Richard Baltazar Email & Phone Number

Rosemead, California, US

• Responsible for the property tax compliance for all company properties, managing the company’s property tax liabilities. Reconciles real estate liabilities and ensures their timely payments.
• Accrues property tax liabilities according to asset classification analysis. Prepares the property tax budget annually.
• Manages property tax audits and appeals, minimizing potential tax assessments by resolving any issues or discrepancies with tax officials.
• Resolves internal and external customer inquiries and issues related to real and personal property tax.
• Thorough knowledge of property tax developments in all company locations to ensure the company complies. Research best practices and trends related to real and personal property tax.
• Scrubs and categorizes expense accounts to ensure compliance with tax regulations.

Rosemead, California, US

• Reconcile and balance periodic tax payments in Excel for every store account in each state.
• Assess tax amounts to determine if the increase or decrease in tax was due to changes in state tax rate or depreciation.
• Set up accruals of tax payments for current year personal and real property tax liabilities.
• Perform journal entries of tax payments for period end closing and upload entries into our accounting system, Lawson.
• Collaborate with the finance team with their annual operating planning project to assist them in budgeting for property taxes.

Rosemead, California, US

• Prepared business personal property tax returns for over 1800 locations using property tax software, PTMS.
• Classified personal property assets using pivot tables in Excel and perform audits to ensure compliance with tax assessors.
• Analyzed and reconciled meals and entertainment expenses of multiple entities for corporate income tax filing schedules.
• Filed appeals to county jurisdictions to resolve personal property assessed value discrepancies.
• Trained temporary tax assistant with organizing and indexing property tax returns and bills per store location.

Rosemead, California, US

• Calculated and processed payments for personal property and real property tax bills per period.
• Computed sales & use tax payments for store equipment shipped to Canada and Puerto Rico.
• Assisted in tracking business licenses and permits renewals for store locations using License HQ software.

Singapore, SG

• Verified 200 dollars of change are inputted in cash drawers before cashiers begin their shifts.
• Recorded and report daily cash drawers and daily cash deposits to management.
• Collaborated with Store Manager and Assistant Manager in planning and executing sales promotions effectively and efficiently.
• Responded pro-actively to prevent and resolve customer service situations.

Singapore, SG

• Served all products while giving individualized attention towards each customer.
• Educated customers about CBTLs premium coffees and teas.
• Upheld set standard of quality, service, and product.

Bachelor'S Degree, Accounting

Education record