Carolyn Shantz, CPA, CMI
Carolyn Shantz, CPA, CMI is Executive Vice President of Revenue and the Sales and Use Tax practice leader at Merit Advisors. Carolyn is responsible for both the firm’s overall revenue and the operations of the Sales and Use Tax practice. Her expertise is focused on providing sales and use and associated transaction tax services for her clients, primarily in the oil and gas industry. Carolyn enjoys the long-term relationships she has developed and maintained with her clients and seeing their satisfaction upon the successful completion of each project.
Before joining Merit in 2017, Carolyn served as Tax Manager at Superior Energy Services, responsible for all sales and use and property taxes. Carolyn has also served as a Managing Director for Alvarez & Marsal focused on sales and use tax consulting services, as well as a State and Local Tax Senior Manager at Ernst & Young and a Sales Tax Auditor with the office of the Texas Comptroller of Public Accounts.
Carolyn is very active with the Institute for Professionals In Taxation (IPT), serving as an IPT Sales Tax School Instructor since 2018; a board member from 2014 to 2017 as well as 2021 to 2022; a committee member; Vice-Chair and Chair of several IPT Sales Tax Symposiums and Annual Conferences; and Chair of the Energy SALT Seminar. In 2016, Carolyn received the IPT’s Distinguished Service Award for her dedication to the organization.
Carolyn earned her Bachelor of Business Administration in Accounting from the University of Houston. She is a Certified Public Accountant (CPA) in the state of Texas and a Sales Tax Certified Member of IPT (CMI).
