SARA BECKS, FPC
Sanford,FL
Summary
Accomplished and successful professional who possesses a solid understanding of financial and payroll processes, data flow, and interdependencies. Proven ability to manage multiple projects concurrently and drive delivery and execution. Willing and able to quickly learn new systems, processes, and technology within a fast-paced environment. Known for attention to detail while accurately following processes, procedures, and regulations. 20+ years of success in account management, client services, reconciliation, and case management.
Overview
21
21
years of professional experience
1
1
Certification
Work History
SR. TECHNICAL SUPPORT CONSULTANT - EMPLOYMENT TAX
ADP Maitland
06.2023 - Current
- Provide technical and operational support on regular reporting issues, processes and procedures supported by the ADP Smart Compliance platform. Partner on high profile cases to ensure recovery meets department and regulatory guidelines.
- Resolve timely product and service concerns and/or opportunities by utilizing product knowledge and enhanced analysis. Demonstrate effective verbal and written communications throughout.
- Support cross business unit segments, act as subject matter expert for multiple products and/or functions. Identify training needs for the department and assist with training development programs.
- Develop relationships internally and externally that foster collaboration; maintain a knowledge level of support areas conducive for effective analysis of solutions.
ACCOUNT MANAGER II- EMPLOYMENT TAX
ADP
07.2019 - 06.2023
- Successfully oversee client accounts to ensure that tax deposits and filings are submitted in a timely manner. Maintain client tax processing information for all jurisdictions on ADP Smart Compliance platform: federal, state, and local. Research and resolve issues related to W-2’s, agency notices, electronic filings, amendments, and funding.
- Partner with payroll managers of large corporations, educational institutions, and municipalities to manage millions of dollars in tax deposits, in 5000+ jurisdictions, for more than 50,000+ employees.
- Manage annual W-2 process at year end to ensure filing commitments are met.
- Remain current on federal, state, and local taxation as well as new legislation.
- Engage in internal system development and testing to provide critical feedback.
ASSOCIATE CLIENT TAX CONSULTANT- AMENDMENTS AND LATE ORIGINALS
ADP
07.2017 - 07.2019
- Liaised with small business clients in managing quarterly and yearly payroll reporting needs, including annual W-2’s. Processed payroll corrections and reporting requirements for federal, state, and local jurisdictions utilizing the ADP SBS RUN reporting platform. Partnered with federal, state, and local agencies in the timely resolution of agency notices.
- Prepared and filed amendment and late original filings for clients based on federal, state, and local jurisdiction requirements.
- Selected to participate in highly escalated client cases and led training and development of new department hires.
BENEFIT SPECIALIST - GROUP INSURANCE
Becks Insurance Consulting, Inc.
05.2004 - 07.2017
- Interfaced with outside insurance/financial colleagues to educate clients on benefit service options including medical, dental, long and short-term and life insurance offerings. Supported resolution of outstanding insurance claim issues as well as critical ad hoc client requests.
- Reviewed and processed new and renewal insurance plan products through applicable insurance carriers for new and existing client base.
- Prepared and presented enrollment materials to prospective clients and processed principal insurance licenses.
Education
Bachelor of Science - Business Administration
University of Pittsburgh
Pittsburgh, PA05-1992
Bachelor of Science - Psychology
University of Pittsburgh
Pittsburgh, PA05-1992
Bachelor of Science - Accounting
University of Pittsburgh
Pittsburgh, PA08-1992
Skills
- Payroll Accounts
- General Ledger
- Analyze Data
- Reconciliation
- Complex Problem Solving
- Reporting
- Streamlining Processes
- Cross-Department Collaboration
- Staff Leadership
- Training
- Client Service
- MS Office
Certification
Fundamental Payroll Certification, August 2020
Timeline
SR. TECHNICAL SUPPORT CONSULTANT - EMPLOYMENT TAX
ADP Maitland
06.2023 - Current
ACCOUNT MANAGER II- EMPLOYMENT TAX
ADP
07.2019 - 06.2023
ASSOCIATE CLIENT TAX CONSULTANT- AMENDMENTS AND LATE ORIGINALS
ADP
07.2017 - 07.2019
BENEFIT SPECIALIST - GROUP INSURANCE
Becks Insurance Consulting, Inc.
05.2004 - 07.2017
Bachelor of Science - Business Administration
University of Pittsburgh
Bachelor of Science - Psychology
University of Pittsburgh
Bachelor of Science - Accounting
University of Pittsburgh
Similar Profiles
Claudine OwenClaudine Owen
Casual Contract Employee at Catholic Schools, Diocese of Maitland-NewcastleCasual Contract Employee at Catholic Schools, Diocese of Maitland-Newcastle
Brittany M. LeiderBrittany M. Leider
Elementary Art Teacher at Park Maitland SchoolElementary Art Teacher at Park Maitland School
Vicki CarrickVicki Carrick
Safety and Risk Partner at Diocese of Maitland NewcastleSafety and Risk Partner at Diocese of Maitland Newcastle
Stephen SimoniStephen Simoni
Mobile Detailer at Accelerate Auto CareMobile Detailer at Accelerate Auto Care
Julie LeeJulie Lee
Certified IV Pharmacy Technician at AdventHealthCertified IV Pharmacy Technician at AdventHealth