Roland V. Morse III

** ******** ****** *********, ** 01606

(508) 259–2162 acwgn2@r.postjobfree.com

Objective

A sales tax accounting role in a proactive corporation where I can use my abilities to capture and analyze financial data, provide proper identification of the taxability of transactions and propose solutions for audit support and defense.

Experience

Dealer.com / Dealertrack Jul 2012-present

Sales Tax consultant & Manager

Managed and finalized 12+ voluntary disclosure agreements

Provided taxability guidance and transaction testing for CCH sales tax software roll out

Subject matter expert: Responsible for full compliance cycle, nexus and taxability matrixes

Audit processing, exemption certificate collection, accrual reconciliation, return compliance

Boston Scientific Corp June 2011-Oct 2011

Senior Sales Tax analyst-contractor

Establishing new exemption certificate software

Assisted in decision making for next sales tax software rollout

General compliance review of returns and processing sales tax credits

Working multiple audits and refund requests

Assisting with all sales tax related issues

EMC Corporation October 2007 – Jan 2010

Sales Tax Audit Supervisor Hopkinton, MA

Managed 21 sales tax audits simultaneously, 9 to completion within first 12 months

Standardized audit process for efficiency

Provided sales tax merger audit exposure analysis for 7+ acquisitions

Assisted with VDA registrations

Documented processes of audit process to identify efficiency opportunities

Identified audit tasks and scheduling completion dates

Provided documentation and explanation regarding transaction taxability decisions

Contract Assignments 2003 – 2007

Various contract assignments/ Accounting Roles the most recent listed in detail below

Acushnet Company May 2007 – October 2007

Sales Tax Consultant – Contract Assignment Fairhaven, MA

Managed multiple sales tax audits

Identified sales tax process improvements and follow through with an action plan

Assisted with preparation of Voluntary Disclosure Agreements

Acted as a resource for multiple departments for sales tax related issues

Sales tax representative for imminent new integrated software rollout

Provided assistance to income tax group as needed

The TJX Companies, Inc. February 2007 – March 2007

Senior Sales Tax Accountant – Contract Assignment Framingham, MA

Prepared and process over 50 sales tax returns

Assisted in preparing sales tax audit documents

Reed Elsevier, Inc. July 2006 – February 2007

Tax Analyst – Contract Assignment Newton, MA

Prepared manual and electronic sales tax returns

Proactively researched cause and resolution of payroll tax issues

Generated checks for tax department

GSI Group Corporation April 2006 – July 2006

Sales Tax Accountant – Contract Assignment Billerica, MA

Prepared approximately 30 tax returns

Brought filings up-to-date

Reconciled and improved process of reconciling sales tax payable account

Prepared property tax returns for several locations

Completed informal analysis of sales tax process

Contributed recommendations to reduce audit exposure

Shipley Corporation, LLC 2000 – 2003

Corporate Tax Accountant Marlborough, MA

SAP/TAXWARE implementation

oDocumented sales tax function as a base to measure tax compliance

oWorked with rollout team to verify that all tax requirements were met

oInvolved in determination of worldwide G/L tax accounts for corporate model

Sales Tax

oReconciled sales tax accounts for multiple software systems

oCompleted several sales tax audits resulting in near zero assessments

oTrained junior accountant to prepare and file 24 sales tax returns

Accounting Responsibilities

oResponsible for full trial balance review prior to monthly close

oPrepared accrual analysis and journal entries for month end closing process

oContributed to adoption of “text based organization” of financial data in SAP

oRefined, prepared and reconciled inter-company configuration for SAP

Special Projects

oCaptured $500K in a tax refund which was being held by the DOR Canada

Charrette Corporation 1997 – 2000

Sales Tax Analyst Woburn, MA

Sales tax contact for integration of new SAP/TAXWARE installation

Responsible for downloading and updating of TAXWARE system

Contact for sales and use tax and property tax

Prepared multiple state sales tax returns

Participated in projects related to financial transactions and reporting including acquisitions, budget process and yearend audit

Served as internal auditor during year-end physical inventory in multiple states

Prepared monthly and yearend closing entries to the general ledger

Assisted with external financial audit

Education

Bentley College 1994

Bachelor of Science in Accountancy Waltham, MA

Related Software Training

Microsoft Office, Quickbooks, SAP, TAXWARE, JD Edwards, Oracle, Microsoft AX, CCH STO&STROL

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