Tax Technology Manager, Expedia GroupExpedia Group's Tax Technology group is resonsible for tax calculation, compliance, and tax platform initiatives.
Notable projects:
Global Tax Platform Manage scoping, requirements gathering, and resourcing for global compliance tax platform initiatives.
Indirect Tax Analyst II - Amazon Tax Engine, Amazon.comAmazon's Tax Engine owns all aspects of global sales tax calculation and compliance for Amazon retail, Amazon-owned entities and third-party vendors. My primary areas of focus have been global product taxability, new Amazon retail marketplace launches, internal quality assurance, and legislation compliance operations.
Notable projects:
Amazon IN Advisory Advise business teams and stakeholders on tax calculation and compliance requirements for Amazon India projects—Amazon’s fastest growing foreign marketplace.
Amazon Europe, Middle East, & Africa Tax Configuration Own and manage Vertex tax configuration for all Amazon Europe, Middle East, and India business lines. On average, deploy around 800 Vertex configuration changes per quarter, such as rate changes, entity and tax registration modifcations, and new product launches.
Tax Employee Development (TED) Program Manage the Tax Employee Development (TED) program for all of Amazon Tax Engine, responsible for coordinating CPE/CLE eligible trainings and providing personal and professional development resources.
Indirect Tax Analyst I - Amazon Tax Engine, Amazon.comAmazon's Tax Engine owns all aspects of global sales tax calculation and compliance for Amazon retail, Amazon-owned entities and third-party vendors. My primary areas of focus have been global product taxability, new Amazon retail marketplace launches, internal quality assurance, and legislation compliance operations.
Notable projects:
Amazon Netherlands & Amazon Sweden Marketplace Launches Launched product tax classification integration with the Amazon Netherlands and United Arab Emirates marketplaces—the first new Amazon marketplace launches onto the post-Wayfair product classification model.
Marketplace Facilitator (Wayfair) & Deemed Reseller Compliance Helped turn-on marketplace facilitator (MPF) collection in over 30-states on an expedited timeline while providing process improvements to streamline future MPF and Deemed Reseller enablement.
Emerging Tax Legislation Research Researched and developed tax calculation requirements for emerging global tax legislation, including but not limited to, Marketplace Facilitator, Deemed Reseller, Low Value Imports, eInvoicing, and numerous regulatory and product-property-based fees.
Tax Data Analyst - Amazon Tax Engine, Amazon.comWorked within Amazon's growing Tax Calculation Engine, focused primarily on the third-party vendor sales taxability and ongoing efforts to remain compliant with sales tax legislation resulting from South Dakota v. Wayfair, Inc.
Notable projects:
Data Catalog Service Worked on the Data Catalog Service, a SQL-based system that sources and transforms data into a format that is usable by the Tax Engine with the goal of providing a more efficient and internalized data stream.
Product Classification Services Wiki Management Managed and maintained internal Tax Engine documentation (Wiki) initiative in an effort to streamline workflow and new employee on-boarding processes.
Internal Application Development Advised on internal tax classification software development with Tax Engine managers and software developers.
Regulatory Compliance Intern, Seattle City LightSeattle City Light is the 10th largest public utility in the United States and in 2005 became the first electric utility in the United States to fully offset all its carbon emissions. My role was in the Regulatory Compliance division, responsible for all Federal Energy Regulatory Commission (FERC) reliability compliance.
Notable projects:
Boundary Hydro Electric Dam Inspection Represented the Regulatory Compliance Division during a FERC inspection of the Boundary Hydro Electric Dam Project to strengthen the compliance program in preparation for future federal audits.
Azure Information Protection System Worked with Seattle City IT project managers and Microsoft consultants on the development and deployment of an Azure Information Protection system to protect Seattle City Light’s confidential information.
FERC Regulatory Analysis Advised on technical components of forthcoming Federal Energy Regulatory Commission standards, specifically CIP supply chain security and system virtualization.
Legal Research Intern, Consumer Education and Training Services (CENTS)CENTS empowers people to improve their financial health by developing educational and legal resources to help them prevent or overcome financial challenges. CENTS is a 501(c)(3) non-profit organization funded by foundation grants, special events, program fees, and individual contributions. CENTS is affiliated with the King County Bar Association and has created programs with the support of the Washington Attorney Generals Office, the Washington State Department of Financial Institutions, Seattle Foundation, and the Consumer Protection and Education Fund. CENTS does not sell or solicit to the individuals who attend our classes and programs. My role primarily involved program data research and content management.
Notable projects:
Money Steps Money Steps was designed to help people who have experienced incarceration take control of their financial situation. The project was made in partnership with the United States Probation and Pretrial Services system and funded by a grant from the Western District of Washington Library Fund.
Senior Money Project The statistics are staggering: Senior citizens and the elderly are swindled out of nearly $3 billion a year, yet only 1 in 44 cases are reported. Senior Money Project is an educational financial program which aims to inform this at risk population on topics such as identity theft and estate planning, money management, reverse mortgages/equity, and general predatory scams.
Financial Navigation Program for Cancer Patients In 2015, CENTS began its partnership with the Fred Hutchinson Cancer Research Center to study strategies to prevent or reduce cancer-related financial toxicity. In these research projects, patients were provided an individual financial counselor by CENTS and an insurance advocate from the Patient Advocate Foundation for monthly individual meetings for six months.
IPT’s Sales Tax School I offers a thorough review and analysis of many essential sales & use tax principles and concepts including research, accounting, auditing, and other technical skills. The school curriculum has been updated to address the ongoing issues related to the Wayfair decision.