Michael Smith Email & Phone Number

Kanata, Ontario, Ca

• US operations indirect tax compliance• Working with state auditors regarding SUT and telecom audits• Updating customer exemption certificates in Vertex & CostGuard• Quarterly and monthly reporting of sales tax accounts to accounting• Recovering overpaid sales taxes from taxing jurisdictions• Assisting customers and sales department regarding tax inquiries• Updating product code to be line with current sales tax laws• Researching industry tax laws and upcoming legislation• Unclaimed property recovery

Dallas, Texas, Us

• Present review findings to the client• Defend positions against taxing jurisdictions• Analysis and review audit workpapers and sampling methodology• Perform research and set up tax matrices• Present client training sessions on tax minimization and planning strategies• Have direct contact with clients to answer tax inquiries• Reconcile use tax data to the tax returns• Assist with VDAs and compliance requirements• Perform exposure analysis• Work on a team of 8, delegating tasks to associate level employees• Involved in the hiring process of new staff for the team

Fort Wayne, Indiana, Us

• Assisted in review preparation, including tax research and data analysis• Located, examined, and scanned relevant vendor invoices and other essential documents• Reviewed, input data, and scheduled invoices and tax returns• Contacted vendors for refunds and information requests• Filed refunds with taxing jurisdictions• Traveled to client locations to obtain necessary documentation to preform reviews