, MO
(2017-03 - 2017-10)
- Responsible for maintaining Fixed Assets database and running monthly depreciation reports.
- Daily tasks include posting various journal entries, updating files and performing internal reconciliations.
- Assisted on annual audit by creating various reports and pulling archived information.
Transaction Tax Accountant - Spectrum - St. Louis, MO
(2015-12 - 2016-11)
- Prepared periodic sales and use tax returns for various jurisdictions in 15+ states.
- Researched variances and accounts using Oracle applications.
- Prepared monthly account reconciliations and journal entries for ACH Credit/Debit transactions.
- Assisted other team members with returns and projects as needed.
Cost Basis Associate - Edward Jones - St. Louis, MO
(2013-02 - 2015-01)
(Contract)
- Assisted Financial Advisors and clients with tax reporting issues upon the sale of portfolio holdings.
- Expected to be proficient with relevant research tools and to resolve issues accurately and promptly.
- Reviewed electronic forms for accuracy and assisted other teams with various workflows.
Volunteer Tax Preparer - Volunteer Income Tax Assistance (VITA) - Ferguson, MO
(2012-02 - 2012-04)
- Responsible for preparing various federal and state tax forms for individuals and families.
- Expected to know relevant tax laws and their proper application when discussing tax returns with clients.
Tournament Director - Nationwide Poker Tour - St. Louis Area
(2006-04 - 2009-08)
- Ensured that general poker rules and etiquette were followed by players.
- Recorded the results of tournaments and entered them onto internal database.
Military Policeman/Emergency Dispatcher - United States Marine Corps - MCRD San Diego, MCB Camp Pendleton, MCA Fort Leonard Wood, MCB Quantico
(2002-03 - 2006-03)
- General duties included ensuring the interior security of a military installation.
- Responsible for receiving 911 and general assistance calls and dispatching police, fire, and medical personnel for the appropriate situation.
