Anthony Dicarlo

About Anthony Dicarlo

Highly analytical and detail-oriented accounting and finance professional with an MBA and a proven track record in financial accounting, including significant experience in general ledger reconciliation and benefits administration. Demonstrated proficiency in preparing accurate financial reports, analyzing data, and utilizing advanced Microsoft Excel skills. Possesses a strong understanding of accounting principles, benefit-related regulations, and a proactive approach to process improvement. Seeking to leverage 20+ years of progressive accounting and finance experience to contribute to the success of your company.

Experience

1. Turbotax Live Manager

   Highspring

   Mar 2026 — Present · US

   Team Leadership & Performance: Manage a remote team of 15+ tax experts, providing real-time technical guidance and professional development to ensure consistent delivery of accurate tax advice. • Operational Excellence: Monitor key performance indicators (KPIs) including Average Handle Time (AHT), First Contact Resolution (FCR), and Net Promoter Score (NPS) to meet departmental productivity goals. • Quality & Compliance: Conduct rigorous case reviews and \"side-by-side\" coaching sessions to maintain strict adherence to IRS Circular 230 and internal quality assurance protocols. • Escalation Management: Act as the primary point of contact for complex tax scenarios and dissatisfied customers, resolving high-stakes issues with technical expertise and empathy. • Process Improvement: Identify bottlenecks in the remote \"Live\" workflow and implement streamlined communication strategies that reduced expert idle time.

Education

• Argosy University

  Masters of Business Administration-Management/Corporate Compliance, Business Administration and Management

  2010 — 2012

• California University of Pennsylvania

  Bachelor of Business Administration (BBA) Accounting, Accounting and Finance

  2007 — 2010

Skills

• Community Outreach
• Accounts Receivable
• Management
• Team Building
• Data Analysis
• Corporate Compliance
• Sql
• Microsoft Office
• Business Analysis
• Policy
• Analysis
• Time Management
• Career Counseling
• Unity Platform
• Admissions
• Coaching
• Research
• Tax Preparation
• E-Learning
• Student Recruiting
• Spreadsheets
• Financial Analysis
• Microsoft Excel
• Powerpoint
• Corporate Finance
• Customer Service
• Social Networking
• Student Affairs
• Critical Thinking
• Social Media Marketing
• Kpi Implementation
• Resume Writing
• Microsoft Word
• Team Leadership
• Higher Education
• Training
• Staff Development
• Peoplesoft