Experience

Leesa Sleep

• United States
• Retail
• 1 - 100 Employee

• Sales & Use Tax Manager

  • Aug 2021 - Present

  -Served as sales & use tax team leader, overseeing sales & use tax compliance, and sales & use tax consulting with associated team members. -Completed daily sales & use tasks such as the preparation of various tax return types, GL reconciliations, correspondence with states, licensing, and registrations for both retail & manufacturing clients. -Analyzed and streamlined sales & use tax processes and procedures while meeting various internal & state-imposed deadlines. -Trained onboarding analysts & interns on the various sales & use tax procedures. -Performed complex tax research and planning to provide guidance to management and senior staff regarding operational tax issues. -Oversaw the procedures to accept, reject and update customer exemption certificates. -Supervised, coordinated, and controlled transactional tax audits for North American & Canadian operations. -Supervised and reviewed account reconciliations, use tax review, resale certificates, and journal entry postings for year-end close. -Developed internal/external audit strategies including audit planning while reviewing audit reserve. -Consistently reduced audit liabilities in favor of the company pre-determined audit reserve. -Led initiatives to enhance internal systems including e-commerce, POS, Vertex/Avalara, and various in-house projects. -Worked with state & local jurisdictions to resolve tax notices & and registrations. -Managed outside consultants/preparers on an as needed basis.



Duff & Phelps

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

• Sales & Use Tax Manager

  • Jul 2020 - Jul 2021

  -Managed sales/use tax compliance process for multitude of clients, as a 3rd party consultant or preparer. -Managed a staff of US (various states) & International (India) to ensure all internal/external imposed deadlines were met on a weekly/monthly basis. -Performed account reconciliations for all sales/use tax liability accounts. -Researched and planned in all areas of federal, state, and local sales and use taxes. -Interacted and effectively communicated with various business segment leaders in regard to sales tax issues and research. -Coordinated with tax auditors collecting data for document requests and responding to inquiries. -Provided recommendations, initiated improvements and efficiencies to tax processes.



Global Tax Management

• United States
• Accounting
• 100 - 200 Employee

• Senior Tax Analyst

  • Jul 2018 - Jun 2020

  -Computed and finalized hundreds of monthly GL reconciliations for clients’ accounts while preparing and submitting all monthly Journal Entries by the targeted dates. -Assisted on various new projects and opportunities with clients outside of the sales & use tax umbrella. -Implemented controls to reduce clients tax exposure. -Coordinated sales & use tax audits for various states including data pulling, analyzation, and preparation for the handoff to the state auditors. -Prepared and filed audit appeals and refund claims. -Negotiated and defended tax positions with auditors and internal department heads. -Corresponded with auditor requests and maintained on-site auditor scheduling. -Executed general sales tax research to relay tax code to clients when needed. -Researched, prepared, and updated business licensing and/or permit requirements by jurisdiction.



Global Tax Management

• United States
• Accounting
• 100 - 200 Employee

• Indirect Tax Analyst

  • Aug 2015 - Jun 2017

  -Retrieve, process and finalize raw tax data from the client’s system through GTM’s software (e.g. SAP/Vertex) -Analyze and reconcile data to support the tax compliance process -Log, research and respond to client tax notices and inquiries -Maintain and implement automated tax technology solutions -Interact closely with client needs on a day-to-day basis regarding tax compliance and consulting matters -Reconcile client’s internal Sales & Use Tax GL Account and Sales & Use Tax Bank Accounts -Prepare and update Business Registrations