Strong experience in the full implementation cycle of Vertex O and Q Series, Thomson OneSource Indirect Tax, and AvaTax. Excellent understanding of transaction tax and related business processes. Strong focus on technology solutions to manage the indirect tax process, reporting and analysis of tax data, and compliance. Diverse background permits communication with wide variety of disciplines at all levels.  

Evaluation - Assist clients with evaluation of indirect tax process and current solutions

Implementation - Implementation of tax solutions from Vertex, Thomson OneSource, and Avalara

Testing – Full end-to-end testing and automated testing of tax engine configuration

Optimization - Recommend and implement technical changes for the optimization of current implementations and review and update of tax solution configuration

Training - Training and documentation to provide tax, IT staff and new employees the resources necessary to maintain the solutions

Reporting - Evaluate needs for the reporting of tax data and propose and implement solutions

Compliance – Review the current compliance process and recommend alternatives

Cost - When using Big4 and other large consulting firms you can typically expect at least three individuals charging the project. Partner, Senior Manager/Director, and Manager/Analyst who are pushed to maximize billing time. I expect to handle most projects myself with only charged time that is actually required for completion .

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