Rosemarie Millering
Chesapeake
Summary
With a proven track record at Cma Cgm, I excel in leveraging strong communication skills and financial analysis proficiency to drive organizational growth. Renowned for team leadership and analytical thinking, I've significantly reduced tax liabilities and enhanced process efficiency, showcasing a blend of hard and soft skills critical for success.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Tax Compliance Manager
Cma Cgm
10.2021 - Current
- Ensured full transparency with upper management regarding the status of ongoing audits or investigations involving company taxes, as well as potential areas of risk exposure or opportunities for improvement.
- Streamlined communication channels between departments involved in taxation matters, leading to more effective collaboration on shared objectives.
- Served as the primary point of contact for external auditors and taxing authorities, facilitating timely responses to inquiries and requests for information.
- Conducted thorough internal audits to identify areas of potential non-compliance and implement corrective action plans.
- Implemented best practices in documentation retention policies to facilitate efficient recordkeeping for audit purposes.
- Developed strong relationships with key stakeholders, including government officials and industry peers, to maintain open lines of communication regarding taxation matters affecting the organization.
- Reduced tax liability for the company through diligent research and application of relevant tax laws.
- Enhanced departmental efficiency by introducing automated systems for tracking filing deadlines, payments, refunds, and other critical dates pertaining to taxes owed or received by the company.
- Established and monitored compliance procedures to provide consistent implementation across departments.
- Analyzed and identified risk areas to determine compliance with applicable laws and regulations.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Assisted in the negotiation process during disputes with taxing authorities by providing subject matter expertise on relevant regulations.
Independent Business Owner
RSM, CPA
05.2019 - Current
- Managed day-to-day operations with strong organizational skills, ensuring smooth workflows and timely completion of tasks.
- Increased client satisfaction by providing personalized business solutions and exceptional customer service.
- Promoted business via social media to generate leads and maximize brand identity.
- Enhanced company reputation by delivering top-quality products and services, ensuring repeat business from satisfied clients.
- Developed comprehensive business plans outlining short-and long-term objectives, guiding decision-making processes for sustained success.
- Diversified product offerings to cater to changing market demands, successfully attracting new customers while retaining existing clientele.
- Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
- Interacted well with customers to build connections and nurture relationships.
Tax Accountant
Intuit
01.2021 - 01.2022
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
- Ensured compliance with federal, state, and local tax requirements by researching relevant legislation and applying necessary adjustments to client accounts as needed.
- Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
- Represented clients before federal, state and local taxing authorities.
- Assisted clients in resolving IRS notices and audits, negotiating favorable outcomes and minimizing additional liabilities.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Staff Accountant
Brigham and Calhoun, PC & Colonial CPA Group, PLC
01.2018 - 03.2020
- Analyzed budget variances for management to inform strategic decisions.
- Reviewed general ledger entries to ensure compliance with accounting standards.
- Managed accounts receivable by tracking outstanding balances and sending reminders.
- Conducted account reconciliations for timely resolution of variances.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Collaborated with external auditors to provide information for audit process.
- Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
Retail Loan Officer
Bank of America
01.1999 - 08.2014
- Managed a pipeline of loans, prioritizing tasks effectively to meet deadlines consistently.
- Streamlined the loan application process for improved efficiency and faster approvals.
- Exceeded monthly performance goals by diligently following up on leads and maintaining a proactive approach to client outreach.
- Reduced processing errors significantly by implementing more stringent quality control measures during document review.
- Developed comprehensive knowledge of various loan products, allowing for accurate recommendations to customers.
- Improved internal communication between departments by implementing more efficient workflows within the loan process.
- Collaborated with underwriters and processors for timely loan closings, ensuring a positive borrower experience.
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Identified opportunities to cross-sell and upsell loan products to customers.
Personal Banker
Bank of America
01.1999 - 08.2014
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Processed deposits, withdrawals and ACH transfers accurately.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Responded to customer inquiries regarding new accounts and account services.
Education
Bachelor of Science - International Business
University of Nevada, Las Vegas
Las Vegas, NVMaster of Accountancy - Taxation
College of William And Mary
Williamsburg, VA05-2015
Skills
- Strong communication skills
- Organizational growth
- Team leadership
- Decision-making
- Financial analysis proficiency
- Analytical thinking capacity
- Teamwork and collaboration
- Problem-solving
Affiliations
- AICPA, Lions Club
Certification
Certified Public Accountant
Languages
English
Full Professional
Tagalog
Native or Bilingual
Japanese
Elementary
Spanish
Limited Working
Timeline
Tax Compliance Manager
Cma Cgm
10.2021 - Current
Tax Accountant
Intuit
01.2021 - 01.2022
Independent Business Owner
RSM, CPA
05.2019 - Current
Staff Accountant
Brigham and Calhoun, PC & Colonial CPA Group, PLC
01.2018 - 03.2020
Retail Loan Officer
Bank of America
01.1999 - 08.2014
Personal Banker
Bank of America
01.1999 - 08.2014
Certified Public Accountant
Bachelor of Science - International Business
University of Nevada, Las Vegas
Master of Accountancy - Taxation
College of William And Mary
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