Summary
Overview
Work History
Education
Skills
Websites
Previous Jobs
Timeline
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Rachel Barr

Sturgis,Michigan

Summary

Highly skilled Senior Tax Specialist with over 10 years demonstrated knowledge of payroll processing, tax submissions, tax form preparation and reconciliation. Certified in Accounting and successful in consistently applying GAAP standards. Quality-driven professional meticulous about completing accurate work.

Overview

10
10
years of professional experience

Work History

Senior Tax Specialist

MassPay
06.2022 - Current
  • Achieved timely tax filing by managing the preparation and submission of federal, state, and local tax returns for clients.
  • Streamlined tax compliance processes by implementing efficient workflow systems and utilizing advanced software tools. (Mastertax, Isolved)
  • Reduced audit risks by conducting thorough research on complex tax issues and providing accurate guidance to clients.
  • Minimized clients'' tax liabilities with strategic planning and expert knowledge of current tax laws and regulations.
  • Enhanced team performance through mentoring junior staff members on best practices in tax accounting and regulatory requirements.
  • Negotiated favorable settlements on behalf of clients during IRS audits or appeals proceedings using persuasive arguments backed up with solid evidence.
  • Increased client retention rates through delivering exceptional customer service, including prompt responses to questions, clear explanations of complex concepts, and consistent followups.
  • Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
  • Client escalations, registrations, notices
  • Bank reconciliation, client tax setup, conversions.

Senior Tax Specialist

Paycor
08.2021 - 06.2022
  • Business tax registration, sending payments EFT, EFTPS batch payments, refunds/redrafts, client communication & agency Communication.

Staff Accountant

Cornerstone CPA Group, LLP
12.2020 - 08.2021
  • Individual tax, business tax, payroll, 1099s, reconciliations, client communication

Payroll Tax Accountant

Fry trowbridge & Associates, P.C.
10.2017 - 12.2020
  • Individual tax, Payroll, 1099s, W2 efiling, reconciliation, month end closing, 1040s

Accounting Associate

GT Independence
01.2014 - 10.2017
  • Print W2s, Organize tax notices, Workers Comp, Payroll Notice resolution

Education

Bachelor of Applied Science - BASc - Business Administration and Management, General

University of Michigan-Flint
11.2024

Associate of Science - AS - Accounting and Finance

Kellogg Community College
01.2019

Skills

  • Accounting
  • Account Reconciliation
  • Tax
  • Vlookups
  • Payroll
  • Bank reconciliation
  • Tax Audits
  • Monthly/quarterly/yearly tax filing
  • Client retention
  • Leadership

Previous Jobs

  • Staff Accountant, Cornerstone CPA Group, LLP, Elkhart, Indiana, 12/01/20, 08/01/21, 9 months, Individual tax, business tax, payroll, 1099s, reconciliations, client communication
  • Payroll Tax Accountant, Fry trowbridge & Associates, P.C., Lagrange, Indiana, 10/01/17, 12/01/20, 3 years 3 months, Individual tax, Payroll, 1099s, W2 efiling, reconciliation, month end closing, 1040s
  • Accounting Associate, GT Independence, Sturgis, Michigan, 01/01/14, 10/01/17, 3 years 10 months, Print W2s, Organize tax notices, Workers Comp, Payroll Notice resolution

Timeline

Senior Tax Specialist

MassPay
06.2022 - Current

Senior Tax Specialist

Paycor
08.2021 - 06.2022

Staff Accountant

Cornerstone CPA Group, LLP
12.2020 - 08.2021

Payroll Tax Accountant

Fry trowbridge & Associates, P.C.
10.2017 - 12.2020

Accounting Associate

GT Independence
01.2014 - 10.2017

Bachelor of Applied Science - BASc - Business Administration and Management, General

University of Michigan-Flint

Associate of Science - AS - Accounting and Finance

Kellogg Community College

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Rachel Barr