Daniel Botkin
Edina
Summary
Recent CPA candidate who has successfully passed all four exams. Seeking an audit position at a public accounting firm. An accounting and tax professional with an exceptional technical skillset and an interest in automation and process improvement.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tax Analyst
Element Fleet Management
11.2019 - Current
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Reconciled sales tax GL accounts and assisted other team members in identifying and eliminating reconciling items. Helped team members clear over 1 million in outstanding reconciling items in calendar year 2023 alone.
- Prepared refund claims that helped the company recover millions in motor vehicle sales taxes paid to the state of Texas.
- Leveraged knowledge of SQL, advanced Excel and other analytics tools to produce ad-hoc reporting and analysis for the Tax Department.
Tax Analyst
Travelliance, Inc.
06.2017 - 11.2019
- Developed an automated solution to help calculate optimal room purchases to improve American Airlines' hotel occupancy tax savings at over 200 hotels across the USA.
- Tracked sales and occupancy tax exemptions for clients such as Amtrak and American Airlines.
- Maintained Travelliance’s sales tax matrices and resolved sales tax discrepancies for the billing department.
Billing Specialist
ALE Solutions
09.2015 - 05.2017
- Resolved disputes and billing discrepancies through negotiation with hotel representatives.
- Ensured occupancy taxes were exempted in accordance with state and local permanent residence laws.
Education
Additional Coursework For 150 Hour CPA Requirement - Accounting
University of Minnesota - Twin Cities
Minneapolis, MN05.2021
Bachelor of Arts - Economics
University of Illinois At Chicago
Chicago, IL05.2014
Skills
- Tax Research and Compliance
- Personal Income Tax Preparation
- GAAP Accounting Standards
- SQL
- Advanced Excel (macros, VBA)
- Power Query
- Alteryx
- Tableau
- CaseWare IDEA
Certification
CPA Candidate
Successfully completed 4 out of 4 CPA Exams
Completed 150 Credit Hours
Timeline
Tax Analyst
Element Fleet Management
11.2019 - Current
Tax Analyst
Travelliance, Inc.
06.2017 - 11.2019
Billing Specialist
ALE Solutions
09.2015 - 05.2017
Additional Coursework For 150 Hour CPA Requirement - Accounting
University of Minnesota - Twin Cities
Bachelor of Arts - Economics
University of Illinois At Chicago
Similar Profiles
Trenton DeaversTrenton Deavers
Senior Financial Analyst at Element Fleet ManagementSenior Financial Analyst at Element Fleet Management
FELIX MITCHELL-WILLIAMSFELIX MITCHELL-WILLIAMS
Licensing Associate at Element Fleet ManagementLicensing Associate at Element Fleet Management
Steven GardnerSteven Gardner
Staff Accountant at Element Fleet ManagementStaff Accountant at Element Fleet Management