Senior Research Manager, Telecommunications Tax

• Jul 2022 - Oct 2023

● Led the development and implementation of tax management strategies for telecommunications services in the United States, Canada, and Puerto Rico ● Analyzed Sales and Use Tax (SUT), State and Local Taxes (SALT), excise, and franchise taxes to ensure compliance and optimize tax efficiency ● Built out taxing jurisdictions for telecommunications services in the United States at Federal, State, and Local levels ● Expanded taxing jurisdictions for Canadian telecommunications services… Show more ● Led the development and implementation of tax management strategies for telecommunications services in the United States, Canada, and Puerto Rico ● Analyzed Sales and Use Tax (SUT), State and Local Taxes (SALT), excise, and franchise taxes to ensure compliance and optimize tax efficiency ● Built out taxing jurisdictions for telecommunications services in the United States at Federal, State, and Local levels ● Expanded taxing jurisdictions for Canadian telecommunications services, covering Federal and Provincial levels ● Streamlined research and data to be efficient while reducing human errors and redundancy ● Researched legal publications, government websites, industry sources, and news outlets to stay current on legal developments ● Collaborated with cross-functional teams to ensure seamless integration of tax strategies and mapping and implementation of the tax engine ● Contributed to process improvements that enhanced accuracy and efficiency in tax management

Research Manager, Telecommunications Tax

• May 2021 - Jul 2022

Senior Tax Consultant

• Aug 2017 - Jun 2020

● Analyzed taxes for multiple companies, identifying and rectifying taxing errors ● Ran audit defense efforts for telecommunications clients, ensuring compliance with tax regulations ● Prepared and filed sales and use tax refund claims across various states in the United States ● Delivered comprehensive tax matrices to clients in diverse industries, including Manufacturing, Technology, Media, Telecommunications, Health Care, and Energy ● Managed projects exceeding $30 million in… Show more ● Analyzed taxes for multiple companies, identifying and rectifying taxing errors ● Ran audit defense efforts for telecommunications clients, ensuring compliance with tax regulations ● Prepared and filed sales and use tax refund claims across various states in the United States ● Delivered comprehensive tax matrices to clients in diverse industries, including Manufacturing, Technology, Media, Telecommunications, Health Care, and Energy ● Managed projects exceeding $30 million in value, showcasing effective project management skills ● Provided leadership within team projects, fostering collaboration and achieving project goals ● Integrated and communicated with clients and cross-functional tax teams

Tax Consultant II

• May 2016 - Aug 2017

● Analyzed taxes for multiple companies, identifying and rectifying taxing errors ● Assisted with the audit defense efforts for telecommunications clients, ensuring compliance with tax regulations ● Prepared and filed sales and use tax refund claims across various states in the United States ● Delivered comprehensive tax matrices to clients in diverse industries, including Manufacturing, Technology, Media, Telecommunications, Health Care, and Energy ● Provided leadership within team… Show more ● Analyzed taxes for multiple companies, identifying and rectifying taxing errors ● Assisted with the audit defense efforts for telecommunications clients, ensuring compliance with tax regulations ● Prepared and filed sales and use tax refund claims across various states in the United States ● Delivered comprehensive tax matrices to clients in diverse industries, including Manufacturing, Technology, Media, Telecommunications, Health Care, and Energy ● Provided leadership within team projects, fostering collaboration and achieving project goals ● Integrated and communicated with clients and cross-functional tax teams

Paralegal

• Nov 2013 - May 2016

Focused Business Solutions, LLC focuses on tax law, specializing in reclaiming sales and use tax that was paid on exempt purchases. Focused Business Solutions, LLC focuses on tax law, specializing in reclaiming sales and use tax that was paid on exempt purchases.