Experienced professional with over 20 years' experience in sales and use/corporate income tax compliance, planning, research and audit responsibilities including performing reverse audits. Proficient in Excel, Word, Powerpoint, Sabrix(OneSource), Vertex, SAP and JD Edwards.
Proficient in Microsoft Office
Strong organizational skills
Excellent managerial techniques
Effective time management
Complex problem solving
Superior research skills
Flexible team player
Attention to detail
Tax & Accounting Skills
Operated computers programmed with tax/accounting software to record, store, and analyze information.
Used multiple software systems such as SAP, JD Edwards, Ariba, OneSource(Sabrix), Tibco(Spotfire), and CorpTax
Investigated and analyzed client concerns to identify and resolve tax issues.
Researched and resolved use tax coding issues that had been previously missed.
Created sales & use tax procedures manual.
Assessed organizational sales & use tax training needs.
Increased cost-effectiveness through compliance enforcement and the implementation of a new sales & use tax calculation software system.
Grant Thornton, LLPNew York, NYIndependent Contractor - Indirect Taxes08/2014 to 04/2015
Researched sales and use tax reports for clients to determine correct taxability by state and local jurisdiction to help prevent potential over payments
Managed other tasks related to sales and use taxes as assigned by the State and Local tax manager and State and Local Tax partner
Prepared Miscellaneous Tax Filings on an as needed basis Assist with the set-up of a new use tax matrix that helped a client's purchasing agents with future purchases
Prepared files for a use tax refund study in several states for a client.
Merck & Co., Inc.Kenilworth, NJSr. Tax Accountant/Supervisor06/1989 to 07/2014
Prepared and reviewed Sales & Use Tax returns for both Merck Sharp & Dohme Corp., Legacy Schering Plough Companies and MSP Distribution Services (C) LLC for all states and the 63 parishes in Louisiana and prepared Miscellaneous returns such as Business Licenses and Annual Reports in various jurisdictions
Managed 3 Sales/Use tax accountants and was tasked with providing input on yearly reviews
Researched monthly use tax reports by looking at Purchase Orders that were improperly coded to pay tax in order to prevent potential overpayments as well as for audit purposes and possible offsets on erroneously paid tax which has resulted in refunds on certain state audits such as a $1.5 million dollar combined offset for prior state audits of Pennsylvania and New Jersey
Researched monthly sales tax reports to make sure that taxes were being properly charged in the states where pharmaceutical drugs are sold
Calculated and documented the use tax due on samples & promotional materials which are paid on a semi-annual basis to the states
Performed/managed research projects and audits; managed the Purchase Order and Invoice retrieval for audit purposes as well as evaluation of taxability on purchases on an as needed basis
Trained procurement personnel at sites within the company in relation to the proper application of taxes on purchases and advised requisitioners in regards to their purchases related to tax implications
Represented the tax department on a team that was a part of 2 Sabrix(OneSource) implementations, the first in 2006 where tasked with the responsibility of Super User - ability to make changes to the software, and the second in 2010 where the responsibility with the quality control testing of the system was given
Researched and managed LIFO accounting and Federal Tax Audit issues; prepared the Schedule M files for Medicaid Rebates, LIFO and Foreign Exchange; and prepared the state apportionment file for Merck Sharp & Dohme Corp.
Prepared income tax filings in CorpTax under supervision of the Director - Tax Audits and Special Projects and Director - Income Tax Compliance
Prepared State & Local Income and Franchise tax returns and Forms 1042, 1042-T, and 1042-S - Federal Non Resident Withholding Tax Returns under the supervision of the Director - Income Tax Compliance
Prepared and managed Form 720 Excise Tax Return and Payments related to taxable vaccines
Represented the tax department on a team which streamlined sales tax, excise tax and withholding (1042/1099) tax processes - Indirect Tax Competency Center
Prepared Federal Schedule M Files, 1120(Corporation) Proforma Returns, and 1065 (Partnership) Returns
Worked on many projects for the Federal and State Tax Audit Group which included creating Balance Sheets, P&L Statements, Income Statements and other spreadsheet work which accompanied audit or special requests
Managed the preparation and review of general ledger account postings and reconciliations related to taxes.
Prepared tax correspondence and had verbal contact with state tax authorities concerning problems, assessments, and other questions as well as verbal contact with other financial areas to gather information for our tax liabilities.