Jonathan Jordan
Managing Director
Transaction Tax
ROLE
As a Managing Director, Jonathan leads a team of sales/use tax professionals in DMA’s Southeast region, performing multi-state audit management, credit recoveries, and sales/use tax overpayment reviews for Fortune 1000 companies. His team coordinates and analyzes client data for use with DMA’s sales/use tax automated review process, reviews client sales/use tax audit assessments, and files the necessary appeals. Jonathan successfully negotiates with auditors regarding audit assessments and refunds, assists clients with managed audits, and provides sales/use tax training seminars. Jonathan also regularly informs clients of tax law changes affecting their industry and is an ongoing research resource.
EXPERTISE
16 years in sales/use tax; 16 years with DMA
- Counsels Fortune 500 tax leaders on state and local tax matters with an emphasis on audit management and credit recovery strategies
- Manages audits, performs proactive sales/use tax reviews, and negotiates with state taxing authorities for clients in various industries, including automobile manufacturing, engineering, food service, and healthcare products
- Assists clients in audit and overpayment review data extraction and verification, primarily through the SAP system
- Regularly presents on various tax-related topics at industry and trade events
JURISDICTIONS
Alabama | Florida | Georgia | North Carolina | South Carolina | Multi-state expertise for audits and credit recovery
INDUSTRIES
Automotive | Banking & Financial Services | Commercial Real Estate | Data Centers | Distribution | Energy & Utilities | Entertainment | Healthcare | Hospitality | Leasing | Manufacturing | Mining | Oil & Gas | Pharmaceuticals | Retail | Service | Transportation
TECHNOLOGY
Power Automate | Power Pivot | OCR Technology | Robotic Process Automation (RPA) | TaxARCTM | SAP AP Validation Utility | Oracle | SAP | Vertex®
EDUCATION / CREDENTIALS
- Bachelor of Science, Business Administration – Auburn University
- Continually expands his knowledge of state and local taxation through tax-related educational events, research, and involvement in the tax community