Jeffrey Wolfe Email & Phone Number

Houston, Tx, Us

Houston, Tx

* Mitigate identified indirect tax risk, developing/executing controls that enable indirect tax compliance obligation.* Increase customer engagement scores, providing timely and accurate indirect tax advice to the natural gas, electricity, and NGL divisions.* Update exemption matrix, reviewing and implementing changes to include sales and use taxes, gross receipts taxes, utility users taxes, and other taxes/fees.* Enhance billing and indirect tax reporting SOPs, allowing for proper… Show more * Mitigate identified indirect tax risk, developing/executing controls that enable indirect tax compliance obligation.* Increase customer engagement scores, providing timely and accurate indirect tax advice to the natural gas, electricity, and NGL divisions.* Update exemption matrix, reviewing and implementing changes to include sales and use taxes, gross receipts taxes, utility users taxes, and other taxes/fees.* Enhance billing and indirect tax reporting SOPs, allowing for proper indirect tax rules and data element applications.* Identify indirect tax research risks and implement corrective actions for new deals/transactions.* Diminish indirect tax contract risks, reviewing documents and providing modified language to alleviate issues.* Prepare and present indirect tax training sessions for traders, transportation and operations, marketers, and back office personnel.* Troubleshoot indirect tax issues related to the natural gas, electricity, and NGLs business.* Receive minimal tax audit assessments, partnering with in-house departments and various tax jurisdictions to provide documentation. Show less

Houston, Tx

* Guided staff on indirect tax billing functions, consulting personnel to provide issue resolution relating to natural gas and electricity.* Ensured accurate indirect tax invoicing, executing reviews for 100% compliance.* Developed a process to obtain and store indirect tax documentation for future reference or audit support. * Executed customer account reconciliation, identifying indirect tax issues/risks for settlement.* Partnered with client to ensure indirect tax filings… Show more * Guided staff on indirect tax billing functions, consulting personnel to provide issue resolution relating to natural gas and electricity.* Ensured accurate indirect tax invoicing, executing reviews for 100% compliance.* Developed a process to obtain and store indirect tax documentation for future reference or audit support. * Executed customer account reconciliation, identifying indirect tax issues/risks for settlement.* Partnered with client to ensure indirect tax filings compliance related to natural gas and electricity.* Streamlined audit preparation efficiencies, gathering documentation for multiple investigations.* Established indirect tax issue troubleshooting processes to mitigate risk/exposure for new billing system. Show less

Houston, Tx

* Aided senior leadership on executive decision making process, conducting indirect tax law research for Enron client and providing customer invoicing issue communication.* Minimized tax audit risk, aiding client on indirect tax information/exemption gathering to provide support.* Managed and mentored a tax analyst and a senior tax analyst.* Monitored tax and rate invoicing accuracies as well as proper exemption documentation for non-billed indirect taxes.* Recommend corrective… Show more * Aided senior leadership on executive decision making process, conducting indirect tax law research for Enron client and providing customer invoicing issue communication.* Minimized tax audit risk, aiding client on indirect tax information/exemption gathering to provide support.* Managed and mentored a tax analyst and a senior tax analyst.* Monitored tax and rate invoicing accuracies as well as proper exemption documentation for non-billed indirect taxes.* Recommend corrective actions for indirect tax billing risk areas to alleviate liability.* Reduced $4.5M in future audit exposure, identifying and resolving tax billing issues while developing process to eliminate future occurrences.* Decreased future audit exposure, implementing operational process improvements for client to mitigate exemption/tax credit risk. Show less

Atlanta, Ga

* Monitored unregulated indirect tax law trends, liaising with client to provide guidance.* Provided business impact feedback to lobbyists on upcoming legislation.* Secured indirect tax filing compliance for over 100 subsidiaries.* Mentored 2 tax specialists with processing over 3,000 monthly indirect tax returns.* Liaised with IT group to ensure indirect taxes were calculated correctly within Vertex, CCH (formerly DPC) rate, and ATX compliance systems.* Generated $10M tax… Show more * Monitored unregulated indirect tax law trends, liaising with client to provide guidance.* Provided business impact feedback to lobbyists on upcoming legislation.* Secured indirect tax filing compliance for over 100 subsidiaries.* Mentored 2 tax specialists with processing over 3,000 monthly indirect tax returns.* Liaised with IT group to ensure indirect taxes were calculated correctly within Vertex, CCH (formerly DPC) rate, and ATX compliance systems.* Generated $10M tax savings, resolving 825 tax notices for the SALT (state and local tax) group.* Drove $1.5M in tax savings, accepting inter-company credit for gross receipts on business license in Georgia.* Achieved a $325K tax savings, exempting numerous Georgia Public Service Commission-regulated companies.* Supported lobbyists, providing metrics evidence regarding discriminatory taxation of the telecommunications industry. Show less

Pgp-Dsba, Data Science And Business Analytics, 4.24

Bachelor Of Science (B.S.), Business Administration, Accounting

Activities and Societies: Beta Alpha Psi, Golden Key National Honor Society, Ernst & Young Outstanding Accounting Student Award, 1991