Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to meet quarterly and yearly deadlines. Detail-oriented, organized and offering excellent communication, customer service and time management skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Full Level Tax Specialist III
ADP Automatic Data Processing
Norfolk, VA
05.2018 - Current
Collaborate with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
Conduct ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
Streamlined operations and prioritized tasks, allowing senior staff to decrease labor costs by 20%
Collect and submit required tax payments.
Manage a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
Provide clear explanations of complex tax concepts to clients, ensuring a full understanding of client responsibilities and obligations.
Analyze payroll reports to verify accuracy of tax returns.
Communicate with clients regarding tax situations, providing guidance on financial decisions.
Liaise with accountants to confirm accuracy of client tax returns
Facilitate integration of modern tax software with client accounting software.
Prepare written responses or tax return amendments to resolve state and federal notices.
Project Leader on larger merger and acquisitions throughout the year
Implementation Specialist II & I
ADP Automatic Data Processing
Norfolk, VA
06.2016 - 05.2018
Project Leader in MAS/Autopay/Wholesale Migrations and Transfers to RUN. 100% completion completed two weeks earlier than projected
Communicate in a constructive and collaborative manner by speaking, listening, and writing effectively
Work under the pressure of time constraints and prioritizing client issues
Consistently deliver quality service under the pressure of volume.
Handled over 30 incoming calls daily while providing excellent customer service.
Developed strong relationships with clients, fostering trust and confidence in the implementation process.
Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
Enhanced customer satisfaction with timely resolution of issues during project implementations.
Contributed to the continuous improvement of implementation processes through regular feedback sessions and lessons learned discussions.
Conducted detailed requirements analysis for each project, creating customized solutions based on client needs.
Aided senior leadership in authoring data capturing reports to identify issues and determine solutions.
Delivered post-project reports to stakeholders, highlighting successes and areas for improvement in future implementations.
UPS Customer Service Supervisor
EGS-Expert Global Solutions
Newport News, VA
11.2013 - 06.2016
Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
Managed and developed 25 or more employees
Collaborated with other departments to address recurring customer concerns, improving overall service quality.
Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
Enhanced team productivity through regular coaching, feedback, and performance evaluations.
Demonstrated exceptional problem-solving abilities in navigating challenging customer scenarios and finding solutions that met their needs as well as aligned with company policies.
Managed escalated calls with diplomacy, successfully deescalating situations while ensuring satisfactory resolutions for both parties involved.
Streamlined workflow processes for increased efficiency in handling customer inquiries and complaints.
Actively supported service associates by quickly responding to questions via phone and email and finding appropriate solutions to customer issues.
Evaluated individual performance metrics to identify areas of improvement, providing targeted coaching to boost results.
UPS Customer Service Representative
EGS-Expert Global Solutions
Newport News, VA
05.2013 - 11.2013
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Responded to customer requests for products, services, and company information.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Investigated and resolved customer inquiries and complaints quickly.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Master of Science - Business Management
Cambridge College
Cambridge, MA
06.2013
Bachelor of Science - Business Management
Hampton University
Hampton, VA
05.2011
Skills
Project Reporting, Analysis, Support, and File Management
Account Relationship and Contract Management
Quality Assurance, Control, and Process Improvement
Complex Problem Solving and Account Reconciliation
Conflict & Dispute Resolution
Merger and Acquisition Tax Project Management
Collaborative Leadership
Superb Customer Service with a concentration on payroll and tax
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.