Joe Jacoby

Salt Manager @Source Advisors

Indianapolis, IN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2025 — Present

Salt Manager @Source Advisors

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Specialize in delivering comprehensive sales and use tax advisory services across various industries. My role involves conducting Nexus studies, managing VDA filings, and implementing tax engine solutions to enhance compliance and operational efficiency. I am dedicated to providing tailored consulting services that meet the unique needs of each client.

EDUCATION

N/A

NOLS

NOLS Professional Training

N/A

Purdue University

B.A., Political Science

2020

Indiana University - Kelley School of Business

Master of Business Administration - MBA

SKILLS

Legislative RelationsPolicyLegislationPublic PolicyPoliticsResearchPolicy AnalysisPolitical ScienceGovernmentPolitical CampaignsState GovernmentPublic RelationsLegislative ResearchEconomic DevelopmentPolitical CommunicationPublic SpeakingMicrosoft OfficeLeadershipPublic AffairsPolitical ConsultingTax AdvisoryCorporate TaxSales Tax

ABOUT JOE JACOBY

CMI designated indirect tax professional. Proven success in audit defense, tax engine implementation, and leading compliance strategy. Experienced in managing teams, improving tax operations, and advising on complex sales and use tax matters.

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