Provide Sales & Use / Indirect Tax Advice, Assistance and Guidance to Robert Half Clients

Managed NSI & Subs.’ sales & use and non-income tax, tax compliance, audit defense, and tax research & planning.• Prepared, reviewed and filed sales & use, property and other indirect tax, tax returns. • Analyzed and reconciled sales & use tax liability accounts.• Managed sales & use tax audits and assisted with income and franchise tax audits.• Managed policies/procedures to ensure full compliance with state and local tax laws and regulations.• Researched and documented tax positions regarding the taxability of new product offerings.• Recommended procedural/process changes to ensure tax compliance optimization.• Assisted with the monthly close by ensuring EFTs and check payments were timely submitted to A/P and Treasury.

Sales & Use Tax Audits, Compliance, FAS 5 Provisioning and Tax Research & Planning (incl. Acquisitions & Divestitures) for Scholastic, Inc. and its Domestic Subsidiaries.• Managed the preparation, review and filing of sales & use and non-income tax, tax returns. Returns are prepared by KPMG but reviewed and approved by me and filed online by a Senior Tax Accountant.• Reviewed, monitored and reconciled sales tax payments to the sales tax liability accounts.• Managed sales & use tax audits; Partnered with internal and external counsel when negotiating settlements.• Performed quarterly analysis of FAS 5 reserve. Presented results to management for disclosure to external auditors.• Recommended and implemented policy and procedural changes to ensure full compliance with state and local tax laws.• Collaborated with business units regarding the impact of states’ sales/use tax implications on business initiatives.

Client - Open Text CorporationDirect OTC and its U.S. subsidiaries transaction/indirect taxes tax compliance, audit, research & planning, FAS 5 reserve, product taxability matrix, M&A sales tax due diligence, SOX controls, and tax legislative responsibilities.Immediate focus: automation of sales & use tax compliance and creation of company-wide sales tax taxability matrix.

Directed MHFI and its U.S. subsidiaries transaction/indirect and property tax compliance, audits, research & planning, FAS 5 reserve, product taxability matrix, M&A sales tax due diligence, SOX controls, and tax legislative responsibilities.• Managed four direct reports in the preparation/filing of approximately 2,000 returns including business license, excise, Ohio commercial activity, sales/use, property, & Canadian GST/HST returns. • Supervised account reconciliations of approximately 350 sales/use and GST tax liability/input/output accounts.• Negotiated with Vertex and TCI to automate MHFI sales, use and property tax compliance function using Vertex’s On-Demand sales/use and TCI’s property tax software solutions thereby reducing tax compliance costs by 50%. • Evaluated, tested and documented quarterly SOX 404 control and procedures. This effort resulted in the elimination of significant audit exposure related to sales/revenue reporting gaps.• Managed sales/use and property tax audits, negotiated audit settlements, filed protests, and partnered with internal/external Tax counsel to formulate legal positions in anticipation of appeals and litigation.• Saved $10M plus in state & local taxes via savvy audit defense and skillful negotiations.• Analyzed potential tax exposure and established appropriate tax reserves i/c/w FAS 5 guidelines and defended these reserves during year-end audit review.• Provided tax advice/guidance on nexus issues, tax registrations, and voluntary disclosure agreements.• Managed all tax compliance matters related to N.Y.C. Industrial Development Agency tax incentives. • Performed sales tax due diligence i/c/w new acquisitions.• Collaborated with business unit CFOs and controllers to discuss sales/use tax implications of business initiatives and to ensure the accurate and consistent application of US sales tax across MHFI and its domestic subsidiaries.

- Provided oversight and direction, assumed full responsibility, and ensured due diligence i/c/w Verizon's acquisition of GTE and the transition of GTE's indirect/sales & use tax function from Texas to New York. - Directed the preparation and filing of 300 monthly Sales/Use and Federal Excise tax returns for three regulated companies. - Performed Sales/Use, Gross Receipts, & FET research to ensure proper taxation of new product/service offerings.- Managed Sales/Use tax audits, negotiated audit settlement agreements, filed appeals and protests, collaborated with Tax Legal to formulate legal positions in anticipation of litigation, and testified at protest hearings.- Analyzed proposed and newly enacted legislation; supervised the implementation of tax changes required as a result of newly enacted tax laws & regulations.- Prepared monthly cash flow projections.