Jeffrey York

Observer
DISC Type : ic

Partner at Deloitte

Minneapolis, Minnesota, United States

Overview

Jeffrey York is a Partner at Deloitte Tax LLP with over twenty years of experience in Indirect and Multistate Tax. He uniquely combines his deep tax knowledge with a specialized skill set in data, technology, and automation to assist clients. He holds a Bachelor of Science from the University of Illinois Urbana-Champaign.

He is passionate about making a difference in the community year-round, as highlighted by his pride in Deloittes annual #ImpactDay.

Jeffreys unique value lies in his ability to merge extensive tax experience with a distinct data and technology focus to drive efficiency and identify opportunities.

Personality Overview

Value Driven

Assertive

Example Seeker

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

AI in Tax
He recently co-presented at a national symposium on responsible AI adoption and participated in a podcast on leveraging GenAI for tax compliance and data management.
Tax Technology
Frequently speaks on podcasts about how tax departments can use technology and data to create new efficiencies and opportunities for their organizations.
Global E-Compliance
Actively shares information regarding strategic alliances that facilitate globally managed e-invoicing and e-reporting compliance services for organizations.

Media Appearances

Jeffrey has no verified media appearances

Work History

3-2022
Partner at Deloitte
7-2016 - 3-2022
Partner - Indirect Tax & State/Local Tax (SALT) at EY
10-2009 - 7-2016
Senior Manager - Indirect Tax & State/Local Tax (SALT) at EY
10-2006 - 10-2009
Manager - Indirect Tax & State/Local Tax (SALT) at EY
10-2003 - 10-2006
Senior - Indirect Tax & State/Local Tax (SALT) at EY

Education

1998 - 2001
Bachelor of Science (B.S.) from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 24 Location : Minneapolis, Minnesota, United States Job Level : N/A Designation : Partner at Deloitte
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Jeffrey

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Jeffrey take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Jeffrey

Personality Compatibility


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