Jeanna Cortezzo

• I managed the distribu=on of mail across six floors, responded to incoming calls related to CPS cases, prepared and dispatched a variety of leUers documen=ng findings on abuse allega=ons, obtained medical, dental, and immuniza=on records and scheduling for conferences

• I implemented tax adjustments to reallocate taxes to the appropriate states and entered historical payroll data from previous payroll providers into QuickBooks Online to ensure the accuracy of the tax informa=on and a seamless transi=on

I participated in a queue dedicated to resolving client issues, where I provided guidance and instructions related to the platform, payroll, and additional services. Furthermore, I monitored the status of various cases. My responsibilities included reviewing tax information, such as rates, identification numbers, and initial assessments of tax notices, while leveraging Salesforce Knowledge articles to ensure accuracy. I managed my assigned cases and supported the client response team with email correspondence, consistently achieving performance metrics.

We conducted a thorough review of notifications concerning tax rates, late payments, account numbers, and overpayments. Our analysis included tax forms and wage reports to ensure accuracy, and we made necessary corrections where errors were identified. Furthermore, we contributed to the creation and customization of payroll reports. Our team also facilitated the onboarding process for new clients transitioning from their previous payroll provider to QuickBooks Online. I worked within a phone queue, assisting customers with various payroll-related inquiries.