Jade Wade Email & Phone Number

Alpharetta, GA

• End to end compliance for four entities, covering the entire United States, for the largest full service electrical contractor company
• Filing of all Sales and Use, Withholding, Unemployment, and Workers Comp returns
• Oversees tax planning and monitors regulatory changes in a very challenging and dynamic industry
• Maintains taxability matrix and keeping rate content and forms up to date
• Work with external CPA firms, consultants, auditors, customers and vendors as needed

Greater Atlanta Area

• Responsible for $1.7 million in revenue, $7 billion in liability and filing 18,000 monthly state sales and use tax returns
• Provide excellent client service to large multi-state telecom provider with state and local tax issues including compliance, advisory services, planning, and technology
• Assist with state and local tax controversies which includes preparing client for discussions with auditors, appeal meetings, and preparing protests
• Research and draft technical memoranda regarding state and local tax questions
• Supervise, mentor, and develop staff members including 4 paraprofessionals, three associates and 1 lead associate
• Assist with the business development, management and delivery of SALT services, and provide assistance and oversight on large client project engagements

• Responsible for day to day operation of compliance and client services team and the maintenance of 32 national clients which grossed $1.8 million in revenue, $144 million in liability and filed 12,000 tax returns.
• Provided overall direction and leadership to a team of 9 account associates and 2 lead account associates
• Maintained effective relationships with internal departments and external outsourced clients to identify tax exposures and opportunities
• Established procedures and created processes for improvements to ensure accurate tax liabilities, reconciled tax data and created reports for the preparation of sales and use tax returns
• Retained 100 percent compliance with quality and timeliness of tax reporting
• Planned and forecasted for future integration of new clients and ensure Sarbanes-Oxley audit and controls are met.

• Provided content acquisition to products that gross $30 million of annual revenue
• Responsible for overseeing the sourcing, acquiring and maintaining tax content on over 45,000 tax rates spanning 16,000 taxing jurisdictions via outbound calls to the jurisdictions
• Responsible for management and creation of taxation boundaries covering multiple taxing industries across the United States, Puerto Rico and Canada
• Maintained relationships with OneSource and TRACs developers, ensuring tax rate and form needs are met within the compliance and software deadlines
• Created Tax Content research department from ground up, which included hiring, implementing process guidelines, designing jurisdiction contact database (CRM), training and establishing performance metrics
• Successfully completed $6 million dollar project that spanned three years managing up to 42 people gathering all rates, forms and boundary information

• Responsible for data import process of 120 telecom and general markets accounts to ensure the preparation of timely and accurate tax reports, web reports and tax returns in accordance with client expectations
• Reviewed tax data analysis reports, identified large variances and facilitated data file transfer for tax processing
• Analyzed monthly reports and metrics to identify and streamline performance
• Supervised and developed staff members
• Tested data import process on new clients coming out of Implementations and handling transition from Implementations to Data Processing team

• Responsible for data import process of 95 telecom and general markets accounts to ensure the preparation of timely and accurate tax reports, web reports and tax returns in accordance with client expectations
• Assisted with development of staff