Greg Sweet Email & Phone Number

Corona, CA, US

Los Angeles, CA, US

• Oversee all global tax responsibilities for AXS in North America (specifically the US and Canada), the United Kingdom, Sweden, Australia, Japan, and New Zealand with a critical focus on tax administration and indirect.
• Developed an AI-enables product taxability matrix dashboard to maintain and track income apportionment schedules efficiently and ensure Wayfair and marketplace global indirect tax compliance.
• Prepare and file all sales tax returns monthly, quarterly, and annually using the TaxJar software. Prepare related tax accruals and deferrals related to ticket sales and upsell products.
• Directly manage IRS Form 1099-K annual reporting requirements for AXS's Marketplace transactions using ONESOURCE. Prepare fan and client tax communications and provide internal staff training.
• Oversee IRS W-8, W-9, and 1099 series (1099-K, MISC, NEC) tax information reporting, compliance, and withholding filings, along with applicable state, district, county, and country tax filings.
• Support the annual review and revision of the Company's Transfer Pricing arrangements and taxation ESG area.

• As a CA CRTP and IRS ASFP, prepare, review, and file tax returns for clients including high net worth individuals, Federal and multi-state S-Corp, LLC, non-profits (Form 990/990-PF/990N), simple & complex partnerships.
• Certified QuickBooks Online ProAdvisor (2015-Present), providing full charge bookkeeping, financial reporting, trial balance, bank reconciliations and income statement analytics. Prepare client billing in-house using.
• Assist clients with amended tax returns, CARES Act Employee Retention Credit filings, advanced tax research, tax forecasting, tax transaction forensics, and detailed responses to federal and state tax notices and.
• Provide clients advanced financial analytic reviews, financial statement preparation, and P&L account analysis in Quickbooks Online and Quickbooks Pro.

Carson, California, US

• Providing as needed off-hours campus tax compliance consulting, training and written communications for Payroll & benefits, accounting services, accounts payable, student financial services, procurement and UBIT tax.
• Streamlined non-US employee tax compliance for Payroll Services and Accounts Payable within TR International Tax Navigator and Peoplesoft ERP creating additional process efficiencies.

Fullerton, CA, US

• Adjunct Faculty lecturer experienced in teaching accounting and taxation to undergraduate and graduate level (M.S.Tax, M.S.Acc) students.
• ACCT 470/571, Tax Research, Practice and Procedure, Part-time lecturer (31 sections taught): Upper-division elective and required M.S. Taxation graduate course covering methodology of tax research including case.
• ACCT 308, Concepts in Federal Income Tax Accounting (Online/Lecture, 8 sections), Part-time lecturer – 8 or 16-week live lecture course covering the provisions, legislative history, and implications of federal taxes.
• ACCT 201A, Financial Accounting (3 sections) - Undergraduate introduction to financial accounting; Integrated needed critical thinking skill techniques into financial accounting methodologies.
• ACCT 201B, Managerial Accounting (4 sections) - Undergraduate introduction to managerial and cost accounting; Integrated storyboarding techniques into managerial accounting methodologies.
• ACCT 578, Seminar in Partnership and LLC taxation (Spring 2018, 1 Section) - Graduate level course in partnership, LLC, and pass-through entity taxation for MS Tax professional degree program.

Fullerton, CA, US

• Tax Compliance officer (tax preparation, tax filing and tax review) for UBIT, NRA, Form 990, 1042, 1098-T, 1099, CA FTB 592, indirect taxes (sales, use, VAT/EU, and excise), I-9 Form, property tax, expatriate and.
• Senior Tax Compliance Manager within the 23 campus California State University (CSU) system designated as campus tax operations and Non-Resident Alien tax (NRA) trainer. Tax synergy consultant and trainer to multiple.
• Full project managed an IRS compliant Adobe EchoSign online supplier intake workflow resulting in error reduction by 50% and streamlining transaction process flows for Non-US individuals and entity payments by AP and.
• Contributed to the campus CSU legal and GAAP fiscal close by preparing financial reporting of complex lease accounting, current/noncurrent liabilities, student club accounting, payroll, and uncertain tax provisions.
• For University Controller, performed special projects, budget analytics, and managed internal controls, cash operations, executive summaries, Disney-based customer service initiative, and external regulatory audit.
• Provided high-quality tax advisory services and technical tax guidance on new business initiatives, public-private partnerships, tax-exempt bonds, tax mitigation strategies, tax provision exposure, and TJCA impact.

Fullerton, CA, US

• Responsible for legal, GASB, and GAAP based capital asset, CWIP, intracompany and State of CA Controller transactions, capital/operating lease accounting, journals, reconciliations, financial closing reporting.
• Performed complex enterprise and trust fund accounting functions, including preparation of journal entries, account variance analysis, due to/due froms, and GL balance sheet reconciliations in accordance to GAAP, state.
• Utilized Excel-based Hyperion Brio queries to streamline complex variance analysis and reconciliations of fixed assets.

Fullerton, CA, US

• Managed day-to-day administration, strategic leadership, KPI analytics, tax compliance, and training for the University Procurement Card Program with over 1,000 cardholders and a total annual spend of $4.5 million.
• Automated monthly use tax analysis with Accounts Payable team within GL Accounting and PaymentNet card system.
• Developed custom MS Access database for internal fiscal year-end audits, program compliance, and big data transactional analysis enhancing variant identification and streamlining audit completion by 50%.

Merced, California, US

• Perform tax preparation, filings, research analysis and compliance for Non-US citizen and Non-resident Alien taxation and payments, Forms 1042-S, 1099, CA FTB 592 and EDD, indirect taxes (sales, use, VAT/EU, and.
• Lead tax subject matter expert for Oracle Cloud Fusion ERP, Thompson Reuters OneSource Indirect Tax, ServiceNow, and GLACIER NRA tax compliance system implementations for UC Merced. ERP implementation leverages JIRA.
• Develop a proactive tax operations culture with Payroll, AP, Student Accounts, HR, and Academic Affairs leadership for interim University Controller.
• Perform general ledger tax reconciliations, tax audit resolutions, and reverse sales tax audits. Lead campus tax trainings, tax policy and procedure development, payment classifications and process.
• Assisted University Controller with remote and transformative global tax operations functions, the broader tax function, and synergy with business partners.
• Monitor, communicate, and capitalize on legislative and regulatory tax developments impacting campus community.- Lead tax subject matter expert for UC Merced Overseas Workforce committee.

Riverview, Florida, US

- Part-time Soccer and Football Referee and Baseball Sports Coordinator (weekends) supporting local youth sports organization.- Developed initial field site auditor role reporting for Program Director. Identified and corrected site inefficiencies and inconsistencies, along with additional financial savings for franchise owners.

Stanford, CA, US

• Managed an indirect tax continuous monitoring program in support of the entire Procurement and Payment services unit which included responsibility for accurate withholding, accruals, tax remittance, form issuance.
• Created and implemented Excel tax AI dashboard, rules and reporting, tax provision financial modeling, and KPI metrics using advanced Excel formulas against 162,000 transactions enhancing reporting error identification.
• Automated manual CA FTB 592-B tax reporting process using an Adobe PDF software solution creating a 75% efficiency.
• Performed complex tax reconciliations, closure processes, research, and critical analyses. Identify, prioritize, and resolve complex tax issues, identify underlying issues, recognize exceptions/exclusions, and.
• Manage payment services tax strategy, ServiceNow customer service, UAT, and change management initiatives. Identified greater efficiencies and improved accounting internal controls within Oracle ERP and TR OneSource.
• Performed tax forensic accounting, financial models, and audits for Tax Director, Controller, and senior leadership. Supervised one staff member.

Anaheim, US

• Processed import and domestic purchase orders for softlines, hardlines, special events, candy kitchens, and sundries merchandise (50,000+ SKUs) for the entire Disneyland Resort (DLR). Resolved accounting and reporting.
• Core team project member of Island Pacific system upgrade implementation for merchandise reporting areas; Trained 250 users on Island Pacific reporting and inquiry tools increasing user system process efficiency by 15%.
• Coordinated divisional import accounting and financing collaboration with Resort Revenue Management Director and Senior Accountants resolving accounting, payment, and reporting issues promptly for merchandise orders.
• Assisted Category managers and planners with monthly forecast, trend analysis, initiatives, net contribution per cap, store operating labor and historical performance, AOP and 5YP plan consolidation reporting for DLR.
• Lead member in the redesign and implementation of the Essbase SQL financial reporting system used for AOP, revenue planning, and trend forecasting by merchandise finance and location planning teams.

Anaheim, US

• Managed merchandise order procurement from item definition to warehouse/store receipt, KPI/margin analysis, forecasting, returns, product safety testing coordination, invoice processing, loss prevention controls.
• As Opening Team project lead, worked closely with cross-functional financial and operational teams to develop innovative store and merchandise operations, reporting processes, and location procedures supporting Disney.
• Orchestrated set-up within Island Pacific IT merchandise system of innovative store operations processes and logistics for midway games and image capture locations in Disney's California Adventure theme park.
• Redesigned and implemented an Excel Essbase SQL financial reporting system project for the store location planning team. Integrated park operations methodology for front and back of house management to support Disney.
• Key leader for merchandise initiatives as it related to Disney California Adventure operational execution, including policy and SOP interpretation, and imagineering new innovative operational systems and processes.

Anaheim, US

• Under the direction of Merchandise Category Manager, forecast and managed receipt flow and sales of souvenirs, stationery, and media products based on the seasonal plan, attendance, key performance (KPI) drivers.
• Prepared weekly/monthly/ad-hoc financial reports capturing sales and inventory trends of WDC initiatives and product lines.
• Imagineered advanced Excel-based financial model to automate short and long-range trend forecasting of order quantity placement by 25% and maximize item sales opportunities based on seasonal guest trends and.

Anaheim, US

• Provided proactive stage management as a working supervisor lead/trainer for ten stores in the $20 million Adventureland and Frontierland multi-store complex managing 10-20 Cast Members per shift.
• Assisted management in ensuring business initiatives, capacity strategies, labor utilization, and key performance indicators/metrics/drivers (KPIs) were aligned with guest, cast, and financial objectives of the.
• Developed Excel-based forecast tool to assist store operations managers to exceed business initiatives, capacity strategies, and labor utilization. Aligned key performance metrics/drivers with guest, cast, operations.
• Provided leadership, supervision, performance reviews, OJT training, and problem-solving guidance to hourly cast members. Ensured Guest expectations routinely exceeded. Revised standard operating procedures.
• Trained new Assistant Managers and Leads on store complex opening, mid-day, and closing financial and operating procedures, along with stock management, high volume cash handling/pickups, Safety-In-Motion, and leather.

• Managed complex corporate accounting operations for SEC-regulated broker-dealer and investment advisor with a $3M budget, including full general accounting, reconciliations, A/R and A/P, internal controls, tax.
• Responsible for external auditor relations and CPA firm tax return preparation, record inspections, and required filings for federal, state, and local tax and regulatory authorities for two C-corporations and hedge.

• Administered Advent Axys financial portfolio accounting system where I processed, posted, and transactions to over 1,500 client and $250M in investment accounts for high volume equity, mutual fund, and fixed income.
• Programmed IBM DB2 SQL customization automating daily trading accounting procedures, statements, and fee billing, saving $500K annually in expenses and streamlining routine tasks and client portfolio tax-related.

San Diego, CA, US

• Assisted the Director in the daily finance/accounting operations and management of the College's multiple governmental state and foundation accounts, including extensive bookkeeping, reconciliations, accounts payable.
• Prepare weekly/monthly account reconciliations. Analyzed, explained, and corrected account and budget variances.
• Designed and prepared various academic and accounting policies and training manuals for the Director and Dean.
• Acted as interim Information Technology Consultant I in the College for both faculty and staff users. Helped faculty and staff to reduce workload by 25% by creating efficient workflow processes and innovative system.
• Responsible for Dean’s Office system administration, troubleshooting, upgrades, technical support, and training.
• Identified and implemented continuous efficiency improvements by assisting the Dean on assigned projects and re-engineering of College processes.

San Diego, CA, US

• Awarded Russell Athletic National Scholarship in equipment management by Athletic Equipment Management Association (AEMA).
• Ranked #1 in western region and #2 nationally as a student equipment manager.
• Automated athletic equipment management using programmed database and spreadsheet based tools, reducing inventory loss by 25% and full compliance with NCAA Division I policies and procedures.

M.S. Acc, Accountancy (Taxation/Tax Research)

Bachelor Of Science (B.S.), Business Administration, Accounting

Education record