
Jacob Crabtree
Guest sales associate

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About me
Senior Manager - Indirect Tax Technology at KPMG US
Education

Kennedale High School
2006 - 2009High School DiplomaActivities and Societies: Band, BPA(Business Professionals of America)

Texas Tech University
2009 - 2015Bachelor's degree Computer ScienceActivities and Societies: ACM Member of ACM, Undergraduate Research, work throughout college
Experience

Circuit City
Jan 2008 - Jan 2009Guest sales associateEngage customers with selling skills to help with solutions to any questions or problems with merchandise. Help communicate what is possible with technology and help be a leader amongst coworkers

Murray Hall at Texas Tech University
Aug 2010 - May 2015Student ManagerHelped prepare food and serve food for resident students on campus. Constant customer interaction and multi-tasking.

Expertech
Mar 2013 - May 2013Customer Service RepresentativeCommunicate with customers about issues with broken phones, laptops, computers, or any sort of electronic device. Helped fix broken screens, fix viruses on computers, build computers, back up data, and occasionally write code or work with a command line. Worked with macs/windows and android/iphone

Thomson Reuters
Oct 2015 - Jan 2018Provides high quality account management and customer support to assigned accounts as defined by management.Planning, managing, and performing client services which may include mapping and loading of client data into the OTIR software Generation of print files, preparation and transmission of IRS and state electronic files, B-Notice processing, TIN matching and penalty notice processingMaintains a working knowledge of company products, special sales programs and marketing effortsWork with client through tax season and assist w/printing and filing of any and all tax forms.Manage multiple accounts with varying information and complete accounts as per IRS deadlinesPreparation of custom and standard reports for customer reviewCommunicate with both customer and IRS regarding best practices and standards. Partnering with other teams on training and implementation of new clients or client contacts, as well as to escalate client issues.First Point of Contact for any and all questions regarding ONESOURCE Tax Information Reporting Show less
Client Engagement Specialist
Dec 2016 - Jan 2018Implementation Specialist
Oct 2015 - Nov 2016

KPMG US
Feb 2018 - nowKPMG helps you push boundaries and seize opportunities in the face of technology disruption. We anticipate the latest technology advances and unleash our team to manage complexity and make ideas reality. Our developers, experience design engineers, data scientists, business transformation professionals, and information architects build and deliver digitally-enabled technology solutions.We engage clients with cross-firm collaboration, flexible design and development techniques to deliver business transformation, large-scale organizational change and complex program and implementation management. Our teams work closely with you to develop game-changing solutions that drive greater performance potential and address complex business issues.http://kpmginfo.com/technology-solutions/ Show less Assist multi-state companies with state and local tax issues including compliance, advising, planning, and controversiesAssist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protestsReview information presented on state income tax returns before, during and after preparationAssist KPMG audit teams with review and analysis of state tax-related income and balance sheet itemsResearch and draft technical memoranda regarding income and franchise tax questions Show less
Senior Manager
Oct 2023 - nowTax Manager
Oct 2021 - Oct 2023Senior Tax Consultant
Oct 2019 - Oct 2021Ignition Tax
Jan 2019 - Oct 2019SALT Tax Technology Associate
Feb 2018 - Jan 2019
Licenses & Certifications

ONESOURCE Determination (New UI) Certified Professional User
Thomson ReutersJun 2021- View certificate

Alteryx Designer Core Certified
AlteryxMay 2020
Honors & Awards
- Awarded to Jacob CrabtreeTop Poster Presenter for Physical Sciences at TTU Undergraduate Research Conference Intel Jan 2014 Description of TTU undergraduate research collaborated with Intel
- Awarded to Jacob CrabtreeNational Finalist for Team Networking - Sep 2008 As a team, finished 10th overall for team networking. Sponsored by BPA(Business Professionals of America)
- Awarded to Jacob CrabtreeNASA High School Aerospace Scholar - A one year program of interactive online learning that was highlighted by a week-long internship at Johnson Space Center in Houston, TX. Only top 10 percent of students were selected for the program. Details for the program can be found here: https://www.nasa.gov/centers/johnson/stem/High_School_Aerospace_Scholars.html
Volunteer Experience
Volunteer
Issued by American Red Cross on Nov 2016
Associated with Jacob CrabtreeFundraising Volunteer
Issued by Lupus Foundation of America Lone Star Chapter on Apr 2018
Associated with Jacob CrabtreeMentor
Issued by Coder Dojo for the World on Nov 2017
Associated with Jacob CrabtreeCoach
Issued by Little League Baseball on May 2009
Associated with Jacob Crabtree
Languages
- enEnglish
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