Joel Lively
Director
Transaction Tax
ROLE
Joel leads, performs, and manages sales & use tax reviews for DMA clients. He plans, organizes, and performs sales & use tax recovery reviews for large public and private corporations. Joel analyzes client transaction tax data, reviews sales & use tax audit assessments, and files the necessary refunds and appeals. He also negotiates with auditors and hearing officers regarding refunds.
EXPERTISE
9 years in sales & use tax; 9 years with DMA
- Generated +$42 million in transaction tax savings for clients
- Conducted numerous sales & use tax overpayment reviews
- Successfully managed sales & use tax appeals and attending hearings
- Experienced with GAAP principles
JURISDICTIONS
Arizona | California | New Mexico | Pennsylvania | Virginia
INDUSTRIES
Data Centers | Finance & Insurance | Manufacturing | Pharmaceutical | Technology
EDUCATION / CREDENTIALS
- Bachelor of Accounting and Bachelor of Spanish – Illinois College