Professional Profile
Representative Experience
- Significant experience in state and local tax including sales and use tax, income and franchise tax and property tax
- Managed tax and accounting projects – including account reconciliations and analysis
- Developed policies and procedures to align with industry best-practices and SOX requirements
- Managed large departments focusing on multi-state tax in several industries
- Extensive experience preparing and reviewing state and local tax filings for oil and gas, manufacturing, energy, transportation, oil well service and retail entities
- Performed sales and use tax refund/recovery analysis
- Provided transaction-based tax research, planning and application
- Successfully upgraded a US indirect tax system in conjunction with an Oracle upgrade
- Experienced with Vertex O and Q Series sales and use tax software
- Vertex Certified Professional – Q Series
- Provided audit management, defense and assessment mitigation for sales and use tax audits and state and local income tax audits
- Reviewed state and local filing methodologies to identify potential exposure, refunds and risks
- Provided sales and use tax automation advisory services and support for the internal tax users to ensure the functional requirements are met in the implementation
- Provided guidance on new state tax policy and legislation, advised on the tax return impact of those changes and assisted in return preparation
- Acted as Project Manager (tax user side) on a sales and use tax automation engagement, allowing the internal tax department to focus on their day-to-day tasks
- Prepared and reviewed nexus studies to ensure all state sales and use tax and income and franchise filing obligations were being met
- Converted several corporations to partnerships to reduce franchise tax obligations
- Significant experience planning and preparing Texas Franchise tax filings
- Provided state tax SOX control development and testing