Multi-talented Supervisor consistently rewarded for success in planning and operational improvements. Experience in process development and staff management procedures positively impacting overall morale and productivity.
Overview
11
11
years of professional experience
Work History
Prior Period Tax Supervisor
Paycom
06.2021 - Current
Completed and filed returns with tax departments at local, state and federal levels.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Offered clients recommendations to reduce tax liabilities.
Prior Period Team Leader - System Adjustments
Paycom
04.2019 - 06.2021
Oversaw team of 6-8 Specialists that has consistently been top performing team in KPI amongst four PPA adjustment teams.
Process ownership of PPA inquiry design and improvements that have resulted in 9 day decrease in median cycle time
Communicated with PSD, NCS, and clients to provide final backstop for PPA escalations
Regularly evaluated employee skills and knowledge, providing hands-on training and mentoring to individuals with lagging skills
Worked with team members to improve performance and implement training updates
Prior Period Team Leader - Amended Returns
Paycom
05.2018 - 04.2019
Oversaw team of 9 tax project analysts handling up to 500 tax amendments per month
Spearheaded the Completion Rate metric for amendment teams to assist in productivity management
Facilitated communication between PSD/NCS, clients, and tax authorities
Maintained high-quality control standards by reviewing internal tax preparation documents for near misses
Tax Specialist
Paycom
08.2017 - 05.2018
Consistently top performer on team with most tax issues closed and assisted team leader with complex projects that resulted in promotion within eight months
Managed tax submissions and made sure all information complied with regulations
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
Operations and Finance Director
Youth America
08.2014 - 08.2017
Created and implemented systems to increase productivity and communication
Managed multiple teams in fast-paced environments through various large scale events
Trained new employees on finance and purchasing procedures
Performed periodic budgeting/modeling to project monthly cash requirements
Youth Pastor
Youth America
07.2013 - 08.2014
Cultivated mentoring relationships with youth
Recruited and led young adult and adult volunteers
Implemented student database and attendance tracking methods
Created team structures and roles
Executive Assistant
Youth America
08.2011 - 07.2013
Conducted research to prepare, gather and proof briefing materials, agendas and decks for all executive-level meetings
Maintained appropriate filing of personal and professional documentation
Compiled annual recommendations for end of fiscal year budgets
Education
Bachelor of Science - Business Administration
University of Central Oklahoma
Edmond, OK
07.2022
Skills
Project management
Mentoring and coaching
Public speaking
Personnel management
Accomplishments
Lean Six Sigma Green Belt Certification, 2019
Next Generation Internship, 2009-2011
Two year internship at Church of the Harvest in Oklahoma City, OK that consisted of classes and real life settings aimed at growth in leadership and influence with the next generation.
Dale Carnegie Course, 2007
Eight week course focused on strengthening interpersonal relationships, managing stress and handling fast-changing workplace conditions. Equipped to perform as a persuasive communicator, problem-solver and focused leader.