Tabatha Miller

Lead Tax Preparer Responsibilities:

I. Tax Return Preparation:

• Prepare and file accurate tax returns which included but not limited to: individual 1040, 1065, 1120 & 1120s tax returns.
• Gather and analyze client financial data, including income statements, expense reports, and other relevant documents.
• Utilize tax preparation software to accurately calculate and file tax returns.
• Ensure all tax forms are completed correctly and filed within deadlines.
  

II. Client Interaction:

• Conduct client interviews to gather necessary tax information.
  Explain tax laws and regulations to clients in a clear and understandable manner.
• Answer client questions and provide tax-related advice.
• Maintain client confidentiality and handle sensitive financial information with discretion.
  

III. Tax Law Compliance:

• Stay up-to-date on changes in federal, state, and local tax laws and regulations.
• Research and interpret tax laws to ensure accurate tax return preparation.
• Identify potential tax deductions and credits for clients.
  Maintain current knowledge of tax software.
  

IV. Record Keeping & Documentation:

• Maintain accurate and organized client files and records.
• Ensure all necessary documentation is collected and retained.
  Prepare and maintain supporting documentation for tax returns.
  

V. Quality Control:

• Review completed tax returns for accuracy and completeness.
• Identify and correct errors in tax returns.
• Ensure compliance with company policies and procedures.
  

VI. Audit Support:

• Assist clients with responding to IRS and state tax authority inquiries.
• Prepare documentation and provide support for tax audits.
  Identify potential audit risks.
  

VII. Other Duties:

• Assist with other administrative tasks as needed.
• Participate in training and professional development activities.
  

Payroll Manager Responsibilities:

I. Payroll Processing Management:

• Managed a team of payroll specialists, providing training and guidance to ensure timely and accurate payroll processing while fostering a collaborative and productive work environment.
• Processed payroll garnishments such as tax liens and child support.
• Improved payroll communication, resolving employee queries swiftly.
• Maintained employee confidence with secure handling of sensitive information during all stages of the payroll process.
• Enhanced payroll accuracy by implementing double-check protocols and reduced errors in payroll processing through meticulous attention to detail, solid understanding of regulations, and thorough review procedures.
• Monitored and updated employee information in the payroll system to add changes in salary, bonuses, and deductions.
• Managed year-end payroll activities, ensuring timely and accurate W-2 distribution.

II. Payroll Discrepancy Resolution:

• Achieved timely resolution of payroll discrepancies by collaborating effectively with team members and other departments.
• Processed retroactive pay adjustments and other special payments to make up for compensation shortfalls in previous pay periods.

III. Client Payroll Onboarding:

• Guide clients through the onboarding process, ensuring all necessary steps are completed efficiently and accurately.
• Manage and track client progress, proactively addressing any roadblocks or delays.
• Coordinate with internal teams (e.g., sales, technical support) to ensure seamless onboarding.
• Develop and maintain onboarding documentation and resources.

Accounts Manager for Non-Profit Religious Organizations:

I. Financial Management & Reporting:

• Maintain accurate and up-to-date financial records, including general ledger, chart of accounts, accounts payable, accounts receivable, and payroll.
• Prepare monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.
• Manage the church's budget, including preparing budget proposals and monitoring expenditures.
• Prepare and present financial reports to the church leadership, finance committee, and congregation as required.
• Reconcile bank accounts and investment accounts regularly.
• Manage and track designated funds and restricted donations, ensuring proper allocation and reporting.
• Oversee the church's annual audit process, providing necessary documentation and support.
• Ensure compliance with all applicable financial regulations and accounting standards.

II. Donation & Contribution Management:

• Process and record tithes, offerings, and other donations, ensuring accurate and timely entry.
• Generate and distribute contribution statements to donors for tax purposes.
• Manage online giving platforms and processes.
• Ensure compliance with IRS regulations regarding charitable contributions.

III. Payroll & Benefits Administration:

• Process payroll for church staff, ensuring accurate and timely payment.
• Calculate and withhold payroll taxes and other deductions.
• Prepare and file quarterly and annual payroll tax returns.
• Manage employee benefits, including health insurance, retirement plans, and other benefits.
• Ensure compliance with labor laws and payroll regulations.

IV. Accounts Payable & Receivable:

• Process and pay invoices from vendors and suppliers.
• Maintain accurate records of accounts payable.
• Manage accounts receivable, including billing and collections.
• Handle reimbursements for staff and volunteers.

V. Budgeting & Planning:

• Assist in the development of the annual church budget.
• Provide financial analysis and recommendations to church leadership.
• Assist in long-term financial planning.

VI. Stewardship & Compliance:

• Maintain confidentiality of financial information.
• Educate church members on stewardship principles and financial practices.
• Stay up-to-date on changes in tax laws and accounting regulations that affect churches.
• Ensure compliance with all local, state, and federal tax laws regarding non-profit organizations.

VII. Technology & Software:

• Utilize accounting software and other financial management tools.
• Maintain and update financial databases and systems.

VIII. Other Duties:

• Assist with other administrative tasks as needed.
• Attend finance committee meetings and other church meetings as required.
• Work with church leadership to address financial concerns and opportunities.

Office Manager Responsibilities:

I. Office Administration & Operations:

• Oversee daily office operations, including reception, mail, supplies, and equipment maintenance.
• Develop and implement office policies and procedures to improve efficiency and productivity.
• Manage and maintain office equipment and technology, coordinating with IT support as needed.
• Ensure a clean, organized, and professional office environment.
• Manage vendor relationships and negotiate contracts for office supplies and services.
• Maintain accurate and organized office files and records, ensuring confidentiality.
• Coordinate office events, meetings, and training sessions between 2 locations.
• Manage the office calendar and schedule appointments.

II. Client Relations & Communication:

• Serve as the primary point of contact for clients, providing exceptional customer service.
• Greet clients and ensure a positive and professional experience.
• Answer phone calls, emails, and inquiries promptly and professionally.
• Schedule and coordinate client appointments and meetings.
• Manage client communications and ensure timely responses to inquiries.
• Handle client complaints and concerns in a professional and efficient manner.
• Maintain client confidentiality and handle sensitive financial information with discretion.

III. Accounting Support & Coordination:

• Coordinate the flow of client documents and information between staff and clients.
• Assist in the preparation of client correspondence and reports.
• Manage and track client deadlines and deliverables.
• Assist in the billing and collection process.
• Help to organize and manage tax season processes.

IV. Staff Management & Supervision:

• Supervise and train administrative staff, including receptionists and administrative assistants.
• Monitor staff performance and provide feedback to business owner.
• Foster a positive and collaborative work environment.
• Assist in the recruitment and onboarding of new staff members.

V. Technology & Software:

• Proficiently use ProSeries, QuickBooks Desktop & Online, Microsoft 365, OneDrive, EFTPS Batch Provider, Adobe Pro, PDFFIller, Multi-state My Tax Accounts.
• Integrated TaxDome CRM software & built out the companies multi-platform pipelines to help maintain an accurate record of all on going processes & reduce any potential risk of missing deadlines.
• Troubleshoot technical issues and coordinate with IT support as needed.
• Ensure data security and confidentiality.

• Payroll Administration: Oversaw the complete payroll administration function for all personnel employed by Klean Waters, Inc., across its Temecula, California and Gary, Indiana operational sites. This included the meticulous processing of payroll, ensuring the accurate and timely disbursement of compensation, and the rigorous adherence to all relevant federal, state, and municipal tax regulations.
• Financial Reconciliation: Conducted meticulous monthly bank reconciliations, ensuring accurate representation of the company's financial position and maintaining the integrity of the general ledger.
• Data Management and Integrity: Maintained precise and secure records through diligent data entry and robust database management, safeguarding vital company information and ensuring data accessibility.
• Workplace Environment and Collaboration: Cultivated a positive and collaborative work environment by leveraging effective communication strategies and fostering strong professional relationships across all levels of the organization.
• Document Management and Efficiency: Implemented and maintained a streamlined document management system, including thorough file maintenance and strategic archiving, resulting in enhanced retrieval efficiency and organizational clarity.
• Inventory Optimization: Managed office supplies, ensuring availability and minimizing disruptions.
• Executive Administrative Support: Provided comprehensive administrative support to executive staff, encompassing complex calendar management, travel coordinations, and the preparation of high-level documentation.