Kelly serves as the practice leader for FORVIS’ Tax Transformation group, focusing primarily on process, data management, and technology efficiencies. Her team engages in the development of client tax solutions related to data automation and analytics.

Kelly has more than 28 years of tax experience, including 18 years in public accounting and 10 years in the corporate tax department of a large SEC filer. While in corporate, she was a leader in operations for state/local income, state tax provision, and property tax functions. She also practiced for more than 13 years in the multistate tax practices at two Big4 firms, where she focused on state income tax planning and implementation of restructurings for large multistate corporations.

Kelly has deep experience in enterprise data platform and tax technology implementations and has served as a lead on numerous tax process improvement initiatives, including enterprise data platform and tax technology implementations for functions across tax.

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