Steve is a principal for RSM US LLP’s state and local tax services. He is located in the Charlotte office and serves as the national automation lead for the firm’s state and local tax practice.

Steve’s experience brings a unique perspective to SALT consulting. Prior to joining RSM, Steve was a SALT senior manager in a Big Four firm, where his efforts were dedicated to practice development, implementation of sales and transaction tax automation services, and traditional sales and transaction tax-related services. Previously, he worked for the Florida Department of Revenue, where he served as senior tax auditor and process group manager, managing the audit activities of the Houston out-of-state audit region.

Steve has successfully integrated Vertex with various ERP packages such as Oracle Financials, JD Edwards, PeopleSoft, Baan, SAP, Infor Mapics, Sage, MS Dynamics GP, SL and AX and other proprietary legacy systems and e-commerce applications. Steve is certified by Vertex as a telecommunications tax automation specialist, a TDM specialist for both L and Q Series, an O series specialist for sales and use tax (STO) and consumer use tax (CUTO), a Vertex sales tax returns specialist and a systems implementer. Steve also has extensive implementation experience with Thomson Reuters Indirect Tax Determination Solution (legacy Sabrix Solution), AvaTax & CertCapture, SOVOS (legacy Taxware) and CCH’s SureTax, Office, On-Line and Tax Assist applications.

In addition to providing clients with automated tax solutions, his 33+ years of sales and transaction tax experience includes traditional sales and use tax consulting services such as process analysis and improvement, Sarbanes-Oxley 404 documentation development, contractual registration, refund analysis, nexus study and determination, statistical sampling, contractual registration services, S&U process reviews/gap analysis, due diligence, voluntary disclosure, managed compliance agreements, managed audits and audit defense.

Steve’s areas of industry specialization include retail, manufacturing and distribution, financial institutions, hospitality, health care, energy and telecommunications. 

• Institute for Professionals in Taxation
• Southeast Association of Tax Administrators, industry delegate

• Bachelor of Science, finance, Florida State University