Suzanne Perez Email & Phone Number

London, Gb

Tax Technology and TransformationEngagement leader for Finanancial Services TTT team. Lead designer for portal technology. Specializing in tax process analysis and design with a focus on Fiduciary Tax processes. Large technology project leader managing teams across organizations to design and develop client facing technology solutions. Portal design for client internal use as well as firm use on client engagements. Work with clients in financial services industry to define portals for data collection, content management, workflow and status tracking. Supervise technical resources in development and deployment of portals throughout the firm and within client environments. Designed and implemented practice wide client portal for trust tax practice. Tax process analysis and redesign – interview client resources, develop a current state process flow diagram, evaluate current process and provide recommendations for improvements including cost benefit analysis and comparison to best in class.  Tax Technology Strategy – review current tax technology environment and provide 3 to 5 year plan to achieve a best in class tax technology structure within the clients environment.Proficient in every area of tax technology including compliance and provision software, document management and workflow solutions. Tax portal options, tax data warehousing and overall tax process and architecture design.

Gb

Tax Process Analysis and Redesign, Software evaluation and ImplementationEngagement leader for national tax function effectiveness practice. Lead TFE resource for the NY Metro. Lead various types of client engagements including: Tax Function analysis and redesign  Tax Technology Strategy Tax ERP sensitization  Tax Compliance and Provision software implementation  Transfer Pricing – evaluate the clients current transfer pricing process and assist in developing a new process designed to start at the source of the data and provide the tax team with what they need to perform their calculations. Evaluate various tools to assist the client with managing this process.

Basking Ridge, Nj, Us

Director of the Tax Technology team within the Verizon Tax organization. Responsible for all technical issues related to all tax areas including Income, Property, Transaction Taxes, Billing Systems issues and Audit support.  Oversee all Tax Technology projects and support for the Verizon Communications and Verizon Wireless Tax organizations with a technical staff of 25 professionals supporting more than 200 Tax clients. Ensure that all Tax Tech systems and processes meet or exceed Verizon IT Security requirements. Lead design and implementation of overall Tax Technology architecture including tax data warehouses, payment system, GL and billing interfaces and third party application data mapping tools. Created single reconciled data source for all Tax applications. Implemented extensive Sharepoint system for use as Document management, task management, workflow and communication tool for entire Tax organization. Set policy for use of Technology within the Verizon Tax organization.  Project Lead on Single Provision Project. Lead implementation of Taxstream for 60+ users starting in 2009. Coordinate several different Verizon Income Tax teams to develop a single provision process to be used across Verizon Income tax. Lead the team through the data analysis and scrubbing necessary to create and implement a clean, standard provision process for all teams allowing automation at the separate company level and easy reporting at the consolidated level. Lead implementation of Taxstream for 60+ users starting in 2009 with conversion to Fin18 method in 2010. Primary contact for vendor in design and development of application improvements. Project Champion for Corptax implementation project (2005).  Primary Vendor Contact for all Tax Related Systems – Manage vendor contracts, performance and all other issues involving the relationship with the Verizon Tax organization.

Dallas, Tx, Us

Financial Director, Tax & Treasury Systems Director of the Tax & Treasury Systems Department. Responsible for all technical issues involving all Tax & Treasury Systems applications including Income, Property, Sales & Use, Corporate Treasury, Cash Management, Knowledge Management and Audit. Support staff of 24 analysts and developers.• Technical lead and supervisor for Tax & Treasury Systems department managing new development projects, improvements to existing systems, day to day maintenance and special projects for all Tax & Treasury systems. Primary contact for Tax & Treasury Management, other internal financial and systems organizations and external vendors on Tax and Treasury Technology issues and projects. • Lead on all systems integration projects for acquisition companies. Migrated subsidiaries from existing Tax Compliance systems to consolidated systems on AT&T infrastructure. Developed remote access solutions for subsidiaries in Denver and Seattle to allow use of one consolidated system.• Technical supervisor of systems team assigned to selection and implementation of new Treasury Workstation system. Implemented new Property Tax, Fixed Asset Depreciation, and International Tax systems as well as upgrade to Corptax Client Server application. Worked closely with vendors to develop and implement systems and insure performance.• Tax Systems representative on Divestiture teams. Represent Tax Systems interests on Systems and Processes team charged with developing the plan to spin entities.• Participated in corporate re-engineering and implementation of Oracle Financials enterprise accounting system. Negotiated for fulfillment of Tax needs in corporate systems. • Joined AT&T as a Corptax Administrator. Supervised maintenance and day to day support of extensive Corptax system including Federal, State & Local, FAS 109 and International.

Ba, Accounting

Accounting