Susan Jimenez

Served as a primary point of contact for clients, addressing inquiries, providing updates, and ensuring overall satisfaction with services rendered.

• Setting up client’s electronic tax binder for individual and business tax filing. Collect tax sensitive information from client. Send engagement letter and checklist.
• Organize client’s binder by adding tax information and documents using Thomas Reuters system, Workpaper and File Cabinet.
• Managed a high volume of client requests, ensuring timely and effective service delivery.
• Pull financial reports from Quickbooks online and desktop.
• Collaborated with cross-functional teams to optimize service operations and improve client experiences.
• Reduced client wait times by implementing an effective system for prioritizing urgent or time-sensitive requests.

Ensuring the addition of new customers and migrate clients into the organization’s payroll tax system while maintaining high standards for promptness, and veracity; and offers fresh customer support to the tax implementation unit.

• Set up client’s tax profile system.
• Submit Risk review request for new and current clients moving to new platforms (credit check).
• Verifies tax information any outstanding tax setup matters and efficiently communicates to the implementation consultant before operating the first payroll.
• Administer legal documents for client to complete such as power of attorney documents.
• Conducted targeted tax research to facilitate informed project planning and compliance efforts.
• Assist the project manager with project plan development and participate in project meetings to include hand-offs, kick-offs, and go-lives.

• Hired on with Ceridian Services (Dayforce)
• Managed diverse software implementations, ensuring smooth integration with existing systems and minimal disruptions to operations.
• Coordinated project schedules with various departments to ensure alignment of resources and minimize conflicts or delays in implementation timelines.

Tax accounting activities such as maintenance of data for tax returns, processing tax payments, and tax record keeping. Familiar with a variety of tax concepts, practices, and procedures.

• Coordinate and prepare the files for fuel, sales, and use of property tax returns.
• Also filed, coordinate tax payments for property, fuel, and sales taxes.
• Coded charges for invoices and route for approval, also coordinated with accounting for payment.
• Manage and update the business license renewals and other tax payments and filings accordingly. Maintained database containing tax exemption certificates.

Collected non-sufficient (NSF) payroll funds from clients such as Tax, Direct deposit, ADP checks, workers comp, and garnishment (making phone calls, issuing emails and follow-ups).

• Collected on delinquent accounts and aging reports to reduce overdue balances.
• Contact clients to resolve NSF items and determine the reason(s) for return debit in accordance with established ADP policy.
• Post payments such as wires in TOPS/P007 or SAP/FTS.
• Receive clients payment from Chase lockbox and post on client’s case and account.
• Set up client from ACH to Direct wire and update client status in system, also update bank account.
• Merge letters in system for return fee, billing purpose and create monthly billing reports for accounting.
• Tax Service Coordinator I
• Supporting West Region Tax Service team pulling client’s maintenance report for discrepancies.
• Assist client setup (TPA) Third Part Administrator reports and transfer errors cases.
• Setup tax codes in system from missing reports.