I am a result driven, detailed oriented, individual with excellent client interaction. I am also courteous and dependable. I am seeking a position that will allow me to utilize my experience and education.
Overview
33
33
years of professional experience
Work History
Owner & Operator
KLB Armstrong Consulting Service
10.2023 - Current
Process individual & small business tax returns. Tax Advisory, AP & AR. Provide tax consultations, Notary. 501 (3) C. Grant Writing. Bookkeeping. Knowledgeable of updated tax laws.
Ensure NJ Employers compliance with NJ Unemployment Compensation & Temporary Disability Benefits laws, by analyzing wage reports, adjudicate employers tax liabilities and compliance with the NJ UI/DI compliance with legal requirements. Verify contributions of funds & ensure quarterly reports are not delinquent. Verify compliance through the Employer Accounts database, conduct employer interviews and analysis employer accounts, field audits, etc. to determine if the information reported is accurate, determine if an audit referral is needed or if we have enough information to warrant further legal collection efforts. Collect UI/DI withholdings from NJ State Employers. Collect payments for Contribution. Calculate payoffs, settlement and bank garnishments. Provide Customer Service/Support to NJ Employers.
Ensured timely processing of returns through efficient workload management and attention to detail.
Communicated with taxpayers in writing and by telephone.
Collaborated with team members to enhance overall efficiency and effectiveness within the department.
Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
Reduced errors in tax assessments by meticulously reviewing calculations and documentation.
Investigated and pursued delinquent accounts.
Increased tax compliance by thoroughly examining financial documents and identifying discrepancies.
Prevented revenue loss by diligently investigating potential fraud cases and taking appropriate actions when necessary.
Established solid relationships with taxpayers by addressing inquiries promptly while demonstrating knowledge of current tax laws.
Resolved complex tax issues through diligent research and effective communication with taxpayers.
Educated taxpayers about their rights and obligations under the law, fostering a positive relationship between government agencies and constituents.
Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Maintain departments personnel records and other files, prepare memos and correspondence for the interoffice & employers as needed. Provide customer support for NJ Employers. Assist the Principal Examiner with administrative task, assist with collection efforts pertaining to the collection department. Track attendance/late time. File electronic documents/Indexing.
Organized and maintained precise confidential personnel files.
Organized and prioritized proofreading, spell checking, document filing and data entry.
Legal Assistant
A-1 Collection Service
06.2000 - 04.2003
Process wage & bank levies from debtor for uncollectable accounts. Process legal documents. Customer Service. Process corporate & individual tax returns & small business owners.