Analyze current processes; design more efficient and effective processes; including implementation of technology and related toolsTrain teams to effectively and efficiently use the developed solutionsNational subject matter expert for developed process and technology solutions.Corptax, Onesource Tax Provision, and ASC740 Center of Excellence focused

Analyze current processes; design more efficient and effective processes; including implementation of technology and related toolsTrain teams to effectively and efficiently use the developed solutionsNational subject matter expert for the developed process and technology solutionsCorptax tax application integration specialist

Actively participated in the USAA tax transformation project by identifying pain points, brainstorm potential solutions and document implementation challengesDesigned and implemented multiple solutions for state and local tax processes including state provision, estimated payments, and control procedures surrounding these processesDesigned and implemented interdepartmental process solutionsTrained team to utilize implemented solutions

M&A due diligence and post acquisition integrationP&C Federal Tax Provision and ConsolidationManaged the successfull implementation of CorpTax Provision and U.S. ComplianceTrained team to utilize implemented solutionActive Innovation Team member/collaborator

Implemented corporate tax process improvements which resulted in a reduction of 2,000 work hoursState tax planning which resulted in tax savings to the company of $1.5MPresenter at annual global finance conferenceStaff management and mentoring to include semi-annual performance reviewsManaged the original implementation of Corptax US Compliance, Corptax Calendar, Advanced Global Provision and State Planner.Managed the successful resolution of 2005-2007 and 2008-2010 Federal Audit Cycles and numerous State tax audits. Reviewed state amended returns resulting from conclusion of federal audit cycles

Reviewed personal and corporate federal and state tax returnsAdvised clients on tax planning opportunitiesImplemented new technologies to improve internal processes

Managed staff and senior level tax professionalsDesigned computation mechanism for R&D credit studies, review R&D, cost segregation and fixed asset studiesInstructed basic R&D credit training to entry level accountants

Tax professional on one of the largest outsourcing clients in the Milwaukee office for six years.Responsible for internal work paper enhancement which resulted in a 150 hour decrease on the engagement in the first year alone.Lead tax specialist on a multi-state 2300+ partner partnership return. Secured a 400+ hour reduction against budget in the first year