Carli Ebbs
Holley
Summary
Dynamic Tax Specialist with extensive experience at Paylocity and Paychex, adept in tax advisory services and process improvement. Proven track record in ensuring compliance and enhancing client satisfaction through effective communication. Skilled in tax return preparation and risk management, driving efficiency and fostering strong client relationships. Committed to delivering exceptional results in a fast-paced environment.
Overview
14
14
years of professional experience
Work History
Tax Specialist II
Paylocity
01.2023 - Current
- Maintained thorough and current understanding of applicable tax laws for each agency filed.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Reviewed financial statements for accuracy and integrity.
- Collected and submitted required tax payments.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Prepared accurate and timely federal, state, and local income tax returns for businesses.
Service Partner- ExpenseWire Implementation
Paychex
09.2021 - 01.2023
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Streamlined internal processes, fostering improved efficiency and productivity within the firm.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Worked closely with clients to set up an ExpenseWire account that worked best for their company and employee needs.
Merchant Service Product Specialist
Paychex Inc
02.2020 - 09.2021
- Enhanced customer satisfaction by providing exceptional service and product knowledge.
- Utilized excellent communication skills to resolve customer complaints promptly and professionally.
- Worked closely with sales reps to get new clients onboarded quickly and efficiently.
- Adapted quickly to changing market conditions, maintaining competitive pricing and product offerings.
Senior Taxpay Specialist
Paychex
05.2011 - 02.2020
- • Accurately filed clients tax payments & returns in a timely matter.
- • Ensured that all clients were in compliance with agency regulations. Providing
- testing, reviewing & creating files as needed.
- • Act as a liaison for Tax agencies, field partners, Compliance Analyst and Advantage daily processing groups
- Facilitated workshops for professional development of junior staff members.
- Increased efficiency by automating routine tasks with software solutions.
- Developed training materials to enhance staff proficiency and productivity.
- Developed effective improvement plans in alignment with goals and specifications.
Education
High School Diploma -
Albion
Albion NY06-2008
NYS Licensed Real Estate Agent -
CE SHOP
Remote06-2019
Skills
- Tax advisory services
- Tax process improvement
- Indirect taxation
- Documentation skills
- Tax research
- Auditing techniques
- Tax return preparation
- Tax risk management
- Tax preparation
Timeline
Tax Specialist II
Paylocity
01.2023 - Current
Service Partner- ExpenseWire Implementation
Paychex
09.2021 - 01.2023
Merchant Service Product Specialist
Paychex Inc
02.2020 - 09.2021
Senior Taxpay Specialist
Paychex
05.2011 - 02.2020
High School Diploma -
Albion
NYS Licensed Real Estate Agent -
CE SHOP
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