Jeff Rogers, Jd, Cpa, Cma Email & Phone Number

Atchison, Ks

Manage the overall insurance and tax functions of the company. For tax, all aspects of the tax department including: 1) compliance, 2) external SEC tax provision reporting, 3) tax department budgeting, 4) external firm relationships, 5) tax SOXs compliance and 6) tax incentive opportunities harvesting. For insurance, the day-to-day management of insurance, including: 1) insurance budgets, 2) relationship management with external insurance agencies, 3) claims management, and 4 insurance renewal planning. Work with and through the CFO and CEO to apprise the Board of Directors on tax, insurance, and enterprise risk management issues and opportunities.

Managed the overall tax function of the company. Managed multiple M&A transaction from a tax perspective. Closed on numerous incentives deals including tax credits, industrial revenue bonds, tax abatements in Kansas, Indiana, Kentucky, and with the federal government.

Atchison, Kansas

Direct the overall tax function of the company, including all federal and state taxes (income tax, sales and use tax, and property tax). Manage the effective tax rate of the company, and the tax provision. Manage the external relationships of the tax function, including external accounting firms and state and local tax authorities. Structure incentives for the company's expansion plans, including incentive projects in Indiana, Kentucky and Kansas. Manage the overall internal controls and SOX compliance of the tax function.

14143 Denver West Pkwy, Ste 450; Lakewood, Co

Work with the CEO of the firm to develop strategic relationship across various industries, including construction, private equity and high-net worth clients. Design high functioning tax solutions for clients optimizing their tax function. Serve as the operational head of the tax department including responsibilities for staffing, scheduling, and work-flow management.

Golden, Colorado

Manage a high functioning tax team to support the company's growth across all areas of federal and state tax. Work directly with the Sr. Tax Director to provide leadership, quality control, and mentoring to members of the tax team. Design and implement tax solutions assisting the company in its growth plans. Lead a tax due diligence process leading to the successful sale of the company.

10075 Westmoor Drive, Westminster, Co 80201

Top tax professional responsible for the global tax function of the company including U.S. and U.K. operations. Responsible for compliance, planning, the tax provision, tax processes and implemented a tax IPO readiness plan for the company. Successes include implementing a large sales tax clean-up project reducing a $3.5M reserve to below $1M, managing state income tax clean-up including costs of performance and market based sourcing analysis and managed a successful due diligence process leading to the successful sale of the company to Oracle.

Boulder, Colorado

Managed the North Ameican tax function for juwi's solar and wind businesses, including: 1) U.S. federal and state income tax, 2) U.S. sales and use tax, 3) U.S. property tax, and 4) Canada income and HST tax. Designed project structures for large scale solar and wind developments including: 1) investment tax credit planning, 2) sale and use tax planning, and 3) property tax planning. Advised on international projects structures including: 1) capital structure planning (including advising on debt and equity structures), 2) repatriation planning, and 3) foreign tax credit planning. Responsible for the tax provision and tax reserve analysis.

Kansas City, Missouri Area

Managed large scale state tax projects including reviews and state planning projects, and sales and use tax and corporate income tax audits. Engaged in tax planning for sales and use tax and state income tax, including nexus reviews, state apportionment planning, and refund analysis.

Kansas City, Missouri Area

General tax planning, state incentives, and sales and use tax review studies. Provided planning for sales and use tax, and state incentives and credits. Managed various large scale sales tax refund review projects.

Jd, Law

Activities and Societies: Phi Alpha Delta

Bba, Accounting

Activities and Societies: Beta Alpha PSI