David Williams Email & Phone Number

Syracuse, New York, United States

Syracuse, New York Area

East Syracuse, New York, United States

Syracuse, New York, United States

Syracuse, New York Area

Syracuse, New York Area

Worked on various different types of audits, in many different types of industries: restaurants, music, contractors, travel, hotels, and waste removal.Consulted with various taxpayers and their representatives to try and determine the correct amount of sales tax liability owed to New York State.Conducted audits from the initial contact of the taxpayer, to the closing of the actual audit case.Prepared various reconciliations, analyses, and ratios to determine taxpayers’ sales tax liabilities.Traveled to different states to conduct audits, including Texas, New Jersey, and Pennsylvania.Maintained an inventory of up to 15 cases at one time.Ensured that taxpayers had filed the correct paperwork and that all the proper forms had been filed with the state (Power of Attorney forms, Test Period Agreement Forms, Waivers to extend the Statute of Limitations on a case, etc.)

Syracuse, New York Area

Sampled and tested revenue transactions for $125 million in annual revenue including testing to ensure trades were placed accurately and in compliance with Securities and Exchange Commission (SEC) rules 17-A (3) and (4)Sampled and tested internal controls for various internal audit cycles including fixed assets and petty cashCreated a calculator in Excel to test depreciation software and method (MACRS)Prepared various reporting analyses to allocate expensesUsed advanced Excel formulas to report mutual fund revenues by security symbol for various revenue sourcesDocumented department procedures for testing revenue transactions

Dewitt, Ny

Input invoice amounts into the accounts payable systemOrganized and mailed payments to vendorsCreated form letters using mail mergeFiled, copied and scanned invoicesWorked on special projects for the accounting staff