QUAN MCINTOSH
Summary
Administrative professional with background in optimizing key functions and improving organizational efficiency. Known for reliable support and adaptability in dynamic environments. Bringing strong organizational skills and attention to detail, fostering effective team collaboration and goal achievement.
Overview
13
13
years of professional experience
Work History
Tax Specialist
Fourth
01.2025 - Current
- Prepares daily import reconciliations from payroll system to tax payment system.
- Reviews payroll records for accuracy and to ensure the reported payroll data reconciles state and federal withholding returns.
- Research tax Notices IRS, W2C's, State, Local, Unemployment PEO & ASO to resolution, prepare and file amendments.
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Reviewed financial statements for accuracy and integrity.
1099 Tax Reporter
Raymond James
09.2024 - 10.2024
- Investigated foreign assets and peoples for legitimate tax rates.
- Collaborated with tax consultants to support clients, individual and entities.
- Independently review and file tax forms.
- Provided phone support for clients and branch members.
- Maintained database without direct supervision.
- Supported office workflow and integrity.
- Performed office duties including opening and closing.
- Studied and became familiar with tax forms such as W-8BEN, W-9, 1099, 1899, 8233, etc.
- Evaluated legal documents and IDs for authenticity.
- Created correspondence with accountants to update forms and support clientele.
- Became familiar with complex tax processes and the effects on the business.
- Navigated difficult client calls with empathy and confidence.
- Developed and updated procedures for working tax forms.
- Gained proficiency in accounting tools IHS Markit MD3 and Outside View SIS.
Document Processor
Citi Bank
12.2023 - 04.2024
- Provided customer service support to internal and external clients regarding document processing matters.
- Responsible for correcting and logging contracts totaling upwards of fifty million dollars.
- Identified discrepancies in documents and took corrective action to ensure accuracy.
- Conducted thorough quality checks on completed documents, maintaining an exceptional level of accuracy and attention to detail.
- Managed multiple priorities effectively, often working on several projects simultaneously.
- Aided with inbound and outbound document processes, document sorting, logging, and work order creation.
- Collaborated with team members on complex projects, resulting in consistently high-quality work and client satisfaction.
- Coordinated with other departments as needed for cross-functional tasks such as data entry or report generation.
- Maintained document control system and updated work instructions, procedures, and associated databases.
- Maintained strict confidentiality when managing sensitive information, adhering to company policies and regulations at all times.
Engagement Specialist
PricewaterhouseCoopers
12.2021 - 10.2023
- Implemented corporate or departmental policies, procedures, and service standards.
- Onboarded 30 new employees on accounting principles and engagement procedures.
- Managed document database and progress tracker of several tax teams of investment companies.
- Reduced business expenses by automating processes resulting in 192 hours saved monthly.
- Supervised and train other staff with custom made training material.
- Primarily involved in managing multiple business accounts to better enable customers to focus on priority accounts.
- Prepared invoices, reports, letters, financial statements, and other documents, using Microsoft Word, Excel.
- Created periodic reports comparing budgeted costs to actual costs.
- Conducted research, compile data, and prepare papers for presentation by executives, committees, and boards of directors.
- Created dashboards using various programs including Alteryx, PowerBi, and Tableau.
- Established a competent data-pulling team to create pull and edit various financial reports.
Order Support Specialist
Apple
10.2020 - 12.2021
- Contacted customers prior to delivery to confirm and coordinate delivery times.
- Communicated customer complaints, requests, and feedback to company management for swift resolution.
- Interacted with customers to determine needs and opportunities for additional sales.
- Accurately recorded delivery payment and route information using SAP Polaris, Excel, and SEMS.
- Updated company tracking system with latest information.
- Communicated with customers to verify information fill out appropriate paperwork and conduct specified requests.
- Double-checked customer orders and information before filling out order forms to prevent unnecessary delays and errors.
- Maximized customer satisfaction by checking outgoing documents and shipment labels for accuracy and conformance to outlined customer requirements and preferences.
- Used ToolBox and SAP to keep track of client information and orders update accounts and monitor shipments to obtain and relay real-time information.
- Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
- Lead teams in the transition from tech advisors to Order Support members.
Sales Specialist
Apple
10.2016 - 11.2018
- Displayed product features to customers and discussed technical details to overcome objections and lock in sales.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Developed and delivered engaging sales presentations to convey product benefits.
- Forged and nurtured impactful relationships with customers to cultivate loyalty maintaining a 90% customer satisfaction rating over 291 reviews.
- Trained new employees in specific job requirements.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Merchandised new stock to appeal to customers grab attention and drive sales.
- Prepared interesting and innovative visual displays to grab customer interest and promote sales.
- Coordinated team-building activities and celebratory events for volunteers and mentors.
Sales Representative
Macy's
01.2012 - 11.2016
- Informed supervisors and company leaders on markets and regional sales needs to best meet customer needs and maximize revenue.
- Mentored and guided executive team during business development decision-making to optimize profitability marketing strategy and communications planning.
- Merchandised new stock to appeal to customers grab attention and drive sales.
- Surpassed sales objectives by 13% for 2 years by constituting and cultivating productive partnerships with clients.
- Conducted final fittings before special events.
- Informed supervisors and company leaders on markets and regional sales needs to best meet customer needs and maximize revenue.
- Merchandised new stock to appeal to customers grab attention and drive sales.
- Assisted in resolving client issues quickly with superior customer service.
- Surpassed sales objectives by 13% for 2 years by constituting and cultivating productive partnerships with clients.
- Conducted final fittings before special events.
Education
High school Diploma -
Newpoint High School
Valrico, FLAssociate of Arts - Computer Science
Hillsborough Community College
Brandon, Fl01-2027
Skills
- Alteryx
- MD3
- Lotus Notes
- ADP MasterTax
- Electronic Federal Tax Payment System
- Prism HR
- Project Management
- SAP Expertise
- Digital Acumen
- Human-Centered Design
Timeline
Tax Specialist
Fourth
01.2025 - Current
1099 Tax Reporter
Raymond James
09.2024 - 10.2024
Document Processor
Citi Bank
12.2023 - 04.2024
Engagement Specialist
PricewaterhouseCoopers
12.2021 - 10.2023
Order Support Specialist
Apple
10.2020 - 12.2021
Sales Specialist
Apple
10.2016 - 11.2018
Sales Representative
Macy's
01.2012 - 11.2016
High school Diploma -
Newpoint High School
Associate of Arts - Computer Science
Hillsborough Community College
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