with in depth of experience in federal, state & local, and transaction taxes
with in-house deal teams and client teams
with both 3rd-party and in-house project teams
Reviewed and processed tax payments and filed sales tax and property tax returns
Worked with the COE to prepare and post returns timely, ensuring proper and timely processing, payment, and filing of returns
Addressed tax notices, researched and resolved issues.
Provided audit support and tax research as needed
Worked with customer account teams and directly with the client on contract service offerings, taxability, billing system issues, overpayments and short-pays
Worked with Credit & Collections on state government offsets – collaborated with the states to determine the tax issues
Reviewed contracts and SOWs to map out service offerings
Monitored customer contracts and billing
Lead in depth review of projects claimed to strategically build selection criteria to shape, influence, and obtain IRS approval of project list to be in audit sample
Met and prepared system engineers for IRS interviews
Participated in all IRS/MITRE project interviews