Sales Manager
Resume:
Scott A. Bailey, CPA
Memphis, TN 38103
WORK EXPERIENCE
The ServiceMaster Company, Memphis, TN
Tax Manager (May 2009-February 2020)
Reviewed sale/use returns and business license renewals to assure accuracy of payment and supporting documentation.
Supervised up to five people within the Tax Department which included the assignment of projects and final review of output.
Participated in RFP proposals relating to sales/use return outsourcing and robotics automation.
Prepare and file miscellaneous returns (Ohio Commercial Activity Tax, Nevada Commerce Tax, California Mill Tax, Pennsylvania Business License Tax and New York Franchisor Report).
Handled questions from branch locations involving sales/use tax, business license renewals, resale/exemption certificates and other miscellaneous issues.
Researched multi-state tax laws and regulations to maintain familiarity with changing issues.
Time Warner Cable, Inc., Charlotte, NC
Tax Manager (July 2007-April 2009)
Conducted quarterly review of customer bills to assure that sales and telecommunications taxes are calculated and charged correctly.
Calculated quarterly reserve amounts based on customer bill review in anticipation of future state and local tax audits.
Developed filing procedures to better maintain records and supporting documentation relating to Sarbanes Oxley requirements.
Updated monthly tax matrices relating to phone, cable and internet services for distribution to all Time Warner Cable Divisions.
Prepared and filed returns relating to the Federal Universal Service Fund and other telecommunications related taxes and fees.
Prepared schedules and supporting documentation which assisted upper management with their analysis and planning.
Handled questions from the field relating to sales and telecommunications taxes.
Researched multi-state tax laws and regulations to maintain familiarity with changing issues.
Hagemeyer North America, Inc., Alpharetta, GA
Sales Tax Manager (April 2006-July 2007)
Coordinated team preparation of training modules relating to the Taxware implementation project.
Presented over fifty Centra-based training sessions relating to the Taxware implementation project.
Supervised three people within the Tax Department which included the assignment of projects and final review of output.
Worked with third party provider to scan and upload data from over 20,000 exemption certificates into the Taxware Web Tool Kit.
Prepared SOPs relating to various sales tax functions within the Tax Department.
Developed and implemented use tax accrual process in order to minimize audit exposure.
Handled issues involving Taxware helpdesk tickets, audit requests, tax due notices, amended returns and other inquiries from taxing jurisdictions.
Led transition of sales and use tax compliance function to outsource provider.
Manually updated sales tax rates on legacy systems prior to Taxware implementation.
Researched multi-state tax laws and regulations to maintain familiarity with changing issues.
Cricket Communications, Inc., San Diego, CA
Tax Manager – Sales and Telecommunications Taxes (September 2004-March 2006)
Handled all tax related issues involving sales and telecommunications taxes including Universal Service Fund (USF), Federal Excise Tax (FET), Telecommunications Relay Service (TRS) and E911.
Developed and implemented use tax accrual process in order to minimize audit exposure.
Developed and implemented procedures to gather and store accurate resale and exemption certificates.
Filed voluntary disclosures involving $3.2M of sales and telecommunications taxes that were not remitted to the taxing jurisdictions.
Supervised two people within the Tax Department which included the assignment of projects and final review of output.
Assisted Product Development team to determine tax impact of new products and services.
Maintained relationship with outsource provider of sales and telecommunications tax returns.
Prepared in-house returns and handled issues involving audit requests, tax due notices, amended returns and other inquiries from taxing jurisdictions.
Researched multi-state tax laws and regulations to maintain familiarity with changing issues.
General Electric Client Business Services, Inc., Ft. Myers, FL
Client Service Leader – Sales and Use Tax Advisory Services (January 2003-July 2004)
Tax Analyst – Power Systems (June 2002-January 2003)
Supervised ten Tax Analysts whose duties included sales/use tax research, refund requests, review contracts and purchase orders for taxability impact, etc.
Implemented procedures to monitor ongoing projects, assure accuracy of all deliverables and track outstanding sales/use tax refunds.
Recovered $6.0M sales/use tax refunds that resulted from miscoding errors and remittances to the wrong taxing jurisdiction.
Handled field questions involving sales/use tax, business license renewals and other miscellaneous issues.
Prepared and reviewed sales/use tax registrations and returns involving numerous GE businesses.
Prepared and reviewed memorandums and other documentation relating to tax questions from the field.
Organized “Lunch & Learn” sessions that discussed topics including leases, third party drop shipments and sales/use tax audit procedures.
Arranged three-day Vertex training session that was attended by all CBSI tax functions.
Coordinated training for new SUTAS Tax Analysts.
Researched multi-state tax laws and regulations to maintain familiarity with changing issues.
FirstGroup America, Inc., Cincinnati, OH
Tax Manager (August 2001-May 2002)
Prepared and reviewed Vertex generated sales/use tax returns and supporting documentation involving approximately fifteen states.
Prepared schedules and supporting documentation for federal and state corporate income tax returns.
Prepared sales/use tax refund requests.
Prepared annual reports and license renewals for all FirstGroup companies.
Ernst & Young, LLP, Cincinnati, OH
Manager (December 1996-June 2001)
Managed three-year sales/use outsourcing engagement involving Cincinnati based manufacturing company. Duties included sales/use tax audit defense, sales & property tax return preparation and review, preparation of sales tax refunds, reduction of sales tax credits and tax research.
Reviewed returns, invoices, and other supporting documentation for clients in numerous industries in order to identify possible refund opportunities.
Supervised numerous staff on various long-term projects.
Supervised and trained new staff during client engagements.
Prepared & reviewed sales/use tax registrations in varying industries.
Prepared memorandums and other documentation relating to tax questions.
Researched multi-state tax laws and regulations to maintain familiarity with changing issues.
Kentucky Revenue Cabinet, Ft. Mitchell, KY
Tax Auditor IV (June 1990-December 1996)
Scheduled and completed all assigned audits in accordance with Kentucky tax law involving sales/use, income and other tax types.
Reviewed taxpayer returns and records to determine compliance with Kentucky laws, regulations and policies.
Prepared audit reports and supporting documentation for submission to Audit Review.
Researched tax laws and bulletins to maintain familiarity with changing issues.
Answered taxpayer questions concerning individual and business-related tax issues.
EDUCATION
University of Cincinnati, Masters of Business Administration, December 2000 (Concentration in Finance and International Business)
University of Louisville, Accounting (Bachelor of Science in Business Administration), May 1990
Western Kentucky University, Finance (Bachelor of Science), May 1986
CERTIFICATION
Certified Public Accountant (September 1996)
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