Background

I am a mid-career experienced accountant who has specialized in indirect tax with focus on process improvement, streamlining, compliance, and audit readiness. I am a collaborator and enjoy an environment where there is a lot of knowledge sharing to solve issues. My broad experiences as an accountant and implementation of software with a focus on indirect tax provides me with a broad view of the entire reporting process. I enjoy tennis, skiing and hiking and travel.

Job experience

• June 2024 - June 2025
  Indirect Tax Consultant (Contractor)
  Convera USA LLC
  

  Remote

  • Designed and developed sales tax department and Business Personal Property Tax. Included designing processes and procedures from scratch to include all datafile complications and cleansing, compliance procedures, methodologies for research, tax calendars, and departmental relationships. Created Historical document filing system
  • Cleaned and organized all vendor data files, prepared and filed delinquent Use Tax returns to include review and analysis of all historical accounts and vendor invoices, intercompany transfer issues, and mitigated use tax exposure
  • Managed Sales and Use Tax licenses in required jurisdictions and applied for Direct Pay Permits as needed.
  • Filed Business Personal Property Tax Declarations; Reviewed prior year Assessments for payment; Prepared datafiles for Unsecured Personal Property Taxes
  • Prepared documents for sales tax refund requests and data packages for Colorado
  • Managed Intercompany/Transfer Pricing calculations.
  • Oracle Cloud migration from on-premises to cloud project native tax engine configuration and tax rates
  SYSTEMS: Oracle, Excel, Word, Power Point, Checkpoint
  

• September 2023 - December 2023
  Indirect Tax Manager Consultant
  Pacific Dental Services
  

  Remote

  • Worked with Indirect Tax team to improve ONESOURCE processes and procedures for data accuracy in Oracle Fusion.
  • Prepared Budgets and ASC450 contingent liability reports.
  • Troubleshooted ONESOURCE functionality issues and recommended further automation of sales tax functions.
  • Worked with internal and outsource team on Unsecured Personal Property Tax Returns, Assessments and Payments
  • Assisted internal staff with Sales Tax Audits
  SYSTEMS: Oracle, Property Point Tool, Excel, Word, Power Point, CCH, RIA Checkpoint, ONESOURCE IDT
  

• February 2022 - August 2023
  Senior Indirect Tax Accounting Manager
  Sierra Nevada Corporation
  

  Sparks, NV

  • Responsible for 20+ Monthly Sales Tax Return Filings
  • Responsible for 40+ Unsecured Personal Property Tax Filings Annually
  • Supervised 2 Employees
  • Prepared and Presented Sales Tax Process/Procedures to Procurement and Accounts Payable
  • Implemented ONESOURCE Vendor Validation Software with Accounts Payable team
  • Worked with Indirect Tax team to improve processes and procedures
  SYSTEMS: Deltek Costpoint, Ryan OPT Tool, Excel, Word, Power Point, BNA, ServiceNow, RIA Checkpoint, ONESOURCE IDT
  

• January 2019 - January 2022
  Implementation Consultant
  Thomson Reuters Corporation
  

  Ann Arbor, MI

  • Project Manager ONESOURCE tax software integration
  • Responsible for 20+ Client Integrations
  • Provided guidance with best practices
  • Project and internal resource scheduling
  • Managed project budgets, SOW’s, Change Orders and Deadlines
  SYSTEMS: ONESOURCE, Excel, Word, PowerPoint, Workday
  

• December 2016 - August 2018
  Sales and Use Tax Consultant
  GroupeStahl
  

  Sterling Heights, MI, USA

  • Implemented ONESOURCE sales tax software integration for Parent company and 15 subsidiaries, managed requirements, product mapping, testing, and integration team management and cutover to production; Integrated the ONESOURCE Exemption Certificate Tool simultaneously
  • Reviewed datafiles for amnesty and VDA opportunities; Prepared ASC450 sales/use contingent liability
  
  SYSTEMS: ONESOURCE, Microsoft D365, Excel, Word, PowerPoint
  

Education

• Institute for Professionals of Taxation
  n/a
  

  - present

  Pursuing a CMI in Sales and Use Tax. Successful completion of Sales Tax School I and II and met all educational and work qualifications. Participate in Courses offered at the Institute.
  8/5/2025 The Ethical Code: Navigating Al's Promise & Peril
  6/22/2025 2025 IPT Annual Conference
  9/21/2024 September 2024 CMI Sales Written & Oral Exams
  2/24/2024 February 2024 CMI Sales Written & Oral Exams
  10/4/2023 IPT VAT Symposium
  10/1/2023 IPT Sales Tax Symposium
  10/5/2022 IPT VAT Symposium
  10/2/2022 IPT Sales Tax Symposium
  6/26/2022 IPT Annual Conference
  4/23/2017 Sales Tax School II
  9/21/2016 VAT Symposium
  4/29/2016 Michigan One Day Tax Seminar
  4/14/2015 Live Webinar: Regional Sales Tax Update-Midwest States (202)
  
• Sales Tax Institute
  n/a
  

  - present

  Continuing Education Courses for Indirect Tax offered through the Sales Tax Insitute.
  
• Thunderbird School of Global Management
  MBA - International
  

  1986 - 1986

  Graduate Program with focus on International Business, Negotiation Skills and Foreign Language
• The University of Michigan - Ann Arbor
  Bachelor of Musical Arts
  

  1979 - 1983

  Studied Oboe Performance and Business Economics