Run US & Canada indirect tax audits, respond to auditor requests, defend company tax positions by preparing technical research and memos, resulting in reduced or no audit assessments. Identify audit exposures and communicate with indirect tax managers for corrective action including performing pre-audits of high-risk, high-revenue jurisdictions to identify exposures.Provide indirect tax advice and support to business units and management groups.Engage and communicate with tax consultants, as needed, and manage their objectives and performance.Manage or conduct sales tax research and planning related to US indirect tax issues.Responsible for or assist in tax training related to indirect taxes.Manage the indirect tax audit staff.Responsible for conducting periodic communication with, and direct assistance to, the Director – US Indirect Taxes.Participate with other managers to establish strategic plans and objectives.

Assist in sales tax due diligence pertaining to TR acquisitions and divestituresDetermine registration/filing and product taxability requirements for TR acquisitionsAssist in internal and external product studies, tax assessment remediation, and voluntary disclosuresCoordinate sales/use tax audits for SBU. Assist in audit risk mitigation and assessment reduction effortsSecure billing data, sales / expense invoices, fixed asset additions reports, and exemption certificatesReview and approve products/services for taxability mappingPrepare quarterly exposure analyses for SBUManage tax decision matrices Create process to tie-out revenue per GL to gross sales per BillingImplement taxability changes due to statutory changes. Prepare FAQ’s and notices for clientsField client inquires concerning taxability of invoices Ensure that sales tax write-offs are claimed on tax returnsReview legal contracts for sales/use and indirect tax languagePrepare resale exemption certificates Assist in preparation of refund claims

Developed companywide tax questionnaire to streamline tax mappings for new products Reviewed and approved client issued exemption certificates Developed SOX procedures for products, tax exemption, and tax rates changesAddressed discrepancies with tax fillingsEnsured tax rate and treatment of products coincide with statutory requirementsBooked journal entries for tax related accounts across all US & CAD business units Resolved variances between subsystems and payment files presented to the tax department Reconciled sales and use tax accrual and other tax related accounts across all US & CAD business units.Consolidated monthly sales tax data files for tax compliance purposes.

Prepared state Income tax returns/extensions/estimated payments Prepare gain/loss/depreciation schedules for Federal Income Tax Return Created state tax apportionment and depreciation schedulesPrepared license renewals/ city Income tax returns/unclaimed property reportsAssisted in the preparation of Sales/Property tax returnsKnowledgeable in the use of CCH Profx tax software and research tools