Marvin Belcher
Senior Indirect Tax Manager
Katy
Summary
SENIOR INDIRECT TAX MANAGER: Seasoned Income and Sales & Use Tax Auditor, with over sixteen years of experience conducting tax audits to ensure compliance. Knowledge of Income and Sales & Use Tax principles, practices and procedures, perform audits of taxpayers accounting records such as invoices, sales journals, general ledgers, purchase journals, and bank statements to determine compliance with tax laws and regulations. Skilled in recognizing deficiencies & determining accurate Sales & Use Tax reporting, analyzes and assists taxpayers with preparing their Sales & Use Tax returns.
Overview
15
15
years of professional experience
Work History
Senior Indirect Tax Manager
MN8 Energy, Inc. (Goldman Sachs —Spin Off Co.)
01.2022 - 01.2024
- Tax compliance & Audit defense
- Sales & Use Tax
- Property Tax
Senior Indirect Tax Manager
GOLDMAN SACHS GROUP, INC
01.2021 - 01.2024
- Manage tax planning and tax due diligence process within the Asset Management Division to ensure correct tax treatment of taxable energy assets
- Perform indirect tax due diligence of Tax Equity Partnership transactions and buy-outs for all project portfolios
- Execute Voluntary Disclosure Agreements to resolve tax exposure and ensure compliance with taxing authorities
- Oversee and manage ongoing tax treatment of GSRP’s energy assets, to include mitigation of property tax, possessory interest tax, transfer tax, and sales & use tax compliance
- Direct and oversee value assessment negotiations with the state and local jurisdictional tax assessors
- Establish and manage processes with the ops team for accurate and timely completion of tax requirements for business finance and tax systems
- Manage the preparation, filing, and reporting of all indirect tax returns
- Investigate and evaluate potential tax exposure and develop a plan for compliance
- Monitor legislative and regulatory changes, communicate and coordinate with internal & external groups to ensure compliance
- Prepare responses to tax inquiries and tax notices from taxing authorities
- Manage sales tax exemption certificates and maintain a repository for audit defense
Senior Indirect Tax Manager
SUNPOWER CORPORATION
01.2020 - 01.2021
- Managed all aspects of Sales & Use Tax, Property Tax, and various indirect tax types and compliance process
- Responsible for indirect tax research, support, & analysis pertaining to new business initiatives
- Provided SME and end-to-end tax calculation requirements for new Engineering, Procurement, and Construction projects
- Oversaw and managed implementation of new tax engine from Sabrix to Vertex
- Ensured & maintained strategy for obtaining, enhancing, and analyzing critical business tax data from cross-functional teams and systems
- Established and managed processes with team for accurate and timely completion of tax requirements for business finance and tax systems
- Completed due diligence around indirect tax triggers as it pertains to EPC projects
- Investigated and evaluated potential tax exposure and develop a plan for compliance
- Monitored legislative and regulatory changes, communicate and coordinate with internal & external groups to ensure compliance
- Prepared responses to tax inquiries and tax notices from taxing authorities
- Managed sales tax exemption certificates and maintain a repository for audit defense
Indirect Tax Manager
VIRGIN—BRIGHTLINE TRAINS USA, LLC (FLORIDA EAST COAST INDUSTRIES)
01.2018 - 01.2020
- Initiated, organized, & developed the company’s indirect tax department
- Negotiated a unique tax reporting agreement with Florida Department of Revenue for Sales & Use Tax compliance on Rolling Stock into various jurisdictions
- Oversee and manage indirect tax compliance process, including preparation & timely filing
- Managed the tax treatment & centrally assessed process of $1.5 billion of newly placed into service assets and rail infrastructure
- Proactively work with and petition governmental authorities to receive tax credits for operating in enterprise zones
- Provided end-to-end indirect tax calculation requirements for projects and business initiatives
- Prepared responses to tax inquiries and tax notices from taxing authorities
- Investigated and evaluate potential tax exposure and develop a plan for compliance
- Monitored legislative and regulatory changes, communicate and coordinate with internal & external groups to ensure compliance
- Completed due diligence around indirect tax issues as it pertains to rail infrastructure
Indirect Tax Manager
CHIQUITA BRANDS INTERNATIONAL, INC.
01.2015 - 01.2018
- Oversaw, prepared, and filed sales and use tax returns to multi-states and jurisdictions for Chiquita Banana North America Division
- Performed and documented sales tax research and planning, including an analysis of state and local law changes, subsequently updating the tax matrix
- Managed and executed timely, responsive, and vigorous audit defense of sales and use tax reporting
- Reconciled all sales tax liability accounts to monthly sales journals
- Prepared monthly purchase journals and reported use tax on consumption purchases that are subject to tax
- Managed & filed all Property Tax Returns
- Reviewed invoices for all capital purchases to ensure sales and use tax compliance
- Responsible for managing the day-to-day sales & use tax activities including data gathering, analysis, filing, reporting and communications relating to the company’s tax environment
- Prepared responses to tax inquiries, tax notices, and audit requests from taxing authorities
- Investigated and evaluated potential tax exposure and developed a plan for compliance
Senior Tax Auditor
DEPARTMENT OF REVENUE (KY)
01.2009 - 01.2015
- Conducted Government tax audits on all businesses for tax compliance.
- Audited and analyzed business tax returns to ensure compliance with applicable State and Federal laws.
- Provided advice on tax laws and regulations.
Education
Bachelor of Science (BS) - Business Administration
Indiana Wesleyan University
Marion, IN01.2007
Skills
- Sales and Use Tax
- Audit Defense
- Property Tax
- Assessing Assets
- Determining Tax Liability
OF NOTE
- Service & Achievement:
- Overseas Active-Duty Veteran—United States Army
- Iraq War Veteran
- Honorable Discharge
Timeline
Senior Indirect Tax Manager
MN8 Energy, Inc. (Goldman Sachs —Spin Off Co.)
01.2022 - 01.2024
Senior Indirect Tax Manager
GOLDMAN SACHS GROUP, INC
01.2021 - 01.2024
Senior Indirect Tax Manager
SUNPOWER CORPORATION
01.2020 - 01.2021
Indirect Tax Manager
VIRGIN—BRIGHTLINE TRAINS USA, LLC (FLORIDA EAST COAST INDUSTRIES)
01.2018 - 01.2020
Indirect Tax Manager
CHIQUITA BRANDS INTERNATIONAL, INC.
01.2015 - 01.2018
Senior Tax Auditor
DEPARTMENT OF REVENUE (KY)
01.2009 - 01.2015
Bachelor of Science (BS) - Business Administration
Indiana Wesleyan University