Timothy Carpenter, CMI

Enthusiast
DISC Type : i

Partner at EY

Charlotte Metro, United States

Overview

As a Partner in EYs SALT practice, Timothy has over 20 years of experience advising clients on their indirect tax lifecycle. He specializes in implementing tax technology like Vertex and Thomson Reuters and has held leadership roles at PwC and KPMG.

Timothy focuses on designing the "tax department of the future" for his clients, shaping forward-looking strategies for their people, processes, and technology.

Personality Overview

Non-Confrontational

Amiable & Agreeable

Optimistic

They agree with others often, so exercise caution when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Indirect Tax Automation
He specializes in the implementation of third-party tax tools, including Vertex and Thomson Reuters OneSource, to manage his clients' tax lifecycles.
Tax Process Optimization
His work involves conducting process reviews to assess clients' existing landscapes, identify efficiencies, and mitigate potential tax risks.
Building Expert Teams
He frequently and publicly announces and celebrates new technology experts joining his Indirect Tax practice at EY, highlighting their specific skills and experience.

Media Appearances

Timothy has no verified media appearances

Work History

10-2019
Partner at EY
10-2015
Partner at PwC
9-2014 - 10-2015
Managing Director at KPMG
2010 - 2012
Consultant at EMC
5-2007 - 9-2014
Sr. Manager at KPMG

Education

Education details unavailable from DeSales University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Charlotte Metro, United States Job Level : N/A Designation : Partner at EY
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Insights For Selling To Timothy

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Timothy

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Timothy move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Timothy take some risk or not?

  • They can take some low-probability risks if needed.

You And Timothy

Personality Compatibility


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