Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

BREANNA PATRICK

La Porte, In,IN

Summary

Tax professional with strong expertise in tax compliance, preparation, and analysis. Adept at navigating complex tax regulations and providing strategic solutions to optimize tax liabilities. Focused on team collaboration and consistently achieving results in dynamic environments. Highly reliable with strong analytical skills, attention to detail, and adaptability to changing needs. Offering dynamic administrative and time management talents. Determined to use experience to help pave the way for a future career. Consider myself innovative, which allows growth as an individual, and a team player. Excited to continue a future with the company.

Overview

9
9
years of professional experience

Work History

Technical Specialist II

Edward Jones (Contractor)
08.2022 - Current
  • Skilled at working independently and collaboratively in a team environment.
  • Adaptable and proficient in learning new concepts quickly and efficiently. Accurately collaborated with tax operations team in assisting with projects quickly and timely.
  • Flexible with trainings and did my diligence in learning new task and concepts that were time sensitive.
  • Split 1099's - For the client, take any tax reporting activity that occurred after the date of death on the consolidated 1099 for an account of a client whose SSN is being used for tax reporting and move that activity to be reported under the beneficiaries' consolidated 1099. Salesforce cases are processed year-round and logged into tracking sheets. Once the tax information has been completed in the tax system for the tax year, we will process all split 1099 requests for that tax year. (This is completed during a different process.) Programs/systems utilized as follows; Communication Windows, Commands: GA and LHLD, Shared Directory, (tax season dependent), Salesforce, and Queue: Tax Ops – Account Maintenance_Written, and JonesLink: Beneficiaries Tab
  • Data Mapping (FKA Audit Regression Testing) - Data Mapping Verification is a part of our Written Supervisory Procedures (WSP). It is a review of the load of data into the Tax System by comparing the Tax Form information to Statements, Communication Windows, and against itself. Additional details on steps can be found in the Test Scripts Excel Sheet.
  • Income Reallocation (IR) - A process by which the issuer of a security (whoever/whatever a client is investing in) changes the tax characterization of distributions made during the tax year and possibly resulting in a more favorable tax treatment. Learned the declining bulk logic. When our bulks are created, we want to make absolutely sure that they grab the correct payment and also not miss any.
  • CMO's - Trained on CMO's. (Collateralized Mortgage Obligation)/Remic (Real Estate Mortgage Investment Conduit) cusips that are manually processed each tax season. In addition, we also receive files electronically for the Fannie and Freddie CMO/Remic Cusips (The Fannie and Freddie CMO/Remic process is covered in detail in a separate process). that are manually processed, we have to contact the firm that holds the cusip and obtain the tax factor sheets for the entire year. Some of the firms will email us the factor sheets and others require us to go to their website and download the information. Utilized websites/programs as follows; Client Tax Reporting, Communications System Window, and Infopac reports.


  • Federal/State Back-UpWithholding reports/Corrections on 1099-B
  • 990-T - (Pulling MLP Transactional Data for Templates Process Documentation.) To compile all Transactional Data related to MLP securities for accounts that have met the criteria to be analyzed for a potential 990-T Filing. Utilized Power BI and EDW Tables. When filing a 990-T with PwC, we must provide the Transactional Data for the MLPs. This includes Purchases, Sales, and Reinvestment activity. data is cleaned up and then used when creating the filing templates for each population.
  • K-1's
  • POA's

Client Services Representative

Anderson Business Advisors
06.2024 - 08.2024
  • Two month contractor with Anderson Advisors (Temp.)
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Assisted with K-1's and building/pre-paring documents for the Tax advisors. Worked as assistance to the Tax advisors with any tasks they may have needed assistance with.

Application Processor

IHCDA Project for State on Indianapolis Contractor
08.2022 - 06.2024
  • Handled confidential applicant information with discretion and adherence to privacy regulations.
  • Maintained up-to-date knowledge of industry trends and regulatory requirements applicable to the application process area of expertise.
  • Improved application processing times by streamlining workflows and implementing efficient data entry techniques.
  • Continuously sought opportunities for professional development in the field of application processing, attending conferences, trainings, and daily meetings to stay current with best practices.
  • Entered applications and followed up with appropriate personnel for missing information on incomplete utility assistance programs (IHCDA.)
  • Managed high volumes of incoming applications, prioritizing tasks effectively to meet deadlines consistently. One of the highest processors timely and accurately within the program.
  • Actively sought feedback from supervisors regarding individual performance metrics tracked regularly as part of ongoing efforts towards personal growth within an Application Processor role.
  • Supported audit projects by performing research and providing supporting documentation.
  • Handled sensitive client documentation required for eligibility within the IHCDA program that provided energy assistance to the residents of Marion County.

Eligibility Worker (Remote)

State Of Nevada
08.2021 - 07.2023
  • Reviewed applications for different aid programs and determined which qualification criteria for individuals.
  • Coordinated collection and documentation of revenues following lease obligations of residents.
  • Reviewed case files and reported case progress to clients.
  • Inputted all gathered information and researched data on applicants into computer system using ACES/HMIS.
  • Followed guidelines when reviewing applicant data to determine eligibility for rental/utility assistance.
  • Documented all communication with applicants and inputted information into system using ACES/HMIS.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Audited highly sensitive accounts for client this includes sources of income, identity verification, legal agreements/notices from the courts, and reconciled account ledger of outstanding balances clients owed.
  • Conducted comprehensive income calculations for clients seeking public assistance, ensuring appropriate benefit levels were assigned based on financial need.
  • Interviewed applicants and explained scope of different available benefits.
  • Supported colleagues during periods of high workload volume by prioritizing tasks effectively and assisting with overflow case management duties when needed.
  • Demonstrated attention to detail when reviewing applications for accuracy, completeness, and adherence to guidelines.
  • Maintained confidentiality at all times while handling sensitive client data related to personal finances, health concerns, and family situations.
  • Enhanced client satisfaction by providing efficient and accurate eligibility assessments for various social service programs.

Revenue Auditor

Boyd Gaming Corporation
08.2019 - 03.2020
  • Investigated discrepancies discovered during auditing
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Provided journal entries and performed accounting on accrual basis.
  • Completed audit papers by thoroughly documenting audit tests and findings.
  • Trained new employees on accounting principles and company procedures.
  • Collected and reported monthly expense variances and explanations.
  • Planned and executed audit phases and data input into CMIS software for analysis.

DSD/ Claims Associate

Walmart Supercenter
08.2018 - 07.2019
  • Check-in vendors
  • Audit merchandise
  • Consult with vendors and merchandisers.
  • Process paperwork
  • Keep track of inventory
  • Accept and receive all UPS and third-party packages.
  • Control over back-door
  • Follow all rules and regulations of backroom
  • Stocking
  • Examined reports, accounts and evidence to determine integrity and accuracy of information.
  • Worked productively in fast-moving work environment to process large volumes of claims.
  • Process all food claims
  • Investigated products damages, gathering information from diverse sources and delivering comprehensive reports.
  • Trained all new hires and head of the backroom

Revenue Auditor Team Lead

Ameristar Casino & Hotel, Pinnacle Entertainment
08.2016 - 07.2018
  • Conduct daily revenue audit activities for Slots, Cage, Table Games, Hotel, and F&B
  • Maintained compliance with internal control system.
  • Participated in interviews, performed observations and evaluated pertinent information to supplement audit findings.
  • Responsible for ensuring compliance with regulations, internal control standards, and company policies
  • Trained newly hired employees to promote understanding of company's processes, procedures and deadlines.
  • Check work for unusual variances or discrepancies and inform immediate supervisor after investigating thoroughly
  • Report daily exceptions found in audits Hotel Guest Service
  • Investigated discrepancies discovered during auditing process.
  • Handled supervisor duties when manager was unavailable or out of office.
  • Audited total cash flows and reported revenues daily.
  • Completed all audits daily at a fast past and accurately.

Education

High School Diploma -

Hobart High School
Hobart, IN
05.2013

Skills

  • Critical Thinking
  • Caseload Management
  • Eligibility Determinations
  • Case Records Review
  • Active Listening and Communication
  • Balance Reconciliations
  • Auditing and Attestation
  • Typing and 10-Key Entry
  • MS Office
  • Power BI
  • Communication Systems (Commands)
  • Salesforce
  • WSC
  • Scans for 1099-T's
  • My desktop
  • Handling Client Accounts with sensitive documentation
  • Joneslink: Beneficiaries Tab

Accomplishments

  • High producer (top performer) with-in the project. Granted (65 hours in a week) due to my ability to work high caseloads.
  • Apart of a team created by management called "Fantasias-Five." We are a team of driven individuals to collab ideas for structuring within the teams and discuss highly sensitive topics regarding the project.
  • Rewarded team member of the month for the following months: Jan 2021, April 2022, and February 2023.

Timeline

Client Services Representative

Anderson Business Advisors
06.2024 - 08.2024

Technical Specialist II

Edward Jones (Contractor)
08.2022 - Current

Application Processor

IHCDA Project for State on Indianapolis Contractor
08.2022 - 06.2024

Eligibility Worker (Remote)

State Of Nevada
08.2021 - 07.2023

Revenue Auditor

Boyd Gaming Corporation
08.2019 - 03.2020

DSD/ Claims Associate

Walmart Supercenter
08.2018 - 07.2019

Revenue Auditor Team Lead

Ameristar Casino & Hotel, Pinnacle Entertainment
08.2016 - 07.2018

High School Diploma -

Hobart High School

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BREANNA PATRICK