Jonathan Marvel Email & Phone Number

Concord, New Hampshire, United States

• Examines tax returns and/or audit settlement agreements, determines correct characterization of income or expense, identifies concerns, and contacts taxpayers for specific explanations of information and transactions and to resolve issues.• Applies federal and state tax laws, Administrative Rules and Department policies to complex and escalated cases, and for returns in specialized industries requiring research and outreach to involved parties.• Determines tax liability to collect taxes from individuals or business firms according to prescribed laws and regulations.• Analyzes taxpayer records for discrepancies, prepares tax notices and tax assessments, and issues refunds for over-payment of taxes and Notice of Credit Adjustments when appropriate.• Reviews audit settlement agreements and completes audit adjustments to reconcile taxpayer accounts; prepares approvals for withdrawal or dissolution, and Good Standing Certificates.• Creates cases for tax year testing, performs testing, and analyzes test data for accuracy.• Assigns and reviews work of lower level Tax Examiners and provides necessary job training.• Monitors and updates case management procedures, remaining current on state and federal regulations and agency policies and procedures

Concord, New Hampshire, United States

• Examine taxpayer returns, audit settlement agreements, and other tax information for accuracy, identifying discrepancies, investigating issues, and contacting taxpayers as necessary; maintain all assigned case files and perform ongoing case management activities in accordance with NH tax laws, Administrative Rules, and Department policies, ensuring all statutory deadlines are met.• Review audit settlement agreements, “Report of Change”, and complete audit adjustments to reconcile taxpayer accounts in Revenue systems. Review and prepare for approval, taxpayer requests for Withdraw, Dissolution, and Good Standing Certificates.

Concord, New Hampshire, United States

• Examine taxpayer returns and information for preparation and processing using standard specialized equipment; process returns/documents and remittance according to established procedures to ensure correct processing and posting of tax documents and payments. • Review taxpayer records for discrepancies, timeliness of filing, refunds, notice of assessments or credit carry-overs ensuring account reconciliation.• Review transactions routed to error suspense and make necessary corrections for processing to taxpayer accounts.• Maintain all assigned case files; perform ongoing case management activities, ensuring all statutory deadlines are met.

Concord, Nh

• Research and execute strategic investments that promote positive profit margins with minimal risk while staying in line with long term objectives.• Follow technical indicators, including relative strength index (RSI), Moving Average (MA), and support/resistance lines.• Utilize strong risk management of derivative trading positions.• Perform weekly trade reconciliations to ensure each trade is verified and matches internal records for a proper P&L and Balance sheet.• Help others learn how to trade options along with different option strategies such as spreads, straddles and strangles within a small online community.

Concord, Nh

• Monitor ticket inventory and sales margins with Microsoft Excel using PivotTables, V/XLOOKUP, and Data Tables.• Analyze venue, artist, and location data to estimate if show will be popular and what seats/sections will produce the highest profit margins.

Salem, Nh

• Created and updated daily inventory audits and discrepancy reports. • Worked with a small team that boosted the Electronics Department to over $1 Million in Annual Sales, a higher than 10% increase over the previous year.

Nashua, Nh

• Specialized in Search Engine Optimization (SEO). • Increased sales and customer product exposure using Froogle feeds.• Updated and edited existing client websites according to sales goals and inventory needs.

Manchester, Nh

• Handled payroll and bank deposits• Effectively ran the eBay consignment division helping customers sell their merchandise• Created Invoices and Packing Slips for outgoing merchandise.• Developed and edited official company website.• Handled all shipping operations using UPS, FedEx, USPS, and Airborne Express. • Received and tagged all incoming merchandise. • Ordered and kept supplies in stock including boxes, tape, bubble wrap, packing peanuts, anti-static bags, etc.• Answered phone calls and took down RMA numbers for orders.

Bachelor Of Science (Bs), Accounting And Finance, Summa Cum Laude, 4.0 Gpa

Activities and Societies: Dean's List 2015 - 2017

Associates Of Science, Accounting

Activities and Societies: Phi Theta Kappa Honor Society, Alpha Pi Rho Chapter & Kappa Beta Delta Business Honor Society, Alpha Iota.