Results-driven tax professional with expertise in leading cross-functional teams and optimizing processes for enhanced efficiency. Proven experience at Stripe and TaxJar resolving complex tax compliance issues, driving customer satisfaction, and delivering impactful solutions. Proficient in Microsoft Office, Google Workspace, and tax compliance software. Strong communicator with a commitment to continuous learning, problem-solving, and process improvement to support organizational goals and growth.
Oversaw the preparation and submission of 1,000+ timely standard filings each month, along with hundreds of historical and amended returns, ensuring accuracy and full compliance across multiple jurisdictions.
Acted as a key liaison between clients and 50+ state agencies, resolving registration issues, filing questions, and state-specific compliance concerns.
Played a central role in enhancing onboarding and registration processes, implementing improvements that significantly reduced filing blockers and data-related issues.
Reviewed and escalated system and data discrepancies, proactively identifying gaps in onboarding to prevent downstream filing errors.
Participated in dozens of client calls weekly, providing expert guidance on state requirements, data formatting, and compliance workflows.
Identified and corrected data mapping issues, improving data integrity and reducing error rates across client filings.
Assisted with notice management, including the resolution of hundreds of state tax notices, and initiated refund and penalty waiver requests when appropriate.
Completed and submitted Power of Attorney (POA) forms to facilitate state representation and ensure timely resolution of compliance matters.
Resolved critical filing issues and blockers by collaborating across teams, improving turnaround times and maintaining high filing accuracy.
Partnered with the finance team to process client reimbursements related to filing errors, helping to maintain strong client relationships.
Supported high-priority client de-escalations by providing timely communication, accurate issue analysis, and effective resolution strategies.