Will Ramirez Email and Phone Number

Provide quality service delivery of tax advisory services to multinational companies with the focus of providing business incentives services.Identify, secure, and maintain governmental incentives, tax credits, and grants for clients’ existing or expanding operations.Assist in negotiation of incentives and review of contracts and agreements required to enter into in order to secure incentives.Conduct research of economic development incentive programs across United States at local, state, and federal level.Perform detailed internal reports of incentives to maintain solid understanding of benefits, and remain current on any legislative changes that could impact incentive programs.Prepare applications for tax credits, grants, and incentives for management and perform execution of compliance requirements for received incentive benefits.Participate in project management of engagements including identifying scope, deliverables, timelines.

Responsible for performing highly administrative and technical duties in auditing and financial functions of the Recreation Grants Branch. Provide technical assistance to program staff, local units of government, community organizations and the general public. Work under limited supervision, with considerable latitude for the use of initiative and independent judgment. Performed additional duties as assigned. Complied with all Agency, Division, and Branch rules, regulations, and procedures.

Performed various levels of financial review for a wide scope of businesses. Specifically focusing on Sales and Use Tax, Franchise Tax, Hotel Tax, Oil and Gas Tax, Fuel Tax, and Mixed Beverage Tax for the state of Texas.Designed and orchestrated audit plans unique to the business or specific industry on behalf of the state. This involved initial planning, implementation of process, audit write-up, and discussing audit results with the business.Reviewed all financial documents to understand the nature of the business and to distinguish what taxability areas where of concern. This involved reviewing multiple types of accounting software and financial platforms, directly communicating with the people that perform all aspects of the business, and further understanding the business itself.Communicated with multiple taxpayers on a daily basis in regards to issues pertaining to their industry, and how to better improve their financial system, specifically towards their tax reporting.Normally worked independently, but maintained a direct line of contact with supervisor via email, telephone, as well as once a month workload review sessions.Assisted fellow auditors in work assignments when down time occurred, and also assisted in the development of new hires in their tax review methods.

Performed quarterly accounts receivable analysis for verification of collection efforts; created/reviewed commission testing for monthly commission disbursement to account executives.Assisted business managers in accounting concerns that arose while recording/processing books, as well as verified work being properly stated and approved.Created journal entries for expenses/revenues, accrual recognitions, and P & L adjustments.Performed monthly SOX reviews to insure market is in coherence with regulations set forth, testing Income Statements, Balance Sheets, Trade, AP vouchers, and Property Tax.Reviewed all payables for client and vendors, contacted vendors of potential discrepancies found.Assisted in key projects and committees in department such as, AR Auditing review for Radio entity, being an active member on the new employee training team, and department of involvement/improvement team. In addition, involved in a special committee that overlooked SOX testing on a monthly basis, the testing includes a wide variety of items from property tax analysis to proper recording of AR.Specialized in creating analysis on a variety of topics from Balance Sheets Accounts, AP system, and AR Agings.

Establish relationships with business and consumer clients, and maintained a professional level of service for clientele.Handled client’s financial needs and other aspects, as well as provide a wide variety of services that were beneficial to customers. Such as CDs, interest rate quotes, loan quotes, money market accounts.Uncovered potential discrepancies with client’s accounts by reviewing/reconciling bank statement for possible errors. If found amended and resolved situation in a timely manner.Extensive outside contact with current and potential customers, through local/commercial business contacts. Networked around area for a better understanding of surrounding economy.Viewed as a reliable source for rules and regulations amongst peers, created multiple analysis for tracking sales. and customer retention for upper management.