Timothy Rogan
Columbus,OH
Summary
Results-driven Indirect Tax Specialist with a proven track record in sales and use tax compliance and strategy. Expertise in navigating complex tax regulations to optimize financial performance and minimize risk for organizations. Skilled in collaborating with cross-functional teams to implement effective tax solutions aligned with business objectives. Committed to continuous improvement and staying informed of industry changes to ensure compliance and drive operational efficiency.
Overview
37
37
years of professional experience
Work History
Payroll Clerk & Employment Specialist
AARP Foundation SCSEP
Columbus, OH
08.2023 - Current
- Maintained payroll information by calculating, collecting, and entering data.
- Updated employee files with new details such as changes in address or salary levels.
- Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
- Maintained employee confidence and protected payroll operations by keeping information confidential.
- Processed new hire paperwork and documents.
- Verified timekeeping records and handled any discrepancies with employees.
- Maintained confidentiality of employee records and payroll information.
- Assisted new hires with onboarding paperwork related to direct deposit setup, tax forms, and benefit enrollment.
- Ensured accurate payment distribution for employees by diligently reviewing timecards and attendance records.
- Resolved issues arising from incorrect payments or missing information by collaborating with managers to gather necessary details promptly.
Tax Consultant
McDonald’s Corporation
03.2017 - 11.2017
- Review outsourced sales & use tax return, prepare business licenses
- Clear outstanding sales tax assessments
Tax Consultant
Smiths Medical ASD Inc
Columbus, OH
07.2015 - 11.2015
- Prepare and file multi-state sales and use tax returns, Canadian GST/HST returns and excise returns, tax account reconciliation, manage sales and use tax audits, business license returns, tax research and planning
Tax Consultant
Wendy’s Inc
02.2015 - 06.2015
- Write technical tax memorandums, citing relevant law, advising management of tax exposure relating to business operations, acquisitions and disposals
- Gather, prepare and analyze data presented to auditor to determine possible tax liability
- Tax research and planning
Manager, Sales & Use Tax
Clarus Partners LLC
Columbus, OH
05.2013 - 11.2014
- Manage the multi-state sales tax compliance for multiple clients, handle sales tax audits.
- Developed tax matrix, tax research and planning, seven direct reports
- Experience in oracle, excel, Corpsales sales tax software
- Report directly to Sales Tax Partner, effective communication with all levels of management
Manager, Sales & Use Tax
Red Roof Inns Inc
04.2008 - 05.2013
- Review 500 multi-state sales tax returns and business licenses prepared by the other accountants, handle all sales tax audit, account reconciliation, maintain tax rate system, business personal property tax returns, business license returns
- Developed use tax matrix, extensive tax research and planning
- Experience in excel, word, Corpsales sales tax software, Insource sales tax software & Oracle accounting software
- Process estimated and extension income tax payments and real estate payments
- Report directly to Tax Director, effective communication with all level of management
Senior Tax Analyst
BISYS Inc.
Columbus, OH
09.1999 - 11.2007
- Preparation and filing of multi-state sales use tax returns, personal property, annual reports
- Manage sales tax audit, account reconciliation, responsible for implementation of newly acquired companies into sales tax system
- Project manager for implementation and training of Insource sales tax software, developed tax matrix, Work with VP of tax to develop sales tax procedures for Sarbanes Oxley
- Report directly to VP of tax
Tax Agent
Ohio Department of Taxation
Columbus, OH
02.1989 - 09.1999
- Performed Ohio sales and use tax audits on multi-location Fortune 100 - 500 companies, review refund claims, Extensive Ohio tax law knowledge.
Education
Bachelor Degree - Accounting
Central State University
Wilberforce, OH01.1984
Timeline
Payroll Clerk & Employment Specialist
AARP Foundation SCSEP
08.2023 - Current
Tax Consultant
McDonald’s Corporation
03.2017 - 11.2017
Tax Consultant
Smiths Medical ASD Inc
07.2015 - 11.2015
Tax Consultant
Wendy’s Inc
02.2015 - 06.2015
Manager, Sales & Use Tax
Clarus Partners LLC
05.2013 - 11.2014
Manager, Sales & Use Tax
Red Roof Inns Inc
04.2008 - 05.2013
Senior Tax Analyst
BISYS Inc.
09.1999 - 11.2007
Tax Agent
Ohio Department of Taxation
02.1989 - 09.1999
Bachelor Degree - Accounting
Central State University