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Lissa McFarlin

Vice President

Transaction Tax

Role

Lissa leads a team of transaction tax professionals in DMA’s southwest region. She ensures the team embraces DMA’s Client Service Principles and that best practices are utilized to deliver exceptional service to DMA’s clients. Lissa provides effective transaction tax solutions to clients and is responsible for planning, organizing, and performing sales/use tax overpayment reviews for major corporations. She coordinates and analyzes client data for use with DMA’s transaction tax automated review process, reviews client audit assessments, and files the necessary appeals. Lissa also analyzes and evaluates data for samples to ensure proper procedures are used and minimize sampling risk. She negotiates with auditors regarding audit assessments and overpayment reviews, informs clients of tax law changes that affect their industries, and provides client training seminars.

Expertise

36 years in sales and use tax; 32 years with DMA

  • Completed numerous sales & use tax recovery projects and audit reduction services
  • Successfully performed Texas Managed Audits
  • Sample creation, analysis, evaluation, and sampling risk mitigation
  • Generated over $100M+ in sales & use tax savings for clients
  • Five years of experience with the Texas Comptroller of Public Accounts, Sales/Use Tax Audit Division, where she performed audits of mid-size to large corporations

Jurisdictions

Louisiana | Oklahoma | Texas

Industries

Construction | Energy & Utilities | Manufacturing | Oil & Gas | Petrochemical | Retail

Technology

OCR Technology | Robotic Process Automation (RPA) | SAP | SAP AP Validation Utility | TaxARC™

Education / Credentials

  • Bachelor of Business Administration, Accounting – Texas State University (Southwest Texas)
  • Continually attends seminars that examine the latest changes in state and local taxation
  • Frequent presenter on sales and use tax topics for tax industry organizations and DMA educational forums
  • Member of the Institute for Professionals in Taxation (IPT)
  • Obtained the professional designation of Certified Member of the Institute (CMI) issued by IPT