Megan started working at R. Jeffrey Tax Credits in 2016 in invoicing and quickly moved into the Director of Operations role. She works with clients individually to make sure their questions are addressed.
Megan obtained a B.S in Consumer Science from the University of Wisconsin-Madison. Her education taught her a high-level business background and an understanding of purchasing decisions. Megan started her career as an agency recruiter and worked her way up from there. She went from a small team to managing the office of a small manufacturing business. This provided her with the opportunity to do many things within the operations of an office, but also develop a strong customer-facing role where she was responsible for customer service and process quality.
Megan is always open to conversations with clients and is an excellent problem solver. She discusses the process for the Work Opportunity Tax Credit (WOTC) and Employee Retention Credit (ERC), explaining details on how to receive these benefits. Megan consistently tries to improve the clients’ experience and takes much of the work off their shoulders. Her greatest compliment is when clients say that WOTC just works in the background, and they don’t have to worry because they know R. Jeffrey Tax Credits is handling it for them.
Megan lives in Northbrook, Illinois, with her husband and three kids. Her children are involved in sports, including the water ski team, football, gymnastics, cheerleading, basketball, and baseball. They like spending summers in Northern Wisconsin on the lake water skiing, swimming, and having campfires.