Leadership

Meet the CTMI Leadership Team
CTMI’s success is a direct result of our people.  We have assembled a highly-credentialed team of tenured and loyal professionals with Big 4 accounting firm, industry and governmental service backgrounds while a wide range of industry experience in Oil and Gas, Manufacturing, Retail, Media, Cellular, Real Estate, Healthcare, Hospitality, Restaurants and Financial Services.

Mark Boozer, Partner

Mark Boozer shapes the overall strategic direction of CTMI. Mark is an accomplished entrepreneur and passionate thought leader who is client-focused in identifying and recovering dollars in Property Tax and Real Estate, Personal Property, and Sales and Use Tax. His service expertise encompasses 25+ years in the oil and gas, retail, manufacturing, cable and hospitality industries. Mark built and led CTMI’s AP Audit and Unclaimed Property Services team and oversees the cultivation of client relationships, company management and marketing operations. Mark holds a BBA in Marketing, Management and Entrepreneurship from Baylor University.

Mark understands how to help your bottom line, believes in the power of relationships and is dedicated to focusing CTMI on delivering results beyond client expectations.

Mark Boozer, is a knowledge leader in the following areas:
  • Client Relations
  • Mergers, Acquisitions and Client Transitions
  • Business Development and Organic Growth
  • Strategic Problem Solving and Solutions
  • Expansion of Service Offerings
  • Talent Acquisition
Mark Boozers’ achievements include:
  • Established his career as a Regional Audit Manager for Broniec & Associates for 4 years before starting his own company
  • Founded BoozerScott & Company, an AP Audit and Sales Tax consulting services firm in 1992
  • Drove the merger of BoozerScott and Corporate Tax Management to create CTMI
  • Creating and transitioning the acquisition of 3 specialized tax firms into one nationwide practice to maximize horsepower and expertise
Mark Boozer is actively involved in the following community programs:
  • Troop 518, Boy Scout Units in North Trail District, Eagle Scout Board of Review, Former Troup Leader
  • Athletic Board of Directors, The Covenant School, Dallas, Texas
  • Baylor Bear Foundation, Waco, Texas
  • Brother Bill’s Helping Hand Food Bank, Dallas, Texas
  • CTMI, Board Member

Jerrod Raymond, Partner

Jerrod Raymond leads the Sales and Use Tax Practice and is responsible for all aspects for multi-jurisdictional transaction tax services. Jerrod embodies 20+ years of experience in public accounting focusing on managing the sales and use tax burden and working with state taxing authorities to reduce or negotiate audit assessment. Jerrod has extensive experience in a variety of industries including construction, oil and gas exploration and production, petrochemical and refining, pipeline operations, oilfield services, processing and other manufacturing operations. Jerrod holds a BA in Accounting from Tarleton State University.

Jerrod Raymond is a knowledge leader in the following areas:
  • Conducting multi-state sales and use tax overpayment reviews
  • Defending and minimizing state sales tax audits including audit defense and assistance
  • Tax Automation and percentage based reporting
  • Analyzing/researching state sales tax consequences of various business transactions
Jerrod’s achievements include:
  • 17 years of experience in managing Sales and Use Tax audits
  • 20+ years of experience in Accounting
  • Working relationships and experience with state taxing authorities to reduce or negotiate assessments
  • Prior to joining CTMI, Jerrod served as a State Tax Consultant with PricewaterhouseCoopers, LLP
Jerrod Raymond is actively involved in and supports the following community programs:
  • Fort Worth Stock Show Syndicate
  • Institute of Professionals in Taxation

Salim Nice, Managing Partner

Salim leads the visioneering of CTMI’s innovation in technology from strategy, development and implementation of platforms to cultivating dynamic partnerships and external relationships. With more than 20 years of advanced tech development experience in both private and government organizations, Salim has held leadership roles spanning SVP & COO to VP of IT and Information Services with extensive experience managing audits ranging from Medicare and Medicaid to Accounts Payable Recovery and Sales & Use Tax Audits. Salim holds a BA in Criminal Justice/Pre-Law from the University of Seattle.

Salim is dedicated to innovating, highly effective, best-in-class solutions with strong economic value, delivering unmatched results as CTMI’s competitive advantage for our clients.

Salim Nice is a knowledge leader in the following areas:
  • Best in Class Technology and Innovation
  • Production Process Architecture
  • Audit Automation
  • Cloud Infrastructure (AWS)
  • Custom Core-Business Software Applications
  • Mergers, Acquisitions, Diligence and Integration
  • Patents – Authoring, Winning, Protecting, Leveraging
  • Team Leadership
Salim’s achievements include:
  • Developing numerous Audit Platforms saving clients more than $1B
  • Operational Oversight for all CTMI Production and Technology
  • Managing complex audits and regulatory compliance work nationally, across all states and thousands of counties.
  • Establishing, maintaining and leveraging CTMI’s Certified Partner Statues with Microsoft and Amazon Web Services (AWS)
  • Ensuring efficient and secure Database Management with Zero security breaches
Salim Nice is actively involved in and supports the following community programs:
  • Healthcare Financial Management Association, 1997 – Present
  • Island Oil Spill Association
  • CTMI, Board Member

Melinda Hooks Smith, Director of Client Relationship Management

Melinda Hooks Smith leads the Client First Initiative at CTMI to ensure a first-class service experience. Melinda is highly skilled in culture building, talent development and believes in a client-centric approach to building business. She has 25+ years of leading business development, branding/marketing, client relationship management and client operations experience. She has served as SVP of a recruiting firm, Accounting Manager for a manufacturing company and a Career and Technology Director in the education sector. Melinda holds a BBA in Finance and Marketing from Baylor University.

Melinda is committed to thought leadership, innovative solutions, trusted-advisor relationships and cultivating a culture of teamwork that leads to client success.

Melinda is a knowledge leader in the following areas:
  • Team building
  • Talent Development
  • Client Service, Solutions, Design and Implementation
  • Maximizing organic growth and business development
  • Bridging sales, operations, finance with client care
  • Actively engaged listening
  • Developing and executing innovative, relationship-building strategies and initiatives to ensure client success and achieve business objectives
  • Identifying offerings and promoting opportunities to increase client profitability and retention
  • Leading contract negotiations and renewals to ensure client expectations align with service deliverables and achieve the highest client experience standards
  • Establishing and executing ongoing client governance to support long-term client satisfaction and retention
  • Collecting and communicating strategy and client feedback while serving as the escalation point for client issues across all CTMI practices.
Melinda Hooks Smith believes in and actively supports “paying it forward” and “giving back" to people through the following community programs:
  • Texas Scottish Rite Hospital
  • Junior Achievement
  • Meals on Wheels
  • Backpack Program for Children
  • East Texas Food Bank
  • The United Way

Ellen Zumar, Director of Business Personal Property

Ellen Zumar with 36+ years of experience in state and local tax consulting leads the Business Personal Property Division. She served 18+ years with a national retailer as a Tax Professional involved in Real and Personal Property Tax, Sales & Use Tax and strategic tax planning before joining CTMI in 1997. Ellen’s experience includes extensive work in the manufacturing, printing and publishing, broadcasting, oil and gas, telecommunication, distribution, retail and hospitality industries. Her success negotiating reductions in property tax liabilities across the US has led to hundreds of thousands of dollars in tax savings for CTMI’s clients. Ellen holds a BBA in Accounting from Texas Wesleyan University.

Ellen Zumar’s personal and professional commitment to diligence, hard work and precise attention to detail consistently provides clients with a level of service that is hard to find in today’s fast-paced business world. She is keenly aware of the value of relationships and reputation. Her years of service in this industry have given her insight into identifying and quantifying significant and long-lasting tax savings for her clients.

Ellen Zumar is a knowledge leader in the following areas:
  • Manufacturing, Printing and Publishing, Broadcasting, Oil and Gas, Telecommunication, Distribution, Retail and Hospitality
  • Property Tax Consulting and Compliance
  • Contract Negotiation
  • Audit Management
Ellen’s achievements include:
  • CMI with the Institute of Professionals in Taxation
  • Voting Member of Texas Association of Property Tax Professionals
  • Certified Senior Property Tax Consultant in the State of Texas
  • Licensed Tax Agent in Los Angeles County, CA, the State of Arizona and the State of Tennessee
Ellen Zumar is actively supports the following community programs:
  • North Texas Humane Society

Scott Schwertner, Director of Sales & Use Tax

Scott Schwertner leads the Sales & Use Tax Team for CTMI. Scott has 20 years of Sales and Use Tax experience in both Industry and Consulting while working across the United States for some of the largest manufacturing and oil and gas companies. Scott has extensive experience completing refund projects, audits, and managed audits for his clients and former employers. Scott Schwertner holds a BBA in Accounting from Texas A&M University.

Scott Schwertner has spent his entire career saving Clients and Employers Sales and Use Taxes, while providing them the most professional and ethical services. His commitment to his clients has created lasting business and personal relationships over the last 20 years.

Scott Schwertner is a knowledge leader in the following areas:
  • Sales & Use Tax Refund Reviews
  • Sales & Use Tax Audit Defense
  • Client Training
  • Multi-State Reviews
  • Manufacturing Industry
  • Oil & Gas Industry
  • CMI Sales & Use Tax since 2006 & IPT member since 1999
  • Saved Clients and Employers $100M+ in Sales & Use Taxes
  • Successfully represented Clients in hundreds of Sales and Use Audits
  • Completed Refund Reviews/Audits in all 50 States
  • Specialized in Manufacturing and Oil & Gas Industry
  • Experience in all top Tax Decision Software
Scott Schwertner has been actively engaged in his community for many years:
  • Brazosport ISD School Board Trustee, Vice President (Elected to 2 terms, 2014 – current)
  • Lake Jackson City Council (Elected to 2 terms 2010 – 2014), Mayor Pro-tem 2012
  • Lake Jackson Business Association, President 2014 & 2015
  • Brazoria County Economic Development Alliance 2013 - Current
  • Lake Jackson Economic Development Board (2009 – 2010)
  • Texas A&M Brazoria County Alumni Association Board Member, Muster Chair, and Golf Tournament Co-Chair
  • Brazosport College Scholarship Fundraiser Co-Chair (2011 & 2013)
Call: 800 888 4165