Experience

Sales Tax Institute

• United States
• E-Learning Providers
• 1 - 100 Employee

• Senior Tax Manager

  • Oct 2021 - Present

  At Sales Tax Institute, which offers live and online courses and resources, I assist in training finance, tax, and other professionals about sales and use tax, and I contribute to providing relevant and useful website content to serve as a resource to those seeking sales tax guidance.

• Tax Manager

  • Sep 2020 - Sep 2021



YETTER Tax

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Manager

  • Oct 2021 - Present

  As a Senior Tax Manager with YETTER, a sales tax consulting and tax technology firm, I help clients resolve sales tax issues and implement solutions. When a business needs guidance on sales tax, I provide consulting to ensure they are properly advised of options specific to their situation. I work to minimize a client's sales tax liability while getting them into compliance.

• Tax Manager

  • Sep 2020 - Sep 2021



Allyn International

• United States
• Transportation, Logistics, Supply Chain and Storage
• 300 - 400 Employee

• Tax and Trade Director

  • Aug 2015 - Sep 2020

  Fort Myers, Florida Area Overall responsibility for entire daily operations of Allyn Tax department and Allyn Global Trade Compliance department, team leadership, mentoring/coaching, talent acquisition and development, customer satisfaction, quality assurance, business development/marketing, and living the Allyn values. Strong technical resource with years of Federal, state, and local tax compliance, consulting, auditing, and property valuation. Implemented creation of eLearning modules to employees as a talent… Show more Overall responsibility for entire daily operations of Allyn Tax department and Allyn Global Trade Compliance department, team leadership, mentoring/coaching, talent acquisition and development, customer satisfaction, quality assurance, business development/marketing, and living the Allyn values. Strong technical resource with years of Federal, state, and local tax compliance, consulting, auditing, and property valuation. Implemented creation of eLearning modules to employees as a talent development tool. Identified and obtained tax savings for clients through audit, compliance reviews, property tax optimization, and process improvements.

• Tax Director

  • Mar 2011 - Aug 2015

  Fort Myers, Florida Area Responsibility for entire daily operations of Allyn Tax department, team leadership, customer satisfaction, talent acquisition and development, business development/marketing, and living the Allyn values. Strong technical resource with years of Federal, state, and local tax compliance, consulting, and property valuation.

• Tax Manager

  • Apr 2010 - Mar 2011

  Fort Myers, Florida Area Increased leadership responsibilities from team to department level. Responsible for daily operations of Tax Department, ensuring timeliness and accuracy of compliance, talent acquisition and development, and systems implementation.

• Tax Leader

  • Jul 2007 - Apr 2010

  Fort Myers, Florida Area Multi-state corporate tax compliance, account reconciliation, and consulting for sales and use, real and personal property, licenses, annual reports, unclaimed property, and exemption certificate management. Managed tax functions of global heavy construction equipment and heavy trucks manufacturers. Implemented processes for exemption certificate management utilizing in-house developed software. Brought new acquisitions into compliance for sales and property tax.

• Customs Specialist

  • Mar 2005 - Jun 2007

  Fort Myers, Florida Area Provided import classification guidance, reconciliation, NAFTA qualification, and expedited US Customs clearance of imports for a leading Fortune 500 global electronics manufacturer and Fortune 100 industrial water and process technology company.



Source Interlink Companies

• Entertainment Providers
• 300 - 400 Employee

• Tax Staff Accountant

  • 2004 - 2005



GE

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Client Service Leader, Senior Tax Analyst, Tax Analyst

  • 1991 - 2004

  Fort Myers, Florida Area Multi-state and local experience in all aspects of US taxes including compliance, consulting, property valuation, auditing, account reconciliation, budgeting, leadership, implementation, and onboarding/transition of new acquisitions for various GE businesses. Served in increasing leadership capacities involving US Federal income, state income, sales and use, real and personal property, licenses, unclaimed property, excise, and other miscellaneous taxes. Obtained tax savings for entities through… Show more Multi-state and local experience in all aspects of US taxes including compliance, consulting, property valuation, auditing, account reconciliation, budgeting, leadership, implementation, and onboarding/transition of new acquisitions for various GE businesses. Served in increasing leadership capacities involving US Federal income, state income, sales and use, real and personal property, licenses, unclaimed property, excise, and other miscellaneous taxes. Obtained tax savings for entities through audit and consulting. Corporate Entry Leadership and Six Sigma trained with Green Belt certification. Show less