Tina Morton

Atlanta Office

Tina's Tax Experience

Snapshot and Years of Experience

Tina Morton has over 20 years of tax compliance and tax technology experience. Tina has practiced at Fortune 500 corporations and Big 4 accounting firms.

Tax Compliance

  • Preparation and review of Federal and State income tax returns
  • Management of State Tax Return compliance process
  • Maintain/Modify standardized Federal Workpaper compliance packages

Tax Technology

  • Corptax extensive application setup for all income tax modules
  • Customize Corptax data spec setup for Federal and State Calculations
  • Efile Transmitter SME for Federal and State (Consolidation/Separate) returns, extensions, and estimates. Resolve all efile errors with the outcome of successful Accepted Transmissions.
  • End user support for tax application technical issues and provide resolutions
  • Develop/Facilitate tax application test plans for Updates, Rollover and Server Migrations
  • Lead User Acceptance Testing while coordinating with Database Administrators
  • InSource (OneSource) application setup for Amended Return process during audit cycle closures
  • Perform annual and quarterly tax technical application training
  • Technical writer for tax compliance training manuals
  • Implementation team member for tax application conversions
  • Provide Corptax exports/extracts to support IDR audit analysis
  • Liaison for Tax Compliance and Tax Technology
  • Create/Maintain SharePoint Efile workflow site to streamline compliance function
  • Create/Maintain SharePoint Corptax issue ticketing workflow site

Project Management

  • Implement Corptax Data Exchange to simplify trial balance importing process
  • Corptax BOT with batch processing to streamline City/County tax filings

Tax Technology Experience

  • Corptax
  • OneSource (InSource)
  • SharePoint
  • HFM SmartView

Previous Work Experience

  • AT&T / BellSouth
  • Accenture
  • Ernst & Young
  • KPMG


  • Long Island University
    C.W. Post –
    Bachelors of Science,
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