Lisa Calloway Email and Phone Number

Corporate Tax Assistant that supports and assists with various tax related functions. • Assist with Sales and Use Tax and Property Tax function including gathering documentation for third party return preparers, etc.• Conduct basic tax research and analysis in a variety of areas.• Assist in data gathering process in support of Sales and Use tax and Property Tax audits.• Maintain electronic files for Tax Exemption Certificates issued to Vendors.• Assist with check requests, wire transfers, new Vendor set-up and payment of taxes.• Ad hoc projects to support various Tax functions including Global Tax Department as needed.• General Administrative support as needed (process and assemble tax filings, mail, calendar, presentations etc.)

Maintains various processes for credit support including lien releases, new accounts, pre-lien notifications and administrative functions.• Process new customer credit applications including but not limited to accessing credit agency data, collecting trade references, bank trades, to open new accounts. Additional management input may be required.• Upload completed applications to appropriate credit systems. Process customer requests for lien waivers based on time period and dollar amount, communicating directly with the submitter which may be either the customer and/or field operations when the waiver or release cannot be approved and submitted.• Document lien release in appropriate system.• Prepare preliminary notices (notice of intent) per applicable state laws and standard operating procedures.• Prepare spreadsheets for pricing and field operations to ensure all appropriate customer connections are systematically connected via links and merges.• Review customer certificate of insurance for rental protection plan and update systems as required.• Assists in providing departmental administrative support and other duties as assigned.

Performs all duties associated with credit support and executed detailed analysis for internal and external customers of United Rentals.• Prepares and validates sales tax exemptions documentation for colleagues as well as customers.• Prepare and analyze sales tax adjustments, make recommendations to United Rentals management for further processing.• Organize tax reports summarizing customer accountability and responsibilities for various municipalities.• Work as a liaison between external collection agencies and attorneys. Arrange cash application such tax transactions and delinquencies. • Troubleshoot inaccuracies, gaps in documentation as well as certificate validation with external customers.• Provide solutions to support team using fit gap analysis as well as providing technical support.

Reporting to several directors and managers, performed complex corporate personal property evaluations, filing and projections for accrual planning, differing by state, county and city for numerous properties and holdings. Performed updating when regulations shifted and acted as a subject matter expert with reference to these complex situations. * Prepared monthly sales and use tax returns and processing payment requests for DFS Services LLC and all other credit services, per state and county regulations.* Prepared numerous corporate personal property tax returns and process payment requests for facilities for eight locations, including fixed assess depreciation and inventories and inventory verification.* Reviewed real estate tax assessments for DFS Services LLC locations as well as processing payments for these assessments to compare with previous years, to determine reasonableness and determining whether protests were needed. * Forecast real estate tax estimates and personal property tax estimates for the use of the Financial Budget Team and external business consultants to help the budget team accrue funds for forecast tax liability. * Assisted on several state audits, covering sales and use tax and personal property tax.* Assisted with income tax projects including preparation of multi-state apportionment work papers and computing Federal Reserve needs.

Reported to Regional Manager, and as a part of a team of 10, addressed new accounts in the northeast region including directly answering customer's questions. * Processed new account applications.* Partnered with the major credit bureaus to verify customer's credit risk.* Investigated fraud applications and coordinated company fraud detections with the credit bureaus.

As a part of a specialized team of 10 to 15, handled customer inquiries on specialized services in the northeast region, as well as replying by letter to certain types of dispute inquires. Provided customer solutions to card member's inquiries, concerns and disputes.

As a part a team of 20 reporting to Senior Manager in the call center, handling delinquent accounts in the northeast region. Set-up repayment schedules.* Educated customers away from bankruptcy proceedings and towards better paying customers.