As a Senior Tax Manager for Unclaimed Property, Gwen oversees the unclaimed property compliance services team.  She and her team manage compliance flows, assist Clients in scoping their unclaimed property footprint, identify potential unclaimed property liability, complete owner notification efforts (informal/formal due diligence), manage owner responses to settlement, prepare unclaimed property reports for both initial and annual filings, and address state inquiries from those reports.  She has a vast knowledge of the mechanics of unclaimed property recognition, due diligence, and reporting processes and procedures. 

Experience
Gwen has over 20 years accounting and indirect tax experience, including unclaimed property, sales/use tax, personal property tax, business licenses, and annual report compliance.  Prior to joining DMA, Gwen served as a Tax Manager for a global leader in eyewear.  In this role, Gwen was responsible for the audit defense of indirect tax audits for multiple legal entities.  She also led the accounting functions of forecasting, accruing, and reconciling various tax liabilities while abiding with GAAP, IFRS, and SOX requirements.    In addition, Gwen served as the primary liaison for various contracted services.   She was tasked with creating the organization’s unclaimed property compliance process, procedures, communications, and structure for multiple affiliated holders and thousands of properties annually. 

Education/Credentials
Gwen holds Bachelor of Arts Degrees in Accounting as well as Business Management from Wilmington College.  She is a Notary Public for the State of Ohio.  Gwen continues to expand her knowledge by attending seminars pertaining to Unclaimed Property and maintains membership in the Unclaimed Property Professionals Organization (UPPO).
 

About Us: DMA, a proudly employee-owned company, has been partnering with many of North America’s largest companies since 1972 to solve their corporate tax challenges. Focusing on six key areas – unclaimed property, property tax, sales/use and commodity tax, state income and franchise tax, tax technology, and crown royalties – DMA professionals assist companies with minimizing their taxes, enhancing the efficiency of their tax administration through industry-leading technology solutions, and managing their compliance obligations.