Summary
Overview
Work History
Skills
Accomplishments
Education and Certifications
Certification
Timeline
Generic

Sabo Jonic

Long Beach,CA

Summary

Indirect tax manager with demonstrated proficiency analyzing processes and identifying areas for improvement, coaching and developing staff, and a track record of minimizing audit exposure. Seeking new challenges and growth opportunities to contribute to a dynamic organization.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Tax Manager, Sales/Use/Property/License

KARL STORZ US
El Segundo, CA
10.2011 - Current
  • Directed and coordinated daily tax operations encompassing the areas of sales and use, VAT, property, excise, and licensing/business tax, corporate annual reports and fictitious name filings.
  • Effectively supervised 4 employees and managed preparation of over 2,000 various returns annually for multiple Karl Storz entities. Revamped tax compliance process and improved accuracy while reducing filing time by approximately 1 week.
  • Excellent record in conducting, negotiating, and settling various indirect tax audits. No-change and tax refund audit results frequently achieved.
  • Successfully negotiated and closed excise tax (form 720) audit and recovered overpayment of $850,000.
  • Identified $4,000,000 of exempt fixed assets and saved company over $200,000 in property and use tax payments.
  • Analyzed Vertex treatment of complex transactions (repairs, warranties, trade-in allowances, exchanges, leases and rentals, manufacturing, disposable/single use medical items) to ensure correct tax amount is charged and accrued. Extensively tested these transactions in SAP and Vertex and made setup corrections and changes when needed.
  • Designed customer setup and exemption certificate management process and reduced exemption certificate related errors by 25%.
  • Successfully implemented Avalara CertCapture software and uploaded over 11,000 exempt customers.
  • Developed corporate indirect tax training policies for multiple Karl Storz entities, and guided other departments within organization regarding complex tax issues.
  • Accurately completed complex cost allocation and constructive price multiplier calculation for manufacturing and distribution subsidiaries, and reduced excise tax liability by approximately $1,000,000 annually.
  • Effectively maintained hundreds of local and state business tax licenses and registrations.

Skills

  • Leadership - Led indirect tax function for 10 years, increasing compliance rate by 30%
  • Problem-solving - Developed tax implementation strategies reducing annual use tax liability by $500,000
  • Communication - Effectively communicated complex tax concepts to various internal departments resulting in a 20% reduction in billing errors

Accomplishments

Tax Compliance Audits Leadership Tax Research Problem Solving Strategic Planning

Exemption Certificates Management Technology Systems Testing Integration and Implementation Excel SAP Vertex Avalara

Education and Certifications

Bachelor of Arts Degree in Marketing - University of Utah, Salt Lake City, UT

Certified Member of the Institute (CMI), Sales Tax - Institute for Professionals in Taxation, Atlanta, GA

Certification

  • Successful Tax Audits - Led team through a various tax audits resulting in tax refunds and no additional tax liability.
  • Improved Tax Processes - Implemented new tax processes improving efficiency and reducing returns filing time by 1 week.

Timeline

Tax Manager, Sales/Use/Property/License

KARL STORZ US
10.2011 - Current

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Sabo Jonic