Jamie Szal

Go-getter
DISC Type : d

Partner at Brann & Isaacson

Lewiston, Maine, United States

Overview

Jamie Szal is a Partner at Brann & Isaacson, specializing in state and local tax (SALT) controversy and compliance, particularly for e-commerce and technology companies. She holds an LL. M. in Taxation from Georgetown University Law Center and was part of the team that represented Wayfair before the U. S. Supreme Court.

Outside of her legal practice, Jamie is a dedicated mother, often writing under the moniker "Lawmom. " She is passionate about advocating for working mothers and serves on the board of MothersEsquire. In her free time, she enjoys singing, hiking the trails of Maine with her family and dogs, and volunteering.

Unique fact: Jamie creatively shares her tax expertise by writing and posting holiday-themed parodies about complex tax laws.

Personality Overview

Challenger

Self-Confident

Direct & Candid

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

State & Local Tax (SALT)
Her entire practice is dedicated to SALT, focusing on controversy and compliance for multistate businesses, especially after the landmark Wayfair decision.
E-commerce Tax Compliance
Works extensively with remote retailers and digital service providers on navigating their tax obligations and developing compliance strategies across the U. S.
Advocacy for Law Moms
Identifies as a "Lawmom" and is a board member of MothersEsquire, writing and speaking about the challenges and successes of being a mother in the legal profession.

Media Appearances

State and Local Taxes 101: with special guest, Jamie Szal — Brann & Isaacson. Featured in The Tax Chick Podcast

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Brann & Isaacson builds tax practice with partner promotion. Featured in Bangor Daily News

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Women to Watch in Sales Tax: Jamie Szal of Brann & Isaacson. Featured in YouTube

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Work History

1-2017
Partner at Brann & Isaacson
4-2013 - 12-2016
Counsel at Massachusetts Department of Revenue
12-2011 - 3-2013
Counsel at Massachusetts Department of Revenue, Office of Appeals
12-2008 - 11-2011
Volunteer Counsel for the Commissioner at Massachusetts Department of Revenue, Litigation Bureau
6-2009 - 12-2009
Research Consultant at Northeastern University

Education

2012 - 2015
Master of Laws (LL.M.) from Georgetown University Law Center
2012 - 2013
Certificate in State and Local Taxation from Georgetown University Law Center

More Information

Social Presence :

Prographics :

Exp : 14 Location : Lewiston, Maine, United States Job Level : N/A Designation : Partner at Brann & Isaacson
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jamie

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jamie take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jamie

Personality Compatibility


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