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Chad Roberson

Vice President

Sales

ROLE

Chad is responsible for building long-term client relationships built on trust and exceptional services. He works with DMA’s clients and prospective clients in multiple states to discuss their needs and identify appropriate state and local tax solutions. Chad combines advisory, negotiation, and organizational strengths to maximize results for DMA’s clients in the southeastern United States. He also leads a team of business development professionals who consult with clients and prospects on their global tax and technology needs.

 

EXPERTISE

23 years in client relationship management, consulting, and tax; 23 years with DMA

  • Generated $66+ million in transaction tax savings for clients
  • Exceptional client relationship management skills across numerous industries
  • Partnered with thousands of Fortune 1000 and Global 500 clients to ensure they realized improved efficiencies and maximized savings
  • Proficient with strategic client communication across multiple entities and locations
  • Delivered comprehensive Reports of Findings and Recommendations to clients and strategized with clients to reduce their tax administration burden
  • Served as Managing Director of DMA’s Atlanta sales & use tax practice, where he worked closely with clients and the DMA team to develop and implement tax planning strategies resulting in significant tax savings for clients
  • Provided nationwide transaction tax recovery services and managed sales & use tax audits for large public and private companies
  • Began his career at DMA as a Property Tax Compliance Specialist, where he assisted clients with implementing tax compliance systems to maximize efficiency
  • Completed 400+ transaction tax reviews
INDUSTRIES

Banking & Financial Services | Construction | Energy & Utilities | Healthcare | Manufacturing | Pharmaceuticals | Retail | Services | Transportation | Wholesale

 

TECHNOLOGY

Customer Relationship Management System

 

EDUCATION / CREDENTIALS

  • Bachelor of Business Administration in Accounting and Math – State University of Georgia