Sales Manager

George Kohn, MST

*** ********* ******

Staten Island, NY 10314

Phone # 718-***-****

Email:**********@*****.***

EXPERIENCE:

National Tax Credits and Incentives

2010-

Present

Product Leader - Sales & Use Tax Consulting Services

. Offer solutions to various sales and use tax issues: Reverse Audits

& Refund Analysis,

Audit Management, Nexus Studies, M&A Due Diligence, Voluntary

Disclosure Agreements

Citigroup Inc. - New York

1993- 2009

Manager - State and Local Taxes (2005-2009)

Managed day-to-day Income/Franchise Tax, Sales/ Use Tax, Personal

Property Tax, Business Licenses compliance function, audits,

provision, performed research & planning, government relations, etc.

Manager - Business Incentives

Directed and coordinated Citigroup's efforts to secure, track and

administer tax credits and economic incentives on a firm-wide.

Citigroup's portfolio of negotiated incentives grew from $20 million

to $700 million

. Administered $700 million of incentive awards nationwide.

Positioned Citigroup to leverage a variety of innovative programs

. WOTC/WtW, Federal and State Zones, Training Grants, IDA exemptions,

Property Tax Abatements, Job Development Fees, etc.

. Established a reporting methodology to update and inform Sr.

management of project status, including current and projected

benefits, milestones to be achieved and claw back provisions

associated which program that may put the Firm at risk

. Managed and coordinated utilization of outside consultants

. Implemented procedures to hold company compliant with Sarbanes-

Oxley

Manager- State & Local Non-Income Taxes (1993-2004)

Managed Non-Income (Indirect) tax function, including, compliance

process, audits, research and planning and legislative matters

. Reviewed, analyzed and advised on corporate acquisitions and

reorganizations and provided technical support in order to detect

potential issues, e.g. Occasional/Bulk Sales, and to ensure

adherence with compliance requirements, thus minimizing potential

risks and exposure

. Assisted Payroll Department with audit issues and legislative

matters

. Monitored a large audit portfolio (Sales/Use Tax, Property Tax,

Gross Receipts, B&O, NYC Commercial Rent, Franchise Tax, Federal

Excise Tax, etc.) Determinations were generally favorable resulting

in minimum exposure to Citigroup

. Acted as "thought leader" on sales tax and other issues and was a

mentor to the staff, as well as a liaison and advocate on tax

issues impacting the company.

. Identified sales tax refund opportunities and implemented sales tax

savings strategies

. Reviewed and analyzed proposed legislation to evaluate affects on

Firm

Shearson Lehman Inc. -Asst. Manager - State & Local Taxes

1985 - 1993

Managed State and Local Group; compliance, tax provision, audits,

research and planning, legislative matters

. Developed strategies and obtained clearance from Sr. management to

negotiate favorable compromises with taxing authorities thus

reducing the Firm's exposure

. Member of the Corporate Transition Team relating to the Smith

Barney acquisition of the Shearson operation. Reviewed Real Estate

Transfer Tax, Sales Tax and State Qualifications issues

Warner Amex Cable Communications - Asst. Manager - State and Local

Taxes 1981 - 1985

Managed State and Local Group; compliance, tax provision, audits,

research and planning, legislative matters

. Managed audits of approximately $10 million in potential liability.

As a result of my experience with audit techniques and excellent

rapport with taxing authority representatives, I was able to

produce favorable results with a payout of 20% of the face amount

Sterling Drug Inc. - Sr. Tax Analyst

1976 - 1981

State and Local Tax Group

City Stores Inc. - Jr. Tax Analyst

1973 - 1976

State and Local Tax Group

Proficiencies: Microsoft Word, Excel, PowerPoint, Outlook

EDUCATION:

Bachelor in Business Administration - Accounting - Bernard M Baruch

College, May 1973

Master in Business Administration - Tax - St. John University, 1979

PROFESSIONAL AFFILIATIONS:

Securities Industry Association, State and Local Tax Committee

Tax Executives Institute, State and Local Tax Committee (Former

Committee Chair)

Wall Street Tax Association, State and Local Tax Committee

NY Chamber of Commerce and Industry, State and Local Tax Committee

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