Manager, Tax Performance Advisory
Oct 2015 - Present
Ernst & Young
Develop and grow relationships with tax executives at global clients.
Strategize with global tax leaders as to the future state of their tax department and develop a roadmap to getting there.
Support tax departments with corporate spin-offs and mergers through assessment of needs.
Senior, Tax Performance Advisory
Apr 2014 - Sep 2015
Ernst & Young
Worked with multinational tax departments to assess current tax processes and implement enhanced processes.
Identified opportunities for other tax service lines.
Supported tax and finance transformations.
Manager, Captive Insurance
May 2010 - Mar 2014
Selected as Manager of Captive Insurance Division to launch the service offering.
Developed workplan for all Captive Insurance engagement to adhere to.
Consistently scored above 97% on third-party client satisfaction surveys.
Managed $3.1M in revenue in 2013.
Oversaw prospect development and affinity partner relationships.
Team Leader, Sales and Use Tax
May 2007 - Apr 2010
Managed Sales and Use Tax projects on behalf of numerous Fortune 500 clients in a variety of industries and jurisdictions.
Identified and recovered $4M in refunds for large manufacturing company.
Reduced Sales and Use Tax audit by $2M for automotive supplier.
Mar 2004 - Apr 2007
Ryan, LLC/JohnBernard, LLC
Supported Team Leader in defending Sales and Use Tax Audits and refund claims.
Complied and analyzed data in Microsoft Access to assist in establishing refund claims.
Utilized tax codes and reviewed transactions in detail for appropriate taxation.
Gathered backup documentation including invoices, purchase orders, contracts, and conducted client interviews to determine nature of transactions.