Assisted with the preparation of tax related documents such as tax returns and reports while adhering to accepted tax accounting principles and standards. Prepared quarterly and monthly estimated tax returns. Researched various tax-related issues that may have arisen during both internal and external audit inquiries. Prepared legal responses for both external audits and legal proceedings. Adhered to specific deadlines applicable to tax laws for various states. Contributed to the organization’s goal to remain state compliant by researching and updating state tax laws. Prepared frequent and detailed tax accounting and financial information. Corresponded with tax authorities on scheduled reporting requirements and to resolve problems. Maintained tax records, prepared journal entries, and reconciled accounts. •Provided research and response for a legal proceeding which led to a favorable $310K recovery •Implemented procedures that accurately reallocated expenses among various Business Units which were adopted as a departmental practice•Established an accrual process for Zurich Direct Underwriters accounts• Completed an analysis of the company’s tax expense exposure in certain domicile states as related to retaliatory taxes and worker’s compensation deductibles•Identified and investigated the cause for unfavorable expense fluctuations that contributed to the strategic decision of repositioning certain lines of business •Validated the accuracy of the accrual balances for premium and loss based assessments•Maintained and reconciled the general ledger for various accounts including the Assessment and Guaranty Fund accounts

Prepared adjustments of “loss sensitive” accounts on a periodic basis. Analyzed and interpreted legal/financial agreements to determine the factors of programs, such as retrospective, deductibles, and self-insured retention accounts. Reconciled financial data. Coordinated and resolved all discrepancies resulting from processing that contradict the accounting records/ledgers or other related documents. Reviewed the final audits, loss information, and applied the appropriate limits and sold factors. •Maintained 95% accuracy with assigned accounts•Reconciled an account which uncovered a discrepancy that resulted in a recovery totaling $150,000•Assisted with developing procedures to streamline the adjustment and reconciliation process

Performed account maintenance and reconciled cash transactions for various accounts. Verified accuracy of processed premium. Initiated the collection process for outstanding accounts by working with agents and other internal departments. Analyzed and resolved premium, commission, and other receivable differences. Prepared reports that provide information to internal and external contracts. Recommended and implemented solutions for immediate problem accounts.• A member of Project Road Map. Directly influenced the approval of a new accounting system for Collections and Receivable Management•A member of the Purification Team. Reduced outstanding premium balance from $1 billion to $113 million•Performed complex account reconciliation for an entire broker•Analyzed financial data and resolved discrepancies

Reconciled cash activity for various accounts daily. Identified and resolved all international and domestic cash activity exceptions. Aided Security Specialist in identifying international and domestic trade activity exceptions. Communicated daily with custodian banks and the Investment Operations group to resolve discrepancies. Assisted manager with resolution of past due income and failed trades. Prepared monthly reports and support documentation for external audit purposes. Ensured that customers, both internally and externally, received accurate data and information for NASDQ purposes in a timely manner.•Attended several seminars to enhance development, such as Bloomberg, PIMS, and Debt Security Principal Paydown training courses•Achieved cash proficiency by reducing the amount of discrepancies by 92.78%•A member of Business Process Redesign (BPR). Responsible for implementation of current procedures.