As the Sales and Use Tax Manager at Vornado Air, she now leads the company’s sales tax compliance. Lisa got thrown into sales tax and dove right in. She performed a sales and use tax audit that saved her company $111,000 after she submitted a refund request and exemption certificates; now that is a lot of savings! She loves that sales tax keeps her on her toes and looks forward to learning more about VAT and Puerto Rico.
The Sales Tax Nerd in her shows she is dedicated to being a lifelong learner of sales tax, and she does her best to take what she learns into her community to teach as well.
Americo is a Senior Tax Manager at FGMK, a professional services firm. He kicked off his sales tax career out of college working at a Big 4 firm. Since then, he’s always worked in public accounting, specifically sales tax. Having transitioned from compliance to consulting, Americo has made a remarkable career in the field. He’s especially passionate about working with mergers and acquisitions because he gets to dig into each company to find all the little details that may lead to sales tax savings or obligations.
What makes Americo a Sales Tax Nerd is his dedication to spreading his excitement for sales tax to his teams, working hard to help people train and transition into sales tax.
Katherine works as a Strategy Research Specialist for Stripe, a payment processing platform, where she works closely with engineers to build every state’s report from scratch. She has a unique skillset as she originally worked as a Tax Compliance Officer for a state comptroller and now uses those skills from working for the state in her new position. Katherine’s passion for sales tax shows through the most when she spreads her knowledge; whether that is teaching sales tax to a class of second graders or helping business owners on the border of New Mexico and Mexico understand the concept of sales tax and helps set up their systems.
Katherine is a Sales Tax Nerd for exactly that reason. She spreads the word about sales tax to those who would otherwise have no clue how to understand it!
Erik Wallin is a Regulatory General Counsel in the Sovos Regulatory Analysis and Design Department and has been working there for over 10 years. He focuses his work on U.S. transaction tax law which includes special expertise in the taxation of technology and the taxation mechanisms that apply throughout the Colorado home rule jurisdictions.
The Sales Tax Nerd in Erik shines through during his speeches. He believes the best use of the knowledge he gains is to share it with as many people as possible, and he strives to become a thought leader in the field.
Nathan Yoder is the CAS Sales Tax Specialist at Adams Brown, LLC. Nathan started out managing sales tax simply because it had to be done, but the more he did it the more he enjoyed the numbers aspect of it. Once he realized a sales tax expert was a need for his company and that he had fun doing it, he saw a passion worth pursuing. With a growing team, Nathan has taken on the responsibility of creating materials to educate his team on the complexities of sales tax.
Nathan is a Sales Tax Nerd because he is passionate about helping people, whether clients or colleagues, understand sales tax and spreading the word about its importance.