User Anonymous Email & Phone Number

San

-Prepares and timely files federal and state individual and fiduciary income tax returns.-Prepares and timely files required tax returns for non-profit organizations, quarterly employment tax returns (household employees), non-resident alien trust beneficiaries and other return preparation assignments. -Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested by the lawyers.-Performs federal and state income tax projections to assist the lawyers in strategic tax planning for clients.-Analyzes trusts and other documents to determine the tax return requirements for related accounts.-Prepares amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent.-Participates under the supervision of the lawyers in audits of any tax returns prepared by the incumbent involving federal and state taxing authorities. -Performs historical tax costs research for assets included in trust from which the incumbent has return-preparation responsibility.-Processes Payroll for household employees for over fifty trust accounts including the filing of federal and state reports.

Victoria, Texas Area

-Ownership and management of the consolidated month, quarter and year-end close.--Manage the preparation of daily and month-end journal entries-Maintain all aspects of the general ledger and review account reconciliation and analysis as required-Manage the production of individual and consolidated financial statements-Provided Bookkeeping and Tax services for individual and small business clients.

San Antonio

-Create Accrual estimates for the financial accounting group based on preliminary volumes and rates.-Update all new and current contractual information within the Waterfield software.-Analyze profit and loss information on each asset as well as loss and unaccounted on a monthly basis-Analyzes and explains monthly and seasonal fluctuations in volume and amounts as compared to prior month’s budget. -Assist in the preparation of monthly, quarterly and annual internal and external financial statements and reporting packages.-Follows up on payment and invoices to assure accurate and timely collection.-Prepare post and process prior period adjustments for payment and or invoicing.-Reconcile volumes and values from spreadsheets and allocations softwares to general ledger.-Balance the plant monthly to assure all quantities and related values are properly captured and accounted for. -Coordinate with plant personnel to understand and explain, if necessary plant operations and output.-Coordinate with commercial sales and gas purchase personnel to understand and use product pricing and contract terms.

San Antonio, Texas Area

-Set up new ID or Re-ID meter splits and link to correct contract/CCT’s (common contract term) for assigned plants. If a gas lift is brought on with ID, verify that the link contract accounts for gas lift fees and the meter definition has the proper GL codes.-Set up new CCT’s as needed-Maintain rate schedule as needed (includes prices, fees, escalation factors, etc.)-Secure ETC Marketing prices, input price by CCT’s on a rate schedule- verify price on settlement statement-Maintain tickler file for new ID’s using daily pricing calculation-Verify CO2 blending fee for various contracts-Process prior period adjustments as needed-Verify PPA statement and Revenue Detail report for inaccuracies. Maintain file of PPA’s for SOX compliance-Process current month settlement on various plants-verify accuracy of new ID settlement statements and revenue detail report-Advise SAP accountant if any deficient values should be netted against future payments or invoices sent to producers-Advise division order analyst of new wells that should be suspended pending signed documents and any additional changes to meter splits-Research/ resolve various issues requested if needed (internal and External customers)

San Antonio, Texas Area

-Manage BD Bioscience and Puerto Rico Accounts payable process by ensuring over 800 invoices are paid on time and accurately.-Process all Federal and state income tax payments on an annual and quarterly basis for all BD locations in North America-Participated in Knowledge capture in Franklin Lakes, New Jersey for eight weeks to document desk top procedures and process maps for the accounts payable process.-Super User and trainer for SAP 4.0 and 6.0

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor'S Degree, Accounting