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Nicole Stephens

Managing Director

Tax Technology


Nicole specializes in providing indirect tax technology services, including designing solutions, managing implementations, and delivering “best practice” tools. She works closely with clients in various industries to assess their business requirements, determine how to maximize process efficiencies, and successfully implement those efficiencies within various ERP and tax engine integrations. In addition, Nicole manages a team of DMA technology professionals to ensure best-in-class, timely service delivery.



15 years in tax technology; 6 years with DMA


  • Extensive experience in the areas of system and business analysis, system implementation migrations and upgrades, project management, and systems support
  • Leads multiple teams managing full lifecycle indirect tax automation projects
  • Implements automated tax calculation solutions for Order Management, Services, Receivables, Projects, and Procure-to-Pay
  • Assists clients with evaluating tax engines and supporting solutions for best fit to increase calculation accuracy and productivity efficiency
  • Former tax technology professional with a global tax consulting firm where she specialized in complex solution designs and served as a functional subject matter expert for automation utility development

Automotive | Banking & Financial Services | Distribution | Energy & Utilities | Leasing | Manufacturing | Mining | Oil & Gas | Pharmaceuticals | Retail | Service | Technology | Wholesale



Oracle | SAP E.C.  SAP S/4HANA | BAAN/INFORLN | ONESOURCE® | Vertex® | Taxware®



  • Bachelor of Science, Business Administration – The Ohio State University
  • Vertex® Certified Implementer for Vertex O Series