Indirect Tax Manager - LEGO Systems, Inc. - Enfield, CT
(2022-03)
Management and oversight of all tax operations related to the indirect tax functions for the U.S. and Canada. Company is relocating to Boston, MA.
- Management of outsourcing firm related to the data and timely processing of all legal entities U.S. sales and use and Canadian GST/PST/QST returns.
- Management of outsourcing firm related to the data and timely processing of all legal entities U.S. property tax returns.
- Maintain proper reconciliations of all related tax accounts.
- Responsible for process improvements and streamlining.
- Special projects related to onboarding of new entities as it relates to SAP and Vertex.
Exception Manager - Vertex, Inc - King of Prussia, PA
(2021-08 - 2022-03)
Management and oversight of relationships between Vertex and CPA firms and corporate clients.
- Management of Cloud Premium Customer resolution queue.
- Responsible for identifying process deficiencies and implementing improvements and process changes.
Indirect Tax Manager - Leesa Sleep, LLC - Virginia Beach, VA
(2020-02 - 2021-05)
Management and oversight of all direct and indirect tax functions for the U.S. and Canada.
- Management of research, compliance and audits related to sales/use, GST/HST, PST, VAT, payroll, property tax, business licenses, annual reports and other miscellaneous tax filings.
- Management and review of all federal and state and local income tax filings.
- Responsible for the successful implementation of all tax functions related to the implementation of NetSuite for US and Canada.
- Responsible for process improvements and streamlining.
- Responsible for all research and planning.
IERP Mid-Level Business Finance Analyst – CIO Organization - IBM Corporation - Southbury, CT
(2019-01 - 2020-02)
Represent business owners in the Global Tax (sales tax and VAT) discovery and requirement phases of new implementations of TR OneSource/GN while gathering and analyzing tax and business requirements from stakeholders.
- Perform configuration of SAP/iERP, GN and Onesource Indirect Tax Determination
- Perform root cause analysis and resolution of process issues
- Develop, document, and perform user acceptance testing
- Responsible for supporting and troubleshooting defects in GN and OneSource IDT
Manager - Taxation and Compliance - Michael Page International - Stamford, CT
(2017-01 - 2019-01)
Management and oversight of all direct and indirect tax functions for the U.S. and Canada.
- Management of research, compliance and audits related to sales/use, GST/HST, PST, VAT, payroll, property tax, business licenses, annual reports and other miscellaneous tax filings.
- Management and review of all federal and state and local income tax filings.
- Responsible for the successful implementation of all tax functions related to the implementation of NetSuite for US and Canada.
- Responsible for process improvements and streamlining.
- Responsible for all research and planning.
Out-of-State Auditor – Sales/Use Taxes - State of Georgia DOR - Southbury, CT
(2011-07 - 2017-01)
Conduct extensive sales and use tax audits on Connecticut, New York, New Jersey and Rhode Island multi-state corporations doing business in Georgia to ensure they are properly registered and in compliance with the States sales and use tax regulations.
- Representative in settlement cases working in conjunction with the Office of Legal and Tax Policy and the Attorney General
- Member of the Advanced Leadership Team
- Member of the Mentoring Team
Tax Manager – Sales/Use and Property Taxes - Diageo North America - Norwalk, CT
(2009-06 - 2011-07)
Management of all aspects of the sales/use, GST/HST/PST, VAT, and property tax areas.
- Management of all sales/use tax, GST/HST/PST, VAT audits for all related business entities.
- Management of outsourcing firm for sales/use tax returns processing.
- Management and review of all property tax filings and valuations.
- Responsible for CARM Controls.
- Responsible for the budgeting and provision for all divisions.
- Training of the procurement and finance teams on sales/use and the taxability of various purchases related to the company.
- Research and planning of all aspects of sales and use and property tax.
- Tax liaison responsible for working with field personnel and engineers to determine proper tax application on new plants, expansions, etc.
- Responsible for streamlining processes and controls for indirect tax function working with procurement and accounts payable.
Corporate Tax Manager – Transfer Pricing -Sales & Use – Tax Systems - Chemtura Corporation - Middlebury, CT
(2008-01 - 2009-06)
- Project Management of various team projects assigned by Vice President of Tax.
- Development and implementation of a global transfer pricing policy covering 140+ foreign and domestic legal entities.
- Management and review of transfer pricing issues based on functions and risks.
- Daily interaction with foreign local entities related to transfer pricing and assisting with foreign audits as necessary.
- Quarterly review of transfer pricing in SAP 6.0 consisting of a review of the financials for all legal entities involved in inter-company, adjusting formulas if necessary after the review of financials, and updating market pricing and standard costs so the new transfer prices are calculated using the most accurate data.
- Implementation of Transfer Pricing for new SAP ERP System which included review of existing processes and pricing, existing studies, and comparable/benchmark studies.
- Tax Lead on Project Delta/SAP 6.0 Implementation project.
- Development of functional requirements documentation and training of personnel in the procurement and shared services organizations as it relates to sales and use tax and the processes within the various ERP systems.
- Management and oversight of the indirect tax function, including supervision of staff.
- Conduct all sales and use tax audits.
- Perform tax research on new products for all states in order to assign taxability; maintenance and testing of the taxability matrix's and Material and Material Group Tax Codes with Vertex TDM.
- Implementation of Sales and Use for new SAP ERP System for both sales and purchasing which including integration of Vertex and the Tax Decision ERP System, and process and procedures for procure to pay.
- Oversight of staff of three.
Manager – Tax Systems and Re-Engineering - Praxair, Inc. - Danbury, CT
(2006-06 - 2008-01)
Manage multiple key projects working with the tax team and business units (domestic and international) streamlining processes through enhancements to ERP applications and Transactional Tax Engines.
- Team Lead on Tax Department Incentives and Efficiencies Projects – Six Sigma Green Belt (Black Belt Training Completed/Equivalent).
- Work with IT groups from the various business units to enhance existing billing and payables systems to better capture transaction taxes.
- Development of functional requirements documentation and training of personnel in the procurement and shared services organizations as it relates to sales and use tax and the processes within the various ERP systems.
- Assist V.P and Director on various projects including Transfer Pricing, Domestic Production Credit, SOX Compliance, State Tax Credit Projects
Sr. Tax Analyst – Sales and Use - Praxair, Inc. - Danbury, CT
(2004-10 - 2006-06)
- Conduct sales and use tax audits.
- Responsible for upgrades, troubleshooting and training for all software related to sales and use (Vertex, JDE, etc.) and its applications.
- Responsible for the training of company personnel on proper processes to be used in purchasing to reduce audit assessments.
- Research and planning of all aspects of sales and use.
- Tax liaison responsible for working with field personnel and engineers to determine proper tax application on new plants, expansions, etc.
- Team Leader on Tax Department Process Review Project.
Manager – Research and Finance - Electronic Tax Systems, Inc. - Coventry, CT
(2001 - 2004)
- Research all tax related issues pertaining to the development of new software products.
- Lead trainer and primary development contact of all new and existing products.
- Management of all phases of the financial and administration aspects of the business. Including but not limited to Client Billing, Accounts Receivable, Accounts Payable, Payroll, Business Taxes, and Financial Reporting.
- Negotiation and preparation of new client license agreements.
Manager – Corporate Taxes - Executone Information Systems, Inc. - Milford, CT
(1992 - 2000)
