Tax professional with over 33 years managing multi-jurisdictional tax compliance and audits. Expertise in generating tax savings and minimizing risk through strategic planning and process improvements, resulting in enhanced operational efficiency.
Overview
1
1
Certification
37
37
years of professional experience
Work History
Senior Tax Analyst
Trinity Industries, Inc.
Dallas, USA
01.1993 - Current
Manage indirect tax compliance across multiple entities and jurisdictions, ensuring timely and accurate filing of 150+ tax returns annually.
Generated tax savings through strategic exemption management, comprehensive tax research, and identification of recovery opportunities.
Lead Sales & Use Tax, GST/HST, Property Tax, and Unclaimed Property compliance programs.
Successfully support multi-state tax audits, minimizing assessment exposure and compliance risk.
Acted as a trusted advisor on taxability determinations and regulatory compliance, facilitating informed tax planning opportunities.
Partner with Finance, Operations, Procurement, and IT teams to improve reporting accuracy and strengthen internal controls.
Drove process improvements that streamlined compliance efforts, reducing manual effort while enhancing accuracy.
Delivered substantial tax savings through strategic use of exemptions and proactive tax planning.
Maintained consistent regulatory compliance throughout a 33-year career.
Improved audit readiness and supported favorable audit outcomes across multiple jurisdictions.
Billing Analyst
Travelers Insurance
Dallas, USA
01.1990 - 01.1992
Managed account reconciliations, billing reviews, and payment adjustments.
Improved reporting accuracy through analysis and resolution of billing discrepancies.