I have been focused on multi-state sales/use tax matters for the past 24 years. I have been operating my own multi-state sales/use tax consulting business for the past 17 years. My other experience in the sales tax arena has been with the following:
State & Local Tax (SALT) with Andersen, LLP & PricewaterhouseCoopers, LLC
Corporate sales tax experience with a domestic multi-state retailer & a domestic/foreign multi-state transportation company
Sales Tax Auditor with California State Board of Equalization, San Jose District Office
Other related skills;
Excellent computer skills: Proficient with Microsoft Excel, Word, Access & PowerPoint
Excellent multi-state tax research skills: Proficient with CCH and BNA
Proficient with tax reporting software i.e. SAP and Vertex
Strong written and verbal communication skills.
Excellent follow-thru, strong analytical and problem solving skills
Excellent organization & follow-up skills
Detailed oriented with excellent organization skills
Excellent attention to detail and accuracy
Ability to work independently and in a team environment
Ability to demonstrate prudent judgment with sensitive subject matter
Eager to learn with the ability to maintain a positive attitude working with a broad range of people
Good leadership skills and ability to foster cooperative work environment and positive relationships
Ability to interact & communicate with executive management and external parties
BS Business Administration/Accounting – California State University, Hayward – 1992
SENIOR TAX ANALYST – American President Lines, Ltd./APL Logistics Americas, Ltd, Scottsdale, AZ 08/2013 to 12/2018
As a Senior Tax Analyst, I was responsible to perform the following tasks:
Multi-state sales/use tax compliance, research, consulting, audit defense, reverse audits and tax credit incentives. Including Canadian GST/HST tax filings.
Multi-state property tax compliance, research, consulting, audit defense and appeals
Multi-state unclaimed property compliance, research, consulting and filing unclaimed property claims.
Prepare multi-jurisdiction business license applications and renewals and annual reports filings. Basically, making sure the company is in compliance with all Federal, State and Local regulations for conducting business.
Prepare the quarterly Ohio Commercial Activities Tax Return and other annual state returns. Reviewing multi-state income tax returns.
I was part of the SAP implementation team. Afterwards, I maintained the tax rates, created new tax jurisdiction codes and assisted employees having issues processing vendor invoices in SAP.
MULTI-STATE CONSULTANT, Owner/Operator – Lukas Tax Consulting, Scottsdale, AZ, 09/2002 to 08/2013
As the owner/operator of the business I have grown the business, retained valued clients and provided excellent client services.
In one instance, I am my client’s State & Local Tax Department in another instance I provide specific value-added services for the Tax Department.
My consulting services as owner/operator include the following:
Multi-state sales/use tax compliance, research, consulting, audit defense, reverse audits and tax credit opportunities.
Prepare Multi-jurisdiction business license applications and renewals, annual report filings, compliance, research and consulting.
Multi-state unclaimed property compliance, research, consulting, audit defense and refund opportunities.
Federal and State personal income tax preparation services.
SENIOR TAX ACCOUNTANT – Arthur Anderson, LLP and PricewaterhouseCoopers, LLP, Scottsdale, AZ 01/1999 to 09/2002
As a Senior Tax Accountant, I was responsible to perform the following tasks:
Multi-state sales/use tax compliance, research, consulting, audit defense, reverse audits and tax credit incentives.
Maintain client relationships, develop new staff, communicate directly with taxing authorities and work closely with managers & partners of the Firm.
Memorandum writing, decision taxability matrices, supervision & time management of staff and client billing.
My employment at PricewaterhouseCoopers, LLP last for only a brief time after the implosion of Arthur Andersen, LLP in 2002.
TAX ACCOUNTANT – Mervyn’s (Dayton Hudson Corporation), Hayward, CA 09/1995 to 01/1999
As a Tax Accountant, I was responsible to perform the following tasks:
Implement procedures to recapture multi-state unclaimed property. Prepare Multi-state unclaimed property reports.
Analyze variances in forecasted goals for multiple expense and liability accounts.
Reconcile in excess of forty (40) payroll accounts and resolve tax matters.
Coordinate year-end tax and audit work for Parent and E&Y respectively.
Resolve business license audits, multi-state sales/use tax audits and vendor issues.
Maintain licensing and permitting for 300 stores.
Prepare Multi-state sales/use taxability matrices for 300 stores.
Prepare and distribute internal and external reports.
Review staff’s work for completeness and accuracy. Provide positive feedback.
TAX AUDITOR II – State Board of Equalization, San Jose, CA 06/1992 to 09/1995
As a Tax Auditor, I was responsible to perform the following task:
Independently initiated contact with taxpayer, conducted and completed sales/use tax audits of varying types of industries and size.
Research, interpretation and application of CA Sales and Use Tax Laws and Regulations.
Decision making and application of various audit techniques.
Communicating and instructing the taxpayers.
Maintain a positive attitude and working relationship with taxpayers.
Prioritize and finalize audits in an effective and timely manner.
Maintain sensitivity to taxpayer confidentiality.