Lisa Liggins
Tax Site Manager at Grow Brooklyn Free Tax Prep/VITA (Volunteer Income Tax Assistance) Program- Claim this Profile
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Bio
Credentials
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Automating Excel 2010 Tasks Using Macros
SkillsoftSep, 2013- Oct, 2024 -
PivotTable Filters, Calculations, and PowerPivot
SkillsoftSep, 2013- Oct, 2024 -
Workbook Settings, Conditional Formatting, and Number Formats in Excel 2010
SkillsoftSep, 2013- Oct, 2024
Experience
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Tax Site Manager
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Jan 2022 - Present
Managed the day to day operations for one of the busiest Free Tax Prep Service sites offering tax assistance and couseling to qualified individuals and families. Managed the day to day operations for one of the busiest Free Tax Prep Service sites offering tax assistance and couseling to qualified individuals and families.
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Bedford Stuyvesant Restoration Corporation
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United States
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Non-profit Organizations
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1 - 100 Employee
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Tax Site Manager
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Feb 2021 - Jul 2021
• Responsible for all aspects of the Vita Site’s intensive seasonal preparation of returns from February to June, including hiring, training, performance and reporting • Maintained an ongoing working relationship with the Internal Revenue Service, Department of Consumer Affairs/ Office of Financial Empowerment • Produced a variety of weekly and ad-hoc reports for senior management, IRS, and DCA/OFE • Ensured that intake specialists, tax preparers, quality reviewers, and volunteers adhered to site practices and procedures • Transmitted tax returns to IRS and New York State following guidelines for e-file transmissions • Monitored the reject process informing tax filers of the rejected return, correcting and resubmitting the tax returns • Ensured the privacy and confidentiality of the tax returns prepared at the VITA/TCE site Show less
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VITA Site Manager
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Jan 2019 - Mar 2020
• Managed the day to day operations of VITA/TCE free tax sites including client intake, tax preparation, quality review, and electronic filing to the IRS and NYS • Provided on-site tax expertise; answered tax volunteers’ tax preparation questions and assisted with tax related issues • Ensured that the clients' experience was positive and met or exceeded expectations • Maximized refunds for low-income working families and individuals by assisting taxpayers in applying for eligible credits • Maintained clients' personal tax information in a secure environment according to IRS and NYS guidelines • Provided a supportive and learning experience for IRS certified tax preparers Show less
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VITA Site Manager
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Jan 2018 - Jun 2018
• Managed the operations of tax sites which included: client intake, tax preparation, quality review and timely transmission of prepared returns to IRS and NYS • Ensured an effective and positive experience for clients and IRS certified tax preparers • Followed up with clients to confirm accurate returns were processed and concerns with returns were resolved • Provided a positive teaching and learning experience for volunteers and employees • Secured the privacy of client information at all sites in compliance with IRS and NYS procedures and guidelines Show less
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Professional Tax Preparer/Quality Reviewer
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Jan 2017 - May 2017
• Prepared tax returns and quality reviewed them before final submission to the IRS and NYS • Maintained the clients' tax informaioin in a secured environment according to IRS and NYS procedures and guidelines • Prepared tax returns and quality reviewed them before final submission to the IRS and NYS • Maintained the clients' tax informaioin in a secured environment according to IRS and NYS procedures and guidelines
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New York Cares
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United States
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Non-profit Organizations
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100 - 200 Employee
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Internal Revenue Service VITA/TCE Volunteer
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Dec 2012 - Apr 2013
• Prepared tax returns for low income individuals, families, and elderly. • Participate(d) in on-going volunteer events. • Prepared tax returns for low income individuals, families, and elderly. • Participate(d) in on-going volunteer events.
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Financial and Accounting Professional Consultant
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2000 - 2008
Accounting Specialist Bank of New York Mellon/Market Resolve • Automated the process for the quarterly diversification testing of Unit Investment Trusts in compliance with IRS guidelines • Accelerated results to tax department and account managers to re-align portfolios defined by the IRS • Identified and reduced outstanding balances of closed Unit Investment Trust accounts Accounting Analyst Cantor Fitzgerald/Phoenix Partners • Collaborated efforts with reconciliation team, legal entity controllers, and U.K. counterparts in identifying and resolving account variances (drilling down to the lowest level of transaction) for a legal entity about to go public • Reduced out of balance inter-company accounts by 98%, analyzing multiple general ledgers for U.S. and U.K. Project Analyst JPMorgan Chase • Team Lead of four consultants to execute testing for a Decommissioning/Implementation Project • Analyzed and reconciled variances in Balance Sheet and Profit and Loss Statements in Test and Production environments • Chronicled expected results (i.e., fails, mis-mapping, sign flip, hierarchy and org changes, adjustments, etc.) • Attended daily status meetings with project teams Financial Analyst JPMorgan Chase/Market Resolve • Performed monthly expense, headcount, and revenue reporting analyses for a divested legal entity in transition • Reconciled control accounts, and created revenue and expense accruals for month-end close activities Department was outsourced prematurely ending long term assignment. Show less
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Project Analyst
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2004 - 2006
• Liaised as Subject Matter Expert with legal entity controllers and disseminated information for the implementation of SAP CO inter-company settlement process • Researched/resolved open items regarding indirect and direct expenses for the cash settlement process • Analyzed and reconciled inter-company accounts, general ledgers, and demand deposit accounts • Tracked and reported key performance indicators related to settlement processes for Global Finance Operations • Coordinated the set up and on going maintenance of necessary reference data (companies/accounts/centers) • Lead role in developing procedures and skills training for a project to migrate cash settlement operations Show less
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Financial Analyst
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May 2004 - Nov 2004
• Analyzed the components of earnings before income tax, by cost center, to determine if revenues and expenses were reflected in the appropriate financial units • Reviewed inter-company reporting activities; analyzed, investigated, and resolved balance sheet breakage issues • Streamlined the monthly inter-company expense schedules by automation and computerization • Analyzed and reconciled inter-company breaks • Performed Legal Expense consolidation and analysis, Fixed Asset review, and Cost Distribution for Plan 2005 Show less
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Accounting Analyst
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Jun 2003 - Dec 2003
• Investigated and analyzed inter-company variances between the subsystems and general ledger for the Treasury and Securities finance area (i.e., precious metals, interest rate swaps, equities, options, swaptions, FX, FNX, Cap/Flr, and Money Market) • Reduced inter-company variances by 78% comparing internal trades extracted from sub-systems, both domestic and international, using Excel and Access • Produced detailed reconciliation reports and spreadsheets consolidating the investigation and analysis Show less
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Supervisor
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Dec 2000 - Mar 2002
Collaborated efforts with general ledger bridge teams on an integration project, "Day 2", to test the merged financial results of JPMorgan Investment Bank and The Chase Manhattan Bank • Supervised, trained, and monitored the progress of the Management Analysis team comprised of four consultants and three employees • Customized and created Excel templates to streamline and automate the reconciliation process and meet time sensitive deadlines. • Finalized reconciliation analyses reducing variances for Profit and Loss and Balance Sheet statements • Analyzed, researched and resolved variances, ensuring data integrity between various ledger systems • Analyzed general ledger accounts and organization fields for correct mappings Consultant/Client Manager Liaison supporting the Treasury and Securities Services area for the Management Analysis Group • Performed monthly production close processing expense allocations and adjustments for business units adjusting financial information to the Income and Balance Sheet Statements for organizational profitability • Analyzed effects of adjustments in the current month and current year to prior month and prior year databases • Researched and resolved problems and issues for the business units and Management • Audited adjustments received from business units for validity and compliance within internal guidelines Show less
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HR Compensation Analyst
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Sep 2000 - Dec 2000
• Produced decision-making reports based on various analyses jointly working with Payroll Department • Performed store comparison analysis for renegotiation of contracts with union, retention rate analysis of managerial staff, and labor analysis for all key employees in two major stores • Produced decision-making reports based on various analyses jointly working with Payroll Department • Performed store comparison analysis for renegotiation of contracts with union, retention rate analysis of managerial staff, and labor analysis for all key employees in two major stores
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District Administration Officer
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Oct 1998 - Feb 2000
• Produced reports on key sales and service performance to facilitate improved decision-making, resulting in the district meeting its sales target of $36MM • Partnered with Human resources to put into effect salary increases, performance reviews, and bonus compensation • Tracked district headcount, organizational and personnel changes (terminations, transfers, promotions, retirements, etc.) • Tracked employees’ progress in Performance Enhancement Program and key incentive programs • Mediated with branch personnel and Human Resources to assist in employee problem resolution • Increased the percentage of training enrollment in 6 districts consisting of 134 branches, 2,640 employees Show less
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Education
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Brooklyn College
Bachelor of Science, Accounting -
2001 - 2003
New York University
Certificate, Human Resource Management -
2014 - 2022
Internal Revenue Service/VITA/TCE
Certified Professional Tax Preparer
Community
