Product Management Tax Technology Business Analyst Tax Analyst

Kimberly D. Lewis

Phone: 214-***-****

E-Mail: **************@*****.***

LinkedIn: www.linkedin.com/in/kimberlydawnlewis01

Dynamic leader with Big 4 experience, a proficient background in tax consulting, tax technology, business systems analysis, and project management. Goal-driven and motivated, consistently achieves project goals and exceeds performance benchmarks. Experienced in accounting, product management, investment management, as well as handling national accounts for top software providers, software development, business systems analysis, and general tax accounting activities. Skilled in coordinating, developing, and following the full software development life cycle, researching business requirements, and enhancing processes to improve product solutions.

Masters of Business Administration, Financial Management, Northcentral University, October 2021

Education Masters of Business Administration, University of Phoenix, November 2009

& Experience

Bachelor of Business Administration- Finance Specialization, University of Louisiana at Monroe, May 2003

Diversity & Inclusion Certificate, University of South Florida, April 2021

Deloitte Tax, LLP, Dallas, TX Aug 2022- present

State Income and Franchise - Investment Management Tax Senior Consultant - Multistate

•Consult on 1065 and 1120/1120S tax engagements, provide state tax consulting and compliance services to a diverse client base in the investment management industry.

•Perform detailed technical reviews of partnership and corporate state and local tax returns / work papers with attention to multistate tax issues

• Coordinate with clients’ internal tax teams to reconcile information for tax prep services

•Perform a detailed review of estimated payment, withholding and composite tax calculations as well as investor packages

•Research and analyze state tax legislation and assist with impact on compliance and investor reporting process.

•Assist with tax consulting projects including tax planning, restructuring, and due diligence.

•Assist with engagement workflow management and supervise tax consultants and interns on assigned engagements.

•Assist with the preparation of federal & state income and franchise tax returns and payments for quarterly and annual filings.

•Assist with preparation of property tax returns and sales and use tax returns as needed.

•Assist the tax technology consulting team during non peak time in completing updates regarding financial systems

•Assist with the preparation of responses to various tax audits and federal and state tax issue

Intuit, Plano, TX Dec 2019-Aug 2022

Senior Product Analyst – Tax Technology- Certified Scrum Master

•Gather business requirements for tax technology products and analyze existing software applications to understand and document functionality

•Act as Scrum Master for daily stand up meetings

•Implement Federal and State tax filing requirements for the Business tax application product release

•Determine tax requirements, research tax issues, and translate into technology requirements for the product development team.

•Evaluate the company products and compare them against industry trends for enhancements

•Implement and assist in automation of tax products to assist client needs

•Work with Jira and Confluence in an Agile/Scrum environment.

•Assist in sprint planning, create tasks/subtasks, prioritize product backlog

•Analyze burndown chart to manage work responsibility for incremental development

•Research and interpret complex tax law for Federal and state tax compliance procedures.

•Provide systematic procedures for documenting and gathering requirements.

•Lead the preparation of responses to various tax audits and federal and state tax issue

•Preparing research and implement changes on various tax issues for clients

•Identify information system enhancements that will improve tax processes and support future business needs

•Verify that state jurisdictions are in tax compliance with state regulations.

•Develop tax compliance products for 1120, 1120S, 1041, and 1065. Assist clients with reconciliation of partner accounts and financial statements to tie back to the tax form as needed.

•Analyze tax computations and provide solutions for tax compliance measure as needed.

CUTE KIDS FOUNDATION, Coppell, TX May 2014-March 2020

Program Manager

•Communicate with project managers across two states, provide training, tools, and conduct scheduled set up for chapter leaders to run educational life skills programs for ages 5-17.

•Develop an annual project plan, organize local and regional events, conduct all duties of initiating, planning, and executing of non profit programs in coordination with the project leads.

•Review the budget for each chapter, direct execution of programs, manage and control all aspects of the non-profit’s programs by overseeing complex projects within the region.

•Identify goals and objectives, create the project plan and make sure the project stays within the scope and follows the timeline set forth by the organization for each of the different educational programs.

•Develop a risk management plan for each local chapter to make sure the team stays on track.

•Oversee project managers for five different chapters across two states.

•Monitor each chapter to make sure they are upholding ethical standards and maintain the integrity of the organization.

•Monitor progress of various projects and milestones to ensure program development is met

Thomson Reuters, Carrollton, TX August 2005-Nov 2019

Lead Business Systems Analyst -1065 Tax Product Development/Tax Technology

•Identify product needs and act as Product Development Team Lead specializing in 1065 Tax Technology products

•Prepares comprehensive project plans and product release schedules

•Direct the implementation of tax requirements for the Business tax application product release

•Assist management with product strategy and roadmap, run beta programs with early stage product releases

•Work with product owners, UX Design, and development team to convert business requirements into developer friendly specifications.

•Facilitates joint business or technical staff analysis and design working sessions;

•Conducts systems analysis and design studies and prepares concept and design

specifications for federal & state income and franchise tax return and payments software for quarterly and annual tax filings.

•Provides guidance for significant phases of computer applications such as planning, design, or testing;

• Provides problem analysis support to diagnose and remedy problems in operating procedures, system software, and computer application programs;

•Establishes and reviews procedures and evaluates new or revised applications to

ascertain that standards are being maintained;

•Serves as project leader responsible for systems analysis and design for a

complex or broad functional application;

•Plans, assigns, oversees and reviews the work of lower classifications;

•Analyzes the most difficult work procedures and job methods;

•Determine tax requirements, research tax issues, and translate into technology requirements for stakeholders

•Implement automation of tax technology products to assist client needs and assist with target marketing and contribute to product innovation and assist with project management.

•Research and interpret complex tax law for Federal and state tax compliance procedures by gathering requirements and documenting business requirements for development team.

•Identify information system enhancements that will improve product development processes and support future business needs

•Develop tax compliance products, analyze tax computations, and provide solutions for tax compliance measure within the tax software product

•Promote products and features to the marketing team to assist in promoting sales.

Graphic Packaging, West Monroe, LA April 2004-June 2005

Tax Accountant

•Prepare asset, liability, and capital account entries by compiling and analyzing account information.

•Documented financial transactions by entering account information. •

•Recommend financial actions by analyzing accounting options

•Issued daily payment invoices to vendor accounts.

•Successfully achieved the timely payment of all A/P vendor accounts through mastery of the SAP & JD Edwards accounting systems.

•Assist with the preparation of responses to various tax audits and federal and state tax issue

•Assist with the preparation of income tax provision, tax account reconciliations, payments and tax general ledger accounts

•Respond to tax inquiries, accruals, compliance, and freight inquiries to ensure accurate processing.

•Acquire good receipts from requisitioners as needed for timely processing.

•Work as an accounting backup to other positions in the department as assigned.

•Verified vendor information before account set up.

JP Morgan Chase, Monroe, LA August 2003- March 2004

Internal Auditor (Loan products)

•Acquired purchasing documents and reviewed for compliance against federal guidelines

•Verified validity of financial information included with the loan documents.

•Evaluated information to determine whether lending officers have stayed within guidelines of lending authority, if loan is risk management compliant with banking regulations, and if required documents have been obtained.

•Identifies problem loans and reports deficiencies or inconsistencies within financial documentation.

•Document any missing financial documents and assist with recovery to include with the file.

•Coordinate data collection and evaluations of commercial loans, and present loan review information and report to management.

University of Louisiana Monroe, Monroe, LA August 1999- August 2003

Accounts Payable Analyst

•Keeping track of all payments and expenditures, including payroll, purchase orders, invoices, statements, etc.

•Reconciling processed work by verifying entries and comparing system reports to balances

•Maintaining historical records and filing all purchase orders

•Paying employees by verifying expense reports and preparing pay checks

•Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit; generally responding to all vendor enquiries regarding finance

•Preparing analyses of accounts and producing monthly reports continuing to improve the payment process

Software GoSystems Tax, OneSourceTax, Sharepoint, Taxbuilder, Workday, SQL

Skills Microsoft Excel, PowerPoint, Word, Access, Project, Outlook, SAP ERP and JDEdwards,

Jira board, Java, XML, ProSeries Tax, Eclipse, FADS, C#, I-design, TurboTax Business, IPACS, Lacerte, E-forms, Confluence, K1-G import, GitHub, Intela, Alteryx, Microsoft Azure, TFS, Tableau, Vertex, OneSource Indirect Tax

Certifications Certified Scrum Master(CSM), Active Texas Life Agent License, Enrolled Agent(In process)

and Project Management Certification(PMP in process).

Contact this candidate