CHRISTIANA DAVIS
Cincinnati
Summary
Focused financial professional eager to fulfill a tax specialist role within team. Aiming to apply financial analysis and due diligence expertise acquired over 13 years of successful tax industry performance.
Overview
17
17
years of professional experience
Work History
Tax Treasury Specialist I
Paylocity
06.2022 - Current
- Create, Import and Post Cash Collection Files for Client Tax Liabilities
- Review and remit timely client tax liability payments and payment coupons to appropriate agency
- Reconcile payroll system to tax system and resolve any open issues
- Submit and Confirm ACH Bank Files
- Register new customers with agencies for EFT payments
- Maintain Deposit Frequencies & EINs in Web Pay & MasterTax software systems
- Review and Release Client Credits consistent with internal policies
- Research status of Outstanding Checks for reconciliation
- Respond to client & internal emails and Service Cloud tickets related to related to client payroll tax liabilities
- Process notice & amendment files when internally requested
Payroll Implementation Consultant II
Paylocity
04.2021 - 06.2022
- Has proven track record of successfully assisting clients with 100% responsibility for seamless onboarding experience for moderately complex clients
- Provide industry-leading customer service
- Use project management and consultative approach to promote integrated implementation across all products
- Coordinate internally between client and multiple Paylocity subject matter experts
- Facilitate entry of previous payroll provider data
- Perform quality assurance checks to ensure all setup work has been completed accurately, review reports, and support clients for initial processing of payroll
- Research and resolve complex payroll issues to provide client satisfaction
- Lead client meetings
Balance Entry Specialist
Paycor
10.2017 - 04.2020
- Ensured accurate collection of required documentation for client level historical payroll data.
- Setup employees in system, making sure they had correct taxes and deductions applied.
- Ensured all payroll data was recorded, balanced and reconciled to client level support.
- Troubleshot potential tax mistreatments of earnings and deduction types.
- Communicated results as required to different departments.
- Educated Implementation Consulting Team on acceptable historical documentation, tax impounds and on-going concerns regarding client’s data.
- Documented all changes, concerns and communications with client or Implementation Team during tax balancing using appropriate systems and/or processes.
- Provided backup assistance to the Implementation Team and Tax Department
Customer Service Representative
IRS
03.2006 - 10.2017
- Conducted effective researching via, proprietary application.
- Responded to taxpayers and coworkers through telephone, written correspondence, and email.
- Resolved taxpayer employment tax law and account actions for a variety of business returns such as Forms 940, 941, 943, 945, 1065, 1041, 1120.
- Assisted new business owners in establishing requirements for successful federal tax compliance to include Employer Identification Number (EIN), tax filing requirements and account maintenance.
- Used Accounts Management tools for research and problem resolution.
- Also, provided necessary documentation and verification to authorized personnel regarding business accounts.
Education
Bachelor of Science - Cyber Security
Western Governors University
Salt Lake City, UT05.2026
Diploma - undefined
Aiken Senior High School
1999
Timeline
Tax Treasury Specialist I
Paylocity
06.2022 - Current
Payroll Implementation Consultant II
Paylocity
04.2021 - 06.2022
Balance Entry Specialist
Paycor
10.2017 - 04.2020
Customer Service Representative
IRS
03.2006 - 10.2017
Bachelor of Science - Cyber Security
Western Governors University
Diploma - undefined
Aiken Senior High School
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