December 2020 – Invoke Tax Partners is proud to announce the appointment of Scott Schwertner as Partner of the firm. For more than ten years Scott has excelled in his role as National Director of Sales and Use Tax, leading year-over-year growth through best-in-class service and lasting client relationships. Drawing on previous experience, Scott has also built and grown Invoke’s Severance Tax service line, creating processes to analyze, obtain, and maximize the benefits of exemptions for clients.
“Scott made an immediate impression with his experience and professionalism after I initially joined Invoke. Over the past year he has reinforced his critical contributions by consistently delivering for his employees and our clients,” said Matt Fossey, CEO. “I couldn’t be more pleased for Scott, and Invoke, to have him take the next step and become a Partner. It is well deserved and sets an example for our employees of what can happen with hard work, sound decision making, and proven success as a by-product of doing the right thing.”
Scott has over 20 years of Sales and Use Tax experience in both consulting and industry. He started his career in Big 4 accounting and worked primarily in the Manufacturing and Oil & Gas sectors. Scott spent the following nine years in industry with some of the largest manufacturers in the world, including the food, military, and chemical manufacturing sectors. He gained a whole new perspective of the Sales and Use Tax industry during this time, allowing him to relate to and better serve his current clients’ needs. Scott gained invaluable experience in Property Tax as well, completing valuations and negotiations of values in multiple states for large chemical plants.
“I have worked with Scott for over 20 years in the state and local tax industry. He has always carried himself in a professional manner with clients and colleagues,” said Jerrod Raymond, Founding Partner. “I am proud of Scott on both a personal and professional level and look forward to continuing to work beside him as an integral partner of the firm. This is an exciting time for Invoke as Scott will be a key player in building strategic relationships for our firm, while continuing to deliver results to meet our clients’ standards.”
“I am honored to become a Partner at Invoke as we continue to create an environment where each tax professional can develop in their career while providing best in class SALT services to our clients across the United States,” said Scott Schwertner, Partner and National Director of Sales & Use and Severance Tax. “I am excited about the continued opportunity to lead Invoke’s Sales & Use and Severance Tax practices towards a bright future built on hard work, expert tax knowledge, and excellence in service.”
Scott is married to his wife of 20+ years, Kristen, and has two daughters, Meghan and Kate. As an active community member, he was elected to two terms (2010-2014) to the Lake Jackson City Council, serving as Mayor Pro-tem in 2012. In 2014, Scott was elected as a Trustee for the Brazosport ISD School Board. He was elected to two terms and has served as Vice President since 2017.