- Implementation of new and existing Operating Companies onto Vertex OSeries On Demand Sales and Use Tax calculation engine- Work with the development team to design requirements and solutions for Implementations.- Automated Implementation and Integration process by working data transformation through Alteryx workflows.- Manage and facilitate project tasks for the tax group and remainder of project team for the Vertex implementations

• Responsible for state income and franchise tax compliance, state audit support, and various state-tax focused planning projects• Used Alteryx and Microsoft Power BI for analysis, modeling, design, and development of reports and dashboards for financial analysis• Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.• Performed statistical, qualitative, and quantitative analysis on research and development data for tax credit.

Prepared various tax forms for clients including form 3115 and form 2848 Created private equity workpapers and transferred data including client investmentsTrained in software including CCH Axcess Tax, CaseWare and Tax WorkbooksCreated and presented an intern capstone project on First Choice Advisors to firm leadership