JOSEPH WING
Antelope,CA
Summary
Fifteen years of experience reviewing, designing, developing, and implementing internal controls for indirect tax and financial accounting for organizations to comply with FASB 13, FIN 48, SOX 404 and FAS 5/ASC 450. Accomplishments and areas of expertise are: Extensive background in managing the sales, use, GST/PST, VAT, JCT business licensing, gross receipts/payroll tax, franchise tax (CA, IL, DE), tire, battery, fuels, and property tax. Audit/Reverse Audit management and or reverse audit government representation effectively defending multi-million-dollar businesses resulting in savings totaling over [...million dollars sales and fuels tax]” Transactional tax, property tax, and other taxes/fee implementation consultant-manager with extensive, proven experience in Tax Engines/ERP/POS/PTAX applications implementation, upgrades, or software customization. Multi-state refund reviews: extensive experience researching Indirect tax or other taxes/fees laws, ordinances and regulations for various projects and worked on SOX write up, implementation and testing of procedures for public companies. Specialized tax research and planning; gross receipts and payroll tax, property tax, franchise tax Multi-state, Canadian, VAT, and other indirect tax project management
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sr. Indirect Tax Manager – Consultant
Electrolux Acquisitions USA, Inc
San Francisco, CA
10.2017 - Current
- www.electrolux.com
- Strategy, Planning, and Indirect Tax Compliance: Identified and suggested additional sales tax, GST and VAT software tax management in Shopify, Amazon.com, Magento Enterprise, Vertex, AvaTax & Avalara VAT
- Compliance assistance in the following areas:
- Shopify eCommerce, Magento Commerce, Vertex Cloud, AvaTax, and Amazon Central Tax implementation lead
- Managing indirect tax issues; dealing with local and international tax authorities to resolve state, EU, AU, JA VAT/GST registration and filing inquiries
- Assistance with Gross Receipt/Payroll and sales and use tax audits
- Cleaned up sales tax process and double-checked back sales tax, CA GST/HST, AU GST and Europe VAT returns to be sure of accuracy
- Registered Anova in Canada-CRA/Provinces, Germany, Italy, Spain, France Great Britain, Australia, and Japan for VAT/JCT filing
- Spearheaded the Magento and Vertex & Shopify and AvaTax implementation
- Business Licensing and Annual Returns
- Resale Certificates, Property Tax and Payroll and Gross Receipts Tax Audit management.
Indirect Tax Manager – Consultant
Penumbra Inc
Alameda, CA
08.2020 - 02.2021
- www.penumbrainc.com
- Oversee/manage the indirect tax function, including gathering PBC, coordinating with external tax service providers to review and file monthly, quarterly, and annual sales & use Tax, GST/VAT, and gross receipts tax
- Responsible for various business and tax registrations for new business expansion and coordinated with external tax advisors to commence tax return compliance
- Maintained indirect tax calendar to track Tax Account Numbers and credentials, internal tax department due dates and statutory due dates of state & local tax filings
- Worked with business units to update tax configurations, improve tax systems, resolved tax disputes, and communicated proper taxability of products
- Supported state and local tax audits by gathering, organizing, and tracking information requested by auditors
- Prepared account reconciliations related to sales and use tax, GST/VAT accounts
- Assisted in documenting, reviewing, and analyzing processes for necessary controls and efficiencies
- Audited and setup due diligence compliance for exempt certificate setup in Vertex
- (Various Consulting Roles Experience, Continued) Joseph Wing Resume, Page Two
- Provided support for ad-hoc tax projects including maintenance of QAD tax function.
Indirect and Property Tax Consultant
Lime – Neutron Holdings, Inc
01.2019 - 02.2019
- Li.me
- Assisted the Tax Director registering, filing, and setting up tax calendar and procedures to comply in over 100+ locations for business license, property, and indirect tax.
Indirect Tax Consultant
Twitch – Amazon
09.2018 - 11.2018
- Www.twitch.tv
- Assisted the Director of Tax filing sales, use, VAT returns for various entities owned by Amazon while its Indirect Tax Manager was out on medical leave.
Transactional Tax Compliance Consultant
Tanium Inc
09.2016 - 02.2017
- Www.tanium.com
- Strategy, Planning and Sales-and-Use Tax Compliance: Identified and suggested additional sales and use tax setup needed in AvaTax and NetSuite for Tanium Inc
- Compliance assistance in the following areas:
- NetSuite and Avalara/AvaTax functionality; managing indirect tax issues; dealing with local tax authorities to resolve state registration and filing inquiries
- Assistance with tax audits
- Billing, AR and Salesforce assistance; Property Tax Filings and Business License projects as requested by the VP of Global Tax
- Use Tax – Voluntary Disclosure.
Business Licensing, Cal Compliance Consultant
Dignity Health, N
11.2013 - 04.2016
- Www.dignityhealth.org
- Strategy, Planning and Sales-and-Use Tax Compliance: Identified and suggested additional sales and use tax setup needed in Lawson for DHMF to comply with taxing jurisdictions rules
- Developed and created:
- Sales, use, business licenses, FASB 13 (leases) and Medi-Cal annual disclosures internal controls (Adobe Professional), data flow diagrams (Visio 2010), calendars, Gantt charts and due diligence matrixes
- Reconciled, processed, and implemented procedures for sales/use tax and business licenses tax compliance
- Health Care Compliance: Managed Medi-Cal audits as primary contact, included information collection, review and redacting of over 1,500 providers, vendors, and lease contracts to comply with DHCS 6207 annual disclosures
- Incidental Functions: Completed flings, IDR requests, and other submissions to State, Federal, and Local Agencies including but not limited to DHCS, CDPH, Medicare and the IRS for DHMF’s 12 legal medical entities
- Transactional Tax and Counter Point SQL 8.4 Functional Consultant, Pick
Tax Software Consultant
SSTA’s State Taxability Matrix
09.2011 - 04.2013
- Taxdatasystems.com
- Certified Service Provider Compliance Research: Researched and defined Tax Data Systems’ software Smart Charts Research Tool for compliance with the SST Governing Board in order to achieve certification as a CSP (certified service provider), by the Streamlined Sales Tax Governing Board
- The following software applications and tax research tools were utilized for the software project:
- Checkpoint RIA.
- CCH Intelliconect.
- BNA Tax Research.
- Vertex Cloud
- Vertex Tax Decision Maker
- IPT’s Insider Tax News
- PWC’s Tax Services
- KPMG and E&Y Tax Services
Transactional Tax Automation Consultant
Vertex
05.2010 - 08.2012
- Www.picknpull.com
- Primary responsibilities included the handling of sales/use tax compliance, audits, analyzing fixed asset purchases for "use" tax accruals
- Developed a process to reduce Pick-n-Pulls’ tax exposure on fuels tax and parts consumed or sold as part of optional maintenance contracts
- Process immediately saved approximately $455,000k on an audit
- Previous process cost the company hundreds of thousands of dollars in overpayment of "fuel tax" tax.
- Due Diligence and Compliance: Responsible for all sales-and-use tax (SUT), excise, fuels, and vehicle tax functions for Auto Parts Business (APB) including:
- Compliance, managing audits, and advising APB management on SUT as they pertain to APB practices and policies
- Ensured internal controls were adhered to and kept up to date
- Ongoing involvement with people from the business functions to define, design, assess, implement, enhance, maintain, communicate, and monitor the organization's internal controls in accordance with regulations and laws
- Researched nexus determination and filing requirements, unclaimed property, tax opinion letters, request for administrative rulings, and created transactional tax and other taxes/fees matrices
- Strategy and Planning: Combined technical and transactional tax and accounting knowledge to ensure the Point of Sale (POS) – Radiant Counterpoint SQL 8.4 system was configured and leveraged to P-n-P’s best advantage
- Joseph Wing Resume, Page Three (Various Consulting Roles Experience, Continued) Joseph Wing Resume, Page Three
- Ensured that POS update to 8.4 met business requirements for 11 legal entities and systems goals, fulfill end-user requirements, and identify and resolve systems issues
- (Various Consulting Roles Experience, Continued – Pick-n-Pull.)
- (POS) 8.4 Update Deployment: Gathered requirements, analyzed, created design documents, and performed impact analysis for application changes
- Planned and organized tasks, reported progress, managed, and coordinated with Radiant consultants for implementations
- Created Quality Assurance Scenarios for testing sales/vehicle and excise fees/tax for each state
- Developed a Multi-State Traceability Matrix to test sales, vehicle, and excise taxes/fees
- Documented all identified errors on each invoice and the cause of the errors in the system setup., Cloud, Magento Enterprise/Community, Shopify Plus, Avalara, QAD for Manufacturing, PTMS)
- Some of my many areas of expertise includes managing or actively involved in various stages of implementation like:
- Gathering business requirements, creating and design documents, and performing impact analysis for application changes
- QA for testing tax setup modules for:
- Property tax.
- Lease tax.
- E-Commerce sales tax
- Inter-state sales/use tax
- By Customer type.
- By Legal Entity
- By Transaction type
- Intra-state sales tax (ship from vs
- Ship to – admin rule state
- I.e., IL, CA)
- Excise Fee types:
- Admission Fee
- Environmental Fee.
- Vehicle Tax
- Licensing Fee.
- Registration Fee.
- Documentation Fees.
Oracle Integration Project Consultant
Vertex, Calix Inc
04.2010 - 09.2010
- Calix.com
- Data Identification and Configuration Set up: Developed a product/services category taxability matrix by state using CCH and updated Vertex
- Reviewed invoices and product categories that need to be analyzed and correctly set up in Vertex
- Removed hardcoded rates in Vertex
- Audited by state the sales tax register reports (detail) utilizing Vertex Q- Utilities’ Control Card Editor
- Due to upgrade to R12i E-Business Suite, needed to identify and remove hardcoded tax rate tables in Oracle Tax
- Manager that was set up prior to Oracle R12 and reversed the information entered in the Geography Code Override
- Reviewed sites located in Oracle and cross checked against the ‘Customer Address Report’ and removed those sites no longer active/valid
- Tested new item/cost categories in Oracle to make sure sales tax is being correctly applied.
Sales and Use Tax Consultant-Manager
Within Reach, Inc
02.2005 - 12.2009
- Dwr.com
- Due Diligence and Compliance: Responsible for maintaining policies and procedures to ensure efficient operations maintaining adequate internal controls
- Responsible for setting up internal control procedures for the following:
- Sale/use tax, GST-HST-PST, unclaimed property, business licensing, SFO payroll tax and property tax
- Created manuals, calendars, and implemented business rules to comply with taxing jurisdictions
- Worked on SOX write up, implementation and testing of procedures for DWR
- Managed multiple state and local tax audits
- Strategy and Planning: Combined technical, transactional tax and accounting knowledge to ensure Vertex, IMARC and Microsoft Dynamics AX met business requirements and systems goals for transactional tax and SOX 404 compliance
- Acquisition, Deployment and Maintenance: Gathered requirements and performed impact analysis for application changes
- Planned and organized tasks, reported progress, managed, and coordinated with IMARC, Vertex and Microsoft consultants for system implementations
- Designed an Excel IMARC-Multi-Channel Test Structure Worksheet and recorded transaction results that were tested on each state for the following:
- E-Commerce sales
- (Various Consulting Roles Experience, Continued) Joseph Wing Resume, Page Four
- Inter-state sales
- Intra-state sales (Ship to vs
- Ship from rules)
- Generated transactions and reviewed invoices.
Education
Master of Science - Taxation
Golden Gate University
San Francisco, CA05.2010
Master of Science - Information Systems And Ecommerce Certificate
Golden Gate University
San Francisco, CA05.2022
Bachelor of Science - Business Administration, International Business, Economics
Skills
- TECHNICAL SKILLS:
- Oracle NetSuite World, QAD Cloud for Manufacturers, Magento, Oracle 12i – E-business, Blackline, Vertex Cloud, Shopify, Taxware, Avalara VAT Return, AvaTax & Amazoncom (E-Commerce)
- Microsoft Project, Office Suite 2016, CCH, RIA, BNA Tax Research services, Visio Professional, and Adobe Acrobat Professional
- Custom ERP systems – IMARC, Radiant – CounterPoint SQL 84, Lawson, Lease Plus and PTMS,
Certification
CMI: Sales and Use Tax, Institute for Professionals in Taxation
Passed Oral Exam
Sitting for written exam April 2022.
KFORCE, FIN 48
PTMS, TCI Tax compliance
Affiliations
Member, Institute for Professionals in Taxation, California Tax Education Council, and the Sales Tax Institute
Timeline
Indirect Tax Manager – Consultant
Penumbra Inc
08.2020 - 02.2021
Indirect and Property Tax Consultant
Lime – Neutron Holdings, Inc
01.2019 - 02.2019
Indirect Tax Consultant
Twitch – Amazon
09.2018 - 11.2018
Sr. Indirect Tax Manager – Consultant
Electrolux Acquisitions USA, Inc
10.2017 - Current
Transactional Tax Compliance Consultant
Tanium Inc
09.2016 - 02.2017
Business Licensing, Cal Compliance Consultant
Dignity Health, N
11.2013 - 04.2016
Tax Software Consultant
SSTA’s State Taxability Matrix
09.2011 - 04.2013
Transactional Tax Automation Consultant
Vertex
05.2010 - 08.2012
Oracle Integration Project Consultant
Vertex, Calix Inc
04.2010 - 09.2010
Sales and Use Tax Consultant-Manager
Within Reach, Inc
02.2005 - 12.2009
Master of Science - Taxation
Golden Gate University
Master of Science - Information Systems And Ecommerce Certificate
Golden Gate University
Bachelor of Science - Business Administration, International Business, Economics
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