Professional consultant helping company managers to address and resolve their problems surrounding sales and use tax, property tax, and business licenses.

Responsible for all issues relating to domestic sales and use tax and Canadian GST and Provincialtaxes for various legal entities extending throughout all 50 states; Registration applications for 20 additional jurisdictions where nexus had been established; Completed a Canadian reverse audit and obtained refunds of $2.5 million; Completed five large audits with favorable results; Implemented Vertex Returns; Established electronic filing and payment functions; Establishing internal controls to issue exemption certificates; Accrual of use tax for furnish and install jobs.

Managed all non-income taxes, property taxes, and business licenses for 35 legal entities extending throughout all taxing jurisdictions in the US which exceeded 4500 tax returns each year. Implemented tax software which controlled item taxability, tax rates, exemption documentation, compliance reporting, and remitting of the taxes. Defended more than 27 audits with very favorable results. Responded to jurisdictional notices and correspondence.

Responsible for research, documentation, and control of item taxability for five point of sale computer systems in 35 states. Reviewed approximately 750,000 permanent and 35,000 new items each year. Maintained sales and use tax rates for 1500+ retail stores, warehouses, and 16 legal companies. Compiled refunds from bad debts. Defended manufacturing exemption credits. Reconciled general ledger accounts from which over $500 million of sales and use taxes were paid annually. Obtained advisory opinions from taxing jurisdictions which were legal documents supporting item taxability decisions.

Responsible for research, documentation, and control of item taxability for five point of sale computer systems in 35 states; review approximately 750,000 permanent and 35,000 new items each year; maintain sales and use tax rates for 1500+ retail stores, warehouses, and 16 legal companies; initiate and answer correspondence with federal agencies, state revenue departments, local municipalities, and customers; interpret and clarify tax laws; manage audit risk; review audit work papers; compile bad debts, exemption documentation, and manufacturing credits; reconcile general ledger accounts from which over $500 million of sales and use taxes are paid annually; and establish policies and procedures for internal control • Reduced multi-million dollar audit assessments in excess of 50% • Achieved 99.6% correctness in item taxability • Implemented record keeping, reference manuals, and archiving procedures resulting in a library of technical tax research• Listen and respond to regular tax inquiries thus curtailing citations and bad publicity while at the same time educating store management and staff• Train and supervise employees thus enhancing awareness of tax issues

Processing of vendor invoices and distribution of funds in accordance with internal control policies. Obtained and verified proper authorizations for expenditures. Accrued use taxes and reconciled accounts. Prepared reports for management. Processed in excess of $5 million in payables monthly. Processed 1500 vendor invoices per month. Entrusted as one of four employees authorized to process manual checks in a department of 65+ employees.