Project Manager Virtual Assistant
Resume:
Brandie Stifel
TAX SPECIALIST & PROJECT MANAGER
PROFESSIONAL SUMMARY
Seasoned Tax Project Manager with extensive experience in tax administration, project coordination, and system modernization initiatives within the public sector. Demonstrates expertise in guiding taxpayers and tax professionals through complex tax types and legislative changes. Skilled in developing and implementing training programs and serving as a subject matter expert for cutting-edge virtual assistant technologies. Proven ability to manage significant projects, including state-wide tax system rollouts, ensuring timely and successful completion. PROFESSIONAL EXPERIENCE
Taxpayer Service Specialist 3, Iowa Dept. of Revenue, Des Moines, IA
January 2019 - Present
• Served as a pivotal member of the state modernization initiative, successfully completing four major rollouts that enhanced tax administration efficiency and taxpayer satisfaction.
• Acted as a business analyst, providing expert consultation across various tax types, including individual, sales, use, and corporate taxes, improving taxpayer compliance and understanding.
• Led the development and execution of training programs, identifying needs, and crafting comprehensive workshops to elevate team competency in tax legislation and customer service.
• Contributed as a committee member for the virtual assistant
'The Kernel', enhancing taxpayer interactions through automated, informed responses.
New Business Desk/Disability Sales Coordinator, Financial Architects Inc., Clive, IA
August 2012 - January 2019
• Managed investment and brokerage accounts for over 40 agents, ensuring accuracy and compliance in all business transactions.
• Developed and administered a comprehensive guide for the Brokerage Platform NETX360, significantly improving system adoption and operational efficiency.
• Coordinated annual audits, maintaining impeccable compliance records, and demonstrating thorough attention to detail and organizational skills.
CONTACT
*******.******@*****.***
West Des Moines, IA
TECHNICAL SKILLS
Software: Adobe Acrobat Pro,
Dreamweaver, Illustrator, InDesign,
Photoshop, Salesforce, Microsoft
Office Suite (Excel, Outlook, Teams,
Word), Google Suite (Calendar,
Docs, Forms, Gmail, Tasks).
Web & Email Development: HTML,
CSS.
Email Marketing Platforms:
Acoustic, MindFire, Neuton.
EDUCATION &
CERTIFICATIONS
Technical or Occupational
Certificate in Accounting/Public
Administration, Iowa Dept. of
Revenue, Des Moines, IA
Relevant coursework in Data
Analytics, Auditing, CyberSecurity,
and State Government
Confidentiality.
Project Management Certificate,
gener8tor Skills Accelerator, Online
2024
KEY SKILLS
Project Management: Expert in
coordinating complex tax projects,
demonstrating proactive
leadership and a detail-oriented
approach.
Communication: Advanced
proficiency in communicating
Reception/Tax Return Assembler, The Vroman Group LLP, West Des Moines, IA
December 2010 - May 2012
• Provided administrative support for 5 CPAs, streamlining client scheduling, and enhancing interactions with the Iowa Department of Revenue and the IRS.
• Managed the physical assembly of tax returns, demonstrating meticulous attention to detail and a deep understanding of tax documentation requirements.
complex tax-related information
clearly and effectively.
Analytical Skills: Strong ability to
analyze tax data and legislation,
providing insightful advice and
solutions.
PROFESSIONAL
AFFILIATIONS
Iowa Secretary of State - Public
Notary
Young Professionals (YP) of Iowa -
Member
Iowa Department of Revenue -
Subject Matter Expert/Chatbot
Committee Member
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