Jamie Perez
Middleton,ID
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
Work History
Payroll Tax Analyst and Workers Comp
Tvi Also Known As Savers
Meridian, ID
01.2021 - Current
- Created and maintained precise and accurate models, charts and reports.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Developed financial projections and forecasts to guide investment decisions.
- Applied knowledge of regulations, employment law, and tax code to keep operations in compliance with applicable standards.
- Offered payroll-related subject matter expertise to management and employees to resolve payroll discrepancies.
- Prepared accounts for scheduled audits and assisted with audit process to facilitate faster completion of tasks.
- Provided customer service to employees regarding payroll inquiries and issues.
- Conducted day-to-day administrative tasks to maintain information files and process paperwork.
- Analyzed information gathered by investigation and report findings and recommendations.
- Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
- Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
- Provided valuable guidance to clients regarding potential tax savings opportunities through regular consultations and updates.
- Researched tax issues and stayed current on all federal and state tax laws.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
Spa Manager
Sugar + Lemon
02.2015 - 03.2020
- Part time
- Provided coaching, mentoring, and consultation to staff to enhance staff development
- Supervised and coordinated employee schedules
- Managed set up, stock maintenance, and line sanitation of full line service for several different dining locations
- Review inventory charts and recorded facility needs
- Enhanced company reputation by marketing
- Help keep track of payroll and Financials
Waitress/Manager's Assistant
Red Hen Cantina
02.2000 - 02.2018
- Cultivated warm relationships with regular customers.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Quickly and clearly communicated dining orders to kitchen staff, directing attention to special requests or dietary restrictions.
- Oversaw balancing of cash registers, reconciled transactions and deposited establishment's earnings to bank.
- Oversaw training of more than 20 team members.
- Orchestrated positive customer experiences by overseeing every area of all operations.
- Maintained compliance with company policies and procedures for food safety, sanitation and quality.
- Motivated staff to perform at peak efficiency and quality.
- Handled money, balanced tills, processed credit card payment batches and prepared bank deposits, maintaining 100% accuracy.
Office Manager / Bookkeeper
Griffin Molinari Building Const
12.2015 - 10.2017
- Compiled and analyzed sales and marketing reports
- Created expense reports, budgets and filing systems
- Conducted research to prepare, gather and proof briefing materials, agendas and decks for all executive-level meetings
- Greeted visitors entering , determined the nature and purpose of there visit and directed them to the appropriate destination
- Processed travel expenses and reimbursements
- Located and attached appropriate files to incoming correspondence requiring replies
- Frequently used word processing, spreadsheet, database and presentation software
- Reconciled and processed expense reports
- Developed and maintained internal client filing system
- Managed office supplies, vendors, organization and upkeep
- Directed guests and routed deliveries and courier services
- Answered and managed incoming and outgoing calls while recording accurate messages
- Opened and properly distributed incoming mail
- Greeted numerous visitors, including VIP, vendors and interview candidates
- Drafted biweekly time sheets for 6 to 10 executives and employees
Bookkeeper/Accountant
Tailored Living Choices
02.2012 - 05.2015
- Processed accounts payable for 180 employees
- Entered financial data into the company accounting database to be verified and reconciled
- Generated invoices upon receipt of billing information and tracked collection progress
- Tracked financial progress by creating quarterly and yearly balance sheets
- Introduced new and efficient accounting, financial and operational systems
- Streamlined daily reporting information entry for efficient record keeping purposes
- Managed and responded to all correspondence and inquiries from customers and vendors
- Established a QuickBooks accounting system to reflect accurate financial records
- Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time
- Reconciled company bank, credit card and line of credit accounts
- Communicated with customers to identify and resolve outstanding payments
- Developed monthly, quarterly and annual profit and loss statements and balance sheets
- Streamlined bookkeeping procedures to increase efficiency and productivity
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
Payroll and Flex Spending Specialist
The Payroll Factory
02.2004 - 09.2011
- Reviewed, investigated and corrected errors and inconsistencies in financial entries, documents and reports
- Provided technical expertise to employees and auditors on federal, state and international income tax matters
- Analyzed impact to financial statements of changes in tax law and settlements of tax audits
- Prepared and filed sales and use tax returns, telecommunications tax returns, gross receipts returns, franchise tax returns, annual reports and other miscellaneous filings
- Enforced established payroll-related policies, procedures and regulations and adherence to company and governmental policies
- Managed company tax payments for businesses
- Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls
- Processed rehires, transfers, terminations, garnishments and withholding's
- Corrected payroll transactions by voiding checks and issuing stop payment orders
- Adhered to firm policies and to rules of American Institute of Certified Public Accountants (AICPA)
- Prepared and maintained support documentation
- Managed payroll and time and attendance systems
- Processed terminations
- Followed all IRS guidelines and State regulations when submitting payroll taxes
Assistant Spa Manager
Luxe
08.2003 - 10.2009
- Analyzed skin condition and made appropriate product recommendations
- Recommended retail products for clients' at-home usage
- Fostered friendly, warm and exceptional customer experience
- Handled busy schedules and stayed on top of key deadlines
- Welcomed clients when arrived for appointments
- Assisted manager with daily spa operations, including opening and closing procedures
- Resolved customer complaints and facilitated conflict resolutions
- Performed body treatments, including waxing, body wrap application
- Carried out administrative tasks, including product inventory checks, charting and consultations
Education
Esthetician License - Skin
Diablo Valley College
Pleasant Hill, CA2003
High School Diploma -
Napa High School Campus
Napa, CA1999
Skills
- Professional phone etiquette
- Excellent communication skills
- Quickbooks
- Articulate and well-spoken
- Customer service-oriented
- Accurate and detailed
- Excellent planner and coordinator
- Works well under pressure
- Account Receivable
- Accounts Payable
- Payroll Processing
- Invoice processing
- Tax law knowledge
- Auditing experience
- Strong Communication Skills
- Payroll System Implementation
- Confidentiality and Discretion
- Tax Compliance Expertise
- Payroll Tax Calculation
- Tax Filing Procedures
- Tax Payment Processing
- Payroll Tax Adjustments
- Multi-state Taxation Knowledge
- Tax Research Techniques
- Organizational Skills
- Relationship Building
- Excel Shortcuts
- Oracle Database Knowledge
- Ukg Database Knowledge
- Ceridian Database Knowledge
- MS Office
- Remote Office Availability
Accomplishments
- Completed payroll for staff of 180 direct reports.
- Successfully resolved 10-20 customer issues per weekly depending on the week.
- Oversaw implementation of new phone system which resulted in more cost-effective service.
Timeline
Payroll Tax Analyst and Workers Comp
Tvi Also Known As Savers
01.2021 - Current
Office Manager / Bookkeeper
Griffin Molinari Building Const
12.2015 - 10.2017
Spa Manager
Sugar + Lemon
02.2015 - 03.2020
Bookkeeper/Accountant
Tailored Living Choices
02.2012 - 05.2015
Payroll and Flex Spending Specialist
The Payroll Factory
02.2004 - 09.2011
Assistant Spa Manager
Luxe
08.2003 - 10.2009
Waitress/Manager's Assistant
Red Hen Cantina
02.2000 - 02.2018
Esthetician License - Skin
Diablo Valley College
High School Diploma -
Napa High School Campus