Trisha Davidson, Cmi

Trisha Davidson, Cmi Email and Phone Number

State and local tax professional helping clients and students with sales tax challenges and opportunities as an advisor, consultant, and educator. CMI - Sales Tax. Senior Tax Manager at YETTER Tax / Sales Tax Institute. @ Sales Tax Institute
chicago, illinois, united states
Trisha Davidson, Cmi's Location
Fort Myers, Florida, United States, United States
Trisha Davidson, Cmi's Contact Details

Trisha Davidson, Cmi work email

Trisha Davidson, Cmi personal email

n/a

Trisha Davidson, Cmi phone numbers

About Trisha Davidson, Cmi

I create and implement online learning resources and sales tax tools to provide consistent training and useful content for tax and business professionals who are seeking education. I share my knowledge and skills with others to ensure they have the information to be compliant with taxing authorities and are effectively managing their sales and use tax spend to minimize liabilities and maximize savings.I have been in the tax field for over 30 years working in both corporate and consulting services. While my experience broadly encompasses Federal, state, and local tax compliance, consulting, and auditing throughout the US, I focus on sales tax and solving issues associated with its complexities. I use my diverse experience in other tax types beyond sales tax (property, income, franchise, excise, license, unclaimed property, annual reports, 1099, and global trade compliance) to provide more complete consideration of the impact to a business. I am a Senior Tax Manager with YETTER, a sales tax consulting and tax technology firm, where I help clients resolve sales tax issues and implement solutions. At Sales Tax Institute, which offers live and online courses and resources, I teach and train finance, tax, and other professionals about sales and use tax. I would love to connect with you if you are a finance, tax, accounting, or business professional, former colleague, or one who is seeking tax guidance.

Trisha Davidson, Cmi's Current Company Details
Sales Tax Institute

Sales Tax Institute

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State and local tax professional helping clients and students with sales tax challenges and opportunities as an advisor, consultant, and educator. CMI - Sales Tax. Senior Tax Manager at YETTER Tax / Sales Tax Institute.
chicago, illinois, united states
Employees:
35
Trisha Davidson, Cmi Work Experience Details
  • Sales Tax Institute
    Senior Tax Manager
    Sales Tax Institute Oct 2021 - Present
    At Sales Tax Institute, which offers live and online courses and resources, I assist in training finance, tax, and other professionals about sales and use tax, and I contribute to providing relevant and useful website content to serve as a resource to those seeking sales tax guidance.
  • Sales Tax Institute
    Tax Manager
    Sales Tax Institute Sep 2020 - Sep 2021
  • Yetter Tax
    Senior Tax Manager
    Yetter Tax Oct 2021 - Present
    As a Senior Tax Manager with YETTER, a sales tax consulting and tax technology firm, I help clients resolve sales tax issues and implement solutions. When a business needs guidance on sales tax, I provide consulting to ensure they are properly advised of options specific to their situation. I work to minimize a client's sales tax liability while getting them into compliance.
  • Yetter Tax
    Tax Manager
    Yetter Tax Sep 2020 - Sep 2021
  • Allyn International
    Tax And Trade Director
    Allyn International Aug 2015 - Sep 2020
    Fort Myers, Florida Area
    Overall responsibility for entire daily operations of Allyn Tax department and Allyn Global Trade Compliance department, team leadership, mentoring/coaching, talent acquisition and development, customer satisfaction, quality assurance, business development/marketing, and living the Allyn values. Strong technical resource with years of Federal, state, and local tax compliance, consulting, auditing, and property valuation. Implemented creation of eLearning modules to employees as a talent development tool. Identified and obtained tax savings for clients through audit, compliance reviews, property tax optimization, and process improvements.
  • Allyn International
    Tax Director
    Allyn International Mar 2011 - Aug 2015
    Fort Myers, Florida Area
    Responsibility for entire daily operations of Allyn Tax department, team leadership, customer satisfaction, talent acquisition and development, business development/marketing, and living the Allyn values. Strong technical resource with years of Federal, state, and local tax compliance, consulting, and property valuation.
  • Allyn International
    Tax Manager
    Allyn International Apr 2010 - Mar 2011
    Fort Myers, Florida Area
    Increased leadership responsibilities from team to department level. Responsible for daily operations of Tax Department, ensuring timeliness and accuracy of compliance, talent acquisition and development, and systems implementation.
  • Allyn International
    Tax Leader
    Allyn International Jul 2007 - Apr 2010
    Fort Myers, Florida Area
    Multi-state corporate tax compliance, account reconciliation, and consulting for sales and use, real and personal property, licenses, annual reports, unclaimed property, and exemption certificate management. Managed tax functions of global heavy construction equipment and heavy trucks manufacturers. Implemented processes for exemption certificate management utilizing in-house developed software. Brought new acquisitions into compliance for sales and property tax.
  • Allyn International
    Customs Specialist
    Allyn International Mar 2005 - Jun 2007
    Fort Myers, Florida Area
    Provided import classification guidance, reconciliation, NAFTA qualification, and expedited US Customs clearance of imports for a leading Fortune 500 global electronics manufacturer and Fortune 100 industrial water and process technology company.
  • Source Interlink
    Tax Staff Accountant
    Source Interlink 2004 - 2005
  • General Electric
    Client Service Leader, Senior Tax Analyst, Tax Analyst
    General Electric 1991 - 2004
    Fort Myers, Florida Area
    Multi-state and local experience in all aspects of US taxes including compliance, consulting, property valuation, auditing, account reconciliation, budgeting, leadership, implementation, and onboarding/transition of new acquisitions for various GE businesses. Served in increasing leadership capacities involving US Federal income, state income, sales and use, real and personal property, licenses, unclaimed property, excise, and other miscellaneous taxes. Obtained tax savings for entities through audit and consulting. Corporate Entry Leadership and Six Sigma trained with Green Belt certification.

Trisha Davidson, Cmi Skills

Tax Sales Tax Auditing Accounting Tax Research Management Tax Preparation Property Tax Process Improvement Account Reconciliation Tax Returns Tax Accounting Leadership Corporate Tax General Ledger Sap Business Process Improvement Outsourcing Audit Tax Audits Six Sigma

Trisha Davidson, Cmi Education Details

Frequently Asked Questions about Trisha Davidson, Cmi

What company does Trisha Davidson, Cmi work for?

Trisha Davidson, Cmi works for Sales Tax Institute

What is Trisha Davidson, Cmi's role at the current company?

Trisha Davidson, Cmi's current role is State and local tax professional helping clients and students with sales tax challenges and opportunities as an advisor, consultant, and educator. CMI - Sales Tax. Senior Tax Manager at YETTER Tax / Sales Tax Institute..

What is Trisha Davidson, Cmi's email address?

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What is Trisha Davidson, Cmi's direct phone number?

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What schools did Trisha Davidson, Cmi attend?

Trisha Davidson, Cmi attended University Of South Florida, Florida State University, Edison Community College, Evangelical Christian School.

What are some of Trisha Davidson, Cmi's interests?

Trisha Davidson, Cmi has interest in Kayaking, Miami Dolphins, Children, Environment, The Beach, Hiking, The Great Outdoors, Disaster And Humanitarian Relief, Animal Welfare, Travel.

What skills is Trisha Davidson, Cmi known for?

Trisha Davidson, Cmi has skills like Tax, Sales Tax, Auditing, Accounting, Tax Research, Management, Tax Preparation, Property Tax, Process Improvement, Account Reconciliation, Tax Returns, Tax Accounting.

Who are Trisha Davidson, Cmi's colleagues?

Trisha Davidson, Cmi's colleagues are Aryan Kumar, Neeraj Dahiya, Sajin John, Cnajish Najish, Poonam Bhangle, Waleed Abd El Salam, Mohamed Soliman.

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