Deandre S. Hartsell
Tax Specialist, Wholesale distribution
Tampa, FL · (813) 555 0125 · name@example.com · linkedin.com/in/deandreshartsell
Key Qualifications
EXPERIENCE
Six years in state and local indirect tax
INDUSTRIES
Wholesale distribution, building products
SPECIALTIES
Sales and use tax, exemption certificates, economic nexus, audit defense
SYSTEMS
Avalara, Oracle NetSuite, Microsoft Excel, Alteryx
CREDENTIALS
Certified Member of the Institute for Professionals in Taxation
EDUCATION
Bachelor of Science in accounting, University of South Florida
Results at a Glance
300
Sales and use
4,200
Records and lifted
1,900
Product codes
$118k
Use tax accrued
Executive Summary
Sales and use tax specialist for a building products distributor filing in 28 states. Six years in indirect tax. Owns the exemption certificate library, the monthly filing calendar and the tax engine configuration, and handles every state audit that reaches the finance team.
Signature Achievements
- Files about 300 sales and use tax returns a year across 28 states with no late filing in four years.
- Reviewed economic nexus thresholds after a growth year, registered in six new states and filed voluntary disclosure agreements that limited the lookback period.
- Cleaned an exemption certificate library of 4,200 records and lifted valid coverage from 71 percent to 96 percent.
- Reduced an assessment in a Georgia audit from 410,000 dollars to 62,000 dollars by producing resale certificates and shipping records the auditor had not seen.
- Configured the tax engine for 1,900 product codes so freight, installation and material taxability follow each state rule.
- Recovered 118,000 dollars of use tax accrued in error on purchases that qualified for the manufacturing exemption.
Professional Experience
Tax Specialist, Indirect Tax
Gulfshore Building Supply, Tampa, FL 2022 to present
Sole indirect tax owner for a distributor with 14 branches and customers in 28 states.
- Prepares and files monthly, quarterly and annual sales and use tax returns and manages the payment calendar.
- Maintains taxability rules and product mapping in the tax engine and tests them after each rate update.
- Collects and validates exemption certificates and audits customer accounts for missing documents.
- Manages state audits from the first information request through the closing agreement.
Tax Analyst
Bayside Marine Wholesale, Clearwater, FL 2020 to 2022
Indirect tax support for a marine parts wholesaler selling in twelve states.
- Prepared returns and reconciled tax collected to the general ledger each month.
- Researched taxability questions for new product lines and documented the conclusions.
- Responded to notices and filed amended returns where errors were found.
Licensure and Certification
Certified Member of the Institute for Professionals in Taxation, sales tax designation, 2023
Member, Florida Institute of Certified Public Accountants, associate membership
Education
Bachelor of Science in accounting, University of South Florida, 2020
Core Skills
Sales and use tax returns · Economic nexus analysis · Voluntary disclosure agreements · Exemption certificate management · Tax engine configuration · Audit defense · Avalara · Use tax accrual review · Account reconciliation · Tax research