Experience

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  Kentucky pta

  Jun 2009 - Jun 2012

  Office personnel

  •Create mailing list of 400 parent leaders each fiscal year•Update and maintain organizational website, as well as social media websites•Collaborate with treasurer to maintain financial records and prepare audit materials each fiscal year•Maintain familiarity with current Internal Revenue Service (IRS) regulations to advise local PTAs on non-profit tax status•Provide excellent customer service via e-mail and telephone •Coordinate and plan for annual Convention/Leadership for 200+ attendees•Attend National training regarding public policy, diversity, and office management Show less

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  University of kentucky

  Jun 2012 - Dec 2013

  Tutor undergraduates in Spanish, Statistics, Economics, Sociology, and Accounting. Assist students in exam preparation. Provide advice to students regarding study habits and class attendance. Contact professors to obtain appropriate materials to enhance tutoring experience. Utilize Microsoft Excel to develop ways to analyze and manipulate data from survey responses over several years. Organize and supervise the first Virtual Job Fair with help of paid staff, another intern, and fellow university students. Market events to students via social media, Campus Calendar, and other university publications. Plan events for employers and students including Practice Interviews and Employer Development Workshop. -Update social media websites such as Facebook, Twitter, and Pinterest-Sell memberships to parents and family members through tabling at summer advising conferences-Membership sales increased by 500 from the year prior-Enter membership data into database, along with locating and resolving data errors-Provide customer service by answering questions from families and students in person and via social media, e-mail, and telephone conversations

  • Undergraduate Tutor

    Aug 2012 - Dec 2013

  • Programs and Events Intern

    Jan 2013 - May 2013

  • Parent and Family Ambassador

    Jun 2012 - May 2013
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  Commonwealth of kentucky

  Mar 2014 - May 2016

  Audit quarterly KIT and KYU tax filings for licensees operating in Kentucky. BUse Excel to analyze and compare records to quarterly tax filings. Create and submit professional electronic work papers using TeamMate. Communicate with licensees via telephone and in person. Advise licensees on how to improve internal control and quarterly reporting. Provide guidance to fellow auditors regarding Excel, Word, and Outlook formatting and troubleshooting. Prepare and update audit templates within TeamMate. Create complex formulas within Microsoft Excel and troubleshoot existing formulas. Show less

  • Auditor II

    May 2015 - May 2016

  • Auditor I

    Mar 2014 - Apr 2015
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  Commonwealth of kentucky

  Nov 2016 - Jun 2017

  Complete audits of Kentucky based carriers with Kentucky Intrastate Tax (KIT) and Kentucky Highway Use Tax (KYU) licenses using Excel based templates and TeamMate audit software. Complete audits of out-of-state carriers with KYU licenses. Advise carriers on regulations regarding registered weight, off-road operations, mileage and fuel reporting, and record keeping. Manage the power take off (PTO) refund program by reviewing the analysis of carriers' applications completed by other auditors. Contact carriers and/or service providers as issues arise. Train auditors to how to complete. PTO refund application analysis using our Excel template and TeamMate audit software. Prepare and submit approved PTO refund requests to Motor Carriers for checks to be issued. Show less

  • Auditor III

    May 2016 - Jun 2017

  • Taxpayer Specialist II

    Nov 2016 - Dec 2016
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  Kentucky department of revenue

  Jul 2017 - now

  Develop and update advanced level Microsoft Excel workbooks for the purpose of tangible property tax, sales and use tax, individual income tax, and severance tax examinations procedures using VBA macros, UserForms, pivot tables, advanced formulas, and conditional formatting. Provide technical support to staff members across the Commonwealth. Present and provide trainings to staff members at least annually. Analyze individual income tax data to select audits. Perform individual income tax audits of Schedule C, Schedule F, and Schedule A filers, while also determining whether they are required to file tangible property tax and sales and use tax. Show less Interview and coordinate with experienced staff members to gain understanding of tangible property tax, sales and use tax (including energy exemptions), individual income tax, and severance tax. Develop audit templates in Excel and Word to document procedure steps and automate various processes for all tax types listed above. Write macros using VBA and UserForms to allow for more efficient production of audits and examinations. Conduct individual income tax audits on Kentucky Schedule A, Schedule C, Schedule E, and Schedule F filers. Show less

  • Revenue Tax Policy Analyst II

    Apr 2024 - now

  • Resource Management Analyst III

    Mar 2020 - Mar 2024

  • Revenue Field Auditor IV

    Nov 2018 - Mar 2020

  • Revenue Field Auditor III

    Jul 2017 - Nov 2018