Tammy Guertin
Sanford,ME
Summary
Dynamic Benefits Tax Accountant with a proven track record at Unum, excelling in tax compliance and financial analysis. Expert in streamlining processes, enhancing accuracy, and fostering client relationships. Strong communicator adept at research and documentation, consistently delivering timely, precise tax filings while maximizing client savings.
Overview
33
33
years of professional experience
Work History
Benefits Tax Accountant
Unum
11.2002 - 05.2025
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Ensured compliance with federal, state, and local tax requirements by researching relevant legislation and applying necessary adjustments to client accounts as needed.
- Collaborated with team members to identify opportunities for improving client services and tax strategies.
- Developed comprehensive database of tax resources and references, streamlining research process for entire team.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Contributed to firm's reputation for excellence by consistently producing accurate and timely tax filings.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Facilitated smooth tax season operations by efficiently managing workload distribution among accounting team.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
- Streamlined quarterly tax preparation processes, significantly reducing errors and improving filing accuracy.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
- Assisted colleagues with challenging cases, sharing knowledge and expertise to ensure the best possible outcomes for clients.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough audits of financial records to identify and correct discrepancies before tax filing deadlines.
- By staying updated on tax law changes, ensured compliance and maximized savings for clients and firm.
Workflow Coordinator
LL BEAN
08.1992 - 11.2002
- Coordinated with clients and vendors to determine project scope and define timelines for completion.
- Optimized tasks and procedures resulting in reduced expenses and increased efficiency.
- Collaborated with cross-functional teams to develop best practices for seamless coordination of work efforts.
- Managed teams and delegated training and development.
- Enhanced team productivity by assigning tasks based on individual strengths and monitoring progress.
- Scheduled production timelines and project milestones to foster quality and client satisfaction.
- Facilitated team productivity by providing strong leadership and surmounting challenges.
- Served as a liaison between management and staff to facilitate smooth flow of information regarding project updates or changes in priorities.
- Monitored project plans and challenges and proactively resolved obstacles.
- Communicated with team members to enforce deadlines and quality standards.
- Streamlined workflow processes by identifying bottlenecks and implementing solutions for increased efficiency.
- Improved communication between departments, facilitating timely information exchange and accurate decisionmaking.
- Implemented a centralized task tracking system, resulting in better visibility of project status across teams.
- Planned production schedules, taking employee production rates, company needs and seasonal changes into account.
Education
High School Diploma -
Dirigo High School
Dixfield, ME06-1984
Skills
- Advanced Microsoft Office
- Financial analysis proficiency
- Verbal and written communication
- Research and documentation
- Tax compliance expertise
Timeline
Benefits Tax Accountant
Unum
11.2002 - 05.2025
Workflow Coordinator
LL BEAN
08.1992 - 11.2002
High School Diploma -
Dirigo High School