Joseph Wing Email & Phone Number

Forestville, CA, US

• Strategy, Planning, and Indirect Tax Compliance: Identified and suggested additional sales tax, GST, and VAT software tax management in Shopify, Amazon.com, Magento Enterprise, Vertex, AvaTax & Avalara VAT. Compliance.
• Assistance with Gross Receipt/Payroll and sales and use tax audits.
• Cleaned up sales tax process and double-checked back sales tax, CAN GST/HST, AU GST and Europe VAT returns to be sure of accuracy. Registered Anova in Germany, Italy, Spain, France, Australia, Japan, and Great Brittain.
• Spearheaded Magento's VAT/Vertex and Shopify/AvaTax USA/Canada tax software implementation.
• Business Licensing & Annual Returns
• Resale Certificates, Property Tax & Payroll & Gross Receipts Tax Audit management

Alameda, CA, US

Oversee/manage the indirect tax function, including gathering PBC, coordinating with external tax service providers to review and file monthly, quarterly, and annual sales & use Tax GST/VAT, and gross receipts tax.Responsible for various business and tax registrations for new business expansions and coordinate with external tax advisors to commence tax.

San Francisco, California, US

Assisted the Tax Director registering, filing and setting up tax calendar and procedures to be in compliance in over 100++ locations for business license, property and indirect tax.

San Francisco, California, US

Assisted the Director of Tax filing sales, use, VAT returns for various entities owned by Amazon while its Indirect Tax Manager was out on medical leave.Assisted the Accounting Manager reconcile and set up procedures and templates for indirect tax compliance reconciliation..

• Strategy, Planning & Sales-and-Use Tax Compliance: Identified and suggested additional sales and use tax setup needed in Avatax and Netsuite World in order for Tanium Inc to be in compliance with the taxing.
• NetSuite and Avalara/AvaTax functionality; Managing indirect tax issues; Dealing with local tax authorities in order to resolve state registration and filing inquiries and assistance with tax audits.
• Billing, AR and Salesforce assistance; Property Tax Filings & Business License projects as requested by the VP of Global Tax.
• Use Tax – Voluntary Disclosure

• Strategy, Planning & Sales-and-Use Tax Compliance: Identified and suggested additional sales and use tax setup needed in Lawson in order for DHMF to be in compliance with the taxing jurisdictions. Developed and created:
• Sales, use, business licenses, FASB 13 (leases) and Medi-Cal annual disclosures internal controls (Adobe Professional), data flow diagrams (Visio 2010), calendars, Gantt charts and due diligence matrixes
• Reconciled, processed and implemented procedures for sales/use tax and business licenses tax complianceHealth Care Compliance: Managed Medi-Cal audits as primary contact, included information collection, review and.

• Certified Service Provider Compliance Research: Researched and defined Tax Data Systems’ software Smart Charts Research Tool to be in compliance with the SST Governing Board in order to achieve certification as a CSP.
• Checkpoint RIA
• CCH Intelliconect
• BNA Tax Research
• Vertex Cybercafe
• Vertex Tax Decision Maker

• Guided clients through the maze of sales and use tax decisions and helped them achieve outstanding results from their tax technology investment by utilizing Tax Software to automate the tax function. Researched complex.
• Nexus determination and filing requirements
• Specialized multi-state sales and use tax research
• Tax opinion letters
• Request for administrative rulings
• System Configuration

Portland, OR, US

Strategy & Planning: Combined technical and transactional tax and accounting knowledge to ensure the Point of Sale (POS) – Radiant Counterpoint SQL 8.4 system was configured & leveraged to P-n-P’s best advantage. * Ensured that POS update to 8.4 met business requirements and systems goals, fulfill end-user requirements, and identify and resolve systems.

San Jose, California, US

• Data Identification and Configuration Set up: Developed a product/services category taxability matrix by state using CCH and updated Vertex. Reviewed invoices and product categories that need to be analyzed and.
• Removed hardcoded rates in Vertex
• Audited by state the sales tax register reports (detail) utilizing Vertex Q- Utilities’ Control Card EditorDue to upgrade to R12i E-Business Suite, needed to identify and remove hardcoded tax rate tables in Oracle Tax.
• Reviewed sites located in Oracle and cross checked against the ‘Customer Address Report’ and removed those sites no longer active/valid
• Tested new item/cost categories in Oracle to make sure sales tax is being correctly applied

Chippendale, NSW, AU

• Due Diligence & Compliance: Responsible for maintaining policies and procedures to ensure efficient operations maintaining adequate internal controls. Responsible for setting up internal control procedures for the.
• Sale/use tax, GST-HST-PST, unclaimed property, business licensing, SFO payroll tax and property tax
• Created manuals, calendars, and implemented business rules in order to comply with taxing jurisdictions
• Worked on SOX write up, implementation and testing of procedures for DWR
• Managed multiple state and local tax audits Strategy & Planning: Combined technical, transactional tax and accounting knowledge to ensure Vertex, IMARC & Microsoft Dynamics AX met business requirements and systems.
• Planned and organized tasks, reported progress, managed and coordinated with IMARC, Vertex & Microsoft consultants for system implementations

Masters In Taxation, Indirect Tax

Master Of Science - Ms, Information Systems & Ecommerce

Bs, Bs International Business

Cmi Sales Tax Certification, Sales Tax