Matilda Bodmer
San Jose,CA
Summary
Senior Associate specializing in state and local tax, with experience advising clients on sales and use tax, multi-state nexus, and taxability analyses. Skilled in managing multiple engagements, analyzing complex tax issues, and communicating technical findings to clients. Also involved in tax technology and automation initiatives to streamline nexus analysis and related work.
Overview
5
5
years of professional experience
Work History
State and Local Tax Senior Associate
Armanino Advisory LLC
San Jose, CA
07.2026 - Current
- Managed state and local tax engagements for sales and use tax projects, coordinating work from initial data collection to final deliverables.
- Research and analyze complex state and local tax issues, preparing technical memoranda, client recommendations, and state-specific analyses.
- Serve as primary point of contact for clients and state taxing authorities.
- Help prepare and review client deliverables, coordinate engagement timelines, and communicate technical findings and recommendations to clients and internal leadership.
- Assisted in development, testing, and implementation of sales tax nexus study automation and software tools, streamlining data analysis and exposure calculations for client deliverables.
State and Local Tax Associate
Armanino Advisory LLC
San Jose, CA
01.2025 - 06.2026
- Coordinated voluntary disclosure and registration projects, organizing state submission details, information requests, sales schedules, nexus questionnaires, and backup documents to streamline compliance processes.
- Prepared sales and use tax and income tax nexus and exposure analyses across multiple jurisdictions.
- Conducted research on sales and use tax sourcing, taxability, and state filing requirements to support informed decision-making.
- Developed and maintained Excel workpapers and exposure calculations, analyzed large data sets, and formulated client recommendations based on findings.
State and Local Tax Intern
Armanino Advisory LLC
San Francisco, CA
06.2024 - 12.2024
- Conducted state and local tax research on sales and use tax, nexus, taxability, and state filing requirements to support compliance efforts.
- Analyzed state guidance to pinpoint nexus, registrations, and compliance considerations for multiple clients.
- Collaborated with engagement teams in data collection and research to prepare accurate client deliverables.
- Prepared and organized Excel workpapers, client records, and supporting documentation.
File Clerk
KATHLEEN LAWLER BODMER, ATTORNEY AT LAW, PC
Santa Cruz, CA
05.2022 - 09.2023
- Converted paper documents into digital files to enhance legal office accessibility.
- Updated digital records using computer software to maintain information accuracy.
- Provided data entry support for accurate and organized filing activities.
Education
Bachelor of Science - Accounting
San Jose State University
San Jose, CA12-2024
Skills
- Sales and Use Tax
- State Tax Research
- Tax Data Analysis
- Microsoft Excel
- Project Management
- Client Communication
Timeline
State and Local Tax Senior Associate
Armanino Advisory LLC
07.2026 - Current
State and Local Tax Associate
Armanino Advisory LLC
01.2025 - 06.2026
State and Local Tax Intern
Armanino Advisory LLC
06.2024 - 12.2024
File Clerk
KATHLEEN LAWLER BODMER, ATTORNEY AT LAW, PC
05.2022 - 09.2023
Bachelor of Science - Accounting
San Jose State University