Summary
Overview
Work History
Education
Skills
Timeline
Generic

Earl Espejo

Ashburn,VA

Summary

Senior Transaction Tax Manager who thrives in fast paced environments, handles complex tasks, and delivers excellent performance under high pressure situations. Applies advanced Excel and analytical skills to manage the tax compliance processes starting with tax systems integrations, financial systems data mining to the handling of tax audits.

Overview

18
18
years of professional experience

Work History

Senior Transaction Tax Manager

Transaction Network Services
12.2011 - Current

Manages the entire transaction tax and property tax compliance functions. Responsible for tax systems enhancements to drive the accurate billing of transaction taxes to customers. Evaluates the impact of changing tax laws on company offerings, providing guidance on necessary adjustments to maintain compliance.

  • Revamped several billing platforms to incorporate accurate billing of transaction taxes to customers using Avalara therefore mitigating $2 million in annual tax exposure
  • Successfully negotiated audit settlements with Arizona and New York City saving over $210,000 in taxes, interest and penalties
  • Managed to identify and recoup over $2 million in sales tax refunds for TNS customers from New York
  • Assisted in company effort to update all fixed asset data resulting in savings of $250,000 in property taxes

Senior Manager, Customer Taxation

XO Communications
06.2006 - 12.2011

Managed tax billing systems and ensured proper tax structures were in place supporting a $5 million per month tax compliance process.

  • Generated $3 million in revenue after researching accounting treatment of various telecommunications taxes
  • Assisted in reducing a multimillion dollar regulatory audit assessment to under $500k
  • 2010 Award of Excellence recipient for outstanding service to support sales teams with tax issues
  • Revamped tax exemption certificate management process reducing exposure in tax audits

Education

Bachelor of Science - Accounting

George Mason University
Fairfax, VA
1998

Skills

  • Indirect Tax, Property Tax, Telecommunications Tax and Regulatory Compliance
  • Tax Systems; Avalara, Vertex, PTMS, Taxware
  • Tax Research; Bloomberg Tax Research, CCH, RIA Tax Research Program
  • Indirect Tax Audits
  • Tax Exemption Certificate Management
  • Tax Account Reconciliations
  • Customer and Supplier Contract Reviews
  • Workday, Oracle
  • MS Office; Advanced Excel and MS Access

Timeline

Senior Transaction Tax Manager

Transaction Network Services
12.2011 - Current

Senior Manager, Customer Taxation

XO Communications
06.2006 - 12.2011

Bachelor of Science - Accounting

George Mason University
Earl Espejo