Meet Our Team
Carolyn Shantz, CPA, CMI
EVP Revenue and Head of Sales & Use Tax
Carolyn Shantz, CPA, CMI is Executive Vice President of Revenue and the Sales and Use Tax Practice at Merit Advisors, LLC and is responsible for the firm’s overall revenue as well as the operations of the Sales and Use Tax Practice. Carolyn’s expertise is focused on providing sales/use and associated transaction tax services for her clients primarily in the oil and gas industry. She 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, Carolyn served as Tax Manager at Superior Energy Services from 2012-2017 responsible for all sales, use and property taxes. Carolyn was a Managing Director for Alvarez and Marsal focused on sales/use tax consulting services, 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 II Instructor since 2018, a board member from 2014-2017 as well as 2021-2022, a committee member, Vice-Chair and Chair of several IPT Sales Tax Symposiums and Annual Conferences as well as Chair of the Energy SALT Seminar. In 2016, Carolyn received the 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).