Jay Poole Email & Phone Number

Flemington, Nj, Us

New Providence, New Jersey, United States

Create and oversee processes for filing sales tax returns for multiple WebMD entities in response to Wayfair and new Software as a Service (SaaS) regulationsComplete initial setup of CCH Sales Tax Office to properly collect sales tax in multiple states for multiple entities and update as necessary for new companies, customers, products, and locationsRegister various WebMD entities in multiple states in response to SaaS regulationsSetup exempt customers and maintain exemption certificatesResearch products and sales tax laws to ensure that the product matrix is accuratePrepare and file sales and use tax returnsPrepare and file annual reports and personal property tax returnsHandle sales tax, Business and Occupation, and Property Tax audits from multiple jurisdictions Reconcile tax notices received to ensure that the company is current on its tax liabilitiesPrepare journal entries for all return payments Reconcile sales tax account

Prepare sales tax and use tax reports Prepare and file sales and use tax returns for 100+ jurisdictions on a monthly/quarterly/annual basisUse Onesource Indirect Tax software to populate accurate returnsPrepare journal entries for all return payments Reconcile sales tax account on a monthly basisCalculate and pay prepayments for multiple jurisdictionsHandle store requests for W-9s, Resale Certificates, and other sales tax matters Execute rate changes for stores nationwide Assist with projects relating to state and local income tax

Somerset, Nj

Prepare, analyze, and file all state and local Sales and Use Tax Returns on a monthly, quarterly, and annual basisUtilize Vertex Tax Engine to prepare returns and payment requisitionsCoordinate and manage Sales and Use tax audits Contact customers to obtain resale certificates and tax payments to reduce audit liabilityResearch products and sales tax laws to ensure that the product matrix is accurateReview and approve resale and tax exemption certificates from customers Review and approve tax credits for customers as necessary Reconcile tax notices received to ensure that the company is current on its tax liabilitiesCreate and maintain excel journals to have an accurate log of Sales and Use tax returns and payments.

Princeton, New Jersey

Prepare, analyze, and file state and local income/franchise tax returns using One Source software. Analyze and file monthly/quarterly/annual Sales and Use/Gross Receipts/Excise Tax Returns. Reconcile tax notices received to ensure that company is current on its tax liabilities.

Rutherford, Nj

Analyze and file monthly/quarterly/annual Sales and Use Tax Returns, Property Tax Returns and Renditions, and Corporate Annual Reports. Provide assistance in projects related to filing and preparing corporate income tax returns at the state and federal levels. File Foreign Bank Account Reports (FBAR) for current and former corporate officers. Create and maintain excel journals.

Fords, Nj

Analyze potential risk of credit applicants while seeking out and fostering business relationships with automobile dealerships across the states of New Jersey and New York. Construct contracts for consumers to adequately hedge against risk and to ensure maximum profit potential for the company. Assist customers with inquiries and payment structuring while working closely with clients, improving credit profiles by intervening in early stages of delinquency.

Gained retail business knowledge including training, purchasing inventory, merchandising, advertising, sales and marketing. Involved in day-to-day business transactions both in person and over the phone. Successfully completed sales seminars, gaining expertise in sales techniques, customer service/issue resolution, and cash reconciliation. Committed and passionate about achieving and supporting corporate objectives such as providing the best service, selection, quality, and value.

(Trade association for the research-based pharmaceutical and medical technology industry in NJ) Assisted with the launch of a major public health initiative called Partnership to Fight Chronic Disease, a campaign for awareness for this influential lobbying firm Completed an involved economics research project concerning the effect of chronic disease upon tax revenue based on an initial study by the Milken Institute. This study showed the effects of disease on productivity and lost revenue. Primarily used statistical regression analysis and algebraic equations to compute the change in state unemployment rates and revenue loss. Assisted in creating informational packages for politicians and other governmental officials