Highly skilled tax professional with a deep understanding of compliance standards. Recognized for exceptional organizational abilities and a commitment to delivering top-notch customer relations. Known for effective time management and strong communication skills. Experienced in leading and mentoring teams, with a focus on personal and professional development.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Tax Specialist Notice Resolution
Paylocity
04.2023 - Current
Managed tax submissions and made sure all information complied with regulations.
Review notices from agencies for various reasons and work to resolve each notice, and bring client accounts back into compliance.
Analyzed financial documents to ensure accuracy of information reported on tax forms.
Maintained current knowledge of changes in taxation rules and regulations through continuing education.
Interacted with IRS and Tax Agency personnel to resolve discrepancies between taxpayer records and IRS/Agency requirements.
Collected and submitted required tax payments.
Executive Account Manager
Paylocity
05.2022 - 04.2023
Facilitated business by implementing practical networking techniques.
Built relationships with customers and community to establish long-term business growth.
Performed calculations in overtime, vacation and sick hours to provide accurate data to payroll processing database.
Led payroll production for thirteen set clients with over 1.5 million in annual revenue.
Orchestrated and deployed online employee timekeeping program to improve measurements of overtime and employee work hours.
Offered payroll-related subject matter expertise to management and employees to resolve payroll discrepancies.
Applied knowledge of regulations, employment law and tax code to keep operations in compliance with applicable standards.
Account Manager I & II, Transition Associate/ Coach
Paylocity
04.2021 - 05.2022
Communicated actively with clients and other departments within Paylocity to troubleshoot and resolve client concerns
Managed projects and escalations for clients
Actively communicated with clients via emails or calls average 55 interactions a day or more
Handled the teams service management cases and special projects where clients needed more hands on experience
Managed new hire transitions since August of 2021 by coordinating lessons on Paylocity software, managing chat for questions while the class would help clients, and manage their case load daily
Coached new hires through an implemented new hire program with managing expectations for clients.
Department Supervisor
Home Décor, Lowe's Companies Inc
11.2014 - 04.2021
Established and enforced clear goals to keep employees working collaboratively
Conducted evaluations and reviews for 3-10 employees
Realigned workflows with changing business demands by evaluating processes and employee strengths
Coached and mentored 3-10 staff members through constructive feedback to develop long-term career goals
Collaborated with staff to maximize customer satisfaction, streamline procedures, and improve bottom-line profitability
Facilitated exceptional sales and performance results by focusing on continuous improvement approaches and capitalizing on emerging market opportunities
Managed installation services in Flooring and Blinds, making sure projects were sold correctly
Managed Sales Specialist and sales programs, assuring specialists were using company programs accurately and frequently.
Retail Sales Specialist
Lowe's Companies Inc
11.2014 - 01.2021
Maintained current store, product and promotional knowledge to drive consistent sales
Processed payments and maintained accurate drawers to meet financial targets
Engaged positively with each customer, providing professional and polite support for sales and service needs
Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items
Provided in-depth information on product features so customers could make educated buying decisions
Sold various products by explaining unique features and educating customers on proper application.
Head Cashier
Winn
11.2012 - 11.2014
Authorized discounts and special actions to resolve customer disputes and maintain satisfaction
Assisted management with developing and managing employee improvement strategies to encourage exceptional performance from all staff
Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members
Supervised more than 10 cashiers and associates to maximize performance, efficiency and service levels
Kept store operations efficient and tasks current by carrying out daily store opening, closing and shift change actions in full
Counted and balanced cashier drawers.
Customer Service Associate
Home Depot
08.2011 - 08.2013
Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication
Met and exceeded productivity targets by handling every interaction with top-notch customer service
Delivered fast, friendly and knowledgeable service for routine questions and service complaints
Assessed customer needs and upsold products and services to maximize paint sales
Operated machinery, including paint machines to blend different types of materials
Adhered to packaging instructions such as meeting weight, label requirement and formula integrity targets.
Education
Associate of Arts - Business
Seminole State College of Florida
Sanford, FL
05-2017
Skills
Multitasking
Sales Force and Paylocity software experienced
Mentoring and Development of team members
Payroll Management
Customer Account Management
Tax research
Escalated Client Management
Certification
CPP - Certified Payroll Professional
[Payroll Taxes], [Paylocity]
Timeline
Tax Specialist Notice Resolution
Paylocity
04.2023 - Current
Executive Account Manager
Paylocity
05.2022 - 04.2023
Account Manager I & II, Transition Associate/ Coach