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Yyyyyy x. yyyyyy

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Profile of Qualifications


         Detail-oriented, results-driven professional possessing 10+ years of experience in auditing, financial analysis and taxation.

         Demonstrated ability to thoroughly review tax data to identify and promptly resolve discrepancies to maintain quality control throughout all operations.

         Strong attention to detail with a proven track record of meeting timelines in deadline driven environments.

         Bilingual in Spanish and English.




Master of Accounting, University of Alabama at Birmingham, Birmingham, AL; Anticipated Completion: 2020

Bachelor of Science in Biology, Minor in Accounting, Florida International University, Miami, FL; 2002


Technical Proficiencies


   Microsoft Dynamics SL

  Pro-Series & Basware


   QuickBooks & CrossLink

  Vertex Indirect O Series

  MS Office Suite


Professional Synopsis


CHEP USA / CHEP Recycled Pallet Solutions, LLC, Orlando, FL 2014-Present

Senior Tax Analyst (2016-Present)

         Fulfill critical leadership position responsible for maintaining quality control throughout all financial operations.

         Strategically prepare for 10 simultaneous audits of various taxes, including payroll, business tangible personal property, income and sales and use.

         Implement various processes, including tax rate maintenance, use tax and sales tax certificate management.

         Utilize strong leadership skills to oversee 2 Tax Analysts and conduct in-depth training for newly hired employees.

Key Achievements:

         Conducted in-depth research on tax laws and exemptions; streamlined existing processes resulting in a reduction of audit assessments by 80%.

         Strategically improved sales and use tax reporting.

         Collaborated extensively with third party companies, including Deloitte, Vertex, Avalara, TTR, Duff and Phelps and Marvin Poer, to resolve tax issues.

Tax Analyst (2014-2016)

         Thoroughly reviewed 100+ sales tax reports to ensure accuracy, identify discrepancies and implement changes as necessary.

         Utilized strong industry knowledge to prepare customer sales tax credit memos, process business personal property tax payments and maintain accurate records.

         Strategically set-up new accounts; compiled pertinent data, including sales tax exemptions, credit report retrieval and documentation of addresses.

         Responsible for distributing vendor forms, including w-9 / w-8ECI and tax exemption certificates.

         Leveraged excellent organizational abilities to compile sales and use tax audit and business personal property audit data.

         Used bilingual capabilities to maintain open lines of communication across multiple global offices.


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Master Tax Service, Inc., Orlando, FL 2003-2014

Accountant Assistant

         Obtained in-depth exposure to highly effective hands-on accounting strategies.

         Performed various accounting tasks with utmost precision, including preparation of financial statements, federal / state payroll tax returns and sales and federal individual income tax returns.

         Maintained quality control throughout all day to day operations; closely reviewed expenses, fixed assets and inventory levels.

         Successfully prepared federal and state payroll tax returns, including Form 941 for IRS, Form RT-6 for state unemployment and Form 940 for IRS.

         Filed alcohol / beverage tax returns, corporate tax returns and sales and use tax returns for S- and C- corporations.

         Demonstrated excellent communication skills while resolving inquiries regarding federal individual income tax returns and wage reporting forms.

Key Achievements:

         Used strong leadership skills to oversee daily activities of 3-4 employees throughout billing, scheduling and planning operations.

         Successfully managed accounting matter for 50-200 small business corporations.

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