SUMMARY:

• My diversified background includes over twenty - five years in the areas of auditing, tax and financial system implementations, business process, and reengineering.
• My industry experience includes consulting, manufacturing, telecommunications, utility, and information technology for both large and small companies.
• In addition, I have also worked the past fifteen years designing, implementing and integrating Sabrix, Taxware, and Vertex taxation systems with different billing, CRM, and ERP systems.

TECHNICAL SKILLS:

Microsoft: Access, Excel, Outlook, Powerpoint, Project, Visio, Word.

ERP: Baan (3.1b, 4), JD Edwards (World, OneWorld, EnterpriseOne), Lawson, Oracle (10.7, 1.0,11i, R12 E-Business Suite\EbTax), PeopleSoft (7.5, 8.0, 8.4, 8.8, 9.0, 9.2), SAP (3.0, 3.1, 4.04.5, 4.6, 4.7, 5.0, 6.0, 7.0, HANA), Great Plains, Epicor, MAS, Soloman, GEAC.

CRM: Clarify, Oracle, Remedy, SAP CRM & SAP SRM.

Billing: ADC Singleview, AMDOCS, Geneva, Portal Infranet, Rate Integration, Sun Tech.

Tax: Avalara, DART, FastTax, Sabrix (OneSource), Taxware (Sales & Use and Enterprise)Vertex (L, Q, and O Series 2.0-6.0), CorpTax, RIA, SpeedTax, ZyTax.

Research: CCH, Lexis, RIA. BNA.

Other applications: ACL, Architel, dBase III, Dialog, FoxPro, InfoMapping, Lotus Notes and 123, HP Quality Center, Mini-tab, Preside, Rational, Quattro Pro, SMART System, WordPerfect.

PROFESSIONAL EXPERIENCE:

Confidential, Chicago, IL

Tax and Tax Technology Consultant

Responsibilities:

• ERP, billing, and CRM implementation consulting involving the implementation and integration of these systems with the following tax software vendors: FastTax, TaxWare, Sabrix (OneSource), and Vertex to automate the transaction tax compliance function including the billing of sales/use/vat tax to customers, reporting the tax to the tax authorities correctly on the appropriate returns, validation of taxes paid to vendors, and accrual/remittance of use tax.
• 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 identificationdesign and blueprint; Design, map and population of Tax Exemption Processing Module;
• Implement Returns Reporting Application and specific reporting requirements such as INTRASTAT and FACTA; Roadblock identification and issue resolution; Post implementation testing; Go-live, support and knowledge transfer to the client.
• Provide a variety of tax consulting services in the following areas: audit defense, 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. Countries include: Albania, Algeria, Andorra, Angola, Argentina, Armenia, Australia, Austria, Bahrain, Belarus, Belgium, Belize, Bolivia, Bosnia and Herzegovina, Botswana, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Chad, Chile, China, Colombia, Congo, Costa Rica, Croatia, Cuba, Cyprus, Czech Republic, Denmark, Dominica, Dominican Republic, East Timor, Ecuador, Egypt, El Salvador, Eritrea, Estonia, Ethiopia, Finland, France, French Guiana, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guatemala, Guinea, Haiti, Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Israel, Italy, Jamaica, Japan, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Lithuania, Luxembourg, Macao, Macedonia, Madagascar, Malawi, Malaysia, Malta, Martinique, Mauritius, Mexico, Micronesia, Monaco, Mongolia, Morocco, Mozambique, Myanmar, Namibia, Netherlands, New Zealand, Nicaragua, Niger, Nigeria, North Korea, Norway, Oman, Pakistan, Panama, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia,, Rwanda, Saudi Arabia, Senegal, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, Sri Lanka, Suriname, Sweden, Switzerland, Syria, Taiwan, Tanzania, Thailand, Togo, Tonga, Trinidad and Tobago, Tunisia, Turkey, Turkmenistan, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Venezuela, Vietnam, Yugoslavia, Zambia, Zimbabwe.
• Provide process review and mapping, requirement analysis, taxation rules, system configuration, project management, training development, and delivery skill sets as needed on projects.
• Provide Sarbanes-Oxley (SOX) related consulting including risk assessment, control framework selection, control analysis and documentation, testing, establishment of best practices, procedures, and post-implementation monitoring processes.

Confidential, Chicago, IL

Tax Manager

Responsibilities:

• 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 f these systems with the following tax software vendors: FastTax, TaxWare, Sabrix
• (OneSource), and Vertex.
• Provide process review and mapping, requirement analysis, taxation rules, system configurationproject 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.

Confidential, Schaumburg, IL

Taxation Specialist

Responsibilities:

• 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, ExciseTelecom, Utility, and Value-Added.
• Know significant operating aspects of the implementation and integration processes for TaxwareSabrix (OneSource), and Vertex and how they are utilized and interact with different billingCRM, 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, deliveryimplementation 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.
• Supervise, review, and develop the work of staff.
• Participate in the identification and evaluation of potential employment candidates.

Confidential, Chicago, IL

Consultant

Responsibilities:

• ERP enterprise-wide software implementation consulting project involving the JD Edwards One World and Vertex Quantum for Sales and Use Tax systems to automate the transaction tax compliance function including the billing of sales/use tax to customers, reporting the tax to the state and local authorities correctly on the appropriate returns, validation of sales/use taxes paid to vendors, and accrual/remittance of use tax.
• 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 identificationdesign 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.

Confidential, Chicago, IL

Tax Manager

Responsibilities:

• 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: CORPSalesFastTax, TaxWare, Sabrix (OneSource),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.

Confidential, Chicago, IL

Tax Manager

Responsibilities:

• 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 reviewscompliance system design, reverse tax audits, relocation, due diligence reviews, merger and acquisition consulting, restructuring reviews, property tax appeals, unclaimed propertygovernment incentives and credits, legislative, and regulatory assistance, reengineering and utsourcing and Vertex implementations.
• Work closely with clients and government tax officials to resolve complex tax matters.
• Supervise and review work of seniors, staff and staff associates.
• Develop and mentor seniors, staff and staff associates.
• Develop and teach training seminars for the Chicago Office.
• Actively participate in the evaluation of potential employment candidates.

Confidential, Chicago, IL.

Senior Revenue Tax Specialist

Responsibilities:

• Independently plan, perform, and resolve complex 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.

Confidential, Hillside, IL.

Tax Auditor

Responsibilities:

• 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 r 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 Fueland 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.