Megan Renaud
Des Moines
Summary
Results-driven State and Local Tax professional with 8 years of experience delivering strategic sales and use tax compliance and advisory services to diverse clients. Experienced team leader with a strong client-facing presence and a track record of scaling operations and improving efficiency in high-volume environments. Thrive in fast-paced settings that value accountability, teamwork, and proactive problem-solving. Seeking an organization that prioritizes a positive culture and long-term client partnerships.
Overview
16
16
years of professional experience
Work History
State and Local Tax Manager
Creative Planning
Urbandale
01.2022 - Current
- Lead and develop a 10-person SALT team serving 200+ multi-state clients, driving delivery of sales and use tax compliance and advisory services.
- Oversee high-volume, multi-jurisdictional compliance engagements, ensuring timely, accurate filings in fast-paced, deadline-driven environments.
- Serve as primary advisor on complex tax matters, including nexus analysis, audit defense, voluntary disclosures, and taxability determinations.
- Drive process improvements and leverage Vertex and Avalara to enhance efficiency, scalability, and risk mitigation.
- Manage workflow, capacity planning, and quality control to support the growth and profitability of the service line.
- Foster strong client relationships and a collaborative, high-performing team culture through mentorship and cross-functional partnership.
State and Local Tax Supervisor
Creative Planning
Urbandale
08.2021 - 12.2021
- Supervised staff in the preparation and review of multi-state sales and use tax filings for a diverse client portfolio.
- Served as primary client contact for compliance questions, tax notices, audit support, and nexus analysis.
- Managed engagement workflow and deadlines in high-volume, multi-jurisdictional environments.
- Mentored and developed junior team members while identifying process improvements and supporting Vertex and Avalara implementation.
State and Local Tax Senior
Creative Planning
Urbandale
05.2019 - 07.2021
- Reviewed and prepared complex multi-state sales and use tax filings for a broad client base.
- Served as key client contact for tax questions, notice responses, and audit support.
- Assisted with process improvements and automation initiatives, including Vertex and Avalara integration.
- Mentored junior staff and provided guidance on technical compliance matters.
Administrative Assistant
Creative Planning
Johnston
07.2017 - 05.2019
- Managed front-office operations, greeting clients, answering calls, and directing inquiries efficiently.
- Coordinated client correspondence, appointments, and deadlines to ensure timely service delivery.
- Prepared, collated, and organized tax returns and supporting documents for accurate submission.
- Maintained office systems, records, and workflow, supporting staff and enhancing overall efficiency.
Food and Beverage Director
Hyperion Field Club
Johnston
03.2010 - 07.2017
- Directed all food and beverage operations for private member golf club, ensuring top-tier dining and event experiences.
- Led and developed a team of staff, driving a culture of service excellence and high performance.
- Strengthened member satisfaction and loyalty by proactively addressing feedback and customizing services.
- Optimized menus, cost controls, and inventory management to boost efficiency and profitability.
- Partnered with leadership on events, vendor strategy, and operational initiatives to elevate overall club experience.
Education
Des Moines Area Community College
Ankeny, IAUniversity of Northern Iowa
Cedar Falls, IASkills
Sales & Use Tax Compliance Multi-State Tax Analysis Audit Defense Nexus Determination Tax Research Client Relationship Management Team Leadership Process Improvement Vertex & Avalara Proficiency Tax Technology Integration
Timeline
State and Local Tax Manager
Creative Planning
01.2022 - Current
State and Local Tax Supervisor
Creative Planning
08.2021 - 12.2021
State and Local Tax Senior
Creative Planning
05.2019 - 07.2021
Administrative Assistant
Creative Planning
07.2017 - 05.2019
Food and Beverage Director
Hyperion Field Club
03.2010 - 07.2017
Des Moines Area Community College
University of Northern Iowa