At No Logo Accounting, I monitored work queues, identified bottlenecks, and partnered with firm leadership to improve workflow visibility and process consistency. I developed workflow documentation and coordinated remote teams supporting operations across more than 1,500 client accounts.
At TaxOps, LLC, I managed a portfolio of approximately 350 business entities through onboarding, multi-state sales tax compliance, and ongoing client support. I also conducted sales and use tax research and compliance reviews, and contributed to process improvements that made service delivery more efficient.
