Tax automation services, focused on tax system integration with large ERP (SAP, Oracle), mid-size accounting systems, and VMS applications.

External tax engine system integrator for Vertex O Series, Vertex Accelerator and Plus tools with extensive experience in SAP tax system integrations. Developed in-depth understanding of tax logic and rules associated with P2P and OTC transactions in US and Canada.

Manager tax technology projects, providing consulting services for companies implementing sales and use tax systems and the integration of LCR-Dixon software tools with the SAP system.Additional tax system integrations projects, include; Oracle eBusiness Suite, Oracle Cloud ERP and custom tax integrations to billing systems.

Directing and managing a team of 15 full time tax technology consulting professionals who are responsible for the installation, deployment, and configuration of Indirect tax systems and ERP software applications. This includes the setup and migration of solutions to client Production, or Operational, environments. Responsibilities also include strategic initiative related to JD Edwards (JDE) and Oracle ERP system, and the Retail and Restaurant vertical market. Focus on expanding the market share of DMA’s JDE Tax Integration component that offers JDE customers options to shift sales and use tax calculations to multiple external tax systems. Continue to extend the integration of the DMA software application (TIFR) developed to help retail and restaurant customers manage sales and use tax rates and tax rules within their POS systems. Create tax technology consulting and software utility strategy for Oracle EBS and ERP Cloud financial applications.

Directed and managed a team of 16 full time tax and software consulting professionals who were responsible for the installation, deployment, and configuration of software applications. This included the setup and migration of solutions to client Production, or Operational, environments. In addition to managing internal consulting resource, selected and managed external consulting resources to support client engagements. Built consulting team of four people in 2010 to 16 full time consultants by 2016, increasing consulting revenues from $800K to $3.8M.

Partner in charge of tax technology solutions, formed and managed new tax technology practice for the firm. Developed relationships with tax vendors and third party implantation firms to grow practice from startup to $1M in consulting service revenues and three full time employees dedicated to tax technology services. Performed product management and product marketing activities to grow revenues and establish business relationships two tax vendors and one business consulting firm to generate leads for the tax technology practice.

Managed large sales and use tax system integration project with major ERP (i.e. Oracle and SAP) system implementations. Northeast practice leader for PwC’s Automated Compliance & Maintenance (ACM) group, managed staff of four that performed consulting services. Acted as the national lead for sales and use tax automation projects that were associated with Oracle E-Business Suite financial application. Achieved consulting revenues in excess of $1.5M, annually.

Dedicated to software design and development of Taxware’s Sales and Use Tax, Worldtax, and Property Tax systems, including the creation of new interfaces to ERP and eCommerce applications. Directed all departments associated with tax research and software development and delivery of the TAXWARE software products applications, including quality control, training, and support. Managed ~103 employees and eight direct reports. Designed the first commercial consumers use tax software system (SUT with STEP), providing the tax calculation technical requirements and design for the Taxware sales and use tax system. Championed the vision and development prototype of the first web based tax system, the “Transaction Tax Server”, which was a cloud based tax calculation system. This prototype tax system was presented to the National Governors Association at the beginning of the Streamline Sales Tax Project (“SSTP”).

Manager sales and use tax audit for Kraft Food mfg operations and Kraft Foodservice (US Foodservice), designed, configured, and maintain consumer use tax accrual system that was integrated with Accounts Payable application and General Ledger. Partnered with AVP Systems (Taxware) for the software enhancement of TAX010 (SUT) tax calculation system and designed a custom exemption processing system that was integrated with billing system.