Michelle L. Pruitt
Cheshire
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
25
25
years of professional experience
Work History
Corporate Tax Consultant
Aetna, CVS Health
12.2021 - Current
- Processed Daily Federal and State backup withhold deposits for Aetna Life Insurance Company.
- Maintained positive relationships with both existing and prospective internal and external business partners through excellent customer service and responsiveness.
- Identified discrepancies in all business partner records that could trigger audits or result in penalty and interest payments.
- Facilitated smooth communication between all business partners and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Advised all business partners on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
- Conducted thorough research to stay current on ever-changing tax laws, ensuring compliance for all business partners.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Kept abreast of new legislation affecting taxation policies, providing up to date information to all business partners accordingly.
- Collaborated with business partners to integrate financial data into accurate tax reporting.
- Facilitated communication between all business partners and tax authorities.
- Responded to inquiries from IRS and other tax authorities.
- Cross training team members on all mentioned functions.,
Product and Regulatory Approvals Consultant
Aetna
04.2019 - 12.2021
- Drafting State Regulated health insurance contracts on the filing team as a State Consultant.
- Managing product filings for health insurance contracts via the System for Electronic Rate and Form Filing (SERFF) for MT, CA, DE, FL, NE, PA, and TX.
- Research, drafting, filing, documenting, and working with state regulators and affected business areas (Product, Drafting, E-Pub, Compliance, and Legal) to ensure that we are providing the most current and compliant forms.
- Drafted comprehensive legal documents including contracts, and advertisement filings for diverse busimess partners.
- Built lasting relationships with business partners through effective communication, attentive listening, and proactive problem solving.
- Navigated complex regulatory landscapes by staying abreast of evolving legislation that may impact drafting and filing accuracy.
- Collaborated with cross-functional teams to ensure compliance with relevant regulations and industry standards.
- Managed caseloads efficiently while maintaining high-quality work standards under tight deadlines.
- Reviewed and analyzed pertinent state and federal laws and legal precedents.
Product and Regulatory Approvals Specialist
Aetna
05.2016 - 05.2019
- Worked in P&RA handling state filings via SERFF and I-file – FL and Department of Managed Health Care (DMHC) for CA filings. Resolved objection responses for all filings by researching issues and working with the State Consultants, Compliance, Legal, and state regulators on the responses. Additionally, I assisted on a Refinement project with the P&RA Project team developing refined product forms. I was moved to the HMO refinement filing team as the Specialist for all 32 states being filed as well as continuing to cover my assigned states for the FL and CA and supporting the State Consultants with all aspects of filing as needed.
Payroll Tax Consultant
Aetna
11.2014 - 05.2016
- Facilitated payroll tax balancing and filing, which included SUI and SIT reporting for eighteen states and nineteen reporting entities.
- Reported local taxes for approximately 35 locals for 9 entities.
- Managed daily deposit for payroll taxes.
- Researched and resolved state and IRS tax notices, working with ADP to resolve issues for Coventry, IRS, and state tax notices in a timely manner to avoid penalty and interest charges.
- Handled calls from internal and external customers to resolve payroll tax issues.
- Maintained positive relationships with both existing and prospective business partners through excellent customer service and responsiveness.
Tax Preparer
H & R Block
01.2001 - 04.2015
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
Operational Accounting (OA) Sr. Consultant
Aetna
04.2011 - 11.2014
- Responsible for reporting CT, LA, ME, MA, MI, and VT Surcharge Payments.
- Facilitated officer sign off by Aetna business entities.
- Initiated and lead a project to correct the LA surcharge process.
- Researched and developed the reporting process for the MI Health Insurance Claims Assessment. Worked with multiple business areas to understand the requirements and develop a new process to retrieve the member data required to implement the surcharge assessment.
- Collaborated with several business areas to Research, develop, and implement additional surcharges for MA.
- Submitted MA Surcharges directly to the state via website entries.
- Worked with Compliance and Legal to research new assessment requirements as well as changes to current assessments.
- Managed SOX audit for NY HCRA.
- Collaborated on NY HCRA audit with OA management, Legal, and Compliance.
- Managed 1099 Data Validation for annual reporting for the Board of Directors.
- Collaborated with management on process improvement project to help automate the data used for state assessment reporting.
Operational Accounting Sr. Analyst
Aetna
03.2007 - 04.2011
- Performed tax reporting process accurately reporting W2 form completion for third party sick pay for disability claims.
- Created 1099-Misc. forms for providers, 1099-Int forms for life insurance interest reporting and 1099-R forms for survivor income benefits.
- Resolved discrepancies between the claims department and customers.
- Acted quickly to changing priorities.
- Documented the complete policies and procedures process for this department.
- Assisted co-workers with projects and questions.
Operational Accounting Analyst
Aetna
10.2003 - 03.2007
- Worked in the Issued Reconciliation Department to research and correct health and disability insurance claim errors.
- Collaborated closely with the tax reporting department to ensure proper policyholder claim setup.
- Researched fallout of claim errors with appropriate departments to resolve any issues prior to month end closeout, including reporting any claims that identified as possible fraud.
- Performed data entry and other customer service duties.
Tax Administrative Assistant
Aetna Temp
11.2002 - 10.2003
- Assisted the tax reporting and NY HCRA departments with customer service, filing, data entry, web based entries, and general office help.
- Resolved customer inquiries on a timely basis, facilitated a successful reporting and enabled both departments to meet their key performance measures.
Education
MBA - Project Management
Post University
Watertown, CT01.2019
Bachelor of Science - Accounting
Post University
Watertown, CT01.2013
Associate of Applied Science - Accounting
Capital Community College
Hartford, CT05-2010
Skills
- Thomson Reuters OneSource Tax system proficient
- Microsoft Word and Excel Proficient
- Tax-related research
- Verbal and written communication
- Critical thinking
- Data analysis
- Organization skills
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving abilities
- Adaptability and flexibility
Timeline
Corporate Tax Consultant
Aetna, CVS Health
12.2021 - Current
Product and Regulatory Approvals Consultant
Aetna
04.2019 - 12.2021
Product and Regulatory Approvals Specialist
Aetna
05.2016 - 05.2019
Payroll Tax Consultant
Aetna
11.2014 - 05.2016
Operational Accounting (OA) Sr. Consultant
Aetna
04.2011 - 11.2014
Operational Accounting Sr. Analyst
Aetna
03.2007 - 04.2011
Operational Accounting Analyst
Aetna
10.2003 - 03.2007
Tax Administrative Assistant
Aetna Temp
11.2002 - 10.2003
Tax Preparer
H & R Block
01.2001 - 04.2015
MBA - Project Management
Post University
Bachelor of Science - Accounting
Post University
Associate of Applied Science - Accounting
Capital Community College
Similar Profiles
ViOnna Lindsey, MSN RNViOnna Lindsey, MSN RN
RN Case Manager at Aetna, CVS HealthRN Case Manager at Aetna, CVS Health
Laurie BreischLaurie Breisch
File Auditor at Aetna/CVS HealthFile Auditor at Aetna/CVS Health
Caryn KonradCaryn Konrad
Executive Assistant at Aetna/CVS HealthExecutive Assistant at Aetna/CVS Health
Lauren DavisLauren Davis
Part-Time Nanny at Private FamilyPart-Time Nanny at Private Family
Suzanne FriasSuzanne Frias
Teaching Assistant at YMCA Infants and ToddlersTeaching Assistant at YMCA Infants and Toddlers