Daniel Newhard Email & Phone Number

Allentown, Pennsylvania Area

Performs a full range of supervisor duties over a staff of auditors who are responsible for conducting tax audits for the Department. Plans organizes and assigns work to an audit staff engaged in the performance of audits in the sales and use, gaming venue, and corporate tax audit programs. Identifies and brings to auditors attention areas in assignments that warrant particular attention by reviewing information furnished with assignments and researching departmental records. Assists auditors in the conduct of assignments by providing detailed technical instructions and guidance at audit sites and the regional office. Intercedes in material and sensitive audit issues raised by auditors. Interprets tax laws and regulations for subordinates and taxpayers and/or their representatives. Monitors audit assignments in-progress to ensure adequate procedures are being employed by auditors in an efficient and timely manner. Controls work flow from auditors by establishing priorities to meet deadlines established by statute of limitations and/or Bureau policies. Reviews, approves, or settles completed audit reports received from auditors for adherence with the form and substance required by the applicable tax manuals. Maintains a thorough working knowledge of applicable laws, regulations, rulings, departmental policies and procedures to provide advice and guidance to auditors and taxpayers. Recommends changes in taxpayers’ recording and/or reporting procedures to more accurately report future tax liabilities. Presides in the development of newly hired employees in accordance with the Bureau’s Trainee Manual. Provides on-the-job instructions to improve upon any auditors’ weakness and/or to cross train auditors into other tax programs. Serves as an instructor for formal training seminars. Conveys and receives verbal and written information in an effective and timely manner with taxpayers, subordinates, peers, and management.

Conduct comprehensive external audits of a variety businesses. Prepare comprehensive written analytical reports discussing the nature of the audit, the audit findings, the determination of liability and imposition of assessment, and the basis on which the determination is established. Lead the work of a group of auditors in the conduct of team audits through coordinating team efforts and reviewing audit reports. Train new hires on the process of preliminary audit preparations, visiting the audit site, conducting the audit, and preparing the audit report. Serve as a technical expert in sales and use tax gaming, and corporate tax audit programs. Develop and conduct technical training. Provide technical expertise to taxpayers in interpreting and applying tax laws, regulations, and precedents to determine complex tax compliance and tax liability issues. Knowledge of accounting and auditing principles and methods and their application to various business accounting systems. Knowledge of statistical sampling and other sampling methods used to conduct audits. Knowledge of computerized accounting and payroll systems and software applications used by individuals and businesses. Ability to analyze and interpret financial documents, accounting data, and reports to determine tax compliance and tax liability. Ability to interpret, summarize, and analyze financial data retrieved through computerized accounting systems. Ability to evaluate accounting problems through the application of auditing principles and practices and interpretation of tax laws, regulations, and precedents. Participate in the development of the gaming audit program for the Department. Conduct audits of assigned casinos by inventorying and testing slots machines, inventorying table games, observing slot and table drop and count, and analyze revenue audit records to determine accurate reporting of tax and adherence to approved internal controls. Train new auditors in the gaming audit program and procedures.

• Responsible for the business/financial operations of the social club. • Ensure that nightly deposits are recorded properly. • Pay vendors timely and insure that accounts remain in food standing. • Process payroll. • Setup payroll process with a third party provider as the number of employees grew. • Maintain banking relationship. • Assisted in obtaining construction financing. • Reconcile bank accounts. • Timely prepare and file tax obligations with appropriate jurisdictions. • Prepare and present monthly financial reports at company meetings.

• Responsible for the sales of products and services at the branch as well as providing excellent customer service. • Proficient in Federal Banking Regulations and bank products. • Provides sales support and training for less experienced team members in conjunction with the Branch Management team in order to maximize sales opportunities. • Assists in the coordination of branch direct mail and telemarketing initiatives. • Processed customers' banking transactions accurately and efficiently.

Bachelor’S Degree, Accounting

Activities and Societies: Accounting Club, Attended IMA Student Leadership Conference

Associate’S Degree, Business Administration And Management, General

Activities and Societies: Phi Beta Kappa - Honor Society

High School, General Studies