Jose Vargas

● Assist customers with preparing and filing their taxes through TurboTax Live ● Prepared between 85 to 100 returns per filing season ● Handle anywhere from ● 30 to 50 calls per day during tax season ● Answer customer queries related to tax laws, deductions, and credits ● Ensure accurate and complete tax returns by reviewing documents and providing expert guidance ● Stay up to date with changes in tax laws to provide accurate advice ● Communicate with customers via video calls, chat, or phone to ensure efficient and personalized service experience ● Collaborate with other TurboTax Live tax experts to resolve complex tax situations ● Deliver high-quality customer service while maintaining professionalism and confidentiality ● Assist customers with troubleshooting technical issues related to the TurboTax platform ● Educate clients about the features of TurboTax Live and how to maximize their benefits

● Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions ● Creates over 650 monthly reports to external clients. ● Works with insurance managers to answer client questions about claims and payment status. ● Prepare, review, and oversee a variety of reports and statements, including grant expenditure reports, budget variances, and reports of historical trends for program managers. ● Leading ongoing reviews of business processes and developing optimization strategies ● Staying up to date on the latest process and IT advancements to automate and modernize systems. ● Conduct meetings and presentations to share ideas and findings. ● Gathering critical information from meetings with various stakeholders and producing useful reports. ● Perform duties related to monthly closing activities in coordination with corporate office accounting department. ● Performs statistical and financial analysis of data reported in the various financial systems on monthly and quarterly basis (primarily Qlik View, Velocity, and Image Right). ● Provide key reporting metrics and financial analysis to CFO, Claims, Underwriting and Reinsurance departments. ● Proficient with Excel: Pivot tables, formulas, unique identifiers, Power BI, and Smartsheet’s. ● Run statistical analysis for claims according to our reinsurance agreements. ● Implemented changes in regulatory or management reporting requirements or procedures. ● Coordinated project planning, daily stand-up meetings, sprint reviews, sprint and release planning, functionality demos, and other agile centric meetings. ● Perform complex financial, budget, and accounting reports including the collection, compilation, analysis, and interpretation of data for reinsurance programs. ● Organize, update, and maintain both paper and computer-based tracking systems for statistical spreadsheets for reinsurance programs to track, analyze, maintain and report data.

● Assisted in the analysis of financial data (including investment and underwriting results, as well as expenses) and extracts relevant information ● Assisted in preparation of GAAP/IFRS/STAT quarterly/year-end financial statements, as well as 401 k plan year-end financial statements ● Performed statistical and financial analysis of data reported in the various financial systems (primarily PAM investment accounting system and General Ledger). - Developed financial reports for ad hoc and recurring results analysis ● Performed, documented (in the form of a technical memo) and presents to management accounting research and conclusion(s) for new or complex transactions and newly issued relevant accounting guidance under GAAP, IFRS, and STAT basis of accounting ● Recorded, classified, summarized, documented and presented to management financial transactions and events in accordance with generally accepted accounting principles ● Performed a variety of accounting activities. Exercises judgment in the processing and resolution of non-routine and complex accounting matters. Applies a working knowledge of applicable laws and regulations ● Implemented changes in regulatory or management reporting requirements or procedures. ● Participated in pilots, special projects and training programs.

● Collaborated cross-functionally with Tax, Programming, and QA teams to translate business needs into technical specifications. ● Monitored project progress bi-weekly, tracking hours and direct costs to ensure alignment with schedule and budget targets. ● Prepared variance analyses for senior management, identifying root causes of deviations and recommending corrective actions. ● Oversaw tracking of hours and costs for individual projects and monthly maintenance; reported variances and proposed mitigation plans. ● Led a project that secured a $1.5M partner contribution solely for the import tool’s design, development, testing, and deployment. ● Managed annual operating budgets ranging from $8M to $15M for software maintenance and enhancements. ● Reviewed and reconciled bi-weekly postings to support accurate forecasting. ● Interpreted tax codes and regulations to ensure compliant software updates; maintained documentation for tax-related changes. ● Served as Scrum Master, leading multiple Agile teams (18–25 members each). ● Guided teams in Agile principles: collaboration, prioritization, accountability, and transparency. ● Facilitated Agile ceremonies including planning, stand-ups, sprint reviews, and demos. ● Partnered with Product Development to prioritize initiatives and gather requirements. ● Evaluated risks affecting release schedules within budget and resource parameters. ● Documented client-reported bugs; escalated issues with detailed analysis to appropriate teams. ● Maintained complete request documentation to support Product Development decision-making. ● Analyzed data and provided recommendations to Development and Client Support. ● Monitored SLA metrics to ensure compliance with service standards. ● Prioritized and scheduled client issues; coordinated with support teams for resolution. ● Provided tax and software expertise to Tax Research and QA teams. ● Supervised and evaluated 15–20 staff, including researchers, QA leads, and developers.

● Managed four separate software products simultaneously while overseeing projects to maintain releases on track as well as to determine and mitigate any potential risks. ● Used Visual Studio to track enhancements, fixes and releases for the software. ● Conducted extensive planning and scheduling of the content for six software releases annually based on various external constraints, such as Internal Revenue Service (IRS) requirements and client needs. ● Functioned as the release project manager, with duties including: * Coordination and assessment of release notes * Organization of distributing releases to the product download area for clients * Maintenance of communication and documentation on all releases * Process documentation of the overall release into the component parts while accurately documenting each step * Management of a group of 30 people while understanding their professional needs ● Review, interpret, apply, and explain a variety of annual federal and state tax legislation, and procedures pertinent to budget and accounting functions to tax researchers, development and management. ● Interpreted the tax code and regulation updates for up to 10 states per filing season. ● Researched any changes made to tax forms for every year based on state assigned. ● Updated and maintained documentation to support changes made to the tax calculations. ● Based on research findings, communicated changes to programmers to provide guidance on the updates needed to the tax calculations. ● Tested tax returns for changes made by programmers. Tested calculations for accuracy and consistency. ● Worked with software developers to update, maintain and test calculations that contain COBOL as part of the calculations.

● Checked data input and verified totals on forms prepared by others to detect errors in arithmetic data entry or procedures ● Collaborated with various departments to ensure achievement of all organizational objectives ● Consulted tax law handbooks to determine procedures for preparation of atypical returns ● Coordinated with business units to administer all personnel for various departments ● Prepared and reviewed Federal and State income taxes ● Prepared internal memoranda written correspondence private letter rulings and other documents for submission to the IRS or Treasury Department ● Trained staff, reviewed and evaluated their work

●Prepared and reviewed C-Corp, Partnership, S-Corp and individual tax returns ●Conducted interviews with client personnel to obtain necessary documentation to prepare tax return ●Implemented and trained over 50 clients on proprietary tax software that helped clients prepare their own tax returns ●Assisted with tax audits ●Prepared periodic tax work papers, schedules and reports ●Reviewed tax returns prepared by the staff accountants ●Assisted subsidiaries with questions related state registration matters ●Conducted tax research to support tax compliance and planning as required ●Proficient with Turbo Tax and Fast Tax ●Developed, planned, organized and performed operational and financial audits. ●Conducted risk assessments ●Helped prepare financial statements in accordance with the firms standards ●Wrote narratives and conclusions based on the findings derived from the audit procedures ●Conducted interviews with client personnel and performed walk-throughs to assist in the evaluation of internal controls ●Prepare schedules and worksheets for the annual audit. ●Serve as liaison to with auditors and clients to ensure an accurate and successful annual internal and external audit ●Conduct research and provide support as assigned coworkers during audit ●Analyze and review accounting processes and procedures based on audit. ●Formulate and recommend changes and revisions as needed to ensure effective and efficient operations based on audit review. ●Participated in the preparation of general journal entries for year-end entries for audit reports. ●Prepared the verification, reconciliation, balancing and adjustment of a variety of accounts, including accounts receivable, deferred revenue, liability, and other accounts assigned based on audit responsibilities. ●Participated in the review, and monitoring of a variety of accounting and budgeting work from accounts payable, and payroll, including purchase requisitions, and account reconciliations.