Sam Guevara

• Principal and Global Practice Leader, Tax Technology, Ryan, Irvine office
  • Leads a global team that specializes in providing tax technology solutions and process improvements impacting our clients’ tax organizations.

• Principal and U.S. Indirect Tax Practice Leader, Chicago Partner-in-Charge, Emerging Technologies Practice, Big Four accounting firm
  • Responsible for managing a national team of indirect tax professionals focused on the delivery of the following services:
    • Transaction Tax Compliance Outsourcing Services
    • Unclaimed Property Services
    • Property Tax Consulting and Compliance Services
    • Value-Added Tax Consulting Services
    • Reverse Audit Recovery Services
    • Transaction Tax Systems Services – Third-party implementations (e.g., Vertex and Thomson Reuters), custom solutions, and other traditional technology solutions supporting an indirect tax function
  • As Chicago Partner-in-Charge, Emerging Technologies, responsible for managing a geographic region that supported national service lines in the delivery of the following processes and technologies:
    • Alteryx Workflows
    • PowerBI, Tableau, Qlik for Data Visualization
    • WinAutomation, Automation Anywhere, UI Path for Robotic Process Automation (RPA)
    • Cognitive and Machine Learning Technologies
    • Advanced Data Enablement Processes
    • Target Operating Model Approaches

PUBLIC SECTOR EXPERIENCE

• Senior Tax Auditor, California State Board of Equalization
  • Conducted sales and use tax field audits of difficult and complex taxpayers in a variety of industries.

PUBLIC PRESENTATIONS

• Council On State Taxation
• Hartman State and Local Tax Conferences
• Institute for Professionals in Taxation
• Tax Executives Institute Houston

EDUCATION/ACCREDITATION

• Bachelor of Accountancy Degree, University of San Diego