Sergio Paez, Msa

Sergio Paez, Msa Email and Phone Number

Sergio Paez, Msa's Location
Houston, Texas, United States, United States
Sergio Paez, Msa's Contact Details
About Sergio Paez, Msa

Experienced Tax Consultant with a demonstrated history of working in the industry. Skilled in Tax Preparation, Sales Tax, Analytical Skills, Microsoft Office, and Sales. Strong accoubting professional with a Masters in Science in Accounting focused in Accounting from The University of Texas-Pan American.

Sergio Paez, Msa's Current Company Details
Dan Martinez & Associates, LLC (M&A) / SALTWARE

Dan Martinez & Associates, Llc (M&A) / Saltware

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Senior Consultant
Sergio Paez, Msa Work Experience Details
  • Dan Martinez & Associates, Llc (M&A) / Saltware
    Senior Consultant
    Dan Martinez & Associates, Llc (M&A) / Saltware Mar 2017 - Present
    Sugar Land, Tx, Us
    - Provide exceptional client service to companies by working with a team to identify tax opportunities.- Assist companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests.- Research and draft technical memoranda regarding state and local tax questions.
  • Family Heritage Life Insurance Company Of America
    Sales Professional/Insurance Agent
    Family Heritage Life Insurance Company Of America Dec 2016 - Dec 2017
    Mckinney, Texas, Us
    - Talk to various businesses and families in the greater Houston area.- Recruit and train upcoming sales professionals.
  • Gary W. Lambert And Company
    Lead Tax Examiner
    Gary W. Lambert And Company Jun 2011 - Nov 2016
     Independently contracted to work on Sales and Use Tax audits for Parishes (Counties) in Louisiana.  Communicate with taxpayers and governmental clients as to the details of an audit plan and the audit findings. Audited industries such as: Major Retailers, Oil & Gas, Drilling Contractors, Service Companies, Rental Companies, and Pipelines. Managed large caseload of audits ranging from private companies to Fortune 500 companies for multiple taxing authorities Prepared schedules, exhibits, and audit reports for completed audits. Interpret Sales and Use Tax Laws and research any changes in legislation to stay current. Researched Louisiana Tax Law and court rulings to ensure proper handling on complex issues. Reconciled sales and use tax returns; identify taxes payable and collect overdue tax dollars
  • University Of Texas - Pan American
    Research Assistant
    University Of Texas - Pan American Jun 2010 - May 2011
    Edinburg, Tx, Us
     Researched PCAOB reviews of accounting firms and SEC litigations.  Conducted analysis of the of the reviews and litigations in a Excel spreadsheet making it better to understand the information. Balanced the accounts of the different departments in the College of Business e.g. Finance, Accounting, Business Law, Marketing, Management.
  • Edinburg International Racetrack
    Manager
    Edinburg International Racetrack Jan 2002 - May 2011
     Developed presentation and public speaking skills by being Track Announcer/Race Commentator Ensured driver safety and NHRA compliance by inspecting vehicles and equipment Coordinated events and monitored racing operations through the computer system

Sergio Paez, Msa Skills

Auditing Accounting Tax Microsoft Excel Analysis Microsoft Office Financial Accounting Financial Analysis Quickbooks Financial Reporting Outlook Accounts Receivable Microsoft Word Finance Powerpoint Sales Tax Tax Law Pivot Tables Tax Returns Account Reconciliation Payroll Sales And Use Tax Social Networking Teamwork Invoicing General Ledger Bookkeeping Use Tax Sales Life And Health Insurance Licenses Customer Service Public Speaking Social Media Training Research Time Management Accounts Payable Spreadsheets Negotiation Event Planning Spanish

Sergio Paez, Msa Education Details

  • The University Of Texas-Pan American
    The University Of Texas-Pan American
    Accounting

Frequently Asked Questions about Sergio Paez, Msa

What company does Sergio Paez, Msa work for?

Sergio Paez, Msa works for Dan Martinez & Associates, Llc (M&a) / Saltware

What is Sergio Paez, Msa's role at the current company?

Sergio Paez, Msa's current role is Senior Consultant.

What is Sergio Paez, Msa's email address?

Sergio Paez, Msa's email address is se****@****ife.com

What is Sergio Paez, Msa's direct phone number?

Sergio Paez, Msa's direct phone number is +183286*****

What schools did Sergio Paez, Msa attend?

Sergio Paez, Msa attended The University Of Texas-Pan American.

What are some of Sergio Paez, Msa's interests?

Sergio Paez, Msa has interest in Networking, New Technology, Children, Human Rights, Investing, Environment, Education, Health And Wellness, Sports, Disaster And Humanitarian Relief.

What skills is Sergio Paez, Msa known for?

Sergio Paez, Msa has skills like Auditing, Accounting, Tax, Microsoft Excel, Analysis, Microsoft Office, Financial Accounting, Financial Analysis, Quickbooks, Financial Reporting, Outlook, Accounts Receivable.

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