LaToya Williams
Euclid,OH
Summary
Detail-oriented Tax Preparer with 10 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Adept at delivering process improvements that increase efficiencies and performance. Organized and articulate with excellent troubleshooting abilities. Accomplished Consultant drives organizational improvements through leveraging expertise in research and system enhancement. Well-versed in collaborating with employees and leaders to resolve control and procedural problems negatively affecting business operations. Dedicated to cost, process and resource optimization.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer
Insignia Services LLC
01.2019 - Current
- Researched complex tax issues utilizing online resources and professional tax software.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Utilized tax software to prepare returns and meet deadlines.
- Facilitated integration of modern tax software with client accounting software.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Offered clients recommendations to reduce tax liabilities.
- Reduced client audit risk by thorough verification of income, deductions, and credits on tax returns.
- Managed multiple deadlines effectively to ensure timely submission of all client tax returns.
- Developed tax plans and projections to help clients meet objectives.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Responded to inquiries from IRS and other tax authorities.
- Analyzed financial records to verify accuracy of tax returns.
- Assisted clients in resolving IRS notices and audits by providing expert advice and timely communication.
- Kept clients informed about potential changes in legislation or regulations affecting their taxes including new allowable deductions or credits.
Process Manager / Business Analyst
Sparoom
01.2022 - 01.2023
- Improve the efficiency of business processes
- Utilize a deep understanding of business management to enhance efficiency and reduce costs of established processes, develop improvement strategies, and facilitate change
- Collaborate with cross-functional teams to standardize processes and drive consistency across the organization
- Identify and implement lean and continuous improvement methods to enhance production volume while exceeding quality standards
- Analyze the efficiency and costs of existing business processes
- Conduct root cause analysis and performance metrics tracking
- Conduct efficiency audits, and continually seek improvements in overall quality
- Onboard new customers and provide oversight of all third-party vendors for EDI-mapping
- Stay current with the latest technology and improvement strategies
- Conduct ongoing analysis of processes to ensure accordance with industry regulations
- Track record of identifying opportunities for improving key processes, implementing new business processes, reducing staff costs, decreasing production costs, and improving production times
- Effectively implemented AQL 2.5 method to reduce risk during final product inspection
- Developed corrective action process for informing customers and suppliers about non-conforming materials
- Manage annual RS audits to ensure manufacturer’s compliance with sourcing and sustainability audit programs
- Update SOPs and manufacturing control plans continually, ensuring consistency with operational changes
- Initiated and implemented a new tracking template and Risk Assessment Committee.
Logistic Operations Supervisor
AmeriGas
01.2020 - 01.2022
- Developed and led a newly created Service Operations team to align with the organization’s centralized call center mode, requiring significant agility, collaboration, and vision in the implementation of new processes, tools and metrics
- Led team of direct and indirect reports responsible for optimizing field technician routes, coordinating schedules with field teams, optimizing full resource utilization, and processing billing
- Utilized skills in oversight from initial customer request, to final completion and billing
- Oversaw company compliance with operational policies to ensure safety was the highest priority
- Directly supervised up to 38 employees, including hiring, training, discipline, and performance evaluations
- Managed customer escalations and provided root cause analysis to drive cross-functional improvements
- Collaborated with field leadership to address resource conflicts and developed strategy to hit KPI targets and prioritize customer satisfaction
- Reviewed billing for accuracy and timely processing
- Recorded employee attendance, personal / vacation time, and leaves of absence
- Handled payroll and special projects.
Department Manager / Admission and Transfer Call Center
Cleveland Clinic
01.2004 - 01.2020
- Managed the overall performance of over 50 employees
- Collaborated with staff to maximize customer satisfaction, streamline procedures, and improve bottom-line profitability
- Carefully balanced workloads to meet targets, developed preventive maintenance programs, and implemented upgrades
- Determined call center operational strategies involving needs assessments, performance reviews, capacity planning, and cost/benefit analyses
- Managed quarterly budgets, identified state-of-the-art technologies, and defined user requirements
- Prepared call center performance reports involving gathering, analyzing, and summarizing data and trends
- Developed and reviewed training and course materials for new hires and continuous education
- Handled annual performance reviews
- Contributed valued analysis to organizational strategic plans and reviews
- Maintained high level of professional and technical knowledge by tracking emerging trends in the industry.
Department Supervisor / Admission and Transfer Call Center
Cleveland Clinic
01.2009 - 01.2016
- Oversaw the department’s training in areas of new technologies and process changes
- Monitored programmatic compliance, and ensured appropriate follow-up with non-compliant staff
- Maintained staff by recruiting, selecting, orienting, and training employees, and developing personal growth opportunities
- Provided team leadership by coaching employees, and by planning, monitoring, and appraising job results
- Conducted training, and implemented systems, policies, and procedures
- Advised on training concerns and consulted on training materials
- Extracted information, conducted analysis, and developed reports for presentations with computer software
- Controlled expenses by scheduling expenditures, monitoring variances, and implementing corrective actions.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
Payroll Clerk
United States Navy
01.2001 - 01.2002
Education
Associate of Science - Business Information Management
Lakeland Community College
Willoughby, OH04.2026
No Degree - Certified Notary Signing Agent
National Notary Association
Cleveland, OH01.2021
Military Experience
United States Navy, 2001-01-01, 2002-12-31, Payroll Clerk
Certification
EPIC, SQL, Emergency Preparedness, Quick Books
Additional Professional Training
Lean Manufacturing, Data Analysis, Continuous Improvement, Quality, Leadership Training
Timeline
Process Manager / Business Analyst
Sparoom
01.2022 - 01.2023
Logistic Operations Supervisor
AmeriGas
01.2020 - 01.2022
Professional Tax Preparer
Insignia Services LLC
01.2019 - Current
Department Supervisor / Admission and Transfer Call Center
Cleveland Clinic
01.2009 - 01.2016
Department Manager / Admission and Transfer Call Center
Cleveland Clinic
01.2004 - 01.2020
Payroll Clerk
United States Navy
01.2001 - 01.2002
Associate of Science - Business Information Management
Lakeland Community College
No Degree - Certified Notary Signing Agent
National Notary Association
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