AMANDA KLEIN
DUBUQUE,USA
Summary
Focused on completing accurate tax support work in fast-paced and dynamic environments. Looking to apply prior taxation knowledge to support individual and business needs in a challenging new position.
Overview
11
11
years of professional experience
Work History
Deposit Operations Specialist
UMB/HTLF
01.2020 - Current
- Process the unposted report
- Process chargebacks
- Process ACH disputes and check affidavits
- Adhere to strict deadlines
- Perform account maintenance
- Provide support for internal customers via email, telephone, and instant messaging
- Train new Deposit Operations employees
- Research and resolve customer transaction issues
- Process general ledger transactions
- Process transaction returns and notices of change
Payroll Tax Specialist II
HK Payroll Services/iSolved
01.2017 - 01.2020
- Provide support to clients regarding tax matters
- Prepare and file payroll tax returns through various methods in a timely manner
- Submit tax payments on behalf of clients through various methods in a timely manner
- Enter and maintain client data in payroll and tax software
- Receive and respond timely to client and tax agency communications via telephone, email, and mail
- Research and respond to tax notices
- Comply with funding guidelines
- Train new payroll tax employees
Banking Administrator
HK Payroll Services
01.2014 - 01.2017
- Create EFT banking files using payroll software
- Submit EFT files to more than 100 different banks
- Create and submit electronic 401k deferral files
- Provide technical support to clients
- Adhere to strict deadlines
- Train new payroll banking operations employees
Education
High School Graduate -
Dubuque Senior High
Dubuque, IASkills
- Strong organizational skills
- Effective communication
- Efficient workflow management
- Strong analytical skills
- Problem-solving
- Customer service
- Teamwork and collaboration
- Time management
- Attention to detail
- Multitasking Abilities
Timeline
Deposit Operations Specialist
UMB/HTLF
01.2020 - Current
Payroll Tax Specialist II
HK Payroll Services/iSolved
01.2017 - 01.2020
Banking Administrator
HK Payroll Services
01.2014 - 01.2017
High School Graduate -
Dubuque Senior High
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