Dani Wright Email & Phone Number

•Created sales tax compliance outsourcing integration process including payment processing/reconciliation.•Manage sales tax compliance outsourcing for 12 entities and over 1,500 monthly returns. Average annual sales tax liability of $500 million.•Engineered the set up of client database information and reconciliation. Extensive experience with Vertex Returns and Rate Locator.•Developed sales tax accounting process. •Generated sales tax payments into client bank websites. •Migrated clients through multiple mergers and acquisitions. Maintained timely tax reporting of client data and business licensing.•Created client notice database tracking methodology. Resulting in over $700,000 of penalty and interest being abated.•Responsible for monthly downloading and maintaining Vertex database. •Assure processing and accuracy of EFT’s & internet filings•Integral part of the firms sales tax payment processing.•Accountable for monthly updating sales tax rates for over 1,500 client stores.•Experience with internet sales tax filing.•Created efficiencies in the sales tax compliance process.

Bank One (Merged with JPMC, January, 2004)August, 1999 – PresentAccounting Specialist / Promoted to Lead Analyst (September, 2001), Promoted to Senior Tax Analyst (January, 2005)•Responsible for correct reporting of sales tax items in monthly reports and input adjustments and exception reports•Assure processing and accuracy of EFT’s & internet filings•Preparation of sales/use tax returns and federal excise tax returns•Customer service contact for line of business questions•Accountable for updating tax rates and adjustments to leasing software•Participate in systems testing for sales tax process automation•Responsible for the accuracy/reliability of approximately $200 million in annual sales tax liability•Investigated and recovered nearly $400,000 in unclaimed sales tax refunds•Developed a variety of spreadsheets for improved management of sales tax tracking•Spearheaded the development and testing of new software for use in the sales tax department•Created procedures for new automation process and trained employees•Managed a smooth transition after merger. Responsible for closing Bank One accounts, opening and licensing JPMC accounts and maintaining timely tax reporting of JPMC.