Experience

Kentucky Department of Revenue

• United States
• Government Administration
• 1 - 100 Employee

• Taxpayer Services Specialist II

  • Feb 2021 - Present

  • Communicate with taxpayers regarding Sales and Use Tax issues, including return filings, Notices of Tax Due, Payment issues and general questions. • Project lead for the implementation of new Agriculture Exemption Numbers assigned to Kentucky Farmers • Communicate with farmers, farm agencies, and retailers regarding the statutory and administrative requirements of qualifying agriculture activities and purchases. • Review applications for Agriculture Exemption Numbers, making determinations of eligibility • Review data provided by U.S. Customs to identify taxable purchases shipped into Kentucky • Send inquiries to taxpayers and notify taxpayers of tax due on imported items • Review tax exempt purchases of All-Terrain Vehicles • Send inquiries to taxpayers regarding their farming activities and notify taxpayers of the taxability of their ATV purchases • Review and edit templates and tax forms Show less



Ohio Board of Nursing

• United States
• Government Administration
• 1 - 100 Employee

• Attorney

  • Jun 2019 - Jun 2020

  • Draft Notices of Automatic Suspension and Notices of Opportunity for Hearing. • Draft Consent Agreements, Voluntary Retirements, and Voluntary Surrenders. • Draft legal analysis on investigation files and provide recommendation on disciplinary action. • Draft affidavits and create evidentiary packets with State’s Exhibits for Board review prior to final Board action. • Draft Board Motions and review final drafted Board Orders and Minutes for consistency and accuracy with the Board’s ordered action. • Prepare certified appeal records for Administrative Appeals at the Franklin County Common Pleas Court. • Participate in settlement conferences in matters with pending hearings. • Review and respond to Board disciplinary records requests, make necessary redactions to disciplinary records prior to release, and ensure compliance with Auditor of State and Board rules of recordkeeping and agency responses. • Provide public records training to paralegals. • Act as legal liaison with Ohio Attorney General Health and Human Services Division. • Communicate directly Board Monitoring Agents and Compliance Agents regarding pending matters. • Proficient use of Nursys, and Salesforce databases. Show less



Arizona Department of Revenue

• United States
• Government Administration
• 200 - 300 Employee

• Tobacco Tax Counsel

  • Feb 2017 - Apr 2019

  • Litigated appeals of tax assessments, refund denials, and licensure actions at the Arizona Office of Administrative Hearings. • Drafted litigation documents, settlement offers, closing agreements, luxury tax rulings, taxpayer information letters, and forms. • Ensured diligent enforcement of state tobacco laws in accordance with the Master Settlement Agreement. • Acted as legal liaison with the Arizona Attorney General Tobacco Enforcement Unit and Taxation Section on Master Settlement Agreement, tobacco enforcement, and tax matters. • Drafted legislative proposals and provide analysis of proposed tobacco tax legislation. • Advised the Department’s certified peace officers on tobacco enforcement issues. • Implemented agreements with Native American tribes within the state. • Implemented new legislation by training staff, developing new processes, and identifying necessary changes to the tobacco tax filing system (GenTax). • Worked with third-party software developers to implement changes in GenTax and to update language and functionality within the online taxpayer portal. • Utilized LEAN/Six Sigma techniques to implement process improvements in appeals and enforcement processes. Show less



The Ohio Department of Taxation

• United States
• Public Policy Offices
• 300 - 400 Employee

• Attorney

  • Mar 2015 - Jul 2016

  • Drafted responses to inquiries from taxpayers, legislators, and the Governor’s office.• Reviewed incoming appeals for jurisdictional issues.• Created transcripts for appeals to the Board of Tax Appeals.• Acted as legal liaison to the Ohio Attorney General Taxation Division on assigned cases.• Reviewed Offer-in-Compromise settlement offers and calculated counter offers.• Attended settlement meetings and drafted settlement agreements on pending appeals.• Drafted responses to inquiries from taxpayers, legislators, and the Governor’s office.• Worked with taxpayers to resolve outstanding tax issues. Show less

• Attorney

  • Nov 2011 - Mar 2015

  • Evaluated requests for exemption from real property taxation.• Drafted final determinations in exemption requests.• Advised local government officials, attorneys, taxpayers, and non-profit organizations on real estate exemption law.• Trained Department agents and attorneys on new developments in real property exemptions.• Drafted paragraph templates for use by agents and attorneys in drafting final determinations.

• Tax Commissioner Agent

  • Jan 2011 - Nov 2011

  • Evaluated requests for exemption from real property taxation.• Drafted final determinations in exemption requests.• Advised local government officials, attorneys, taxpayers, and non-profit organizations on real estate exemption law.• Trained Department agents and attorneys on new developments in real property exemptions.• Drafted paragraph templates for use by agents and attorneys in drafting final determinations.



Thomson West

• United Kingdom
• Real Estate

• Westlaw Student Representative

  • Aug 2008 - May 2010

  Introduced students to the Westlaw legal database. Coordinated Westlaw trainings and table days within the law school. Trained students on research techniques and assisted students with individual questions and research needs. Introduced students to the Westlaw legal database. Coordinated Westlaw trainings and table days within the law school. Trained students on research techniques and assisted students with individual questions and research needs.



Lima Public Defender's Office

• Certified Legal Intern

  • Aug 2009 - Dec 2009

  Represented indigent clients in criminal matters. Negotiated plea agreements with prosecuting attorneys, attended pre-trial hearings, entered pleas, and argued bench trial. Represented indigent clients in criminal matters. Negotiated plea agreements with prosecuting attorneys, attended pre-trial hearings, entered pleas, and argued bench trial.