Self-assured, client-centered Senior Sales and Use Tax Manager with a dynamic background in consulting and advising publicly- and privately-held clients as it relates to sales and use taxation. Able to seamlessly foster positive relations with clients, colleagues and managers at all levels. Results-driven with strong operational acumen and a demonstrated ability to add value. Quick learner with the ability to excel in a fast-paced manner both independently and with a team. Adept at working both individually and within cross-functional teams. Eager to continue a successful career as a Senior Manager of Indirect Tax with Home Depot, a company that values both capability and expertise.

Tax Returns | Research & Development | Regulatory Compliance | Audits & Defense Processes

Tax Subject Matter Expert (SME) | Staff Training, Mentoring & Coaching | Personnel Relations | Team Leadership

Project Management | Relationship Building | Cross-Functional Teamwork | Interpersonal Communication

Critical Thinking | Tactical Problem Solving | Strategic Planning & Analysis | Time Management | Problem Solving

Flexibility & Adaptability | Taxware | Vertex | CCH | Westlaw | Microsoft Office

         Direct reverse sales and use tax audits and savings reviews; troubleshoot any issues that stem from either process as they arise

         Complete state voluntary disclosures, product and service taxability matrices, state nexus reviews, multistate sales and use tax studies, as well as sales and use tax due diligence reviews

         Establish and enforce sales and use tax policies and procedures, for use during compliance reviews and systems integration processes

         Supervise and guide a small but dynamic team of up to four including managerial and senior-level staff; includes leading both staff and client development efforts

         Produced $10M in refunds for clients over the last year, as well as a $20M reduction in client audit assessments; also saw up to 80% in consistent client sales and use audit assessment reductions, thus saving clients millions of dollars

         Acted superbly in a Manager capacity for a billion-dollar retail client in the midst of a personnel shortage

         Partook in core duties such as client development, reverse sales and use tax audits, along with sales and use tax savings and compliance reviews

         Also completed sales and use audit management and controversy

         Skillfully identified additional non-income tax savings opportunities

         Spearheaded client and staff development functions

         Led reverse sales and use tax audits, along with sales and use tax savings reviews, policies and procedures development, compliance reviews, systems integration, audit management and controversy

         Handled state voluntary disclosures, product and service taxability matrices, along with state nexus reviews

         Engaged in detailed multistate sales and use tax studies and sales and use tax due diligence reviews; assisted the Mergers and Acquisitions Group in sales tax planning for Fortune 500 companies

         Coached, mentored and managed a team of up to six people including management and senior staff

         Produced $3M in refunds for clients over the last year, as well as a $19.4M reduction in client audit assessments and an 80% reduction in client sales

         Leveraged audit assessments consistently, therefore saving clients millions of dollars in the process

         Introduced sales and use tax matrices, intended to save retail clients $250M per annum

         Saved one client $10M by negotiating a voluntary disclosure agreement and $150K per annum with multiple states; also worked with the state to decide upon an effective rate use tax agreement

         Managed all reverse sales tax audit functions

         Produced $1.5M in refunds for a pharmaceutical client during tenure in this capacity

         Researched, assessed and reported to clients on the sales and use taxability of construction contracts, a detailed process that involved 15 states in total

         Also studied, analyzed and drafted a vital portion of a local, state and national Sales and Use Tax project report that touched on the taxability of computer company activities

DuCHARME, McMILLEN & ASSOCIATES

Senior Tax Consultant (1990-1992)

STATE OF ILLINOIS DEPARTMENT OF REVENUE

Revenue Auditor State Sales Tax (1987-1990)

MATTHEWS, PANARIELLO

Staff Accountant (1985-1987)

OGDEN FOOD SERVICE CORPORATION

Staff Accountant (1985)

Bachelor of Business Administration, Accounting, Manhattan College

Sales Tax Associate Member, Institute of Professionals in Taxation (IPT)

Member, CMI