Dynamic professional with extensive experience at Thomson Reuters, excelling in tax product development and team leadership. Proven ability to enhance approval processes, resulting in improved efficiency. Proficient in Microsoft Excel and skilled in collaboration, driving successful project outcomes while ensuring compliance with state requirements.
Lead the forms acquisition and composing teams to ensure an efficient and timely approval process. Provides day-to-day supervision of work activities for composing team lead, forms acquisition team members, and forms sample contractors to meet product and quality standards. Create reports to track the approval process.
Develop and maintain 1040 GoSystem tax product for assigned projects. Collaborate with team members to work on enhancements for our clients. Samples Coordinator for 1040, 1041, 1065 and 1120 state sample submissions. Serve as
the state tax forms expert while overseeing the samples contractors.
Serve as the state tax forms approval expert and coordinator for both the corporate and partnership products. Help to improve the samples procedures which results in a decrease of preparation time for state approvals. Edit and submit forms for sample
approval by working with developers to solve any issues that may arise. Research the current year's state sample requirements to make sure all necessary scenarios are submitted for sample approval.
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Microsoft Sharepoint
Forms Center
Sample Center
FADS
IDesign