Control an entire department by myself with no existing Tax Team nor a transition team.
Created a foundation and gather every resource that was available.
Submitting Business Licenses and B&O Tax to different Cities/Jurisdiction across the United States.
Created valid Resale Certificates for every state that has Sales Tax.
Leveraging our third parties for Sales Tax, Income Tax, Corporate Tax, Property Tax & Franchise Tax.
Carefully examining Exemption Certificates from Vendors to make sure that they have a valid Certificate and making them exempt from Sales Tax & Property Tax.
Documented everything that is new so that there would be a step by step guide on how to do certain things.
Took on projects in Accounting by doing reconciliation, depositing checks in the GL, & documenting transactions that are related to Taxes.
Tax Preparer Intern
Tsoutsouras & Company, P.C.
02.2023 - 04.2023
Complete and file returns using a tax software called tax preparation. Assist with some book keeping by maintaining invoices, deposits and money logs.
Financial Intern
UBS Financial Services
06.2022 - 11.2022
Prospect high network clients using LinkedIn and other resources. Assist financial advisors with their daily tasks. Including research, constructing portfolios, and communicating with their clients.
Bridge Operator - Seasonal
SPS New England
06.2020 - 09.2022
Ensured proper functioning of safety lights for automobile and pedestrians.
Responded to the Marine VHF radio for captain calls requesting bridge opening.
Operated the siren and lights to alert cars and pedestrians. Deployed the gates on the sides of the bridge creating a barrier for oncoming traffic.
Documented recreational boats and vessels entering and existing from the docking area.
Education
Bachelor of Science - Business Administration, Finance
Salem State University
Salem, MA
05.2023
Skills
Pivot Tables
VLOOKUP
Conditional Formatting
COUNTIF
IF Formulas
Certification
OSHA 10 Hour Training Course
BMC Bloomberg Certification
ESG Bloomberg Certification
Timeline
Tax Associate
TimePayment Corp.
05.2023 - Current
Tax Preparer Intern
Tsoutsouras & Company, P.C.
02.2023 - 04.2023
Financial Intern
UBS Financial Services
06.2022 - 11.2022
Bridge Operator - Seasonal
SPS New England
06.2020 - 09.2022
Bachelor of Science - Business Administration, Finance