Sheila D. Austin

· Provided federal/state tax law advice to tax customers

· Review federal/state returns for accuracy

· Troubleshooted IT issues with customer account

· Guided customers thru interview tax screens

· Provided refund/balance due information

· Researched tax law questions

· Reviewed Tax Returns for Accuracy

· Managed a tax portfolio of 100 or more tax clients.

• Registered new tax accounts and communicated with clients to ensure successful transition of tax accounts during onboarding and/or offboarding.

· Managed and remitted via the IRS EFTPS system tax payments.

· Filed and tracked income tax return filing process (1120 series, 990, 1065, 941,940’s, Sales/Use returns based on filing requirements.

· Assisted with certain quarterly client billing and worked with accounting team on reconciliations.

· Reviewed Loan Authorization and Agreement and all other necessary legal instruments to ensure these documents are properly prepared and executed

· Addressed inquiries and concerns from borrowers and/or their authorized representatives regarding loan closing documentation and loan requirements

· Requested and reviewed all necessary loan closing documentation, ensuring proper execution and recording

· Utilized Microsoft Office software or other computer applications such as mainframe database software to do research and perform a wide variety of other functions

· Conducted Pre-employment checks, coordinating with other team members to ensure security packets are ready for both entry-on-duty and final adjudication

· Reviewed security forms for consistency, read and understand Letters of Inquiry and other identifiers

· Mitigated derogatory information contained in applicant documentation

· Made adjudicative decisions and recommend next actions for Pre-employment Investigations.

· . Reviewed work for procedural accuracy. Answers technical personnel/payroll questions through research using federal personnel guidelines, accounting procedures and manuals, etc. Applies knowledge of personnel procedures and regulations for a variety of personnel actions.

· Audited travel vouchers and miscellaneous claims for validity, adherence to rules and regulations, and accuracy. Maintains liaison with regional and ACO administrative staff for technical advice.

· Requested FBI Rap Sheets

· Researched original tax filing discrepancies and prior period adjustments.

· Utilized software to generate reports and gather research data.

· Calculate and balance payroll tax information for tax reporting.

· Prepared and filed federal, state, and local amended tax reports for multiple state and jurisdictions.

· Provided outstanding tax services support by responding to and researching tax inquiries.

· Communicated with customers and taxing agencies to resolve customer tax accounts.

· Responsible for managing and tracking customer amended filing requests and providing timely response.

· Provided information and guidance to customers related to internal processes.

· Completed New Account Reports

• Completed sales tax research for client issues in different states

· Processed Sales Tax Certificates in Vertex

· Updated Account Information via SAP

· Responded to customer emails

· Updated Pivot Tables on Microsoft Excel

• Performed sales tax research for client issues in different states

• Processed AP, AR, invoicing, and payroll.
• Recorded bi-weekly payroll for hourly and salaried employees (approximately 100 employees)
• Prepared quarterly payroll tax reports (i.e. Form 941).

Reviewed all financial documents, forms, leases, and contracts.

· Handled all onboarding, exit interviews, prepares and maintains handbook on policies and procedures; performs benefits administration to include claims resolution, change reporting and approved invoices for payment.

· Supported all HR activities and other duties as assigned.

· Assisted taxpayers in meeting their federal tax obligations.

· Conducted over the phone and face to face interviews

· Prepared individual income tax returns. Provided taxpayer assistance with information regarding federal tax law

· Advised taxpayer with questions concerning their account notices and letters. Performed research analysis and computation adjustment regarding the federal income tax account. Conferred with taxpayer or the power of attorney representative with explaining on tax obligation. Served as technical support and advisor for other personnel within the Operating Division

· Wrote annual employee performance appraisals. Served on New Hire Recruitment Team and Project Training Instructors

Managed Satellite offices independently. Lead Communication group meetings and served on various Project Collection Teams. Served as a group facilitator over various engagement teams. Delegated workload assignments as needed. Served as Interim Group Manager as needed leading 10-12 employees work groups