Mimi Phillips, Mba Email & Phone Number

• Prepare individual income tax returns for federal and state filings• Federal forms 1040, 1040A, Schedule A, Form 5329 as well as state forms 540 and 540A• Electronic Filing of Federal and State Returns• Assist with the resolution of federal and state tax issues• Respond to Tax Notice inquiries• Indirect Tax Processes and Procedures• Economic Nexus Study, request per the client(s)• New Business State Registration and Sales tax account setup • Sales Tax Nexus Analysis services before sales tax registrations• Sales Tax Risk Assessment• Filing your sales tax returns• State follow-ups as required• Secure login details for each state Indirect Tax Consultant Services: M.M. TAX GROUPBright LLC. (Remote)- 07/2023-10/2023• Implemented and improved processes, policies, and guidelines to manage Indirect Tax risks and compliance• Managed exemption certificate maintenance processes for both vendors and customers• Managed and maintained state and local business license renewals• Provided support to customers with Indirect Tax Inquiries Aircraft Covers, Morgan Hill, CA -6/2022-11/2022Economic Nexus project• Researched and analyzed economic nexus rules and regulations across 25 jurisdictions• Evaluated the impact of business activities to determine economic nexus thresholds.• Identified the 25 judications where the company met or exceeded the economic nexus threshold• Sales tax risk assessment evaluation• Collaborated with internal teams to gather necessary data and documentation for economic nexus determination• Developed and maintained a comprehensive understanding of the company's sales tax registrations and compliance filing obligations.• Registered 25 judications where economic nexus was determined (e.g., applied for a Seller's tax permit and business licenses)

Sunnyvale, Ca, Us

• Worked with various intercompany departments to ensure the proper collection of sales taxes• Diagnosed data quality of sales/use tax transaction issues by drilling down data structures to extract the root causes of the variances between Vertex and SAP effectively• Assisted the Treasury department by managing and monitoring bank account maintenance • Reviewed and Enter Sales Tax Exemption Certificates and resolve Sales Tax • Assisted Insurance by responding to requests for certificates and Managing Facility Data• Audit Preparation, reviews and analyzes all critical records and data related to the business; prior to the audit

Sunnyvale, Ca, Us

• Gathered data to prepare, process, and E-file multi-state Sales &Use Tax returns, Property tax• Reconciled SAP and Vertex sales tax reports to the ledger• Prepared necessary adjustments to file accurate monthly sales and use tax returns on a timely basis• Updated and imported Vertex sales and use tax returns module • Researched any tax-related issues and updated any changes into Vertex• Maintained Vertex tax decision rules and updated based on any new sales tax laws or business process changes • Prepared journal entries, maintained and reconciled all sales and use tax accounts for month-end close, using Excel(Pivots and VLookUps)• Prepared and posted monthly Sales Journals• Provided support to sales and service team and accounts receivable team on sales tax-related issues and discrepancies • Downloaded fixed asset information from GL reports to prepare, file, and submit annual property tax returns on a timely basis.• Reviewed tax assessments for accuracy and any discrepancies• Served as Primary Contact for all sales tax audits• Prepared and filed required applications for business licenses, Consumers Use Tax and Seller’s Permits renewals• Conducted basic sales and use tax research• Maintained, managed, and scanned tax files • Managed and maintained tax calendars • Corresponded with Jurisdictions on Sales, Use and Property Tax Liability Notices• Created and maintained State Nexus relationships for processing sales & use tax returns• Researched each state's Nexus rules to determine compliance and establish each state's tax rate• Processed monthly sales reports that calculate tax liability per state• Created and maintained a monthly report that includes all state sales and tax payments• Maintained sales and use tax exemption and resale certificates

Lisle, Illinois, Us

I have obtained my MBA in Accounting from Keller Graduate School with a GPA of 3.9-Summa Cum Laude. My graduation ceremony is scheduled for January 23, 2015. I am currently looking for a part-time or full-time position in tax or accounting. Graduation is only a concept. In real life every day you graduate. Graduation is a process that goes on until the last day of your life. If you can grasp that, you’ll make a difference. ~Arie Pencovici

• Met deadlines for the preparation and filing of monthly sales and use tax returns• Reconciled monthly sales tax payable accounts and use tax accounts to the general ledger• Established internal controls based on applicable laws, regulations, and policies to ensure compliance with all relevant mandates• Reconciled sales tax liability to balance sheet accounts• Interpreted and complied with state, local, regulations, and legislation• Compiled all relevant information for review during Sales and Use tax audits• Prepared and filed required business licenses and renewals• Conducted basic sales and use tax laws research• Maintained, managed, and scanned tax files and tax calendars

Lisle, Illinois, Us

I have graduated from DeVry University-Summa Cum Laude (Highest Honor).My G.P.A. is currently a 3.9 in Business Administration and with an emphasis in Technical Management..

Roseville, Ca, Us

Recieved my A.A. Degree in Business/Accounting with Honors. Maintained a 4.0 G.P.A.

Us

• Generated and E-filed monthly multi-state sales and use tax returns and Canadian GST & PST• Performed quarterly Nexus studies to limit audit risk exposure• Established protocols for effectively handling sales and use tax audits, processes, and procedures• Reconciled sales and use tax liability • Prepared journal entries, maintained and reconciled all sales and use tax accounts for month-end close• Created and maintained Excel report that includes all state I.D.’s ,user’s name, banking information, company information, sales and use tax monthly, quarterly and annual payments• Managed and maintained tax calendars • Conducted sales and use tax audits• Prepared, reviewed and filed for Articles of incorporation, Tax I.D. Numbers, Business licenses and Seller’s Permits • Maintained and confirmed sales and use tax exemption and resale certificates for new and existing customers• Teamed up with accounting department to develop procedures to capture and report monthly use tax liabilities• Interpreted and complied with state, local, regulations, and legislation• Prepared required documentation related to sales, use tax and property tax issues to provide proper SOX documentation

Munich, De

• Handled and E-filed multi-state monthly and quarterly sales and use tax returns for 45+ jurisdictions • Identified and reported compliance issues, proposing relevant strategies to address the problem• Determined the objective, scope and general plan of proposed • Assessed internal controls to facilitate accurate and timely compliance reporting• Interpreted and complied with state, local, regulations, and legislation• Reconciled sales tax liability to balance sheet accounts• Reconciled subsidiary accounts to the general ledger each month• Prepared and posted monthly sales journals• Prepared journal entries and reviewed account classifications• Assisted with the preparation of financial statements• Conducted sales and use tax audits• Managed and supervised five Siemens’ companies• Managed a team/staff of five associates• Prepared, reviewed and filed property taxes• Processed monthly account reconciliation and audit preparation & reporting• Registered relevant Seller’s permits and business licenses with the applicable office, additionally maintained and approved vendor’s exemption certificates• Performed quarterly Nexus studies to limit audit risk exposure• Tracked all industry updates and revision, then refined internal controls and procedures as needed• Handled and reviewed valid resale and exemption certificates and maintained database for active certificates from existing and new customers• Researched Tax Rates. Laws updates and changes in preparation procedures• Prepared, reviewed and journalized sales tax payments, entries, adjustments for month-end

Mba, Finance

B.S., Business/Accounting

A.A., Business/Accounting

Accounting & Music