Manager Sales

Indirect Taxes

PROFESSIONAL EXPERIENCE

IE GROUP LLC., Kensington, MD Dec 2016 – May 2017

Manager – Taxes

Managed all aspects of direct and indirect taxes

Worked closely with external consultants

Works directly with taxing jurisdictions

Interacted with all levels of the organization in order to meet commitments

Communicated effectively with management regarding tax legislation

Responsible for monthly/annual reconciling of general ledger tax accounts.

Supervised one employee

UNITED TECHNOLOGIES CORPORATION, Farmington, CT Mar 2015 – Nov 2016

Manager, Tax

Manages personal property compliance

Worked closely with external consultants and tax authorities

Responsible for ensuring timely filing and payment of personal property

Reviews jurisdictional assessed values, and follow through on any appeals

Successfully handled property tax audits

Worked directly with taxing jurisdictions

Supported and maintained SOX requirements.

Worked directly with the supporting team on Mergers and Acquisitions

Interacts with all levels of the organization and local jurisdictions

Communicated effectively with management regarding state tax legislation

Experienced in research and memorandums.

Utilized PTMS for compliance and Anybill for payments

Implemented various modules in Anybill and trained staff on usage

Directly supervises three employees and indirectly one employee

SENSUS USA INC., Raleigh, NC July 2012 – Mar 2015

Tax Accountant – Indirect Taxes

Managed all business licenses, sales/use, property tax and fixed asset functions

Responsible for managing Canadian GST/HST and PST compliance

Interacted with all levels of the organization in order to meet commitments

Works with various state and local jurisdictions on audits for sales & use and real & personal property

Responsible for reconciling of general ledger tax accounts

Worked directly with taxing jurisdictions

Communicated effectively with management regarding state tax legislation

Worked directly with the supporting team on Mergers and Acquisitions

Responsibilities included answering indirect tax questions from internal and external stakeholders

Utilized Vertex, BPCS, Sage FAS, HFM and various on-line resources

Experienced in research and writing memorandums

Supervised one employee.

MARTIN MARIETTA MATERIALS, INC., Raleigh, NC May 2011 – Feb 2012

Manager – Sales & Use Taxes

Managed all aspects of sales and use taxes

Worked directly with the merger between various acquisitions

Communicated effectively with management regarding state tax legislation

Acted as point of contact for external consultants.

Interacted with all levels of the organization in order to meet commitments

Responsible for monthly reconciling of general ledger tax accounts

Supported and maintained SOX requirements

Led team to upgrade JDE 9.0 and Vertex O Series

Worked directly with various state and local jurisdictions on sales and use tax audits

Worked with JD Edwards, Vertex and various on-line resources

Supervised four employees.

HENKEL OF AMERICA, INC., Scottsdale, AZ May 2007 – Dec 2010

Manager – State & Local Taxes

Responsible for all United States sales and use tax audits

Responsible for all Canadian GST/HST/PST audits

Responsible for compliance, assessment review and audits for both real and personal property.

Communicated effectively with management regarding state tax legislation

Worked directly with the merger of National Starch and Henkel Corporation

Acted as point of contact for external consultants

Prepared budgets, planning, forecasting and research reports

Interacted with all levels of the organization in order to meet or exceed commitments

Responsible for monthly reconciling of general ledger tax accounts

Worked with SAP, Vertex and various on-line resources for research

Supervised four employees

US AIRWAYS/AMERICA WEST AIRLINES, Tempe, AZ Jul 2004 – May 2007

Manager – Transaction Taxes

Managed compliance of fuel, liquor, sales & use, property tax and unclaimed property reporting

Worked directly with the successful merging of tax departments for US Airways and America West

Responsible for monthly reconciling of general ledger tax accounts

Communicated effectively with management regarding state tax legislation

Led and setup SOX compliance for indirect tax

Worked directly with various state and local jurisdictions on audits

Responsible for budgets, planning, forecasting and research

Supported the Income Tax Group with necessary annual reports

Led the tax portion of integrating Oracle into Fixed Asset system

Supervised five people.

EDUCATION & PROFESSIONAL DEVELOPMENT

ACE – Qualifying level

Western International University, Phoenix, AZ – MBA, Accounting Mar 2015

Western International University, Phoenix, AZ – BS, Finance Dec 1999

PROFESSIONAL ORGANIZATION MEMBERSHIPS

Institute for the Profession of Taxation (IPT) Jun 1994 - Present

Co-chairperson for Arizona Chapter Sept 2007 – Sept 2009

Co-chairperson for Raleigh, NC Chapter Sept 2011 – Feb 2012

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