I am an experienced Payroll Tax Specialist. I am analytical with an ownership mentality, detailed oriented, contributor team player, with a reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. I have successfully managed multiple assignments while meeting tight deadlines. Consistently saved cost while increasing profits.
Overview
22
22
years of professional experience
Work History
Tax Customer Support Specialist IV
Ceridian Tax Service, Inc
Fountain Valley, CA
07.2000 - 12.2022
Serviced a client base of approximately 400 Federal Id numbers who have up to 50,000 employees
Managed a fast-paced portal of client payroll tax issues and questions from multiple sources
Analyze balances for reconciling and filing tax reports, processed quarter end files with tax authorities, funding research, respond to tax agency notices, assist with audits, request amended reports, training/ assisting client with navigating the tax applications, handle escalations, request and deescalate clients, subject matter expert for Pennsylvania local and other tax issues
Process and reconcile year end tax reports to W-2s. Assist client with making W-2c corrections and process the amendment
Mentor and coach new employees in their process
Keep up to date on all new tax
Continue to update knowledge through available resources and training to ensure familiarity with legislative changes in tax laws for federal, state and local jurisdictions
Assisted in developing training materials related to new products or services being released.
Maintained positive working relationship with fellow staff and management.
Monitored trends in incoming requests from customers for identifying potential problems or opportunities for improvement.
Prioritized workloads to meet customer needs and maintain established deadlines in fast-paced payroll tax environment.
I work on special projects or other duties as assigned.
Education
Bachelor of Science in Business Administration -
California State University Fullerton
Skills
Microsoft 365 Office products expertise
Microsoft Excel expert
Follow-Up Skills
Multi-Task Management
Dayforce Application
Federal & State tax codes
Exceptional communication, organization and collaboration skills