Director Customer Support
Current
Jun 2024 - Present
AeroLeads people directory · profile
William Poad Email & Phone Number
Director Customer Support, Operations | Tax Software, Financial Reporting
at
Vertex Inc.
1 work email found
@cbh.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director Customer Support, Operations | Tax Software, Financial Reporting
Location
Stevensville, Maryland, United States
Who is William Poad? Overview
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Quick answer
William Poad is listed as Director Customer Support, Operations | Tax Software, Financial Reporting at Vertex Inc., based in Stevensville, Maryland, United States. AeroLeads shows a work email signal at cbh.com and a matched LinkedIn profile for William Poad.
William Poad previously worked as Director Customer Support at Vertex Inc. and Sr. Manager, Tax Partners at Vertex Inc.. William Poad holds Bs, Accounting from Pennsylvania State University-Erie Campus.
Company email context
Email format at Vertex Inc.
This section adds company-level context without repeating William Poad's masked contact details.
{first_initial}{last}@cbh.com
86% confidence
AeroLeads found 1 current-domain work email signal for William Poad. Compare company email patterns before reaching out.
Profile bio
About William Poad
I am a Sr Manager, Tax Partners at Vertex Inc., a leading provider of tax automation and optimization solutions. I have over 30 years of experience in state, local, and international indirect taxation, including property, sales/use, VAT, credits/incentives, mergers/acquisitions, entity restructuring, and tax minimization strategies.In my current role, I apply my extensive knowledge and skills to conduct accurate and timely tax research and analysis for clients across various industries. I also support the development and implementation of tax software and solutions that enhance efficiency, compliance, and profitability. My mission is to help businesses navigate the ever-changing tax landscape and achieve their strategic goals.
Listed skills include Sales Tax, Auditing, Indirect Taxation, Vat, and 14 others.
Current workplace
William Poad's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 32 years
William Poad work experience
A career timeline built from the work history available for this profile.
Sr. Manager, Tax Partners
Feb 2021 - Jul 2024
President
Current
Wjp Consulting
Feb 2020 - Present
Director, Indirect Tax Leader
Aug 2019 - Feb 2020
Director
Aug 2019 - Feb 2020
Sr. Manager
Nov 2018 - Feb 2020
Director
May 2012 - Oct 2018
Director
Nov 2010 - May 2012
Indirect Tax Director
Responsible for North American Indirect Taxes including: Sales/Use, GST, VAT, Personal/Real Property, Negotiated Credits/Incentives, Payroll, Escheat, Misc. Gross Receipts.
Jan 2005 - Apr 2010
Firm Director
1998 - 2004
~6 yrs
Manager
Arthur Andersen
1995 - 1998
~3 yrs
1 education record
William Poad education
-
Pennsylvania State University-Erie Campus
FAQ
Frequently asked questions about William Poad
Quick answers generated from the profile data available on this page.
What company does William Poad work for?
William Poad works for Vertex Inc..
What is William Poad's role at Vertex Inc.?
William Poad is listed as Director Customer Support, Operations | Tax Software, Financial Reporting at Vertex Inc..
What is William Poad's email address?
AeroLeads has found 1 work email signal at @cbh.com for William Poad at Vertex Inc..
Where is William Poad based?
William Poad is based in Stevensville, Maryland, United States while working with Vertex Inc..
What companies has William Poad worked for?
William Poad has worked for Vertex Inc., Wjp Consulting, Dixon Hughes Goodman Llp, Cherry Bekaert Llp, and Pwc.
How can I contact William Poad?
You can use AeroLeads to view verified contact signals for William Poad at Vertex Inc., including work email, phone, and LinkedIn data when available.
What schools did William Poad attend?
William Poad holds Bs, Accounting from Pennsylvania State University-Erie Campus.
What skills is William Poad known for?
William Poad is listed with skills including Sales Tax, Auditing, Indirect Taxation, Vat, Property Tax, Use Tax, Financial Analysis, and Tax Accounting.
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