Executive Summary

Jeff is a Senior Manager of State and Local Taxes at BDO USA, LLC specializing in sales, use, and telecommunication taxes.  He works in our Greater Washington, D.C. Metro area office.

Jeff is BDO’s expert in telecommunications transaction taxes. Prior to joining BDO, he served in a similar role for McGLadrey LLP for six years. Jeff acquired his telecommunication transaction tax knowledge by working in MCI’s Transaction Tax Audit Group for 13 years including nine years as the Senior Manager of the Group.

His relevant experience includes:
 

• Closing hundreds of complex telecommunications transaction tax audits.
• Identifying use tax refund opportunities related to purchases of exempt telecommunications and internet equipment and related services.
• Creating an automated exemption system that interacted with the Company’s billing systems.
• Implementing a purchasing company as well as an automated use tax accrual system.
• Analyzing new telecommunication services and recommending how transaction taxes should be applied to these services.
• Assisting VoIP providers in determining the proper transaction taxes to impose on their services.
• Performing transaction tax due diligence on Target telecommunication companies
• Advising clients on federal universal service fund issues.