Own federal and state tax software updates from research through launch. Translate tax law changes into product requirements, calculations, UI, documentation, PDFs, e-file/XML, and test scenarios. Review targeted code changes, collaborate with engineering and quality teams, conduct regression and launch testing, and resolve filing defects and rejections with tax agencies and internal partners.

Own and lead federal bank examinations for Block affiliates, act as primary regulator contact, manage exam cycles end-to-end, coordinate cross-functional responses, and maintain institutional regulatory knowledge and post-exam remediation.