Phillip McLean

Seattle, WA

currently: Job hunting

Work history

KPMG September 2008 to August 2009
Audit Associate

How would you describe your time at KPMG?

- Obtained knowledge of multiple clients' processes and operations as part of financial statement audits.
- Audit of balance sheet and income statement accounts of both public and private companies.
- Performance of Pension and 401k Plan audits to test accuracy and compliance with plan provisions for medium and large companies.
- Performed Sarbanes Oxley 404 internal control testing and evaluation for publicly traded companies.
- Evaluation of financial statement accounts for adherence to GAAP.
- Performed audit work for financial statement audit involving spin-off of client into two separate publicly traded companies.
- Review and analysis of public and private company financial statements for SEC reporting.
- Performance of year-end and interim physical inventory count observations to assess accuracy of inventory.
- Participation in college recruiting of perspective employees.... read more
Costco Wholesale October 2007 to September 2008
Tax Accountant

How would you describe your time at Costco Wholesale?

- Facilitated State Sales and Use Tax Audits with state auditors.
- Skilled in the application of state and municipal sales/use tax laws.
- Documented processes and procedures for sales tax audits.
- Performed research to provide resolution to state and municipal sales/use tax issues.
- Preparation and assistance with state and city sales/use tax audits.
- Reviewed and approved vendor sales tax exemption requests.
- Development and implementation of sales tax exemption process.
- Preparation of state pollutant and sales tax returns.... read more
Costco Wholesale June 2007 to September 2007
Sales/Use Tax Intern

How would you describe your time at Costco Wholesale?

- Conducted research of state and municipal sales and use tax laws, to determine customer qualification for sales and use tax exemptions.
- Reconciled customer tax exempt purchases to daily warehouse resale totals.
- Compiled supporting documents, including invoices and sales summaries for Washington, Texas, Massachusetts, and Illinois state sales tax audits.
- Supplied California Board of Equalization with requested business customer's resale shopping history.
- Managed collection of state sales tax exemption documentation.
- Summarized state of Virginia sales tax exemption data collection for Costco Regional Operations Manager analysis.
- Processed customer sales tax refund claims.... read more
Costco Wholesale June 2006 to September 2006
Quality Assurance Intern

How would you describe your time at Costco Wholesale?

- Participated in Product Safety Training.
- Collaboration with product testing labs to organize product testing.
- Processed Product Safety Testing Reports of merchandise for Buying departments.
- Daily management of online electronic database (Optika).
- Update and review of Excel and Access Databases.... read more

Education

Seattle University June 2007 to August 2008
Masters of Professional Accounting
Seattle University September 2003 to July 2007
Bachelors of Arts in Business Administration , Accounting and Finance

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