Jim Malone is FM Cost Containment’s Vice President. Jim was formerly Director of Sales Tax for Chartwell Advisory Group for nearly 17 years. Jim has personally identified and recovered over $300 million in refund claims throughout his career and has also led teams on more than 150 audit defense engagements including such diverse and notable clients as Harrah’s Entertainment, Oerlikon Leybold, Orleans Builders, Advanta Corporation, Comcast Spectacor, Kroger, GMAC Commercial Mortgage (Capmark), Community Health Systems, Keystone Foods, The Philadelphia Phillies, The Rose Corporation, and Charming Shoppes.
Jim also helped the City of Philadelphia’s recover millions of dollars in connection with their public works projects by reviewing all of their construction activity and identifying areas in which their contractors had incorrectly paid sales tax. Jim helped the City recover several million dollars in refunds and the list of contractors Jim has worked with in connection with the City is a who’s who of construction.
Jim has played a pivotal role for several judicial level sales/use tax cases including a $15 million PA Supreme Court decision regarding the exemption of airport runways, a $2 million Alabama administrative law judge decision exempting CO2 used in poultry processing, a PA Commonwealth Court settlement that awarded $1 million in refunds to MRI owners, and a $250 million NV Supreme Court decision regarding the exemption of complimentary and employee meals.
Education – Jim has a BS from Holy Family College, a Masters in Taxation from Philadelphia University, and is a member of IPT (Institute for Professionals in Taxation).
Jim lives in Thorndale, PA with his wife, Jill and 3 children.