Kevin Morgan
About Kevin Morgan
Kevin Morgan serves as the Manager of Technical Support for Onesource Trust Tax and Trust and Estate Administration at Thomson Reuters, where he has worked since 2007. He has extensive experience in the financial sector, having held various roles at Bank of America, PwC, and Intuit.
Current Role at Thomson Reuters
Kevin Morgan serves as the Manager of Technical Support for Onesource Trust Tax and Trust and Estate Administrator at Thomson Reuters. He has held this position since 2007, contributing over 17 years of experience in this role. Morgan manages a team of accounting professionals who provide support for tax products used by major financial institutions and fiduciary accounting for CPA and legal firms. His responsibilities include overseeing staffing to maintain targeted support levels across two locations in Texas and New Jersey.
Previous Experience at Intuit
Before joining Thomson Reuters, Kevin Morgan worked at Intuit as a Director from 1991 to 2006. During his 15 years at Intuit, he played a significant role in the development and management of tax-related products. His experience at Intuit further solidified his expertise in technical support and product management within the financial software industry.
Career at Bank of America
Kevin Morgan began his career at Bank of America, where he served as the Trust Tax Section Head and Assistant Vice President from 1984 to 1988. During his four years in this role, he gained valuable experience in trust taxation and financial services while working in Charlotte, North Carolina.
Education and Expertise
Kevin Morgan studied at Southern Methodist University - Cox School of Business, where he earned a Bachelor of Business Administration with a focus on Marketing and Accounting from 1971 to 1975. His educational background provides a strong foundation for his career in tax support and management, equipping him with the necessary skills to navigate complex financial environments.
Experience at PwC
Kevin Morgan also worked at PwC as a Tax Supervisor from 1988 to 1991. In this role, he gained experience in tax compliance and advisory services while working in New York, New York. This position contributed to his comprehensive understanding of tax regulations and practices, further enhancing his professional qualifications.