Profile
SAP R/3 functional Tax Consultant who brings over 11 years of SAP configuration experience including the FI/CO, SD, MM, TRM, SRM, and CRM modules along with 21+ years of taxation experience to a project. Project roles have included Project Manager, Team Lead, Subject Matter Expert and Functional Analyst encompassing the full project live cycle from Blueprinting through Realization and Go-live.
over twenty years of diversified experience with financial accounting systems, tax software and their related function including, G/L, A/P, and A/R. Industry experience includes retail, chemical, manufacturing, telecom, Oil/Gas, and pharmaceuticals. Experience in the accounting and reporting areas of companies. Implementation experience includes releases 3.0C through SAP 6.0 Enterprise.
SAP R/3, billing, purchasing, SRM and CRM implementation experience involves the implementation and integration of these functions with the following tax software vendors: FastTax, Taxware (Sales & Use and Enterprise), Sabrix, and Vertex (L, Q and O Series) to automate the transaction tax compliance function including the billing of sales/use tax to customers, accruing tax where required, reporting the tax to the state and local authorities correctly on the appropriate returns, validation of Sales/Use VAT taxes paid to vendors, and reconciliation of tax with the tax accounts.
SAP Experience – Summary
More than twenty four years of experience in addressing the tax needs of
organizations More than ten years of SAP experience integrating tax solutions with SAP R/3
R/3 experience –SAP R/3 releases 3.0C to 6.0 Enterprise (MM, SD, FI/CO)
ASAP implementation methodology expertise
Experience configuring withholding taxes in numerous countries using with the
SAP Withholding Tax or Extended Withholding Tax functionality. Senior solution consultant – Experienced with FastTax, Taxware, Sabrix, and
Vertex International experience including the following countries: Europe-(Austria,
Belgium, Bulgaria, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Netherlands, Poland, Portugal, Romania, Russia, Slovakia, Slovenia, Spain, Sweden, UK) North America-(US & Canada) Latin America- (Argentina, Bolivia, Brazil (COFINS, IPI, ICMS, PIS, SPED), Chile, Columbia, Costa Rica, Guatemala, Mexico, Panama, Paraguay, Peru, Uruguay, Venezuela) Asia Pac-(Australia, China, Hong Kong, India, Japan, Malaysia, New Zealand, Pakistan, Singapore, South Korea, Taiwan) Africa/Middle East-(Algeria, Angola, Kenya, South Africa, Morocco, Nigeria, Uganda) Professional Experience & Certifications – Summary
Strong working knowledge of integration between SAP R/3 and tax software solutions. 20 years of experience in various industries including: retail, chemical, manufacturing, telecom, and pharmaceuticals SAP knowledge includes FI/CO, SD, MM, and CRM Previous Big Five experience Certified Public Accountant BS Accounting Masters in Business Administration-Finance Masters in Human Resource Management Masters in Project Management SAP Project Experience – Sample Projects
Industry
Confidential,
Project Description
R/3 6.0 Implementation
Duration
15 months
Role
Principal Tax Solution Consultant
Responsibilities/
Deliverables
Performed design services and prepared deliverables that set out recommendations for automating the sales and use tax process.
Prepared recommendations and blueprint to summarize the suggested approach to accomplishing the tax compliance software implementation.
Provided the lead role in the integration of Vertex O-Series with SAP SD, FICO, and MM.
Cleansed legacy vendor master data
Defined data elements, determined tax categories, and configured the Vertex TPS modules.
Provide on-site, hands-on training to specific key users.
Performed any necessary configuration in the SAP SD, MM, and FI modules to handle sales orders, sales invoices, purchase orders and MRO transactions.
Determined material group classifications and map to appropriate product codes in Vertex.
Installed and configured the Vertex Returns application in a multi-user environment.
Identified system errors, applied OSS notes, tested in Quality and assured correct processing in production environment.
Industry
Confidential,
Project Description
R/3 6.0 Implementation
Duration
10 months
Role
Taxation Co-Lead
Responsibilities/
Deliverables
Convert subsidiary financial system from JDE to an existing SAP environment for the following taxes: VAT, Sales & Use, Excise, Income, and Property. Include functionality for calculations, postings, adjustments, and reporting of the above taxes using CorpTax, Taxware, Burr Wolfe, Zytax, and SAP applications. Utilize existing SAP functionality along with custom developed tables to address Excise Tax functionality in the US and 15 foreign countries. Address Excise Tax requirements on multiple products for different uses including Federal Excise Tax, motor fuel, aviation fuel, fuel additives, state/local product taxes, rack removal taxes, inspection fees, scale-based load fees, environmental taxes and gross receipts. Develop project work plan tasks and timelines. Work with organizational resources to set up tax configuration per the requirements of the business. Develop documents supporting the configuration and implementation at the client. Follow quality assurance/control requirements for the implementation and testing activities. Test data extracts for required data elements and correct end-to-end system processing. Work with developers to address custom reporting needs across all countries.
Industry
Confidential,
Project Description
R/3 6.0 Implementation
Duration
10 months
Role
Taxation Lead
Responsibilities/
Deliverables
Review and assess the following tasks related to the implementation of Vertex O Series: Develop project work plan. Gather requirements from an organizational, nexus, product, and tax reporting perspective including order management, receivables, and payables processes. Develop documents related to the technical infrastructure for the implementation of Vertex and readiness of SAP for implementation activities including describing the manner that SAP is being configured and implemented at client. Determine mySAP ERP system performance criteria (transaction volumes, interfaces, etc.). Configure SAP Integration Component (SIC) for proper taxation with SAP and complete configuration design for SAP tax interface. Follow quality assurance/control requirements for the implementation activities. Document and reengineer tax compliance processes. Configuration of Vertex Sales Tax Returns (STR) Data extracts for required data elements (products and customer information). Identify initial taxability drivers and determine usage for tax classifications / categories. SAP tax configuration (tax codes, customer and material tax exceptions inventory usage to Vertex. Setup of user defined tax categories and rules. Define initial tax Product Code list and determine usage categorizations.
Industry
Confidential,
Project Description
R/3 5.0 Implementation
Duration
18 months
Role
Principal Solution Consultant for Enterprise Management
Responsibilities/
Deliverables
Provide tax, technical, and project management consulting services consisting of the following activities: Overall project management; Compliance process review; Identify and define key data elements; Analyze tax decision parameters; Coordinate software installation and set up; Establish interface requirements, restrictions and configuration requirements; System data identification, design and blueprint; Design, map and population of Sales Tax Exemption Processing Module; Implement Quantum Returns Reporting Module; Roadblock identification and issue resolution; Post implementation testing; Go-live, support and knowledge transfer to the client. Provide expertise in the specific areas of US and International Transaction Taxes including Sales and Use, Local Option, Gross Receipts, Excise, Telecom, Utility, and Value-Added. Provide process review and mapping, requirement analysis, taxation rules, system configuration, project management, and training development and delivery skill set as needed on projects. Direct and assist client in identifying the necessary users and various roles within Vertex. Assist in the conversion of any master data such as Tax Jurisdiction Codes. Knowledge transfer to client stakeholders to enable client to configure and maintain Vertex in a production environment. Assist in the identification of test cases and writing of the test scripts. Provide guidance and feedback during performance of test scripts. Identify and assist in formulating solutions for functionality gaps. Identify and assist in the resolution of Vertex software bugs. Industry
Confidential,
Project Description
R/3 4.6D Implementation
Duration
12 months
Role
Principal Tax Solution Consultant for Enterprise Management
Responsibilities/
Deliverables
Provided pre-sales consulting review of business requirements
Perform design services and prepare deliverables that set out recommendations for automating the sales and use tax process.
Prepare recommendations to summarize the suggested approach to accomplishing the tax compliance software implementation.
Provide the lead role in the integration of Taxware with SAP SD.
Cleaned legacy vendor master data
Define data elements, determine tax categories, and configure the Toolkit and STEP modules.
Provide on-site, hands-on training to specific key users.
Assist performing any necessary configuration in the SAP MM and FI modules.
Determine material group classifications and map to appropriate product codes in the Toolkit.
Install the Remit Returns application in a multi-user environment.
Configure Remit Returns with company-specific information
Identified system errors, applied OSS notes, tested in Quality and assured correct processing in production. Industry
Confidential,
Project Description
R/3 4.6 Global Implementation
Duration
14 months
Role
Function/Technical Tax Consultant
Responsibilities/
Deliverables
Meet with representatives to determine the most effective and efficient means of the integration and configuration of Vertex. Develop implementation plan. Review product and service lines to identify appropriate sales and use tax categories to use in tax decision-making. Install Vertex, load databases, test connections. Load and configure Tax Decision Matrix. Identify applicable data parameters. Configuration and testing of FI, CO, SD, MM, SAP Sales/Use Tax functionality using Vertex Tested pricing procedures, availability checking, credit management, sales quotes, stock transport order, sales promotions, rebates processing, printed sales orders, inter-company billings Work with installation team to install, modify and test API. Install, configure, and test Quantum Returns. Provide end user documentation and training. Provide go-live support. Reviewed and tested FI configuration including entry of the corporate organizational structure and general ledger accounts. Industry
Confidential,
Project Description
R/3 6.0 Implementation with Vertex Q Series
Duration
11 months
Role
Function/Technical Tax Consultant
Responsibilities/
Deliverables
Identify applicable data parameters. Work with installation team to install, modify and test API and user exits. Review and correct customer address data Provide the lead role in the integration of Vertex with SAP MM. Define data elements, determine tax categories, and populate Tax Decision Matrix with tax exceptions. Assist performing any necessary configuration in the SAP MM, and FI modules. Test the connection between SAP and Quantum. Provide on-site, hands-on training to specific key users. Provide Go-Live support. Identify system errors, apply OSS notes, and test in Quality and assured correct processing in production. Review configuration and test FI, SD, MM, SAP Sales/Use tax functionality using Vertex Rewrite business processes to include Vertex Modify ABAP program to include automatic updating of Tax Jurisdiction code field in master data records of customer, vendor, cost center and plant records Industry
Confidential,
Project Description
R/3 4.6 Global Implementation – Taxware Implementation
Duration
10 months
Role
Function/Technical Tax Consultant
Responsibilities/
Deliverables
Determine current setup, customizations, tables, and configurations. Perform design services and prepare deliverables that set out recommendations for updating and automating the current processes. Prepare diagnostic report and recommendations to summarize the suggested approach to accomplish the new implementation. Provide the lead role in the integration of Taxware with SAP SD. Define data elements, determine tax categories, and configure the Toolkit and STEP modules. Provide on-site, hands-on training to specific key users. Assist performing any necessary configuration in the SAP MM and FI modules. Determine material group classifications and map to appropriate product codes in the Toolkit. Identified system errors, applied OSS notes, tested in Quality and assured correct processing in production. Configuration and testing of FI, SD, SAP Sales/Use tax functionality using Taxware and redesigning for migration to new platform. Established test plans for FI/CO, SD and MM. Employer
Confidential,
Duration
13 months
Industry
Professional Services
Project Description
Multiple client Tax Integration Projects
Role
Tax Manager
Responsibilities/
Deliverables
Provide a variety of multi-state tax consulting services in the following areas: audit defense and negotiations, nexus reviews, voluntary disclosures, tax planning, contract restructuring, diagnostic reviews, compliance system design, reverse tax audits, relocation, due diligence reviews, merger and acquisition consulting, restructuring reviews, unclaimed property, government incentives and credits, legislative and regulatory assistance, reengineering and outsourcing. Provide expertise in the specific areas of US and International Transaction Taxes including Sales and Use, Local Option, Gross Receipts, Excise, Telecom, Utility, and Value-Added.
ERP, billing, and CRM implementation consulting involving the implementation and integration of these systems with the following tax software vendors: FastTax, Taxware, Sabrix and Vertex.
Provide process review and mapping, requirement analysis, taxation rules, system configuration, project management, and training development and delivery skill set as needed on projects.
Work closely with clients and government tax officials to resolve complex tax matters.
Actively participate in business development, marketing, client sales presentations and proposals.
Supervise, review, and develop the work of seniors, staff, and staff associates.
Actively participate in the identification and evaluation of potential employment candidates. Employer
Confidential,
Duration
16 months
Industry
Consulting services
Project Description
Implementation of Business & Technology Solutions
Role
Taxation Specialist
Responsibilities/
Deliverables
Provide advice, guidance, and support to customers or partners implementing business & technology solutions to maximize shareholder value creation.
Help clients identify the strategic issues, business drivers and market goals facing their business.
Utilize technical and consulting expertise to identify and exploit opportunities for business improvements using telecommunications, technology, or software solutions.
Work with customers to help them apply information technology as a source of strategic competitive advantage.
Conduct rigorous financial modeling of proposed solutions for comparative evaluation and assist in gaining financial support for capital investments and operational costs.
Ensure customer processes are optimized to provide improved business results.
Provide clients and internal technical staff with expertise in the specific area of US and International Transaction Taxes including Sales and Use, Local Option, Gross Receipts, Excise, Telecom, Utility, and Value-Added.
Know significant operating aspects of the implementation and integration processes for: Taxware, and Vertex and how they are utilized and interact with different billing, CRM, and ERP systems.
Work directly with clients to organize taxation rules, tax codes mapping; work with QA to develop test cases; work with development to configure systems.
Manage the lifecycle of training projects to ensure analysis, design, development, delivery, implementation and evaluation requirements are met on time and within budget of professional-looking technical and sales training courses in a variety of customer environments.
Actively participate in business development, marketing, client sales presentations and proposals.
Employer
Confidential,
Duration
17 months
Industry
Professional Services
Project Description
SAP Tax Integration efforts
Role
Tax Manager
Responsibilities/
Deliverables
Provide a variety of multi-state tax consulting services in the following areas: audit defense and negotiations, nexus reviews, voluntary disclosures, tax planning, contract restructuring, diagnostic reviews, compliance system design, reverse tax audits, relocation, due diligence reviews, merger and acquisition consulting, restructuring reviews, unclaimed property, government incentives and credits, legislative and regulatory assistance, reengineering and outsourcing.
ERP implementation consulting involving the following tax software vendors: CORPSales, FastTax, Taxware, and Vertex.
Work closely with clients and government tax officials to resolve complex tax matters.
Supervise, review, and develop the work of seniors, staff, and staff associates.
Actively participate in the identification and evaluation of potential employment candidates.
Employer
Confidential, Duration
36 months Industry
Professional Services Project Description
Tax Software Implementation Role
Tax Manager Responsibilities/
Deliverables
Provide a variety of multi-state tax consulting services to address all types of taxes and situations that arise including the following activities: audit defense and negotiations, nexus review, voluntary disclosures, tax planning, contract restructuring, diagnostic reviews, compliance system design, reverse tax audits, relocation, due diligence reviews, merger and acquisition consulting, restructuring reviews, property tax appeals, unclaimed property, government incentives and credits, legislative, and regulatory assistance, reengineering and outsourcing, and Vertex implementations.
Work closely with clients and government tax officials to resolve complex tax matters Employer
Confidential, Duration
36 months Industry
Public Sector Project Description
Tax Audit and projects Role
Senior Revenue Tax Specialist Responsibilities/
Deliverables
Independently plan, perform, and resolve complex and/or difficult sales and use tax field audits, including coordinating those involving withholding taxes, corporation income, partnership income, and individual income taxes involving Fortune 500 companies, multiple business activities, multiple tax issues, and complicated financial transactions.
Conduct business nexus investigations; verify refund claims, research technical tax issues, and testify during judicial proceedings.
Provide technical assistance to tax examiners and taxpayers.
Employer
Confidential, Duration
43 months Industry
Public Sector Project Description
Tax Audit and projects Role
Tax Auditor Responsibilities/
Deliverables
Plan and execute audits of large multi-state and multi-national corporations individually, and as lead auditor of an audit team.
Apply accounting principles and professional audit techniques in the examination of groups or entire accounting systems to ensure compliance with a variety of taxes including: Sales and Use, Intangible, Local Option, Gross Receipts, Documentary Stamp, Motor Fuel, Special Fuel, and Corporate Income.
Conduct independent comprehensive audits of large corporations such as insurance companies; real estate investment trusts; transportation companies; manufacturing, processing or communications firms, including telephone and telegraph companies; petroleum companies; news media; banks; and other financial organizations.
Masters Degree
Project Management, June 2003.
Master of Human Resource Management, July 1995.
Master of Business Administration-Finance, May 1992.
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