Experienced Business Tax Auditor with over a decade in local government tax administration and banking. Expertise in conducting thorough audits of business tax filings for equitable assessments. Strong background in branch operations, loan underwriting, and client service enhances capacity for effective tax compliance.
Overview
4
4
years of post-secondary education
10
10
years of professional experience
Work History
Auditor
CITY OF SUFFOLK, VA – COMMISSIONER OF THE REVENUE
Suffolk
10.2023 - Current
Conducted comprehensive field and desk audits of local businesses, ensuring compliance with Business, Professional, and Occupational License (BPOL) ordinances.
Examine financial records, federal tax returns, and general ledgers to ensure accurate reporting of gross receipts and personal business property.
Identified unregistered businesses and under-reported liabilities, recovering tax revenue for the City of Suffolk.
Interpret and apply the Code of Virginia and local tax ordinances fairly to resolve complex tax assessment disputes with business owners.
Delivered clear, professional guidance to taxpayers on local tax liabilities, filing procedures, and compliance guidelines.
Senior Relationship Banker
TRUIST
Suffolk
07.2019 - 10.2023
Onboarded new clients by opening specialized checking, savings, and commercial accounts tailored to customer financial goals
Acted as a dedicated point of contact for existing accounts, resolving complex servicing issues, maintaining retention, and updating account structures.
Executed high-volume cash transactions and balanced vault while supporting branch operations, ensuring compliance with regulatory standards through precise daily audits.
Delivered comprehensive client service by seamlessly transitioning between standard teller operations and advanced financial advising.
Processed loan applications and wire transactions
Counter Sales / Store Manager
BEAMON AND JOHNSON INC
Windsor
08.2016 - 07.2019
Directed operational, financial, inventory controls, ensuring optimal performance of commercial and retail sales location.
Managed daily store operations and ensured compliance with company policies.
Trained and supervised staff to enhance customer service skills.
Developed and implemented effective merchandising strategies for product displays.
Managed daily cash reconciliation and POS system audits, verifying accuracy of monthly business tax reporting documentation.