David Heilman Mt

David Heilman, MT has extensive work experience in indirect tax management and compliance.

David started their career in 1997 as a self-employed consultant, assisting with the preparation of income tax returns and filing indirect tax returns for various businesses. David also played a role in converting paper record-keeping to electronic media and helped install a new POS system for a family-owned business.

In 2007, David joined AmerisourceBergen as an Indirect Tax Accountant. David was responsible for preparing and filing indirect and business & occupation tax returns for specific segments of the company. David also handled business license filings and assisted with audits and special projects related to sales and income taxes.

In 2009, David became the Manager of Indirect Tax at AmerisourceBergen. In this role, they took sole ownership of and managed indirect tax compliance for the Specialty Drug and Consulting Services segment. David ensured proper taxation of customer invoices by assigning product categories in the Vertex tax engine. Additionally, they managed personal property tax compliance, saving the company from penalties and interest.

Currently, David is the Indirect Tax Manager at Connect America, a position they started in 2022. David oversees outside vendors for various compliance areas such as sales tax, property tax, business license, and annual report compliance. David is also responsible for selecting and managing these vendors, in addition to collaborating with IT and consultants on ERP and sales tax engine upgrades.

David Heilman, MT completed their Bachelor's degree in Accounting at Bloomsburg University of Pennsylvania from 1985 to 1987. David further pursued higher education and earned a Master's degree in Taxation at Villanova University, specializing in Taxation, from 1992 to 1996.