Indirect Tax Automation & Software Leadership Expert

Kingwood, United States ***** 713-***-**** *************@*****.*** WWW: Bold Profile

GREGORY ROSSER

My goal is to fill a position that leverages my technology, state and local tax, accounting and leadership experience. My background is primarily within the software and indirect tax function with goals to foster an atmosphere of process improvement, risk management and education. I am highly interested in an environment where I can leverage my customer experience and knowledge to improve corporate performance. SUMMARY

PROFESSIONAL SERVICES - OWNER 01/2023 to Current

5Eleven Solutions. LLC, United States

MANAGING DIRECTOR 01/2018 to 12/2022

BDO USA, LLP, United States

SENIOR MANAGER 07/2015 to 06/2017

KPMG LLP, United States

STATE & LOCAL TAX – SENIOR MANAGER/DIRECTOR 06/2009 to 07/2015 Grant Thornton LLP, United States

WORK EXPERIENCE

Provide consulting on third-party indirect tax software and related solutions including system support services such as troubleshooting, software installation and configuration, service patches and upgrades.

●

Maintain client third-party indirect tax systems including Vertex O Series, Vertex Q Series, Vertex Returns, Avalara and Onesource Indirect Tax. Prepare custom reports and various software utilities for time/cost reduction using .Net and SQL Server technologies.

●

Started the indirect tax automation practice – built to $5 million in annual revenue and 13 staff resources. Maintained client relationships. Designed and developed custom integrations with Vertex, Onesource and Avalara products within multiple host system environments integrated with AR and procurement modules. Trained and developed staff resources for service delivery, software configuration and project management. Forecast and budget development practices. Leveraged alliances with tax software company relationships, groomed over several years, which fostered revenue growth.

●

Served as a southwest region practice lead for indirect tax process automation. Assisted clients with developing automated solutions for tax compliance reporting using .Net and MS SQL. Member of onboarding team for British Petroleum tax outsourcing. Assisted with the sales & use tax and motor fuel excise tax compliance outsourcing practice, including tax return review. Developed multiple custom interfaces and reports with Vertex's Q and O Series tax engines. Managed projects from diagnostic through post-onboarding support.

●

Central region practice leader over indirect tax process automation. Responsibilities included revenue generation, personnel resource management, forecast and budget development, managing client relationships, indirect tax over/under payment risk, audit

●

STATE & LOCAL TAX – MANAGER AND SENIOR MANAGER 09/1999 to 06/2009 KPMG LLP, United States

MANAGEMENT CONSULTING 06/1999 to 09/1999

PriceWaterhouseCoopers, United States

STATE & LOCAL TAX – SENIOR ASSOCIATE AND MANAGER 10/1995 to 06/1999 Arthur Andersen, United States

FINANCIAL ACCOUNTANT – CHEMICAL PRODUCTS FINANCE 01/1989 to 10/1995 Shell Oil Company, United States

support, streamlining organizational tax performance through process improvement, sales/use and motor fuel excise tax compliance enhancement services, consulting on manual and systematic indirect tax configurations, and captive procurement company technology solutions. and full lifecycle indirect tax software integration projects with Vertex, Onesource and Avalara products. Led the creation of several custom integrations between these tax applications and various AR and AP modules. Highly experienced with Vertex Returns compliance software and sales tax compliance processes. Served as the southwest region practice lead for indirect tax process automation. Assisted clients with targeting overpayments and exposure through automation, internal cost reductions and compliance. Formed the southwest region sales & use tax and motor fuel excise tax compliance outsourcing practice. Assisted clients with integrating third-party tax indirect tax engines (Onesource, Taxware, Vertex Q and Vertex O series) with various ERP systems. Developed multiple custom interfaces to Vertex's Q-Series tax engine. Managed projects from diagnostic through post-production support. Served as the Property Tax Management System (PTMS) administrator for KPMG's property tax outsourcing practice. Consulted with clients on PTMS installation and configuration. Designed and developed LeaseCalcPro which is a 3-tier software application for use in managing captive purchasing company transactions and provides supporting documentation. LeaseCalcPro was developed with MS Visual Studio (ASP.Net & VB.Net) and MS SQL Server. Delivered integrations of LeaseCalcPro at roughly forty clients. Assisted clients with host system data mining for valuable tax information in support of audit defense followed by proposed go-forward data management processes and procedures. Developed numerous toolkit applications for automation of various transaction tax processes for many companies.

●

Worked on a short-term project to deliver a capability model demonstrating the ability to integrate Internet Information Server Active Server Pages with SAP through the SAP Business API.

●

Provided clients with consulting and compliance services in the sales, use, motor fuel excise, and property tax functions. Served as a member of the compliance outsourcing transition team for several energy industry projects. Designed and developed numerous tax applications in support of internal initiatives and external client projects in all areas of state and local tax such as development of a 50-state motor fuel excise tax reporting software application. The fuel tax reporting application was a joint development between Arthur Andersen and Andersen Consulting and deployed as a 3-tier solution. Served as VB and MS SQL Server developer in addition to providing functional expertise on motor fuel excise tax.

●

Gained experience with various financial accounting functions including petrochemical

(plastics and catalysts) cost and inventory accounting, financial analysis and reporting, as well as generating monthly U.S. federal tax provisions for two Saudi Arabian based subsidiaries of Shell Chemical. Served as Process Support Representative to internally

●

enhance methods and practices. Worked in Treasury and Cash Control assisting with overnight funds management of millions of dollars across seven large New York banks. Developed skills with indirect tax compliance and process automation - motor fuel excise tax and sales & use tax, including state audit support. Louisiana Tech University, Ruston, Louisiana

Bachelor of Science, Accounting, 11/1988

EDUCATION

● Other notable coursework: Economics and electives in Federal Tax

● Extracurricular: Athletic scholarship - Football TECHNOLOGY SKILLS MS SQL Server (6.5, 7.0,

2000, 2005, 2008, 2008r2,

2012, 2014, 2019)

●

● MS Visual Basic

● C#

● MS Active Server Pages

● HTML

● XML

● Oracle - SQL Plus

● Tomcat, IIS

MS Office (Access, Excel,

Outlook, Project,

PowerPoint, Publisher,

Visio, Word)

●

Indirect Tax Software:

Vertex, Avalara,

Onesource

●

● ERP AR and AP

● System Integration

● Data Design

CERTIFICATIONS ● Certified Public Accountant – State of Texas (currently inactive)

● Visual Basic Programming & Development

● MS SQL Server Design & Development

Contact this candidate