mholmes76

[mholmes76]

Hey y'all,

I am a tax director at PwC LLP specializing in state and local taxes.  Our firm is doing a lot in the data analytics space for our clients and we're being encouraged to adopt the tools that will help drive solutions for our clients.  I am new to this so consider this an old dog trying to learn new tricks.  Thanks in advance for your pity and sympathy.

[LeahK]

Welcome @mholmes76!  You definitely came to the right place to learn new tricks :)  Thanks for taking the time to introduce yourself, and we look forward to seeing you around the Community! 

[mholmes76]

Thanks @LeahK looking forward to being the tax dork of the community!

[LeahK]

We're glad to have you with us! If your looking to expand your skill-set the live training content is superb. I would also encourage you to take a swing at solving some of the weekly challenges. Last but not least, if you want to get involved in some thought provoking conversations, check out the Thursday Thought series.

@mholmes76 -- I am officially knighting you as the unofficial tax dork of our Community 🙂

[WillTravelForData]

I bet Alteryx is very useful for your role!  I was working at a regional bank on temporary assignment many years ago and noticed that we were being charged sales on shipping and handling when we bought laptops for our investment advisors in each branch.  The bank recouped $45,000 from just one state.   However, I had to go to the filing cabinet and pull out each invoice and make a spreadsheet to locate each invoice with the mistake. I hope you have fun! 

[davechndr]

Hello @WillTravelForData,

Nice to meet you!

I bet you Alteryx is the correct tool for you to help you save time and money for the bank; as spreadsheets that you are describing are probably take you a lot of time to pull out!

In my place of employment (Pricewaterhouse Coopers), where I work now as a tax accountant / tax specialist, Alteryx is heavily relied upon to save approximately 5 million hours a year, and lots of money in pulling out and correcting tax returns for our many clients, as there are mistakes in what is recorded on many tax forms of the IRS due to many causes - for e.g., human errors or issues with the computer softwares, etc. It can be very tedious to search millions tax forms, each month, and find out whether there are problems with the information filled out manually, so Alteryx helps us cut so much time and aggravation.

Good luck to you in your journey to this wonderful tool, my friend!

Best,

@davechndr