Mike Davolio

Senior Tax Analyst @Intuit

Mike D’Avolio, CPA Melrose Dr. Mission Viejo, CA 92692 Education Boston University • BSBA, Accounting Major 1982 • JD 1985 (member of CA and TX bars) Job Experience Price Waterhouse, 19••••87 • Senior Tax Associate o Tax return preparation and planning o Researched and drafted memoranda on tax law issues Lacerte Software / Intuit Inc. • Tax Analyst and Quality Assurance, 19••••15 o Researched tax law and tax form changes to help implement provisions into Lacerte & ProConnect Tax Online tax products • Staff Program Manager & Business Data Analyst, 2015-present o 3 & 1 year planning and strategy across Pro Tax portfolio o Drive key SLT level op mechs, including monthly business review, season readiness and operations and input goal review o Investment tracking Additional Experience • Author of tax and product articles for media and Tax Pro Center (Pro Tax blog) • Develop and deliver tax law and product training for customers and employees o In person and webinars • Key areas included: Affordable Care Act, 2018 Tax Reform, and CARES Act and other legislation around COVID-19 • Author and deliver a 6 hour class on Professional Tax Industry training for new employees • Industry conferences and trade shows o In-booth demonstrations and break-out sessions o Customer and prospect engagement • Leadership and team management roles o Development of client organizer product, tax law training and articles, industry conferences and trade shows, and presentations for senior leadership team • Prepare tax returns for friends and family • Volunteered at TurboTax - Taxpayer Assistance events in San Diego • Former member of Tax Council – Tax Expert Community Skills • Proficient in Lacerte, ProConnect Tax Online, ProSeries and TurboTax software lines • Extensive knowledge of income tax industry and competition • Coaching, influencer, facilitation and public speaking • Strong work ethic Personal • Father of two sons, 22 and 24 years old • Enjoy outdoor recreation and travel