(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Talented and experienced tax professional with firm grasp of related compliance standards. Meticulous and well-organized with top-notch abilities in customer relations, time management and verbal and written communication. Proficient in SAP, TaxSolver, Alteryx, Blackline, SURE, and Microsoft office products.

  • Audit support
  • File management
  • Tax Preparation
  • Credits understanding
  • Research proficiency
  • Documentation skills
  • Itemized deductions
  • Tax law knowledge
  • Tax accounting
  • Research/due diligence
  • Tax law
  • Exemptions expertise
  • High accuracy
  • Multi-state tax filing
  • Sarbanes Oxley compliance
  • International taxation laws
  • Tax advising
  • Organizational abilities
  • Data gathering
  • Storage procedures
  • Staff development
  • Organization skills
  • Dispute resolution
Education and Training
Oklahoma Wesleyan University Bartlesville, OK Expected in 08/2014 MBA : Accounting And Finance - GPA :
  • 3.866GPA
  • Magna cum laude graduate
  • Honors graduate
  • Major in Finance
Allied Universal Security - Tax Specialist
Riverside, CA, 02/2011 - Current
  • Analyzed, calculated, prepared, and filed a monthly Business Critical WA Combined Excise Tax Return that averaged $5MM to $6MM a month.
  • Participated and provided valuable input to successfully transition from paper to paperless returns and reconciliations.
  • Stayed up to date on regulatory requirements from state authorities and local tax collection agencies.
  • Calculated and coordinated company tax payments and tax document preparation.
  • Paid and analyzed company collected sales tax.
  • Uncovered over accruals, helping save the company aprox $8MM yearly.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Applied federal and state government regulations to prepare accurate and compliant tax returns for Oil and Gas industry.
  • Supplied detailed tax documentation needed to submit accurate corporate returns.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Participated in the AE66 project to integrate new tax software and processes with payments
  • Ensured timely filing of sales and us tax returns for for approx. 80 monthly returns for the states and local jurisdictions of Alabama, California, Canada, Colorado, Connecticut, Illinois, Kansas, Oklahoma, Texas, and Washington.
  • Analyzed data on new Texas returns and submitted $2MM for refund on transactions in my first 2 months.
  • Reconciled various accounts at month-end
  • Kept records, files, and procedures up to date while complying with SOX regulations.
  • Researched state regulations using CCH's Intelliconnect and state websites.
  • Utilized TaxSolver and Alteryx programming to file all returns
  • Set up sales tax system to apply up to date HST and PPT tax to customer invoices.
  • Filed State Income Tax returns timely and accurately.
  • Determined eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Prepared yearly Fixed asset reports and depreciation calculations.
  • Prepared estimated budgets regarding Fixed assets for future year.
Unity Health Insurance - Claims Examiner
Wi, WI, 2010 - 02/2011
  • Reviewed and resolved open claims and change orders to determine entitlement for additional payment.
  • Analyzed and audited open claims to calculate additional payments owed.
  • Evaluated evidence with ultimate goal of creating positive outcomes for client's claims.
  • Double-checked and reviewed documentation for denied and accepted insurance claims.
  • Obtained all necessary information to complete proper evaluation of injury claims.
  • Reviewed claims to ensure accuracy, resulting in multiple claim reductions.
  • Paid and processed claims within designated authority level.
  • Adhered to company and insurance client's guidelines in claims processes, estimate writing and claim closures.
  • Entered claim transactions, including payments, reserves, and other documentation.
  • Completed required investigations on referred files within established timeframes.
  • Verified and analyzed claims settlement data to ensure validity.
  • Reviewed, evaluated and adjusted claims to promote fair and prompt settlement.
  • Investigated questionable claims to determine payment authorization.
  • Evaluated acceptability of claims from third-parties and gathered comprehensive information.
  • Analyzed first reports of loss and underlying file material to determine if claim was suspect.
  • Communicated with personnel and legal counsel on claims involving litigation.
  • Conducted daily reviews on claim files and verified sending of status letters to policyholders.
Osage Nation - Assistant Election Supervisor
City, STATE, 2006 - 2010
  • Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.
  • Liaised between internal and external stakeholders to provide updated project status and performance reports.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Conducted and initialized background checks for potential Chief, Assistant Chief, and Congressional Members.
  • Maintained inventory in administrative building supply closet to prevent shortages of supplies.
  • Monitored attendance records by taking note of staff vacation time, sick days and personal days.
  • Greeted visitors or callers daily to handle inquiries or direct to appropriate persons.
  • Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
  • Collected, calculated and reported on expenditure and statistical data to inform senior management.
  • Coordinated large-scale events and department activities by acquiring venues, developing guest lists and organizing catering services.
  • Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
  • Tracked and submitted employee timesheets to accounting department for payroll processing.
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
  • Increased accuracy by verifying data while processing incoming and outgoing checks and wire transfers.

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score
could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


resume Strength

  • Formatting
  • Measurable Results
  • Personalization
  • Target Job

Resume Overview

School Attended

  • Oklahoma Wesleyan University

Job Titles Held:

  • Tax Specialist
  • Claims Examiner
  • Assistant Election Supervisor


  • MBA

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: