MARTHALINA FELIX
BROADRIDGE FINANCIAL SOLUTIONS, INC
Jersey City,NJ
26
years of professional experience
Experienced Sales and Use Tax Manager with 18 years leading multi-state indirect tax compliance, audit management, franchise tax filings, and exemption certificate oversight. Collaborates effectively with cross-functional teams, presents tax matters to leadership, and maintains audit-ready compliance in dynamic environments.
Work History
Manager, Sales and Use Tax
4 Years 7 Months- Led multi-state sales and use tax compliance for operations across 50+ jurisdictions, ensuring timely, accurate filings of monthly, quarterly, and annual returns and payment.
- Managed exemption certificate collection, validation, and renewal processes to minimize audit exposure.
- Led state and local tax audits, responding to information requests, preparing audit schedules, and negotiating audit findings to reduce assessments and penalties.
- Managed and successfully closed state tax audits, delivering organized documentation and achieving minimal assessments.
- Streamlined exemption certificate collection, validation, and renewal processes, reducing audit exposure.
- Oversaw multi-entity franchise filings and annual reports, ensuring accuracy and timely submissions to uphold entity good standing.
- Conducted research on sales tax laws, regulations, and rulings to deliver guidance on complex indirect tax issues.
- Assisted with the implementation of Vertex with ERP system, reducing manual entry errors by 50% and saving about 10 hours per month in processing time.
- Managed and mentored Temporary employee/Intern, establishing performance standards and reviewing workpapers for accuracy and compliance.
Senior Sales Tax Analyst
6 Years 6 Months- Prepared multi-state returns for several subsidiaries, integrating data from multiple billing systems into automated compliance software
- Managed franchise tax filings and annual reports, ensuring compliance and good standing across jurisdictions.
- Managed monthly tax reconciliations for assigned business units and ensured monthly sales tax filing calendar was up-to-date.
- Validated and maintained certificates for exempt sales, minimizing audit exposure.
- Researched state and local tax regulations to determine proper taxability of products and services.
- Researched state and local tax regulations to determine proper taxability of products and service.
- Prepared documentation and schedules to support multi-state audits and resolve issues efficiently.
- Prepared documentation and schedules for multi-state audits, facilitating efficient issue resolution.
- Improved operational efficiency and accuracy by automating workflows through Vertex, Oracle, and Oracle Fusion.
- Calculated estimated and filed tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
- Assisted tax managers in planning and execution of short-term and longer term goals and objectives.
- Increased tax departmental effectiveness through adoption of quality improvement standards and unit performance evaluations.
- Attended continuing education and sales and use tax courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Attended continuing education and training courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
Sales Tax Analyst
4 Years 2 Months- Prepared and filed monthly, quarterly, and annual sales and use tax returns for 40+ states, ensuring 100% on-time compliance.
- Reconciled sales tax liability accounts, identified discrepancies, and implemented corrective actions to maintain accurate financial records.
- Researched state and local tax regulations to determine proper taxability of products and services.
- Responded to state notices, resolved issues related to filings, payments, and jurisdictional updates to ensure compliance and mitigate potential penalties.
- Assisted with nexus reviews and registration processes for new jurisdictions.
- Ensured organizational compliance by managing and renewing business licenses across all applicable State jurisdiction
- Managed support files and fielded inquiries from clients and management team to streamline communication and enhance service delivery.
Accountant
2 Years- Prepared and posted journal entries for monthly close, ensuring accuracy and compliance with GAAP.
- Reconciled balance sheet accounts, researched variances, and resolved discrepancies promptly.
- Maintained fixed asset records, processed additions and disposals, and calculated depreciation to ensure accurate financial reporting.
- Supported AP and AR functions by reviewing invoices, processing payments, and conducting aging analysis to enhance cash flow management.
- Supported AP/AR functions, including invoice review, payment processing, and aging analysis.
- Collaborated with cross-functional teams to enhance data accuracy and streamline accounting workflows.
Staff Accountant
7 Years 5 Months- Managed AP/AR functions, including invoice review, payment processing, and aging analysis while consistently keeping aged receivables below margin rate.
- Reconciled balance sheet accounts, researched variances, and resolved discrepancies promptly.
- Managed AP/AR functions, including invoice review, payment processing, and aging analysis, maintaining aged receivables below margin rate.
- Completed bank reconciliations and monitored cash activity for accurate financial reporting.
- Collaborated with key stakeholders to ensure alignment on financial processes and objectives.
Education
Master of Science - Accounting
Bachelor of Science - Accounting
Applied Associate of Science - Accounting
Advanced Tax Training
Skills
Sales tax compliance
Tax strategy governance
Tax Audit Management (State and Local)
Tax audit management
Tax Data Analysis
Tax Reporting Standards
Tax automation ERP
Nexus studies analysis
Franchise tax filings
System implementation testing
Reporting & SOX Compliance
Tax Team Management
Cross-functional collaboration
Zycus
CCH Online
Timeline
Manager, Sales and Use Tax
BROADRIDGE FINANCIAL SOLUTIONS, INC
10.2021 - 05.2026Read More
Senior Sales Tax Analyst
BROADRIDGE FINANCIAL SOLUTIONS, INC
04.2015 - 10.2021Read More
Sales Tax Analyst
BROADRIDGE FINANCIAL SOLUTIONS, INC
02.2011 - 04.2015Read More
Accountant
BROADRIDGE FINANCIAL SOLUTIONS, INC
05.2007 - 05.2009Read More
Staff Accountant
FINANCIAL INFORMATION, INC (FII)
12.1999 - 05.2007Read More
Institute for Professionals in Taxation
Advanced Tax Training
Read More
New Jersey City University
Master of Science from Accounting
Read More
New Jersey City University
Bachelor of Science from Accounting
Read More
New York City Technical College
Applied Associate of Science from Accounting
Read More