Margery Van Vleet
About Margery Van Vleet
Margery Van Vleet is a Business Relationship Manager specializing in Tax Technology at Marcum LLP, where she has worked since 2019. She holds a Master of Accountancy and a B.S. in Accounting from the University of Tennessee, Knoxville, and has extensive experience in tax technology and project management.
Work at Marcum
Margery Van Vleet has been serving as the Business Relationship Manager for Tax Technology at Marcum LLP since 2019. Based in the Washington D.C. Metro Area, she has contributed to the development and management of tax technology products. One of her key roles includes serving as the Product Manager/Product Owner for the Marcum-built application 1099 Prep, which automates the upload, preparation, and filing of Forms 1099 and W-2. She collaborates with marketing teams to create annual marketing plans and documents related to tax technology products.
Education and Expertise
Margery Van Vleet holds a Master of Accountancy degree, which she earned from the University of Tennessee, Knoxville, where she studied Tax Research and Policy from 1989 to 1990. Prior to that, she completed her Bachelor of Science in Accounting at the same university from 1985 to 1989. Her educational background provides her with a strong foundation in accounting and tax-related matters, which she applies in her current role in tax technology.
Background
Before joining Marcum LLP, Margery Van Vleet worked at DXC Technology as a Tax Technology Principal from 2017 to 2019, where she focused on tax technology solutions. Prior to that, she was a Managing Director in Tax at Grant Thornton LLP from 2011 to 2017. In these roles, she gained extensive experience in tax technology, project management, and team leadership, which she now utilizes in her current position.
Achievements
At Marcum LLP, Margery Van Vleet has led the development of a support plan and the transition of the 1099 Prep application to the support team. She has also played a significant role in identifying and evaluating third-party vendors for form resource and filing services. Her expertise includes negotiating contracts and integrating various products via APIs as part of tax technology projects. Additionally, she leads a team of six Business Analysts in defining project requirements and performing quality assurance testing.