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 in the following areas:Shopify eCommerce, Magento, Vertex Cloud, AvaTax, and Amazon Central Tax functionality setup. Managing indirect tax issues; dealing with local and international tax authorities in order to resolve state, EU, AU, JA VAT/GST registration and filing 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 for VAT CT filing.● 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 return and compliance.Maintain indirect tax calendar to track Tax Account Numbers and credentials, internal tax department due dates, and statutory due dates of state & local tax filings.Work with business units to update tax configurations, improve tax systems, resolve tax disputes, and communicate the proper taxability of products.Support state and local tax audits by gathering, organizing, and tracking information requested by auditors.Prepare account reconciliations related to sales and use tax, GST/VAT accounts.Assist in documenting, reviewing, and analyzing processes for necessary controls and efficienciesAssist in the implementation of tax engine integration with the ERP system.Work closely with external service providers in foreign jurisdictions to facilitate income tax compliance including tracking due dates, gather PBC, review return and coordinate filing of returnsProvide support for ad-hoc tax projects including maintenance of QAD tax function.

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 jurisdictions. Compliance assistance in the following areas:● 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 redacting of over 1,500 providers, vendors and lease contracts in order to comply with DHCS 6207 annual disclosures.Incidental Functions: Completed flings, IDR requests, and other submissions to State, Federal, and Local Agencies including but not limited to DHCS, CDPH, Medicare and the IRS for DHMF’s 12 legal medical entities.

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 (certified service provider), by the Streamlined Sales Tax Governing Board. The following software applications and tax research tools were utilized for the project:• Checkpoint RIA • CCH Intelliconect • BNA Tax Research • Vertex Cybercafe• Vertex Tax Decision Maker • IPT’s Insider Tax News • PWC’s Tax Services • KPMG & E&Y Tax Services• SSTA’s State Taxability Matrix • Other sources • Vision 2007

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 and evolving tax issues, legislation, and developments to identify and address the potential tax implications of multi-jurisdictional operations. My research and professional services included:• Nexus determination and filing requirements • Specialized multi-state sales and use tax research • Tax opinion letters • Request for administrative rulings • System Configuration • Audit management assistance • Products and Services tax matricesSome of the clients included:• Progressive Finance Holding (Furniture Leasing)• Mancha Technologies (Pharmacy Automated Solutions)• PSA Security Network ( world’s largest electronic security cooperative)• Midian Trading Company (eCommerce Retailer)• Avalara (Managed the Texas audit)

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 issues. * Reviewed and analyzed existing applications effectiveness and efficiency, and then develop strategies for improving or leveraging these systems. Point Of Sale (POS) 8.4 Update Deployment: Gathered requirements, analyzed, created design documents, and performed impact analysis for application changes. * Planned and organized tasks, reported progress, managed and coordinated with Radiant consultants for implementations. * Contributed to pre-testing phase of development by evaluating proposals in order to identify potential problem areas, and made the appropriate recommendations.* Designed an Excel POS Test Structure Worksheet and recorded transaction results that were tested on each state. * Generated transactions and reviewed invoices. * Documented invoice results and tax amounts results of transactions tested from the POS Test Structure Worksheet. * Documented all identified errors on each invoice and identified the cause of the errors in the system setup. Due Diligence & Compliance: Responsible for all sales-and-use tax (SUT), excise, fuels, and vehicle tax functions for Auto Parts Business (APB) including: compliance, return preparation, managing audits, and advising APB management on SUT as they pertain to APB practices and policies. * Ensured internal controls were adhered to and kept up to date. * Ongoing involvement with people from the business functions to define, design, assess, implement, enhance, maintain, communicate and monitor the organizations internal controls. Tax opinion letters, request for administrative rulings and unclaimed property.

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 correctly set up in Vertex.● 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 Manager that were set up prior to Oracle R12 and reversed the information entered in the Geography Code Override. ● 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 following:● 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 goals for transactional tax and SOX 404 compliance. Acquisition, Deployment and Maintenance: Gathered requirements and performed impact analysis for application changes. ● Planned and organized tasks, reported progress, managed and coordinated with IMARC, Vertex & Microsoft consultants for system implementations ● Designed an Excel IMARC-Multi-Channel Test Structure Worksheet and recorded transaction results that were tested on each state for the following: * E-Commerce sales * Inter-state sales * Intra-state sales (Ship to vs. Ship from rules)* Generated transactions and reviewed invoices * Multi-state drop shipment rules and White-Glove Delivery

Masters In Taxation, Indirect Tax

Master Of Science - Ms, Information Systems & Ecommerce

Bs, Bs International Business

Cmi Sales Tax Certification, Sales Tax