Dawn Theisen-Sanquist

Learning & Development Product Manager at SurePrep LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Sauk Rapids, Minnesota, United States, US

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5.0

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Ricky Adams, CPA/ABV

Over the past 3 years, my firm, Bradshaw, Gordon & Clinkscales LLC, could not have asked for a better SurePrep Client Service Manager. Dawn is a very proactive individual who delivers the high possible customer service to her clients. She frequently checks in just to see how things are going and to offer assistance with anything we need. I'm always impressed with her in-depth technical knowledge of the SurePrep Product and Platform. The list of her high quality character traits and professional skills are to long to list here, so I'll summarize this with the fact that I have no reservations in fully endorsing and recommending Dawn. Thank you, Dawn for all the support and customer service you've delivered and continue to deliver!

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Credentials

  • Lean Six Sigma Yellow Belt Certification
    Six Sigma Global Institute
    May, 2021
    - Nov, 2024

Experience

    • United States
    • Software Development
    • 200 - 300 Employee
    • Learning & Development Product Manager
      • Jun 2020 - Present

    • Client Success Manager
      • Sep 2005 - May 2020

      Client Service Manager with primary responsibilities of client renewal, support and implementation consulting. Participating in development of implementation consulting/training process utilized on firms ranging from sole proprietors to Big Four firms. Contribute to internal development of proprietary software by providing enhancements to team, testing of proposed functionality and reporting of bugs.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate
      • Jan 2003 - Sep 2005

      Tax associate with experience in preparing and reviewing individual, expatriate, and foreign national tax returns as well as tax equalization settlements, hypothetical tax calculations for international assignments, and payroll gross up calculations. Acted as primary tax associate contact for multi-national firms and completed tax research on international topics in response to inquiries from such. Tax associate with experience in preparing and reviewing individual, expatriate, and foreign national tax returns as well as tax equalization settlements, hypothetical tax calculations for international assignments, and payroll gross up calculations. Acted as primary tax associate contact for multi-national firms and completed tax research on international topics in response to inquiries from such.

Education

  • St. Cloud State University
    Bachelor of Science, Accounting
    1999 - 2002

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