Aelynn Phipps
Tax Operations Specialist
Fort Worth,TX
Summary
Results-driven Tax Operations Specialist with 2 years of experience in Federal, State, and Local tax operations. Skilled in managing complex portfolios and resolving account issues while fostering strong cross-functional partnerships. Translates operational data into actionable insights and identifies patterns that enhance efficiency. Ready to leverage analytical and relationship-management skills in tax agency management and compliance.
Overview
2027
2027
years of professional experience
Work History
Tax Operations Specialist
Gusto
12.2024 - Current
- Managed end-to-end resolution for portfolio of federal, state, and local tax agencies, handling notices, correspondence, corrections, reconciliations, and compliance support.
- Act as the primary liaison with tax agencies and partners, driving complex issues to resolution while providing clear, timely updates throughout the process.
- Reconcile tax accounts, identify discrepancies, and lead corrective action across an assigned agency portfolio.
- Prioritized and managed high-volume queue of tax issues, balancing risk, urgency, and complexity while maintaining visibility into open work.
- Identified patterns across agency issues and escalated systemic risks to enhance processes, controls, and compliance outcomes.
Accountant Care Specialist
Gusto
3 2021 - 12.2024
- Address complex inquiries and troubleshoot issues, ensuring timely and accurate payroll management
- Provide comprehensive support to accountants in processing payroll through the Gusto platform
- Cultivated strong relationships with clients and cross-functional partners to enhance overall user experience.
- Resolved problems, improved operations and provided exceptional service.
- Monitored customer care goals, identifying and implementing improvements to meet targets.
- Resolved issues and streamlined operations to deliver exceptional service.
Customer Care Specialist
Gusto
11.2020 - 03.2021
- Resolved customer inquiries efficiently, contributing to a high level of customer satisfaction
- Used exceptional communication to connect with customers, assess needs, and present solutions.
- Collaborated with team members to enhance service delivery and implement customer feedback mechanisms.
- Collaborated with cross-functional teams to ensure seamless service delivery and address customer needs.
- Used exceptional communication to connect with customers, assess needs, and provide tailored solutions.
Skills
- Excellent time management and prioritization abilities
- Process optimization
- Adaptability and flexibility in dynamic work environments
- Research-driven mindset
- AI integration
- Teamwork and Collaboration
Timeline
Tax Operations Specialist
Gusto
12.2024 - Current
Customer Care Specialist
Gusto
11.2020 - 03.2021
Accountant Care Specialist
Gusto
3 2021 - 12.2024