Sergio Paez, Msa Email & Phone Number

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.

Mckinney, Texas, Us

- Talk to various businesses and families in the greater Houston area.- Recruit and train upcoming sales professionals.

 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

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.

 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