Tanya Erbe
Culver City
Summary
Managing Director with over 20 years’ experience in indirect tax including sales and use as well as credits and incentives. Fifteen years of progressive leadership experience in large accounting firms. Proven track record leading various tax optimization initiatives. Demonstrated ability to successfully manage complex business scenarios leading highly productive teams comprised of different business units and personnel in various locations. Industry experience in healthcare, pharmaceutical, hospitality, insurance, and manufacturing. Known for leading multi-disciplinary initiatives and building successful relationships.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Owner
Tanya Erbe
Los Angeles, California
01.2025 - Current
- Nexus studies to determine when clients hit economic nexus
- Voluntary Disclosure Agreements
- State sales tax registrations
- Calculate tax owed for past due filings, compile for state filings
- Research/Taxability Matrixes
- Compliance in multiple jurisdictions
- Gross Receipts taxes
- Sales and Use tax/Gross receipts compliance
Managing Director
RSM, LLP
Los Angeles, California
01.2023 - 01.2024
- West region practice leader for credits and incentives, part of a nationwide practice, in the pharmaceutical, manufacturing and software industries
- Responsible for sales and use tax audit representations, refund reviews, sales and use tax filings as well as various nexus studies
- Provided assistance to the financial audit practice for ASC 450 reviews
- Managed staff, seniors, and managers in the indirect tax practice
Managing Director
BDO Tax, LLP
Los Angeles, California
01.2012 - 01.2023
- West region practice leader for credits and incentives, negotiated various incentives at the state and city levels for clients in the retail and manufacturing industries
- Business leader for BDO’s development of a WOTC platform
- Responsible for various audit defense strategies, including Los Angeles City audit representation
- Oversaw client filings of sales and use tax returns as well as Washington B&O taxes
Senior Tax Manager/Sales & Use, Credit & Incentives
DELOITTE TAX, LLP
Los Angeles, California
01.1996 - 01.2012
- Responsible for engagement coordination, regulatory compliance, client relations, client consultation, and developing customized strategies for Deloitte’s largest clients
- Managed multi-state projects, including training and supervision of team members
- Built a practice by selling four engagements to high-profile clients in the sales tax refund area, during a six-month period with over $1 million in fees
- Managed and cultivated relationships with local office personnel, resulting in restoration of profitability of an underperforming unit
- Identified over $1 million in sales tax refunds for a leading telecommunications firm.
- Championed expansion of the California Enterprise Zone credit to an underserved industry, resulting in multiple engagements and $7.5 million in refunds
- Specialized in Sales/Use Tax projects with responsibility for overseeing major client accounts.
- Coordination of sales and use tax refund studies, negotiating voluntary disclosure agreements with various states, and representing clients at regulatory hearings
Business Tax Representative/State Tax Auditor
THE STATE BOARD OF EQUALIZATION
Torrance, California
01.1992 - 01.1996
- Progressed from conducting business tax investigations to auditing of business accounts, collaborating with investigative personnel, making recommendations for assessments, preparation of reports, and records maintenance
Education
Masters of Business Taxation -
UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, California01-2001
Bachelor of Arts - Finance
LOYOLA MARYMOUNT UNIVERSITY
Westchester, California01-1992
Skills
- Full project life cycle from strategy to execution
- Project management
- Policy and procedural development
- Quality assurance
- Staff development
- Compliance oversight and regulatory analysis
- Client relations
- Budget administration
Certification
CERTIFIED PUBLIC ACCOUNTANT, licensed in California, 2002
Languages
German
Limited Working
Timeline
Owner
Tanya Erbe
01.2025 - Current
Managing Director
RSM, LLP
01.2023 - 01.2024
Managing Director
BDO Tax, LLP
01.2012 - 01.2023
Senior Tax Manager/Sales & Use, Credit & Incentives
DELOITTE TAX, LLP
01.1996 - 01.2012
Business Tax Representative/State Tax Auditor
THE STATE BOARD OF EQUALIZATION
01.1992 - 01.1996
Bachelor of Arts - Finance
LOYOLA MARYMOUNT UNIVERSITY
Masters of Business Taxation -
UNIVERSITY OF SOUTHERN CALIFORNIA