Lisa McDougal
Tax & Accounting Project Coordinator @Forum Tax & Accounting Services Llc
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WORK HISTORY
Tax & Accounting Project Coordinator @Forum Tax & Accounting Services Llc
Lombard, IL, US
Implementation of TaxDome for company-Understanding TaxDome, SurePrep, Tax Caddy, W2 Mate Software, and UltraTax software to help facilitate preparation of tax returns-Correspond with clients to assist in gathering tax return documentation, using Tax Caddy software-Researching new software or procedures that may benefit firm and its workflow processes-Monitor projects, identify potential issues or delays, and implement corrective actions as necessary-Managing implementation of new software or new procedures using current software-Recommending changes that may be implemented in the firm to increase efficiency-Prepare and maintain project documentation, including contracts, change orders, and progress reports-Datamine information on many applications to create communication to clients
EDUCATION
University of Wisconsin-Whitewater
Bachelor of Science - BS, Public Policy Administration with Emphasis in Legal Affairs
ABOUT LISA MCDOUGAL
Focused, motivated, business savvy, self-starter with 20+ years of experience supporting tax accounting, retail, project management, customer service and operational matters. High degree of professionalism, understands importance of confidentiality, and thrives in challenging, fast-paced environment. Ability to take initiative to work collaboratively and individually while utilizing time management and multi-tasking capabilities.
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