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Organizational Team

 

 

 

 

 


Who We Are | Organizational Team

Bob Sartori

Lead Consultant for the Tax Services Division. Bob Sartori has over 21 years of experience in both P&C and Life premium taxation. Bob has been responsible for the oversight of both state and local premium and retaliatory taxes, including tax planning, compliance, and audits for several large insurance companies.

Bob's experience has been generated through his employment with Prudential Financial, Crum & Forster, and Chubb Insurance Co. Bob is a frequent panelist and speaker at multiple insurance state tax industry conferences and has been a representative to both P&C and Life insurance industry Trade Associations.

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John Wagner

One of the leading voices in the insurance industry, John Wagner, a well-known tax professional, is a key consultant and final reviewer of premium tax returns for the Tax Services Division.

John brings 37 plus years of experience to our Services business and is a wealth of premium tax knowledge. Wagner graduated from DePaul University with an MBA in 1974. He was with CNA Insurance Companies for 37+ years, the last 16 years spent as the Assistant Vice President of Premium Tax. For at least a decade, Wagner has served as a Steering Committee Member of the National Premium Tax Conference.

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Christine Gustafson

Christine Gustafson, a multi-discipline tax lawyer and recognized authority on state tax matters, is a Consultant to TriTech through helping out with tax return review work and premium tax consulting.

Possessing a very strong technical and legal background, she brings over 20 years of state and local tax experience to TriTech. Gustafson graduated from DePaul University with a J.D. with emphasis in taxation. She has since worked for companies such as Allstate, Ernst & Young, and Foley & Lardner. Currently, she is the owner and practitioner of C. Gustafson Law, providing tax counseling, consulting and compliance services. Gustafson has also published Lexis-Nexis Insights and she is an Illinois Certified Mediator, working pro bono juvenile cases.

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Christopher Hertzog

Chris Hertzog has been with TriTech for 5 years. He has worked as a product Developer/Tester, Manager of the Testing/Quality Assurance Team, and finally Manager of Tax Compliance with TriTech Services. He has a BBA in Accounting from Midwestern State University in Texas. He recently passes all four parts of his CPA exam and is now a CPA.

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Jing Xu

As a tax services account supervisor, Jing Xu is mainly responsible for communicating with clients, contacting states, overseeing processors’ work, and reviewing returns. She joined TriTech in 2005 after receiving a MA degree in economics from the University of Missouri-Columbia. While working at TriTech, she also earned her MS degree in accounting and information management from the University of Texas at Dallas.

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Joyce Voyles

Joyce Voyles received her BS degree from Southern Illinois University of Edwardsville, Illinois. She worked in the Insurance Industry first as a Financial Accountant, then spent the last 25 years as a Premium Tax Accountant. This is her second year with TriTech Software Services. She is a tax services account supervisors and return reviewer at TriTech Services.

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How Does it Work?
Tax Compliance      Demo
Coming Soon !
Check out the tax compliance demo to see how it can benefit you.