Nicholas Schatte Email & Phone Number

Greater St. Louis Area

Greater St. Louis Area

Columbus, Ohio Area

Participate in the implementation of state income tax planning strategies in order to obtain operational and tax efficiencies. Assist Government Relations in analyzing legislative tax proposals and lobbying efforts. Advise business units on tax consequences of proposed changes to operations. • Implement tax saving strategies in conjunction with third party consultants.• Completed voluntary disclosure agreements and amnesty programs to settle exposure related to a captive insurance company.• Coordinated with multiple business units to reduce the number of legal entities, increase systems efficiencies, and obtain state income tax savings.• Assist Government Relations in lobbying efforts on tax related matters.• Review state legislative and judicial changes, determine potential impact to Cardinal Health, and advise compliance and audit teams on changes.• Responsible for Ohio Commercial Activity Tax matters, including maintenance of the Qualifying Distribution Center exemption for an Ohio based distribution center.• Provide guidance to sourcing teams and suppliers on tax benefits of the Qualifying Distribution Center exemption from the Ohio Commercial Activity Tax.

Columbus, Ohio Area

Reviewed sales, use, and property tax returns. Assisted in resolving customer disputes. Researched and wrote technical memoranda and prepared matrices. Prepared Ohio Commercial Activity Tax returns.• Managed staff to complete sales and use tax returns each month.• Worked with business units to review product and service offerings to determine sales tax collection requirements.• Researched technical tax issues and effectively communicated results of research.• Completed Ohio Job Creation Tax Credit annual reports and increased the credit by over $1,000,000.

Columbus, Ohio Area

Managed outsourced sales and use tax compliance process. Defended sales and use tax audits. Researched and wrote technical memoranda and prepared matrices. Conducted refund reviews.• Coordinated sales and use tax audits by multiple jurisdictions while reducing backlog of aged audits.• Prepared voluntary disclosure agreements for clients in multiple states.• Researched technical tax issues and prepare memoranda to effectively communicate results of research.

Researched and wrote technical memoranda and prepared matrices. Managed refund applications. Defended sales and use tax audits.• Gathered, reviewed, and prepared audit documentation for managed audits of manufacturers ranging in size from $1 billion to $7 billion in revenue.• Defended tax positions with state auditors during refund reviews and audits of manufacturers.• Prepared memoranda, matrices, and related supporting documentation for technical tax questions.

Assisted in the creation of a sales and use tax consulting practice at Duff & Phelps. Joined to provide expertise in sales and use tax research, consulting, and audit defense.• Helped develop a sales and use tax compliance center. • Researched tax saving ideas for clients in the energy industry.• Wrote technical memoranda and matrices.• Used Vertex Sales and Use Tax Returns software.

Defended sales and use tax audits of clients operating in manufacturing, mining, and retail industries. Researched sales and use tax issues. Wrote technical memoranda and matrices. Reviewed technical memoranda and matrices prepared by staff. Applied for sales and use tax refunds.• Completed voluntary disclosure agreements for sales and use and municipal income taxes.• Prepared petitions for reassessment of audit results.• Reduced initial assessment of a mining company by $4.5 million.• Reduced initial assessment of tax due on fixed asset purchases of a manufacturing company by 66%.

Conducted sales and use tax audits on businesses operating in manufacturing, retailing, insurance, construction, telecommunications, and service industries.• Participated in sales and use, income/franchise, and personal property tax audits.• Presented audit results to taxpayers.• Approved, adjusted, or denied refund applications.