Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Barbara Solis

Hialeah,FL

Summary

Results-oriented Tax Software Implementation Specialist with expertise in onboarding, training, and strategic tax support. At Corvee, we reduced the time to go live by 35% for over 300 firms by streamlining implementation processes. Known for strengthening client relationships through technical problem-solving, and cross-functional collaboration.

Overview

16
16
years of professional experience

Work History

Tax Software Implementation & Support Specialist

Corvee
08.2021 - 08.2025
  • Delivered advanced tax planning software to accounting firms, integrating traditional advisory principles with innovative, tech-driven solutions.
  • Directed onboarding for 300+ CPA and advisory firms, overseeing entity setup, live training, and system configuration—reducing time-to-go-live by 35%.
  • Led client onboarding from initial setup through implementation, ensuring seamless adoption and high user satisfaction.
  • Conducted needs assessments to tailor software configurations and tax strategies to each firm's unique client base.
  • Provided ongoing tax planning support, advising on federal and state strategies, entity structuring (LLC vs. S-Corp), and scenario-based planning.
  • Served as the primary escalation point for technical issues, resolving login failures, data sync errors, and browser incompatibilities; liaised with engineering to resolve complex issues and improve platform functionality.
  • Collaborated with sales and product teams to support pre-sales demos and contribute feedback for product enhancements.
  • Developed detailed implementation plans, coordinated cross-functional teams, and facilitated smooth project transitions through documentation and handoff briefings.
  • Maintained long-term client relationships through proactive support, personalized follow-ups, and prompt resolution of concerns.
  • Consistently exceeded performance metrics including resolution times, client satisfaction, and platform adoption rates.
  • Fostered a positive working environment that encouraged collaboration among team members leading to improved overall performance.
  • Consistently met or exceeded performance metrics such as response times, resolution rates, and customer satisfaction ratings by staying focused on providing exceptional support services.

Tax Support Specialist

Intuit
05.2018 - 06.2021
  • Delivered live, front-line tax support to individual customers, guiding them through federal and state tax return preparation using TurboTax software.
  • Translated complex tax concepts into clear, user-friendly explanations to improve self-filing confidence and accuracy.
  • Resolved tax, product, and software-related inquiries in a fast-paced call center environment, maintaining a high standard of customer experience.
  • Applied critical thinking to answer complex tax questions while ensuring compliance with federal and state regulations.
  • Utilized video and audio communication tools to deliver personalized support, adapting to a variety of customer needs and learning styles.
  • Leveraged consultative sales skills to match customers with optimal TurboTax products, improving satisfaction and software retention rates.
  • Consistently met or exceeded productivity, quality, and satisfaction metrics while supporting thousands of users during peak filing seasons.
  • Provided bilingual tax assistance and support, enhancing accessibility for Spanish-speaking customers.
  • Collaborated with a high-performing team to identify workflow improvements and share best practices.

Tax Preparer

Accounting One Group
12.2016 - 04.2017
  • Delivered in-person tax support to individual clients, accurately preparing federal and state tax returns in accordance with current IRS and state guidelines.
  • Translated complex tax regulations and financial information into clear explanations to help clients understand their filing obligations and potential deductions.
  • Resolved a wide range of tax and compliance issues, including income reporting, dependent claims, and tax credit eligibility.
  • Applied critical thinking to address unique tax scenarios, ensuring compliance with all applicable tax codes, and reducing the risk of audit or penalty.
  • Provided personalized service to a diverse client base, including Spanish-speaking individuals, enhancing accessibility and client satisfaction.
  • Met tight deadlines during peak filing seasons, while maintaining high standards of accuracy and professionalism.
  • Assisted with general accounting functions, such as document organization, data entry, and client intake for tax season preparation.
  • Collaborated with senior preparers to support complex filings, including self-employed clients, small business returns, and itemized deductions.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.

Corporate Procurement Manager

Centurion Air Cargo
12.2012 - 05.2016
  • Oversaw international procurement (~$300K/month), supporting operations across Asia, Europe, and the Americas, ensuring full compliance with regulatory standards and vendor performance benchmarks.
  • Reviewed and approved cross-functional purchase requisitions in alignment with FAA, OSHA, and other federal and state compliance requirements.
  • Negotiated contracts, evaluated vendor bids, and led structured award processes, resulting in a 15% reduction in supply expense overruns.
  • Developed vendor qualification standards and maintained a vetted supplier roster to optimize quality, cost-efficiency, and on-time delivery.
  • Partnered with the Facilities and Finance departments to execute capital procurement projects and audit monthly expenditures against budget targets.
  • Evaluated supplier quotes based on purchasing procedures and competitiveness in quality, price and delivery.
  • Negotiated contracts with suppliers to obtain favorable terms and pricing.

Operations & HR Manager

Miranda Petroleum Management LLC
12.2009 - 11.2012
  • Managed day-to-day operations across 11 service stations, overseeing recruitment, payroll, compliance, and the performance of a 95-member team to consistently exceed sales and profitability goals.
  • Recruited and trained station managers and leadership teams; introduced new profit-center policies that drove up to 12% revenue growth within the first six months.
  • Implemented integrated back-office and operational systems, standardizing HR processes, bi-weekly payroll, and fuel-handling SOPs across all locations.
  • Conducted routine site inspections and ensured strict compliance with safety regulations and fuel distribution standards; served as the primary liaison for major vendors, including Coca-Cola, PepsiCo, and Nestlé.
  • Directed full P&L oversight, established operating budgets, and managed inventory control and monthly cash flow tracking to improve financial transparency and efficiency.

Education

Enrolled Agent - Taxation

Fast Forward Academy
Naples, FL
09-2025

Associate of Science - Accounting

Edison College
Naples
06-2003

Skills

  • Tax planning strategy implementation
  • Client onboarding and success management
  • Software training and user adoption
  • Federal and state tax compliance support
  • CRM and client engagement tools (eg, HubSpot, Salesforce)
  • Tax software (Corvee, ProSeries, ProConnect, Drake, TurboTax)
  • Technical troubleshooting and escalation management
  • Workflow optimization and time to go live reduction
  • Cross-functional collaboration (clients, engineers, product teams)
  • Communication and stakeholder management
  • Live training and webinar facilitation

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Tax Software Implementation & Support Specialist

Corvee
08.2021 - 08.2025

Tax Support Specialist

Intuit
05.2018 - 06.2021

Tax Preparer

Accounting One Group
12.2016 - 04.2017

Corporate Procurement Manager

Centurion Air Cargo
12.2012 - 05.2016

Operations & HR Manager

Miranda Petroleum Management LLC
12.2009 - 11.2012

Enrolled Agent - Taxation

Fast Forward Academy

Associate of Science - Accounting

Edison College

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Barbara Solis