Brian is a Consultant providing clients implementing business & technology solutions, including ERP, billing, and CRM systems with expertise in the areas of US and International Transaction Taxes, how to design, implement, and integrate tax software solutions including Vertex, Sabrix, and Taxware with these systems to provide comprehensive transactional tax functionality, and Sarbanes-Oxley (SOX) requirements knowledge.
Brian has over nineteen years of diversified experience in a number of industries including consulting, manufacturing, telecommunications, utility, and information technology. His work experience includes the past seven years consulting for Big Five firms and a leading technology firm where he provided a variety of tax and technology consulting services including; transactional tax technical issues, strategic planning, business and requirements analysis, process diagnostic reviews, tax software implementation, project management, audit assistance, due diligence reviews, reengineering and outsourcing, studies for overpayments, exposures, and nexus, and training to a diverse range of clients.
Brian started his career as a Tax Auditor for the States of Florida and Minnesota where he audited a wide-range of industries with an emphasis on Fortune 500 companies and was exposed to numerous complex transaction tax systems and issues. Brian has an MBA in Finance from the Keller Graduate School of Management, a Masters in Human Resource Management from Keller, a Masters in Project Management from Keller, and a Bachelor of Science in Accounting from Eastern Illinois University. Brian is also a CPA in the State of Illinois.
Brian is an active member of the Illinois CPA Society and is a frequent presenter and trainer on transaction taxes and tax-system related topics. In addition, Brian also serves as adjunct faculty at American Intercontinental University where he teaches courses in Accounting, Business, and Finance.