Executive Team

As the CEO, Mark’s principal job is to create, develop, and implement the vision and direction for TaxAudit. In this role, he ensures that the strategic goals and objectives are understood by all team members and the appropriate resources are constantly focused on the achievement of that vision while maintaining the core values and strengths of the enterprise.

As the CXO, Jane's most important responsibility is to maintain and continue to evolve the culture and environment of TaxAudit to support our core values and purpose. Her focus is on making sure that the team member experience is one of engagement, pride, and personal development while safeguarding the company’s dedication to an amazing customer experience.

As the CCAO, Dave’s principal job is to maintain and continue to evolve the customer advocacy function of TaxAudit. His focus is on making sure that each team member has the knowledge and technical experience needed to provide quality audit representation while providing an appropriately customer-centric Member experience.

As the CFO, Kurt has the overall responsibility for managing the financial risks of TaxAudit. These responsibilities include timely financial planning and reporting to the Executive Steering Committee and Board as well as playing an active role in the Strategic Plan and long-term goals of the organization.

As the Chief Legal Officer, Zack has the overall responsibility for the management, oversight, and operation of the Legal Department at TaxAudit. Zack is responsible for providing legal guidance on matters pertaining to operations of the business, risk management, regulatory compliance, management of outside counsel, and other legal services.

As the COO, Jake ensures the projects and changes needed to support the strategic vision are being developed, implemented, and monitored. He continually focuses on mentoring, providing resources, and supporting employees in reaching their objectives. He is driven by the belief that the company is only as successful as the sum of successes of each employee and team.

As CCDO, Matt works with the Executive Steering Committee to develop and manage portfolios of initiatives and partnerships that support the company’s strategic goals and objectives. His focus is on developing new relationships and services that benefit TaxAudit customers and partners.

As Director of Technology, Bob strives to ensure that our members and employees are provided with the most reliable and secure technology services possible. Working as a member of the Executive Team, Bob leverages his two decades of experience building technology teams and systems to translate the business needs of TaxAudit into workable, secure network and software systems that support those needs.

As the Director of Communications, Karen's focus is building awareness of TaxAudit as a credible brand and trusted resource for tax information, expert commentary, reliable data and tax audit trends and best practices. Equally important to her role is developing and implementing programs that promote an internal culture that reflects, supports, and strengthen’s the organization’s core values, professional ethics, and purpose. Karen ensures that TaxAudit has a consistently focused and authentic message.

As Director of Audits, Eric is responsible for managing TaxAudit's Audit Department – our largest team. Eric has a strong belief in fostering good working relationships, continuous training and development, and ensuring that all members of his team have the tools, training, resources, and mentoring they need to be successful.

As the Director of Audit Support, Stephanie strives to give our members the best experience possible by supporting and strengthening three of our four largest departments. Stephanie's passion for Corporate Community Involvement is exemplified in her additional role of Corporate Volunteer Manager. She oversees TaxAudit's volunteer program, ENGAGE.

As the Human Resources Manager, Joanne's job is to continually improve employee experience while ensuring the company's policies remain in compliance with state and federal laws. She draws on her strong management background to achieve her goal of providing the best possible service and support to the employees of TaxAudit.

As the Operations Manager, Andrew’s focus is to continually improve the quality and efficiency of operations at TaxAudit. To achieve this, he ensures that each team member has access to the tools and support they need to do their jobs while understanding our processes, procedures, and technology. This focus is essential for our company to fulfill the corporate purpose.