Research and analysis
Collaborative team member
Specialties included sales and use tax, unclaimed property, property and real estate taxes.
The last two years left the tax department and worked as the payroll tax financial lead for the integration of payroll and taxes and benefit calculations from a legacy system to Oracle.
Joined the firm's property and real estate consultants to set up a sales tax consulting service. Represented clients during sales and use tax audits. Compiled and presented training classes for clients for proper invoicing of sales tax and accurate use tax accrual processes. Examined purchase documents and sales invoices for reverse audits and compiled findings and recommendations for clients.
Managed all facets of tax audits and represented company at hearings and appeals. Implemented a custom programmed sales and use tax compliance software for use in 40 plus states. Coached a team of specialists and analysts in the specialty areas of: sales and use tax, personal property, and truck fleet apportionment, titling and tags. Consulted with tax attorneys and tax consultants as warranted.
Operating Tax Manager 1991-1995
Property & Lease Coordinator 1987-1991
Retailers of Common Interest
Council on State Taxation
Former member of Institute for Professionals in Taxation and Kansas City State and Local Tax Group
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