- Investigated and resolved tax and licensing issues with state and local agencies- Trained new hires on software usage, return review, journal entries, account reconciliation, and resolving taxation disputes- Utilized Excel, Infor, BI Microstrategy, Mainframe, Vertex, Showcase, and other software to extract relevant datafrom large datasets.- Managed ecommerce and retail store licensing and taxation compliance with state, county, and city- Compiled all sales, use, and personal property tax data, reviewed returns, and resolved account conflicts- Investigated and claimed unclaimed properties- Created journal entries and account reconciliations for business taxes, sales taxes, property taxes to insure accurate reporting for audits- Negotiated new contract for business licensing software resulting in a 15 percent reduction in annual costs- Merged and separated licensing processes for Eddie Bauer and Pacific Sunwear, while reducing steps needed for business license renewals

• Organize and manipulate large sets of data using Excel and other various tax assessment software in order to find relevant information• Manage 2-6 weekly projects determining the correct taxability of misclassified products using taxonomy department guidelines• Improve the functionality of taxonomy classification tools by creating more efficient processes and providing frequent user interface feedback • Creat guidelines for classifying various tax categories by researching common marketing and referencing that to Product Tax Category rules

• Created Personal Planning Analyses for individual clients • Built relationships with clients to help them reach short and long-term financial goals• Used Network Illustrations to create specific policies • Obtained clientele through cold calling and networking. • Developed an understanding for various insurance products

• Created brochures, advertised door to door• Estimated project cost• Managed three other workers