Human Asset Management

Senior Tax Accountant, MS in Taxation (Houston Only) Accounting / Finance Resume


Resume of Candidate 334050.  Senior Tax Accountant with Master of Science in Taxation. 7 years of corporate tax, 8 years of sales and use tax audit and 5 years of government internal audit experience. Prepared monthly estimated Federal Income Tax Projections for six corporations with assets in excess of 16 billion dollars. Prepared monthly estimated financial tax reports base on Statutory, GAAP, FAS 109 and Tax basis. Prepared and filed annual extensions for Federal Income Tax returns for five corporations. Prepared and filed quarterly state income tax estimates for approximately ten states. Maintained all the tax rates for the various taxing jurisdictions. Led auditor on numerous sales, use and excise tax audits on retailers, manufacturers, wholesalers, distributors and contractors doing business in South Dakota. Selected and planned complex audits. Conducted interviews with officers, mangers, supervisors and employees. Explained current and impending tax laws, regulations, rulings and decisions affecting audits. Salary requirements are $80,000 - $90,000.
 
Summary
Senior Tax Accountant with 7 years of corporate tax, 8 years of sales and use tax audit and 5 years of government internal audit experience.  Received training on Sarbanes/Oxley reporting rules.  Excellent analytical skills used to evaluate programs and processes strengths and weaknesses.  Strong personal values which have led to several leadership appointments on civic boards.
 
 
Experience
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Advertising Agency                                                   January 2007 to December 2007
            Promotional Consultant
  • Sold all lines of Promotional Products including apparel to corporate and owner operated businesses.  Sales increased by 100% during my tenure.
 
Automotive Agency                                                   July 2006 to December 2006
Sales Associate
  • Advised new and former customers on the benefits of new or used automobiles that met their needs.
 
Major National Life Insurance Company                December 1997 to July 2006
                        Senior Tax Accountant         
  • Prepared monthly estimated Federal Income Tax Projections for six corporations with assets in excess of 16 billion dollars.  Two life and four non-life corporations.
  • Prepared monthly estimated financial tax reports based on Statutory, GAAP, FAS 109 and Tax basis.
  • Prepared quarterly estimated Federal Income Tax projections for corporations noted above.
  • Make payments to the Internal Revenue Service based on these estimates.
  • Prepared and filed annual extensions for Federal Income Tax returns for five corporations.
  • Prepared and filed annual insurance corporate Income Tax Returns for four corporations.
  • Prepared and filed quarterly state income tax estimates for approximately ten states for the six corporations noted above.
  • Prepared and filed annual insurance state corporate income tax returns for all states.
  • Prepared and filed premium tax returns annually.
  • Provided research for management on past/current/proposed local, state and federal tax issues.
 
Entertainment Corporation                           April 1996 to November 1997
Tax Accountant         
  • Prepared and filed corporate state tax and various other businesses tax returns.
  • Identified on-going changes in registration and filings requirements due to growth.
  • Researched income and sales tax issues that saved the company tax dollars.
  • Researched international tax issues to ensure compliance with international contracts.
  • Proposed and implemented changes in record keeping that eased record retrieval.
  • Maintained all the tax rates for the various taxing jurisdictions.
 
South Dakota Department of Revenue                                October 1988 to March 1996

Senior Auditor

  • Lead auditor on numerous sales, use and excise tax audits on retailers, manufacturers, wholesalers, distributors and contractors doing business in South Dakota.
  • Selected and planned complex audits.
  • Conducted interviews with officers, managers, supervisors and employees.
  • Advised management on established audit policies and procedures.
  • Explained current and impending tax laws, regulations, rulings and decisions affecting audits.
  • Cross-referenced working papers.
  • Wrote reports that explained the condition, cause and affect of findings.
  • Trained new employees on audit techniques.
  • Testified at hearings on contested audits.
 
Naval Audit Service Western Region                                  October 1984 to June 1988

Auditor

  • Assisted Federal Bureau of Investigation on criminal investigations.
  • Audited contract procurement policies, validity of obligations and expenditures, inventory requirements and controls, reliability of financial statements, payroll and general ledger accounting and internal controls for safeguarding of funds and assets.
  • Independently gathered and analyzed information to satisfy specific objectives.
  • Surveyed and analyzed audit prospects.
  • Researched applicable laws, regulations and directives.
  • Drafted concise, clear, factual, legible and well-organized findings and recommendations.
  • Prepared cross-referenced working papers.
 
 
Education
 
Master of Science in Taxation 1986           
National University                                                    San Diego, California                                   
BBA Accounting
National University                                                    San Diego, California
 
 
Organizations
                                   
Chair
Sioux Falls Human Relations Commission                                  May 1996 to Present
           
Board Member
Sioux Empire United Way                                                         January 2006 to Present
 
Committee Member
Sioux Empire Literacy Council                                                 January 2006 to Present
 
Board Member
Sioux Falls Jazz & Blues Society                                               May 1996 to July 1998
           
 
Military
 
United States Air Force                                                            June 1973 to October 1980
Honorable Discharge
Vietnam Era Veteran
 
 
 
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