Experience

CereTax
• United States
• Software Development
• 1 - 100 Employee
• Director of Implementations

  • Feb 2022 - Present


Wolters Kluwer Tax & Accounting US

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Solution Architect

  • Nov 2018 - Feb 2022

  • Collaborates with Sales Representatives to gather and analyze Critical Business Issues to present solutions customized to the prospect’s environment that often requires research and testing of scenarios • Presents tailored, knowledgeable, professional and engaging product demonstrations to varied audiences and in multiple formats including webinars and in person meetings • Subject Matter Expert responsible for providing input to Product Management and Development regarding product features and enhancements • Responds efficiently to prospects’ general product information requests related to the pre-sales environment, including the processing of sample transactions provided by the prospect • Diligently participates in internal meetings, sales calls, webinar presentations, industry conferences and trade shows either in person or utilizing video conferencing platforms • Assists timely in the preparation of responses for requests for proposals, pricing and application information • Provides support to sales, implementation and customer support by conducting training for new customers and researching concerns for existing customers as a point of escalation Show less



Vertex Inc.

• United States
• Software Development
• 700 & Above Employee

• Tax Processing Specialist-Sr.

  • Nov 2014 - Nov 2018

  • Original member of the team responsible for building the Vertex Cloud Premium Service offering. Developed workflows and case management processes with other team members to ensure accuracy and timeliness • Assisted SalesForce.com developer in creating all Vertex Cloud Premium Service related cases and approvals within the SalesForce environment • Primary responsible party to oversee the Vertex Cloud Premium service offering which includes the preparation and reviewing of clients’ sales and use tax returns for accuracy and in compliance with the time sensitive SUT compliance cycle (100+ customers, approx. 1,000 monthly returns, all US jurisdictions, Puerto Rico & Canada) • Directs the work of and trains other support staff during the tax processing period • Works diligently with clients to resolve any concerns which entails analyzing tax data for accuracy, investigating questionable data and taking corrective action when necessary • Primary responsible party to review, respond to and resolve client notices from taxing jurisdictions • Participates in the implementation process for all new Premium clients which includes providing detailed demonstrations of the Vertex Cloud product and providing ongoing support to answer questions • Primary responsible party to set-up new Premium clients for returns processing which includes reviewing returns configuration and obtaining log-in information, reviewing and submitting Power of Attorneys, tax calendar creation and initial ACH Credit set-up • Communicates frequently with client contacts via phone and email to resolve client support tickets regarding tax results • Assist with the continuing development of mission critical service offering and documentation of internal processes and procedures • Works with development as a SME to aid with system functionality of new product features & enhancements • Worked diligently with development and QA as a subject matter expert in testing the tax calculation engine for accuracy Show less



De Lage Landen

• Belgium
• Book and Periodical Publishing
• 1 - 100 Employee

• Sales Tax Accountant

  • Apr 2011 - Nov 2014

  • Analyzed material differences between Oracle (ERP) and Vertex (O Series) for approximately 5,000 lease contracts through Microsoft Excel spreadsheets to determine the cause of the differences • Prepared corrective actions for system reconciliation differences through sales tax adjustments to effected contracts, process changes or IT changes and communicated results to senior management • Worked with the Sales Tax Supervisor and Sales Tax Manager on efficiency improvements for the reconciliation process which included a more frequent review process to ensure new lease contracts were being taxed appropriately and accurately • Assisted in and prepared monthly sales tax returns for multiple states and taxing jurisdictions • Completed timely filing of sales tax returns via mail and internet through use of eFiling and Vertex EDI generation • Communicated with taxing jurisdictions to resolve tax notices • Collaborated with the Accounts Payable department for ACH payment processing, as well as setting up Vendor information for new taxing jurisdictions • Responded to tax and billing inquiries of lessees • Evaluated tax exemption documentation and performed sales tax adjustments • Communicated with management and co-workers effectively and finished assignments in a timely manner • Assisted other employees and management in completing special projects such as reconfiguring the Sales Tax Policy & Procedures manual, bad debt write-off projects and sales tax audits Show less