Rebecca Devlin Email & Phone Number

Grand Rapids, Mi, Us

Grand Rapids, Michigan, United States

• Responsible for the accurate and timely filings of premium tax returns for two groups of Farmers companies and related periodic filings throughout the year.• Managed multiple audits which involved brining team members from across the organization together to complete those audits successfully.• Oversaw numerous projects with the purpose of improving data reporting, which included research, data validation and completion.• Successfully completed a year-long "Passion and Leadership" course designed to further develop leadership skills and promote project management solutions among team members.

Greater Chicago Area

• Integral member of a team that presented and sold life insurance solutions to business owners for the purpose of succession planning. The process included identifying the personal and business goals of the business owner as well as effectively communicating the various solutions in order for them to make the proper decision.• Developed a comparison tool that became a key focus within each presentation. • Successfully sold multiple insurance policies.• Responsible for rebranding the company website and marketing materials.

Greater Chicago Area

• Responsible for the review of middle market and family enterprise federal and state tax returns, including individuals, trusts, partnerships, C-Corporations and S-Corporations.• Performed tax-related research for clients including projections, transactions and strategic plans.• Managed client relationships including determining the budget, timeline and client satisfaction.• Mentor to experienced staff and responsible for the development of new staff.

Greater Chicago Area

• Executed tax review to first- and second-year staff, analysis and consultation of client tax engagements for domestic and international financial, manufacturing, commercial utilities and other businesses both federal and state returns.• Managed engagements using budgets, scheduling, billing, client communication and staff development.• Progressively developed team organizations, including preparation and achievement of timelines, resource and staffing deployment, communication, and project review. • Served as the main client contact, managing the client relationship throughout the engagement term including deadlines and client expectations.• Dedicated to exceeding objectives by applying self-directed leadership and responsibility for delivering client expectations and balancing internal resources and capabilities, including successful integration of the Deloitte Hyderabad, India staff resources.

Greater Chicago Area

Private Company Service (PCS) Tax Associate• Executed tax preparation, extensions, and estimates including analysis and research for domestic manufacturing businesses both federal and state levels.• Gained knowledge of C-Corporations, S-Corporations and Partnerships.• Accountable for accurate and precise preparation of tax returns and additional revenue filings.• Implemented and trained PCS team in new software and standard operating procedures.• Contributed to numerous marketing initiatives, networking strategies and recruiting talent. International Tax Associate• Improved client sales presentations and technical tools for international tax partners.

Ma, Accounting & Marketing

Activities and Societies: Kappa Kappa Gamma

Ba, Accounting & Marketing

Activities and Societies: Kappa Kappa Gamma