Detail-oriented professional with experience in payroll and benefits administration, tax operations, and administrative support. Skilled in compliance, records management, process coordination, and maintaining accuracy in fast-paced environments. Brings strong organizational and analytical skills applicable across business operations and related functions.
Overview
3
3
years of professional experience
Work History
Senior Tax Client Services Specialist
Smith + Howard Advisors, LLC
04.2026 - Current
Serve as the primary point of contact for individual and business tax clients, coordinating communication and guiding tax projects from document collection through completion.
Coordinate with clients, partners, and accounting staff daily to obtain required documentation, resolve outstanding items, and ensure timely completion of tax deadlines.
Review tax return documentation and supporting records for completeness and accuracy prior to filing and delivery.
Prepare IRS and state tax correspondence, including tax notices and other compliance-related documentation, while maintaining accuracy and adherence to regulatory requirements.
Collaborate with partners and cross-functional teams on special projects and process improvements to support client service and operational efficiency.
Tax Administrative Associate II
Mauldin & Jenkins, LLC
02.2024 - 04.2026
Oversaw electronic filing operations for over 3,000 tax returns annually, ensuring compliance with IRS and state regulations.
Processed individual and business tax returns from assembly to delivery, verifying accuracy throughout.
Managed office-wide due-date tracking and generated reports in CCH to support task management for accounting staff and client executives.
Prepared tax engagement letters and various correspondence for individuals and corporations directed to the IRS and other tax authorities.
Collaborated with client executives to gather necessary documentation for timely tax filing.
Acted as subject matter expert for clients troubleshooting tax systems, including TaxCaddy, SafeSend, and K1X.
Payroll and Benefits Intern
Mauldin & Jenkins, LLC
10.2023 - 02.2024
Assisted with weekly payroll processing by reviewing and verifying employee hours for 500+ employees prior to payroll submission, ensuring accuracy and timely processing.
Audited employee payroll, tax, and benefits information, collaborating with staff to ensure records remained accurate and up to date.
Supported payroll and benefits administration by assisting with new hire onboarding, benefits enrollment, and employee record maintenance using Paycom, Sage Intacct, and Monday.com.
Entered new hire information into Paycom and processed employee status changes, ensuring accuracy of payroll and HR records.
Assisted employees during annual open enrollment, answering questions and providing guidance on benefit plans including Anthem, COBRA, and Aflac.