Tax professional with 17+ years of management skills and 20+ years working experience in corporate tax departments. Strong communication skills, ability to develop and implement tax strategies and manage and prioritize multiple projects/assignments.
Zytax (Fuel Quest Excise Tax Software)
Visio (terminal and refinery schematic)
Crystal & BI reports
TopTech Terminal Operating Systems
AkoreTax & CRM modules
Transitioned bookkeeping function from external to in-house to increase efficiency and lower cost.
Transaction Tax ManagerFeb 2004 to Current HollyFrontier Corporation － Dallas, TX
Manage and oversee all excise, fuels, and sales and use tax matters related to refineries, pipelines and all terminal business operations for HollyFrontier Corporation and its subsidiaries and Holly Energy Partners, L.P.
Reviews and ensures all excise, fuels, and sales and use tax returns (monthly, quarterly, annually) are filed accurately and timely in compliance with federal, state and local tax laws Manages tax professionals responsible for preparing state excise/sales tax returns and administering related tax matters and establishes and maintains relationships with industry tax experts and outside consultants Promotes excise tax awareness throughout HollyFrontier Companies and answers taxability questions raised by customers and company representatives for six (6) refinery subsidiaries, one marketing subsidiary, an asphalt subsidiary, an MLP and 16+ terminals.
Ensures Sarbanes-Oxley compliance and maintenance over state & federal excise and state and local sales tax matters Coordinates collection and analysis of revenue, inventory and tax payment accounting data for presentation to taxing authorities and outside tax consultants Manage and review federal & state excise and state & local sales & use tax related to general ledger account reconciliations for corporate and subsidiaries Oversees maintenance of billing system tax components, including customer profile, applicable tax rates, product taxability, and jurisdiction of activity, general ledger account setups, tax matrix and calculations, new tax code setup and matrix mapping to petroleum products for seven subsidiaries Keeps abreast of changes in federal and state tax laws and oversees systems development projects related to law changes Manages all excise, fuels and sales and use tax audits for all six refineries, sixteen terminals, marketing subsidiary as well as all asphalt and lube business Identifies planning opportunities to minimize state and federal excise & sales and use tax liabilities Establishes and maintains relationships with industry tax experts and outside consultants Identifies/Maintains licensing requirements and registration for state & federal taxes Monitors exchange tax transactions, exchange tax account balances, and related accounts receivable for motor fuel exchanges Maintain and assist Tax Supervisor in reconciling inventory for 16 terminals, 5 refineries and report Federal Exstars 4030 compliance Review and maintain contract approval process for all sales and purchase contracts as well as maintaining tax licenses for daily sales Responsible for leading and directing the work of others, staffing requirements, development and training, discipline, and conducting performance appraisals Special assignments or projects assigned by the Tax Director as determined from time to time in their sole and complete discretion.
Sales/Use Tax SupervisorJan 2000 to Jan 2004 PAYMENTECH, L.P Chase － Dallas, TX
Supervise Tax Accountants.
Review (357) three hundred fifty-seven returns, handle all Sales/Use Tax Audits, Unclaimed Property, Assist in Property Tax, set goals for staff, assist in budget, implement EFT procedures and all day to day Sales/Use tax operations and special projects.
Review and approve all sales/use returns for 45 states and over 300 local returns Implemented a process to collect, review and set-up merchants for Sales/Use tax exemptions Manage all Sales/Use Tax Audits Designed, implemented and maintained Tax Calendar for State Income and Sales/Use tax on a monthly basis Delegate returns to tax accountants and train staff on Corpsales (tax software) for Sales/Use Tax download and return preparation Respond to various tax notices received from the various taxing entities Work on special projects and assist State Tax Manager on Property Tax Returns Developed, implemented and maintained all Unclaimed Property reporting for Paymentech Reviewed and set goals annually for Tax Accountants based on annual performances Implemented a certified mail software, Postmaster32 to automate certified mail processing for tax department Assisted State Tax Manager in special projects and assisted Tax in Sales/Use Tax Budget.
Tax Accountant IIIJan 2000 to Jan 2000
Prepared Sales/Use tax returns, reconciled tax accounts, handled state and local tax notices, maintained reports into Corpsales Software (Corptax), worked on sales/use tax projects and assisted Tax Supervisor on projects.
Sales/ Use Tax SupervisorJan 1999 to Jan 2000 EXCEL TELECOMMUNICATONS, INC － Dallas, TX
Supervise two assistants and two tax analyst.
Review (1,300) thirteen hundred returns and assist Tax Manager in state audits and special projects.
Reviewed all sales/use tax returns over and under $500.00 Received and verified customer exemption certificates for sales and use taxes as well as Federal Excise tax Assisted with state sales tax audits Maintained the sale/use tax calendar for all returns Delegated returns to the tax assistants and tax analyst on a monthly basis Reviewed and set goals for tax assistants and analysts Responsible for general ledger account reconciliation's for Parent Company and four other subsidiaries Responded to various tax notices and worked on special projects for Tax Director and Tax Manager.
Bachelor of Science, Accounting Business OperationsDeVry Institute of Technology Keller University － Irving, TXAccounting Business Operations
account reconciliation, accounts receivable, automate, billing system, Budget, BI, business operations, contracts, CRM, Crystal, directing, Forms, general ledger, inventory, law, Director, marketing, Microsoft Excel, exchange, mail, Outlook, Microsoft Word, Monitors, Operating Systems, performance appraisals, Quest, reconciling, reporting, Sales, SAP, Sarbanes-Oxley, staffing, Supervisor, systems development, tax laws, Tax, taxes, Tax Returns, Visio
*Received several "Presidential" Awards from Holly Corporation "HFC" for SAP implementation, two Merger/Acquisitions within a 6 month span of each other, and tax structuring/billing of 4 new refineries to our current structure including state tax setups in various new states.