Prepared statistic reports to consult for profitability recommendations and department workflow efficiencies. Provided support to Accountants CPA’s, Tax department, Oil & Gas and Vendors. Analyzed account operation functions for efficiencies including Working Interest accounting processes. Provided support for Trust and Land-man Administrators.

High-profile administrator, responsible for integrating strategic alliances within the Trust Tax team. Implemented efficiency tactics to manage 1099DIOB and 1099M information reporting. Prepared 940, 941, 943, 990, 1042, W-2/W-3, and 1041 Fiduciary and state returns. Executed Income Reallocation factoring via OneSource and Wall Street Concepts/Sunguard. Researched Federal and State Tax regulations via CCH, RIA, WEB, and IRS publication. Counseled with Statewide OneSource User Board members to implement IT enhancement for end users. Implemented innovative tax code mapping resulting in a highly effective and efficient reporting season.

Perform various complex duties relating to processing and administration of various Market Securities. Trade funds, process dividends and disbursements, and establish asset cost basis for securities. Resolve and follow up on unsettled items within Trust department, Brokers, Banks, and Transfer Agents.

Mentor a team under an optimistic leadership to ensure a cohesive collaborative work environment. Successfully train and motivate the team to convert from NCR processing to Image Item Processing. Adequately staff personnel, and recommend new methods and procedures for efficient daily operations.