Managing Director, SALT Sales & Use Tax Compliance
Jim is a Managing Director in GTM’s State and Local Tax (SALT) practice, focusing on indirect (sales and use) tax. He specializes in developing and implementing tax information reporting systems that improve accuracy and efficiency in the tax department. Jim is the creator behind GTM’s proprietary sales and use tax compliance reporting system which provides GTM clients with complete end-to-end sales tax transaction services, from data management to payment processing.
Since joining GTM in 2001, Jim has helped clients streamline processes through a blend of custom designed solutions integrated with the most popular third- party sales tax software and existing systems. Jim also has extensive experience in application development and design, Microsoft .NET programming languages, SQL and SQL programming languages. He works with Oracle, JD Edwards, SAP and other large ERP systems, and has knowledge of tax software applications such as VERTEX, CCH Sales Tax Office, ONESOURCE Indirect Tax solutions, Oracle’s PeopleSoft Enterprise Asset Management, Sage Fixed Assets, BNA Fixed Asset, Avalara, PowerPlant, and PowerTax.
As both a Director and project leader, Jim’s background in large corporate environments allows him to successfully implement solutions that work in harmony with all major ERP systems. His experience in SOX 404 and IT Audit Standards allows Jim to execute engagements with a high rate of success.
Jim resides in Fort Washington, PA with his wife and six children. In his free time, he enjoys spending time with his young and energetic family.
B.S. in Management Information Systems with a minor in Accounting from Philadelphia University
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