Versatile Project Manager and Tax Automated Systems Specialist with over a decade of experience at the Idaho State Tax Commission. Highly proficient in PMBOK®, Agile, and Waterfall methodologies, with a strong track record in project delivery, change management, and stakeholder engagement. Recognized for collaborative leadership, exceptional interpersonal skills, and the ability to drive system enhancements while fostering cross-divisional alignment and seamless knowledge transfer. An innovative professional experienced in planning and executing strategic initiatives, leading cross-functional teams, managing complex projects, and consistently improving efficiency, performance, and customer service while meeting budgetary and timeline objectives.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Tax Automated Systems Specialist/Project Management
Idaho State Tax Commission
05.2015 - Current
10+ years' experience in coordinating, planning, testing, training, and executing agency projects
Excellent communication and facilitation skills
Manage multi-agency and outside vendor projects
Develop and document project schedules and timelines
Facilitate project requirements gathering
Agency certified in PMBOK methodologies
Strong understanding of Agile and Waterfall methodologies
Organize and facilitate meetings with management, subject matter experts, end users, and developers
Lead meetings with management, developers, and staff
Collaborate effectively with interoffice and external stakeholders of varying backgrounds
Create and update Memorandums of Understanding (MOUs)
Identify and resolve schedule conflicts within projects for testing and validating
Coordinate system changes with business units and IT/FAST staff
Coordinate work scope development
Evaluate and research reported system issues
Identify and recommend system enhancements or modifications
Evaluate new hardware and software changes
Create specialized test plans
Perform software quality analysis and testing
Analyze and document test results
Document and analyze test results
Coordinate performance/load/stress testing
Develop procedures after implementation of system changes
Analyze and interpret laws, rules, and policies for system impact
Document lessons learned and ensured information is shared
Extensive experience in knowledge transfer
Organize and prioritize agency projects
Assist in incident reported investigations
Taxpayer Services Specialist & Representative
Idaho State Tax Commission
09.2007 - 05.2015
Leading and mentoring call center staff
Monitoring team performance and key metrics (QA scores, adherence)
Coaching agents through regular feedback, performance plans, and skill development
Handling escalated customer issues and ensuring timely resolution
Ensuring compliance with policies, procedures, and service standards
Scheduling, staff coverage, and managing daily work force needs
Quality assurance monitoring and call evaluations
Training new hires and providing ongoing refresher training
Analyzing call trends and recommending process improvements
Communicating updates, priorities, and expectations to the team
Collaborating with other departments to resolve systemic issues
Reporting performance metrics to management
Documenting procedures, workflows, and team updates
Supporting technology updates, system changes, or troubleshooting basic system issues
Assisting with recruitment and interviewing candidates
Maintained high customer satisfaction standards to meet or exceed targets.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Skills
Strong team leadership
Project execution
Effective interpersonal abilities
Ensuring high standards in customer interactions
Navigating dynamic priorities
Collaborative teamwork across divisions
Adept at resolving challenges
Led team initiatives
Project coordinator
Effective conflict resolution
Strong time management
Coordinate multiple deadlines
Experienced trainer
Experienced with project management tools
Effective under pressure
Data interpretation
Certification
State of Idaho Supervisor Academy
Project Management (PMBOK)
Train-the-Trainer Certification
Introduction to SQL — Boise State University
TRAINING
Skilled in adapting training to all three cognitive learning styles: visual, auditory, and kinesthetic/tactile.
Delivered agency-wide classroom instruction for the V6, V9, V10 system upgrades (GEM Project) and Managed Payments
Designed and developed curriculum for automated systems staff.
Provided Discovery/My Search training for FAST and Tax Commission employees.
Served as SME and staff trainer for the Taxpayer Access Point upgrade.
Delivered staff training on the Cisco phone system.
Organized and facilitated annual TPS training.
Coordinated and provided cross-training for all new hires and existing TPS staff.
Timeline
Tax Automated Systems Specialist/Project Management
Tax Automated Systems Specialist/Project Management at Idaho State Tax CommissionTax Automated Systems Specialist/Project Management at Idaho State Tax Commission