
Efficient Senior tax consultant familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in Salesforce & Excel.
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Provide expert guidance to internal advocates to assist in resolving customer inquiries related to payroll taxes. This involves addressing complex tax questions and ensuring clear, accurate communication.
Conduct thorough reviews of tax calculations within the payroll platform to ensure accuracy and compliance with relevant tax laws and regulations. Identify and rectify any discrepancies or errors.
Offer informed tax recommendations based on employees’ live-in and work-in addresses. This includes understanding and applying multi-jurisdictional tax rules to optimize tax outcomes for employees.
Provide excellent customer service by responding to all employee & retiree benefit inquiries in a timely and accurate manner
collaborated on the administration of health, dental, wellness, life, pension, and ancillary benefit programs
Execute on all benefit procedures such as processing deaths, handling military leave, benefit audit compliance, processing bill credits, parking Assist with billing and invoice processing; support all other special benefit projects such as mass mailings, events
maintain and track Labor Relations grievances ; submit MAC requests for department as needed
on July 25, 2024 By Tracy Lopez for:
"Thank you for your fast response on the IPW and meeting with CID xxxxxx. I love how clear you made the multi state, department, and local set up easier to understand for the client. I’m not the best at explaining this type of situation to clients, you knew right away when to step in. :) "
on August 12, 2024 By Veronica Sanabria for:
"Thanking you so much for stepping in and assisting me today! your kindness, your help and your amazing support is always appreciated it! I am grateful of you!"