Jamie Szal

Jamie Szal Email and Phone Number

Solving SALTy Problems for Multistate Business Enterprises | Woman in Tax | Lawmom @ Brann & Isaacson
Jamie Szal's Location
Lewiston, Maine, United States, United States
Jamie Szal's Contact Details
About Jamie Szal

I help business clients navigate the post-Wayfair state and local (SALT) tax waters, exploring business' state and local tax footprint and resolving SALT controversy matters. Tax types we tackle together include sales tax as well as corporate income, franchise, net worth, and gross receipts taxes. Jamie's approach is collaborative and creative. I love using my passion for to serve my clients, taking something off their to-do list so they can get back to focusing on their passion - growing their business. It is a point of pride to help my client understand that while taxes indeed can be complicated, they do not have to be scary, and we can approach solving their SALTy problems together.Prior to joining Brann & Isaacson, I served as Counsel at the Massachusetts Department of Revenue, focusing on complex corporate tax, partnership, and personal income tax appeals. I earned my LL.M. in Taxation and certification in State and Local Tax, both with distinction, from Georgetown University Law Center. Admitted to practice in Massachusetts, Maine, and before the U.S. Supreme Court. As a #Lawmom, I am dedicated to sharing my experiences as a mother pursuing a career full-time in hopes of helping others navigate their own journey. I am passionate about #womensupportingwomen - what we achieve when we lift up one another is nothing short of astounding.Outside of work, I try to stay active. You can often find me hiking through Maine with my family, high-fiving other riders in virtual classes on my spin bike, attempting to practice yoga under the helpful assistance of my daughters and dogs, or in choir rehearsal preparing for an upcoming service. I gave up on reading Jonathan Strange & Mr. Norrell, but in my quiet moments you'll aways find me buried in a good book, with a nibble of chocolate on the side.

Jamie Szal's Current Company Details
Brann & Isaacson

Brann & Isaacson

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Solving SALTy Problems for Multistate Business Enterprises | Woman in Tax | Lawmom
Jamie Szal Work Experience Details
  • Brann & Isaacson
    Partner
    Brann & Isaacson Jan 2017 - Present
    Lewiston, Me, Us
    Jamie focuses her practice on assisting businesses in all aspects of state and local tax controversy, from regulatory and administrative proceedings through civil litigation. In the wake of the 2018 U.S. Supreme Court decision in South Dakota v. Wayfair, in which Brann & Isaacson represented Wayfair, she also works with remote retailers of all sizes to evaluate their economic nexus profile, consider a sales and use tax collection action plan, and register with state and local tax authorities across the U.S.
  • Massachusetts Department Of Revenue
    Counsel
    Massachusetts Department Of Revenue Apr 2013 - Dec 2016
    Boston, Massachusetts, Us
    As Counsel to the Commissioner, I was responsible for a docket of tax appeal cases, focusing on complex corporate tax appeals but also including personal income tax as well as sales/use tax appeals. Responsibilities involve litigating tax appeals, drafting and filing post-trial briefs, appellate briefs, requests for further/direct appellate review, discovery requests, pleadings, motions and other legal briefs, settlement memoranda and agreements, writing internal memoranda; discovery analysis and assisting in the development of case theories; conducting legal research, including case law, regulatory law, and legislative history; and financial data analysis.Involved in several of the DOR's "Million-Dollar" docket cases, taking the cases through discovery, trial preparation, settlement negotiations, and trial itself. Trained in mediation. I also served as the Intern Program Coordinator for the Litigation Bureau along with fellow counsel. Began working at the DOR as a law clerk while completing my final co-op internship during law school. Returned to the DOR as Volunteer Counsel in a part-time capacity following my admission to the MA bar. After working for for close to a year-and-a-half in the Office of Appeals, returned to the Litigation Bureau.
  • Massachusetts Department Of Revenue, Office Of Appeals
    Counsel
    Massachusetts Department Of Revenue, Office Of Appeals Dec 2011 - Mar 2013
    Working as Counsel to the Commissioner at the Department of Revenue in the Office of Appeals, I was responsible for a docket of tax appeal cases, encompassing both individual tax payer appeals related to personal income taxes, tax appeals related to assessments of sales & use taxes, as well as complex corporate appeals. Responsibilities involve settlement review, conducting settlement hearings, drafting settlement memoranda and letters of determination; writing internal memoranda; Information Document Request analysis and assisting in the development of case theories; conducting legal research, including case law, regulatory law, and legislative history; and financial data analysis.Formerly Volunteer Counsel to the Commissioner in the Litigation Bureau.Began working at the DOR as a law clerk while completing my final co-op internship during law school. Returned to the DOR as Volunteer Counsel in a part-time capacity following my admission to the MA bar.
  • Massachusetts Department Of Revenue, Litigation Bureau
    Volunteer Counsel For The Commissioner
    Massachusetts Department Of Revenue, Litigation Bureau Dec 2008 - Nov 2011
    Working as Volunteer Counsel to the Commissioner at the Department of Revenue, I was responsible for a docket of tax appeal cases, encompassing both individual tax payer appeals related to personal income taxes as well as complex corporate appeals. Responsibilities involved drafting and filing post-trial briefs, appellate briefs, requests for further/direct appellate review, discovery requests, pleadings, motions and other legal briefs, settlement memoranda and agreements, writing internal memoranda; discovery analysis and assisting in the development of case theories; conducting legal research, including case law, regulatory law, and legislative history; and financial data analysis.Involved in the settlement of several of the DOR's "Million-Dollar" docket cases, with a combined total settlement value in excess of $8m. Began working at the DOR as a law clerk while completing my final co-op internship during law school. Returned to the DOR as Volunteer Counsel in a part-time capacity following my admission to the MA bar.Completed a 12 week internship from December 2008 through February 2009. Returned to DOR in part-time capacity in December 2009.
  • Northeastern University
    Research Consultant
    Northeastern University Jun 2009 - Dec 2009
    Boston, Ma, Us
    Worked for the College of Criminal Justice, specifically on the United Nations Convention Against Corruption Legal Library project.Putting my linguistic skills to use, I was responsible for surveying Francophone countries to determine whether they have enacted any domestic legislation relevant to the Convention. After locating electronic copies of such legislation through free web resources, I connected each law, provision-by-provision, with the relevant provisions of the Convention.
  • Nasdaq Omx Group, Llc
    Legal Intern
    Nasdaq Omx Group, Llc Aug 2008 - Dec 2008
    Draft and revise proposed rule filings. Analyze rules of national options exchanges and federal securities laws. Assist with investigations and inquiries. Draft Regulatory Circulars. Revise contracts. Analyze disclosure materials. Conduct advanced legal research. Write internal memoranda.
  • Boston Stock Exchange
    Legal Intern
    Boston Stock Exchange May 2008 - Aug 2008
    Us
    Led surveillance inquiry. Analyzed disclosure materials. Analyzed federal securities laws and rules; rules of national options exchanges; and state corporate tariff. Drafted and revised proposed rule filings. Drafted Exchange plans. Wrote regulatory circulars. Revised contracts. Conducted advanced legal research. Wrote internal memoranda.
  • United States Securities And Exchange Commission
    Legal Intern
    United States Securities And Exchange Commission Dec 2007 - Feb 2008
    Conducted advanced legal research regarding securities law, rules of evidence, and civil procedure. Assisted with and investigatory interviews for potential securities laws violations. Assisted at depositions, testimony hearings, and meetings with counsel. Analyzed financial data and discovery materials. Conducted privilege reviews. Wrote internal memoranda and annotated case digests. Assisted during counsel meetings, and other Commission meetings.
  • New England Legal Foundation
    Legal Intern
    New England Legal Foundation May 2007 - Aug 2007
    Non-profit law firm and think tank focusing on business law issues, as well as appellate advocacy. Conducted advanced legal research for amicus briefs and drafted the same. Brief topics included the Federal Arbitration Act, antitrust civil investigative demand powers, and the corporate opportunity doctrine. Conducted statistical research and examined trends in MA Appeals Court decisions for white paper series. Drafted internal memoranda. Attended meetings of the Board.Katz & Seligman
  • Katz & Seligman
    Legal Assistant
    Katz & Seligman Oct 2004 - Aug 2006
    Part time, academic years 2004-2006General Practice firm, focusing on Personal Injury. Drafted motions and correspondence. Assisted attorneys at hearings and depositions. Reviewed material with clients. Performed legal research. Conducted general administrative duties.
  • Trinity College Career Services Office
    Peer Review Associate
    Trinity College Career Services Office 2002 - 2006
    Reviewed and revised resumes and cover letters of fellow students. Organized and facilitated career informational panels.

Jamie Szal Skills

Tax Law Legal Research Litigation Appeals Corporate Law Legal Writing Contract Negotiation Corporate Governance International Business Law Tax Controversy Administrative Law Trials Civil Litigation Legal Issues Pleadings Corporate Tax Lexis Document Drafting Dispute Resolution Hearings Westlaw Alternative Dispute Resolution Depositions Trial Practice Legal Compliance Motions Legislative Research Policy Analysis Financial Analysis Mediation Research Tax State Tax Multi State Sales Tax Multi State Tax Returns Personal Income Tax Returns

Jamie Szal Education Details

  • Georgetown University Law Center
    Georgetown University Law Center
    Taxation
  • Georgetown University Law Center
    Georgetown University Law Center
    Tax Law/Taxation
  • Northeastern University School Of Law
    Northeastern University School Of Law
    Litigation
  • Trinity College-Hartford
    Trinity College-Hartford
    International Studies- Middle East And Africa

Frequently Asked Questions about Jamie Szal

What company does Jamie Szal work for?

Jamie Szal works for Brann & Isaacson

What is Jamie Szal's role at the current company?

Jamie Szal's current role is Solving SALTy Problems for Multistate Business Enterprises | Woman in Tax | Lawmom.

What is Jamie Szal's email address?

Jamie Szal's email address is ja****@****ail.com

What schools did Jamie Szal attend?

Jamie Szal attended Georgetown University Law Center, Georgetown University Law Center, Northeastern University School Of Law, Trinity College-Hartford.

What are some of Jamie Szal's interests?

Jamie Szal has interest in Squash (The Sport), Yoga, Cycling, Gourmet Cooking, Hiking, Singing, Faith, Chocolate.

What skills is Jamie Szal known for?

Jamie Szal has skills like Tax Law, Legal Research, Litigation, Appeals, Corporate Law, Legal Writing, Contract Negotiation, Corporate Governance, International Business Law, Tax Controversy, Administrative Law, Trials.

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