Inside Sales Specialist

• Sep 2022 - Present

Tax Analyst II

• Aug 2021 - Sep 2022

• Interprets Federal and state tax laws and implements/maintains the calculations and tax law changes into the tax software.• Creates calculations for the tax forms.• Designs the layout of the forms.• Writes Q&A questions to help users accurately complete their tax returns.• Writes and reviews test case scenarios.• Works with State Department of Revenue officials to test software and resolve issues during the tax filing season. • Interprets Federal and state tax laws and implements/maintains the calculations and tax law changes into the tax software.• Creates calculations for the tax forms.• Designs the layout of the forms.• Writes Q&A questions to help users accurately complete their tax returns.• Writes and reviews test case scenarios.• Works with State Department of Revenue officials to test software and resolve issues during the tax filing season.

Business Analyst II

• May 2015 - Aug 2021

- Group leader of tax form testers responsible for the accuracy and mapping of web based tax software. - Prepared and filed Letters of Intent with all state Departments of Revenue. - Created and filed test cases with all states and the IRS as required for tax software E-File approval with each tax authority. - Responsible for screen design and layout of both professional and self-preparation tax software. - Document and implement user enhancements including adding forms, worksheets, and other tools based on customer needs and trends. - Added software validation for business rules to prevent rejects and parse errors on both federal and state E-Filed returns. - Created and maintained client facing error messages and notes to aid in the correction and prevention of e-file rejections and parse errors. - Designed and maintained forms and interviews for tax office software used by all Liberty Tax office locations. - Primary contact for any E-Filing related communications with State DORs. - Created and maintained Full Loop test cases for bank product testing with EPS Financial. - Responsible for accuracy and maintenance of the 1040.com/Drake Zero tax calculator app.

Tax Analyst II

• Sep 2011 - May 2015

- Small group team leader of programmers and testers responsible for ensuring accuracy and completeness of several state products each consisting of five packages. - Maintain a comprehensive knowledge of assigned products, customer needs, and market trends. - Ensured a smooth transition from legacy E-filing to the Modernized E-file system that the IRS currently uses. - Responsible for defining and verifying electronic data checks. - Utilize regression testing to validate changes and updates made during both annual development and update release cycles. - Create and maintain a test return library / repository for verification of program accuracy and quality assurance. - Use extensive product and tax law knowledge to verify and test tax return outputs. - Document and implement user enhancements including adding forms, worksheets, and other tools based on customer needs and trends. - Build software patches for product team post programming and initial testing for release to user acceptance testing. - Prepare software documentation and patch notes for all assigned products. - Familiar with basic software development and primary liaison for programmer and product team - Responsible for translating state and federal tax form instructions and publications into tax software requirements

Customer Service Representative

• Sep 2006 - Sep 2011

- Subject Matter Expert for all Drake Software related or owned products, including but not limited to: Drake Software, Drake Zero, 1040.com, Client Write-Up, Crown Money Map Financials, Drake Document Manager, Competitor Tax Return Conversion Programs - Provide technical support via inbound and outbound calls, as well as email, in a call center with the goal of ensuring customer satisfaction and customer retention. - Participate in outbound sales call campaigns to increase client renewal and invite / register potential clients to local conferences - Present software at sales seminars to increase client base and promote knowledge of the product.