Desiree Stuckey
Rockville
Summary
Detail-driven, results-oriented professional experienced in financial analysis, reporting, and general accounting principles. Rich understanding of finance and tax concepts, applicable laws, retirement plans and regulations. Adept at working with Microsoft Suite, SharePoint,PeopleSoft and CRM data to align business needs. Profound analysis, reporting and communication skills with a consistent track record of strengthening client relations, providing excellent levels of customer service, and generating correlative business growth. Strong advocate of knowledge sharing and support among team members.
Overview
20
20
years of professional experience
Work History
Tax Accountant- Tax Compliance & Reporting
AMERICAN CHEMICAL SOCIETY
04.2024 - 03.2025
- Prepared working papers for accurate and timely indirect state and federal tax filings for sales and use tax (SUT), foreign countries value added tax(VAT) and goods and services tax using Vertex tax software.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Prepare tax related journal entries and perform month end reconciliations of tax general ledger accounts.
- Prepared and filed applications for business registrations, permits, and licenses.
- Managed multiple tax projects simultaneously, ensuring deadlines were met.
Tax Specialist- Sales Tax (4-month Contract)
WHITEBOX TECHNOLOGIES
10.2023 - 01.2024
- Analyzed sales and corporate returns to ensure compliance with state and local sales and use tax regulations
- Prepare and file monthly sales and use tax returns for 50 states, remitted sales and calculated any late charges or penalties
- Created excel spreadsheets databases of states registration, tracked all transactions, and remitted by category and jurisdiction
- Exposure and hands on experience on the activities involved in Saled & Use Tax cycle (Client set-up/Returns/Registrations/Exemption Certificates
- Experience with Avalara Tax and ERP Systems
- Managed tax registrations and business license requirements in appropriate jurisdictions
Accountant- Licensing & Tax
TOTAL WINE & MORE
08.2019 - 02.2022
- Completed Renewal ABL Licenses, Annual Reports, Tabaco Monthly Tax Returns, Gross Receipts, Applications & Payments for over 200 stores
- Communicated and researched tax laws, permits, licensing in appropriated governmental jurisdictions
- Reconciled monthly bank statements, prepared monthly and month-end financial statements and assisted with annual and new store budgeting and processing of all tenant and licensing billing
Account Financial Analyst- Project Closing Team
FRONTIER COMMUNICATION
10.2017 - 05.2019
- Provide financial analysis support to the Engineering department as part of the invoice vendor management team
- Responsible for all engineering project budgets, both capital and expense
- Validation/audit of monthly vendor invoicing relative to both a contractual basis and a usage basis
- Worked closely with corporate accounting and vendors to identify and provide support on monthly variance analysis and explanations
Client Relationship Manager
AFLAC INCORPORATED
09.2016 - 06.2017
- Managed books of business and represented Aflac as account contact for Aflac's accounts to clients and field force representatives; acted as a liaison coordinating account maintenance activities with various internal departments and the payroll account (customer) to ensure effective and efficient account administration
- Developed and implemented new ideas to increase service efficiency and client satisfaction
- Analyzed and completed reports related to payroll account activity to identify trends and document process improvements; maintained a record of service efforts and results
Payroll Relationship Manager
PENSERV PLAN SERVICES, INC. TPA
03.2015 - 09.2016
- Established and fostered effective working relationships with Internal Associated, Clients and Vendors for ERISA and non-ERISA 401 (k) and 403 (b) retirement plans
- Managed and oversee of pension and retiree investments, payroll, unit invoicing, development of consulting fees/services, budget oversight, service agreement set-up and maintenance
- Initiated funding of 457b and 403b submissions for retirement contributions
- Ensured accurate accounts payable sorting, coding, and matching of invoices/receipts
- Advanced knowledge of ERISA and IRS Regulations
- Met with clients to assist with Open Enrollment, Payroll Setup and Vendor Setup
- Served as an escalation point for client, sales executive, and associate concerns
- Oversaw the ongoing maintenance and systems used by team (ex
- SRT, Relius 5500 software, Relius plan document software, VRU, etc.)
Managed Care Licensing, Tax and Credentialing Liaison (Contract)
MEDICAL SERVICES OF AMERICA, INC
03.2014 - 02.2015
- Reported to CFO with Analyzed report findings
- Prepared yearly/quarterly corporate occupation tax returns, property tax and income tax returns
- Analyzes and prepares bookkeeping ledgers to record and track account debits and credits for quarterly revenue reports using Access and Microsoft Excel applications
- Completed corporate sales and used returns to ensure corporation and its subsidiaries are following all federal, state, and local business tax laws and regulations
- Prepared license applications and renewals with DHEC and other State Departments of Health to facilitate the assurance of Board of Pharmacy and agency licensure and permits
Tax Specialist II
PRICEWATERHOUSECOOPERS LLP
11.2011 - 10.2013
- Provided working knowledge of individual tax planning for employee's cross-border movement including foreign national and expatriate issues, foreign compliance, and tax equalization process
- Created Adobe software documents, computational work spreadsheets that will require sorting, organizing and manipulation of data according to project specifications
- Developed detailed spreadsheets and created forecasting reports using Access and Excel applications
- Prepared foreign bank account forms and corporate tax returns with E-filing, publishing, other tax software
- Assisted in creating reports using Business Objects to compile information from taxpayer and client
Auditor II
SOUTH CAROLINA DEPARTMENT OF REVENUE
04.2007 - 09.2011
- Performed audits of employer 1099’s, contributions and wage reports and individual tax returns to ensure compliance with employment security laws, Unemployment Tax Act and South Carolina tax laws
- Reviewed and analyzed financial statements
- Prepared Excel contribution and wage reports
- Audited business personal property and/or exempt returns to determine accuracy, adequacy, and compliance with reporting regulations
- Conducted office audits, calculated correct amounts, and researched discrepancies
- Analyzed employer accounts and made tax rate liability decisions
- Reviewed and verified employer accounts to be placed into tax execution; reconciled and verified the amount outstanding; calculated interest due
- Contacted employers regarding adjustments, delinquent reports, and money due
Credit Manager
Wells Fargo Financial
05.2005 - 04.2007
Education
MBA - Business Administration And Managerial Leadership
Webster University
Columbia, SC01-2027
Bachelor of Science - Business Management
South Carolina State University
Orangeburg, SC05-2005
Skills
Accounting
Indirect and Direct Tax
PeopleSoft
CRM Software
Vertex Tax Software
Lawson ERP Systems
Avalara Tax
QuickBooks
Retirement 403(b) and 401(k) Plan Knowledge
General Ledger Accounting & Reconciliation
Proven Customer Relationship Skills
Journal Entries
Bank Reconciliation
Timeline
Tax Accountant- Tax Compliance & Reporting
AMERICAN CHEMICAL SOCIETY
04.2024 - 03.2025
Tax Specialist- Sales Tax (4-month Contract)
WHITEBOX TECHNOLOGIES
10.2023 - 01.2024
Accountant- Licensing & Tax
TOTAL WINE & MORE
08.2019 - 02.2022
Account Financial Analyst- Project Closing Team
FRONTIER COMMUNICATION
10.2017 - 05.2019
Client Relationship Manager
AFLAC INCORPORATED
09.2016 - 06.2017
Payroll Relationship Manager
PENSERV PLAN SERVICES, INC. TPA
03.2015 - 09.2016
Managed Care Licensing, Tax and Credentialing Liaison (Contract)
MEDICAL SERVICES OF AMERICA, INC
03.2014 - 02.2015
Tax Specialist II
PRICEWATERHOUSECOOPERS LLP
11.2011 - 10.2013
Auditor II
SOUTH CAROLINA DEPARTMENT OF REVENUE
04.2007 - 09.2011
Credit Manager
Wells Fargo Financial
05.2005 - 04.2007
MBA - Business Administration And Managerial Leadership
Webster University
Bachelor of Science - Business Management
South Carolina State University
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