Dave Hartman Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

- Work with internal partners to identify both new & existing clients to identify client opportunities to procure federal & state R&D opportunities.- Manage a book of business for existing clientele, and annually identify new qualified research initiatives that will generate further R&D annual benefits.- Prepare R&D credit calculations, deliverables, and conduct project interviews and reviews.- Proactively review R&D statutory/regulatory developments to assess potential implications and/or methodology changes impacting both internal and external clients. Example - IRS Chief Counsel Memorandum.

Greater Atlanta Area

- Negotiating and implementing incentive packages primarily for large Fortune 500 companies expanding within the continental United States- Secured $6 Million incentive package for a rapidly growing medical and software technology firm for expansion of their headquarters facility.- Managed the annual compliance for negotiated incentives related to a $130 Million manufacturing expansion in the Midwest.- Lead incentive negotiations for a $30 Million back-office and shared services center for a Fortune 500 technology and human capital management company securing $11 Million in savings.- Transitioned in 2017 to R&D Tax Credit Team working exclusively on pursuing federal/state Research & Development tax credits.- Work as a SME with Sales staff to identify client prospects meeting the IRS 4-Part Test criteria.- Manage a book of business for existing clientele, and annually identify new qualified research initiatives that will generate further R&D annual benefits.- Prepare R&D credit calculations, deliverables, and conduct project reviews.- Proactively review R&D statutory/regulatory developments to assess potential implications and/or methodology changes impacting both internal and external clients. Example - IRS Chief Counsel Memorandum.- Conduct R&D CPE project presentations for accounting firms and client prospects.

Greater Atlanta Area

- Responsible for managing "National Accounts." (Companies with more than 1000 employees)- Research and calculate tax credit work for clients in various industries. Communicates tax credit opportunities to clients via an incentive analysis presentation.- Prepare client information requests and assists in reviewing information prepared by tax analysts.- Train and delegate work to tax analysts and tax associates.- Perform initial review of my individual tax credit work as well as assist in review of work prepared by other tax analysts; senior analysts, & managers.- Knowledgeable of product roll outs, as well as existing offerings. Remain informed and knowledgeable of current tax developments and effectively applies tax knowledge to client's needs and projects.- Pursues and promotes total client satisfaction by proactively establishing a sound business relationship between the client and ADP. Acts as a liaison between the client and ADP as an internal client advocate. Positions themselves with the client's key members and decision makers to better understand the client's short and long-term tax credit opportunity goals.- Provides support to Tax Managers and Senior Managers on various client related projects.- Conduct annual business reviews with the client to summarize tax incentives generated to date.

Greater Atlanta Area

- Responsible for managing ADP's "Major Accounts" (Companies with less than 1000 employees) - Research and calculate tax credit work for clients in various industries. Communicates tax credit opportunities to senior management.- Performs self review of tax credit work.- Prepares client information requests- Knowledgeable of company-wide product offerings. Develop knowledge of tax concepts relating to credits and incentives to be effectively applied to client related projects.- Provides support to Senior Analysts and Tax Managers on various client related projects.

Greater Atlanta Area

- Responsible for managing ADP's "Major Accounts" (Companies with less than 1000 employees) - Research and calculate tax credit work for clients in various industries. Communicates tax credit opportunities to senior management.- Performs self review of tax credit work.- Prepares client information requests- Knowledgeable of company-wide product offerings. Develop knowledge of tax concepts relating to credits and incentives to be effectively applied to client related projects.- Provides support to Senior Analysts and Tax Managers on various client related projects.

- Responsible for managing 700 accounts and $10 million in deposits.- Cross-sell multiple bank products and services via telephone and email.- Conduct background checks on all new small business applicants using Accurrint.- Verify corporate filings in accordance with state law. Includes fictitious/assumed name filings.- Approve/Decline client small business account applications.- Provide customer resolution to problems and complaints.- Maintain an average of 2 products per small business client. My average per client was 2.8 products per small business client.

Perform account maintenance.Make basic decisions on service charge waivers.Cross-sell bank products and servicesProcess fulfillment requests up to a 125k.Process small business bank wire transfer requests.Maintained a 97.5% average on bank compliancy/regulatory tests.Achieved monthly bonuses 19 consecutive months in a row as a result of cross-selling efforts.Achieved 12 internal Hero awards for exceptional customer service.

Provide customer with product information and new and used vehicles. Includes a comparative analysis on competitor's makes & models sold by competitors.Discuss financing options through Mazda of North America.Develop referral business by providing exceptional service.Achieved over $750,000 in total sales.

Responsible for guest check-in/check-out.Verify and post all credit card receipts received on a daily basis for the hotel.Verify and balance cash and tip entries reported for all restaurant, bar, and conference room employees. Responsible for reporting discrepancies to Hotel Accountant.Generate spreadsheets for reporting daily, weekly, and monthly revenue figures generated for the hotel.Manage the hotel property during the 3rd shift period. Broad discretion permitted for night auditors to manage the hotel independently from upper level management. (i.e. customer service related issues etc)

Masters In Business Administration, Mba

Executive Masters Program

Bachelor Of Business Administration - Bba, Accounting And Finance

Activities and Societies: Kappa Sigma Fraternity

Bba, Finance