Leo Fox, Cmi

Leo Fox, Cmi Email and Phone Number

Director of Sales and Use Tax at CLA (CliftonLarsonAllen) @ CLA (CliftonLarsonAllen)
Leo Fox, Cmi's Location
Frisco, Texas, United States, United States
Leo Fox, Cmi's Contact Details

Leo Fox, Cmi personal email

Leo Fox, Cmi phone numbers

About Leo Fox, Cmi

- Over 25 years of experience in tax management, tax process automation, indirect tax compliance / audit / research- Maximizes efficiency and accuracy of indirect tax processes for sell-side and buy-side operations- Tax sensitization of ERP data governance, including supplier / customer master, material / item master, supply chain, logistics and address validations- Manages corporate tax operations related to indirect tax compliance, audits, planning, accounting, research and M&A due diligence - Specializes in integration of third-party tax software solutions, such as Vertex and ThomsonReuters OneSource Tax Determination (aka "Sabrix") - Streamlines corporate tax processes and data management related to indirect taxes, IRS audits, IRS 1099 compliance and transfer pricing - Project manage direct and indirect tax requirements on ERP software implementations- Certified Member of the Institute (CMI) in Sales Tax with the Institute of Professionals in Taxation (IPT)Specialties:- Oversight of corporate tax technology infrastructures and initiatives- Oversight of indirect tax compliance, audit and research functions- Collaboration with Corporate VP of Tax and Tax Leadership Teams- Corporate Tax liaison with I.T., supply chain, finance and legal organizations - Tax software selection including ROI and cost benefit analysis- Collaborate tax functional requirements and process maps- Technical design requirements for tax software implementations- Design work-around process solutions and custom tax reports- Facilitate with systems technical resources to develop prototype tax solutions- Tax user training and documentation- Tax coordination with PMO and Change Management Leads on I.T. / technology projects- Oversee tax system go-live, deployment and maintenance- Tax operational leadership and tax resource development / mentoring

Leo Fox, Cmi's Current Company Details
CLA (CliftonLarsonAllen)

Cla (Cliftonlarsonallen)

View
Director of Sales and Use Tax at CLA (CliftonLarsonAllen)
Leo Fox, Cmi Work Experience Details
  • Cla (Cliftonlarsonallen)
    Director Of Sales And Use Tax
    Cla (Cliftonlarsonallen) Feb 2024 - Present
    Us
    Direct firm's financial and operational activities related to sales and use taxes. Areas include: overseeing firm's internal US Indirect Tax Team regarding compliance, audit and accounting activities; maintaining current tax regulations and accuracy with Vertex and Workday ERP systems; and coordinate tax advocacy, policies and communication with revenue leaders, internal IT and purchasing groups.
  • Amazon
    Tax Manager - Leader, Us Indirect Tax Data And Automation
    Amazon May 2021 - Sep 2023
    Seattle, Wa, Us
    Manager in Amazon's Corporate Tax Data Management Solutions Group (TDMS) providing indirect tax technology support and deliverables to various tax compliance groups in the Americas, Europe-Middle East and Asia-Pacific regions. Lead the TDMS-US Group supporting indirect tax data management and process automation support to the US Indirect Tax Organization. Served as member of the TDMS Global Leadership Team and as TDMS’ US Business Partner Leader.
  • Flowserve Corporation
    Director Of Corporate Tax Technology And Indirect Taxes
    Flowserve Corporation Jun 2005 - Sep 2020
    Irving, Texas, Us
    Global lead of Tax Technology Organization for Flowserve and lead tax liaison to Information Technology, Supply Chain, Transformation and Shared Service Center Organizations. Responsibilities include: oversight of tax software strategy, implementation and support to the Tax Organization's global infrastructure; design, implementation, testing and support of ERP's tax processes; federal / state / local tax data management; process automation of corporate tax operations; and planning / budgeting with tax software and tax library vendors. Oversight of indirect tax compliance, audit, special projects and research for Flowserve's North America Region, as well as, providing leadership support on various international indirect tax initiatives.Member of Flowserve's Global Extended Leadership and Global Corporate Tax Leadership Teams.
  • Accenture
    Manager
    Accenture Oct 2004 - Jun 2005
    Dublin 2, Ie
    - Specializing in holistic solutions to business technology and processes for corporate tax organizations.- Service offerings include world class solutions of direct and indirect tax capabilities.- Part of Finance and Performance Management Division, and coordinates with a large knowledge-base and skill set within Accenture's Enterprise Resource Planning and business outsource consulting.
  • T3 Consulting Llc
    Owner
    T3 Consulting Llc Sep 2003 - Oct 2004
    - Process Analysis: Review current and future tax requirements to determine optimal process solutions. Analysis includes defining and documenting tax process control points for Sarbanes Oxley requirements - Design and Build: Coordinate with Tax Department and Information Technology personnel to properly blueprint future tax process. - Project Management: Provide leadership, guidance and structure to the project team, and remove obstacles and barriers to progress to insure stability in the implementation plan.
  • Pricewaterhousecoopers Llp
    Senior Manager
    Pricewaterhousecoopers Llp Jun 2002 - Aug 2003
    Gb
    Prior to founding T3 Consulting, Leo was a Senior Manager in PricewaterhouseCoopers Dallas State and Local Tax practice and worked in the Automated Compliance and Maintenance (ACM) service line. He managed various projects involving the integration of Vertex Quantum for Sales and Use Tax software to J.D. Edwards OneWorld, Oracle 11i and PeopleSoft 8 financial systems. In addition, he managed a comprehensive software selection project for a Global 100 company that involved Vertex, TAXWARE and Sabrix. Leo also coordinated sales and marketing activities with firm partners throughout the U.S.
  • Arthur Andersen Llp
    Senior Manager
    Arthur Andersen Llp Jan 1996 - Jun 2002
    Leo began his consulting career at Arthur Andersen, where he spent six years in the Dallas State and Local Tax practice as a Senior Manager. He served as the Southwest Regional Leader for Operational Tax Consulting (OTC) and was a member of the OTC National Leadership Team. He managed a variety of OTC projects, managed regional OTC resources and practice development activities, and led all OTC sales and marketing initiatives for the region. Leo was involved in numerous process analysis and automation projects, such as the integration of Vertex or TAXWARE software to various financial systems representing SAP (R/3 and 4.6), PeopleSoft 7.5, J.D. Edwards OneWorld, Oracle 11i, IBM Commerce Server, and custom mainframe systems. In addition, Leo managed multi-state sales and use tax compliance and audit engagements for nationwide clients and managed the systems design of Arthur Andersen's fifty-state telecommunications tax database.
  • Electronic Data Systems Corporation
    Systems Engineer And Advanced Tax Accountant
    Electronic Data Systems Corporation Sep 1983 - Jan 1996
    Leo's career in tax began at EDS, where he spent ten years as an Advanced Sales and Use Tax Accountant and three years as a Systems Engineer. As an accountant, his responsibilities included multi-state sales and use tax compliance, research, and audits. Leo also facilitated various process improvement projects for the tax compliance function, including the implementation and maintenance of FastTax Sales and Use Tax Return System. In 1991, Leo enrolled in the EDS Systems Engineering Program. Upon graduation from the development program, Leo was assigned as systems engineer to support tax systems for the EDS Corporate Tax Department. His duties included system maintenance of the automated use tax accrual system, mainframe tax ledger system, telecommunication tax billing modules, and system interfaces between tax and purchasing / billing systems. Leo was also involved in the implementation of Vertex CommTax System to automate telecommunication tax processes.

Leo Fox, Cmi Skills

Tax Sales Tax Internal Controls Auditing Sarbanes Oxley Act Indirect Taxation Corporate Tax Erp Business Process Use Tax Tax Advisory Tax Research Due Diligence Change Management Peoplesoft Sabrix Sales And Use Tax Sap Process Automation International Tax Oracle E Business Suite Sap R/3 Enterprise Resource Planning Us Gaap Project Implementation

Leo Fox, Cmi Education Details

  • The University Of Texas At Dallas
    The University Of Texas At Dallas
    General

Frequently Asked Questions about Leo Fox, Cmi

What company does Leo Fox, Cmi work for?

Leo Fox, Cmi works for Cla (Cliftonlarsonallen)

What is Leo Fox, Cmi's role at the current company?

Leo Fox, Cmi's current role is Director of Sales and Use Tax at CLA (CliftonLarsonAllen).

What is Leo Fox, Cmi's email address?

Leo Fox, Cmi's email address is l_****@****hoo.com

What is Leo Fox, Cmi's direct phone number?

Leo Fox, Cmi's direct phone number is +197244*****

What schools did Leo Fox, Cmi attend?

Leo Fox, Cmi attended The University Of Texas At Dallas.

What skills is Leo Fox, Cmi known for?

Leo Fox, Cmi has skills like Tax, Sales Tax, Internal Controls, Auditing, Sarbanes Oxley Act, Indirect Taxation, Corporate Tax, Erp, Business Process, Use Tax, Tax Advisory, Tax Research.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.