Managing Director, Consulting Services

Professional Profile

Jill Patton is a Managing Director specializing in Tax at WG Consulting.  She has over 25 years of business experience, including public accounting. Jill has experience managing State and Local Tax (SALT) departments in the oilfield services, manufacturing and retail industries. She specializes in state and local audit management and defense, compliance, planning, automation, technical research, creation and revision of policies and practices, and department organization. Prior to WGC, Jill was a Director in a Houston based consulting firm where she helped develop and expand the Tax practice.

Representative Experience

  • Significant experience in state and local tax including sales and use tax, income and franchise tax and property tax
  • Managed tax and accounting projects – including account reconciliations and analysis
  • Developed policies and procedures to align with industry best-practices and SOX requirements
  • Managed large departments focusing on multi-state tax in several industries
  • Extensive experience preparing and reviewing state and local tax filings for oil and gas, manufacturing, energy, transportation, oil well service and retail entities
  • Performed sales and use tax refund/recovery analysis
  • Provided transaction-based tax research, planning and application
  • Successfully upgraded a US indirect tax system in conjunction with an Oracle upgrade
  • Experienced with Vertex O and Q Series sales and use tax software
  • Vertex Certified Professional – Q Series
  • Provided audit management, defense and assessment mitigation for sales and use tax audits and state and local income tax audits
  • Reviewed state and local filing methodologies to identify potential exposure, refunds and risks
  • Provided sales and use tax automation advisory services and support for the internal tax users to ensure the functional requirements are met in the implementation
  • Provided guidance on new state tax policy and legislation, advised on the tax return impact of those changes and assisted in return preparation
  • Acted as Project Manager (tax user side) on a sales and use tax automation engagement, allowing the internal tax department to focus on their day-to-day tasks
  • Prepared and reviewed nexus studies to ensure all state sales and use tax and income and franchise filing obligations were being met
  • Converted several corporations to partnerships to reduce franchise tax obligations
  • Significant experience planning and preparing Texas Franchise tax filings
  • Provided state tax SOX control development and testing