Tracy Willis Email & Phone Number

United States

Responsibilities include preparing sales and use tax, gross receipts, business licenses, and property tax compliance for the non-regulated Market-Based portion of the company. Market-Based is throughout the country and supported by two different accounting systems, AX and Oracle, in two contrasting tax engines, STO and Vertex. Assist with audits, complete timely and accurate reconciliations, review use tax accruals on invoices and purchase orders, and resolve and research tax issues with the State, Local, and Federal authorities. Communicate tax impact issues to management and assist with various projects as assigned.

United States

Prepared and filed complex sales and use tax and filed gross receipts tax for several states. These filings included 45 states and local jurisdictions for two divisions of DLL using Vertex return filing software. Assisted with sales and use tax audits, reconciled and analyzed monthly/quarterly tax accounts for all entities. Completed and filed business license reports and performed tax research and tax projects as assigned. Interfaced with business areas to obtain information for research and resolution of customer accounts and performed analytical work using Oracle. Performed monthly PA use tax analysis for the department.

1801 North 5Th Street, Philadelphia, Pa 19122

Responsibilities included: Monthly profit and loss preparation, monthly journal entries, weekly retail, and specialty projection reports, accounting for company transportation, daily cash position and reporting, and reconciling major general ledger accounts. Other duties included preparation of account analysis, various reporting for retail and custom distribution, helping monitor and strengthen internal controls, and review of all expense vouchers from several company locations.

Prepared and independently maintained accurate sales and use tax compliance returns for several states and local jurisdictions reviewed by tax authorities. Completed complex monthly assigned property tax compliance, reports, and payments. Maintained knowledge of multi-jurisdictional property tax statutes and regulations. Performed accounting use tax reconciliation to liability accounts, SOA tax processes, audits, use tax analysis, complex spreadsheet calculations, and updated new rate changes. Corresponded with internal company management, external auditors, and tax authorities from several states. Maintained tax calendar for correct filing requirements. Completed abandoned property reports, updated monthly Taxware software files to ensure effective tax rate, and assisted in various projects as assigned.

Performed general secretarial duties, travel arrangements, processed loans, accounts receivable, purchasing, monitored office expenditures and pitchbook presentations for the Senior Vice President/Managing Director of the Leveraged Finance Department. Created funds flows coordinated meetings and media events. Prepared statistical graphs, scheduled and arranged conferences, word processing and reviewed accounts payable.

Developed and implemented a market survey in the food industry. Prepared quantified results, written and oral reports.

Bachelor'S Degree, Business Administration And Accounting

Real Estate

Bachelor'S Degree

Sales Tax School Ii