David Elliott Email and Phone Number

Responsibly managed the planning, development, and implementation processes for tax content research teams to execute quarterly business plans

Responsible for maturing and streamlining Content customer support standards and practices, incident management processes, RCAPAs, and SLAs for each product supported by the Content organization.Evolving the architecture review process to further integrate with software development lifecycle and engineering processes while increasing velocity.

• Interpret and analyze tax laws and ordinances to determine accurate tax treatment for specific products and services.• Maintain existing taxability rules for assigned jurisdictions by monitoring tax law changes.• Contact assigned US states and corresponding local jurisdictions to source US sales and use tax rates, boundary data, related taxability rules, ordinances and forms.• Document research findings clearly and concisely.• Perform intensive research using all available research tools, including the web, to stay current with all the latest tax news.• Use online tools and current UPC (Universal Product Code) database information, research client products and product attributes to identify and update accurate tax code information for client use.

• Reviewed discovery documents for relevancy and assigned relevancy codes in first review.

• Provided compliance knowledge for insurance continuing education and product training course approvals in internet and classroom formats for all 51 U.S. jurisdictions.• Worked directly with state regulatory bodies to resolve audits, inquiries, and guidance concerns.• Monitored federal and state legislative activities that impact RegEd’s clients, products, and services.• Reconciled complex or escalated cases and resolve issues while seeking process improvement opportunities.• Coordinated with financial industry associations and product managers to build and improve product offerings.• Provided regulatory analysis and support for the development of requirements for enhancements to applications and services.• Assisted product management in identifying business and functional requirements for any proposed enhancements.• Conducted special projects and audits of insurance licensing regulations for 51 U.S. jurisdictions.• Investigated regulatory issues surrounding potential new business offerings.

Collaborated with Assistant General Manager and team in preparing and planning presentations and proposals for non-profit 529 education savings trust benefiting Japanese students studying abroad.

Researched areas of law, wrote bench memos for oral arguments, and supported in drafting opinions for Judge James A. Wynn.

Over two hundred hours court experience calling the docket, taking guilty pleas, interviewing victims and officers, preparing cases for trial, negotiating pleas, arguing bond motions, and trying misdemeanor cases.

Worked with Japanese and American attorneys in bankruptcy, intellectual property, estates, and family law.