WESTON TOLMAN
Bountiful,UT
Summary
Highly technical, analytical, and detail oriented with strong process management, organizational, and documentation skills; providing supervision and insight on state and local tax compliance including the implementation and maintenance of tax best practices. Multi-jurisdictional tax expertise developed over eighteen years of experience in all phases of the property tax cycle for a variety of industries including retail, leasing, gaming, financial, healthcare, and manufacturing. Strong working knowledge of accounting systems and processes; adept in technological advancements in tax and skilled in aggregating warehoused data to increase business intelligence; champion and lead process changes that improve efficiency. Excellent communication skills with a recognized ability to develop and maintain strong internal and external working relationships; demonstrating ability to lead and develop teams.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Owner
YZ Delivery
01.2021 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Site Manager
Biltmore Trucking
02.2016 - 03.2021
- Conducted regular site meetings with team members, fostering open communication channels for efficient problem-solving and progress updates.
- Reduced safety incidents by conducting regular van inspections and enforcing strict adherence to safety protocols.
- Developed strong relationships with team through consistent communication of project updates and prompt resolution of concerns or issues.
- Interviewed, hired, and trained new workers.
Manager Property Tax
Ryan LLC
08.2013 - 01.2016
- Managed the tax function for real estate tax, personal property, as well as projects and strategies to increase filing efficiency and accuracy, ensuring compliance with all laws and regulations, as well as minimizing risk and potential exposure; oversee review of all audits, appeals, and refund claims
- Worked with the VP of Tax on tax decisions and determinations based on an in-depth knowledge of the company, industry trends, tax research and changing laws to identify issues and value-add service opportunities; troubleshooting issues for prompt resolution and communicate and escalate as appropriate
- Develop relationships with state & local government to increase organization brand value and reduce expense through tax appeals, audits, and refunds
- Oversaw daily responsibilities for clients with engagement revenue exceeding $1.4 Mil, including multi-state personal property compliance, valuation analysis, bill-pay, accrual allocations, audits, and appeals of various types of property
- Remained current in legislation regarding tax and business incentives, tax planning, and forecasting; regularly collaborating with corporate department heads in Real Estate, Accounting, Legal, Treasury, IT, Regional Finance and in the field with senior business leaders to provide tax advice, guidance and training to internal and external parties including divisions, customers, vendors, other departments, etc
- Responsible for data collection and communication with clients through all levels of compliance, audit, and appeals, meeting all deliverable deadlines to ensure SSAE16 compliance
- Accountable for coordination of audits and appeals, direct negotiations with jurisdictions, and communications with other offices on multi-state client portfolios
- Prepared audit files to substantiate property tax filings for future audits and obtain necessary information to process tax payments, compare values, and completed tax forms
- Implemented new accrual process to ensure quicker and more accurate monthly reporting
- Trained new hires on the basics of Property Tax and helped create a new Property Tax101 manual for new employees to use in the first six months of learning
Senior Property Tax Consultant
Thomson Reuters
06.2008 - 08.2013
- Supervised a staff to audit client financial records and file over4,000 multi-state property tax renditions timely and accurately for various banking, manufacturing, health care, and software companies
- Conducted informal discussions with local assessors to negotiate appropriate assessment values
- Conducted General Ledger review of fixed assets and completed analysis for appropriate classification, exemption, and obsolescence for assets in excess of $7 Bil
- Worked as a leader of a diverse personal property team focused on compliance, client implementation, software testing, and enhancements of a national asset management database used to track client properties and provide up-to-date information to clients on their portfolios
- Tested new reports and new database versions prior to release
Property Tax Consultant
eProperty Tax
08.2005 - 06.2008
- Performed reviews that included a detailed analysis of financial records, assessment research for industry specific issues, and valuation analysis using income, cost, and comparable sales data
- Supervised bill pay staff to ensure timely and accurate tax bill payment of $150 Mil in tax exposure for both Personal Property and Real Estate taxes
- Conducted informal discussions with local assessors to negotiate appropriate assessments
General Accountant
Marriott International
02.2003 - 08.2005
- Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software
- Coordinated fixed asset additions and retirements
- Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions
Education
Salt Lake Community College
Salt Lake City, UTundefined
Utah State University
Logan, UTSkills
- Effective time management
- Compliance knowledge
- Budget/Accrual forecasting expertise
- Extensive OneSource software knowledge
- Proficient with Microsoft Office
- Strong organizational skills
Affiliations
- Member: Institute for Professionals in Taxation (IPT)
- Licensed Texas Senior Property Tax Consultant
Certification
CMI
Languages
Portuguese
Professional Working
Timeline
Owner
YZ Delivery
01.2021 - Current
Site Manager
Biltmore Trucking
02.2016 - 03.2021
Manager Property Tax
Ryan LLC
08.2013 - 01.2016
Senior Property Tax Consultant
Thomson Reuters
06.2008 - 08.2013
Property Tax Consultant
eProperty Tax
08.2005 - 06.2008
General Accountant
Marriott International
02.2003 - 08.2005
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Utah State University
Salt Lake Community College
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