Kyle Nelson Email & Phone Number

State and Local Tax leader and team builder with the drive, skillset and real world experience to thrive in today's rapidly evolving landscape. Extensive Fortune 10 / Big 4 experience driving technology upgrades, process automation, performance improvement and many millions of dollars of bottom line savings. Passionate about the use of technology and big data to create actionable insights and drive significant value. Constantly thinking about the potential to leverage data catalogs, AI and machine learning to optimize our tax function. Focused on helping staff and interns maximize their professional potential. LLM student eager to broaden my overall tax knowledge. 2022 AmerisourceBergen Pursuit of Purpose award winner.Runner - slowly working up to 100 miler.Specialties include--------------------- Gross Receipts Taxes (Ohio and Oregon CAT, Washington B&O, Hawaii General Excise, MinnesotaCare, Tennessee Business Tax, Local BPTs)- Sales and Use Tax (multi-state - very broad experience - prior EY PA and VA State Tax Desk)- Indirect Tax Automation & Modernization (RPA, Alteryx, Data Visualization Tools, Use of AI)- Pharmaceutical industry taxes, fees and reporting requirementsAccomplishments--------------------------- Resolved 10+ sales and use / excise tax audits for a large service provider resulting in reduction in assessments from preliminary workpapers in excess of $50 million. - Identified and recovered multiple gross receipts tax refund(s) in excess of $5 million each. - Identified and recovered 15+ unique sales and use tax refund(s) in excess of $1 million each including several involving SaaS, utilities and other complex areas of taxation. - Developed year round part time tax internship program from the ground up. Directly mentored well in excess of 10 interns helping them to develop business skills that will be important whether they specialize in tax or any other field. - Worked alongside internal Alteryx certified staff members to automate 35+ data processing & time intensive tasks to maximize ability to focus on value add activities. Utilized PowerBI, Domo and other data optimization tools to visualize data and create actionable insights.- Collaborated with team members in various areas of Fortune 10 organization (legal, supply chain, accounting, tax, operations) to develop and implement response to state controlled substance taxes and reporting requirements).- Acted as sales and use tax lead to help facilitate knowledge transfer and process integration of two of the world’s largest chemical manufacturers.

Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Tax, and 18 others.