LORRAINE REITCHECK
ENGLEWOOD, CO,CO
Summary
Seasoned Tax Specialist brings 32 years of IRA tax industry expertise, including dispute resolutions and state, federal IRA tax reporting. Excellent understanding of liabilities, payments, requirements and deadlines.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Tax Specialist
Pacific Premier Bank
Denver, CO
1989.05 - 2021.05
- Reconciled and produced federal and state tax documents for customers.
- Maintained thorough and current understanding of applicable withholding tax laws.
- Prepared Forms 1099 on regular basis for various reporting requirements. Approximately 200,000 forms annually.
- Maintained thorough and current understanding of applicable tax laws for IRS reporting, federal depositing and tax reporting and depositing to 41 states.
- Collected and submitted required tax payments.
- Delivered comprehensive tax documentation required for accurate individual and corporate reporting.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Facilitated integration of modern tax software with trust accounting software.
Education
Accredited Certification-Business & Word Processin - Business Administration
Barnes Business College
Denver, CO06.1989
Skills
- Error Detection
- Critical Thinking
- Atypical Return Processing
- Verbal and Written Communication
- Decision Making
- Data Entry
- Problem Solving
- Tax Law Review
- Tax Return Filing
- Internal Revenue Service Correspondence
- Government Regulations
- Multiple State Tax Filing
Certification
- Certified IRA Specialist by RITA (Retirement Industry Trust Association)
Timeline
Tax Specialist
Pacific Premier Bank
1989.05 - 2021.05
Accredited Certification-Business & Word Processin - Business Administration
Barnes Business College