Tiffanie Baramy
Santa Ana,CA
Summary
Seeking a position where my education, communication skills, service skills, tactical skills, as well as my work experience will aid in the advancement of your organization as a leader in its industry. Customer-oriented, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Highly persuasive professional known for exceeding targets.
Overview
29
29
years of professional experience
Work History
Sr. Account Representative III
UKG Inc
Santa Ana, USA
04.2011 - Current
- Manage large enterprise accounts
- Provide day-to-day support for an identified group of high-level complexity customers
- Research and respond to client inquiries via Salesforce through resolution
- Ensure customer profile data is properly maintained, including educating clients on required jurisdictional data to avoid discrepancies that result in late payments and/or failure to file returns accurately
- Handle or initiate customer escalations regarding tax issues and provide critical care support as necessary
- Works with the appropriate team members to address and facilitate a timely resolution to tax inquiries, including amendments and tax notices
- Provide support to address reconciliation discrepancies in preparation of quarter-end and year-end filings
- Conduct and/or participate in client conference calls to address service issues, research, and resolve tax issues
- Conduct training for new and existing clients on procedures, processes, and systems
- May assist in the training and mentoring of others within the team
- Builds and maintains strong peer relationships within the team and across the organization.
Senior Tax Account Representative
Ceridian Inc
Fountain Valley, USA
08.1997 - 04.2011
- Managed over 400 clients of mid-to-large companies with 800-2800 employee counts
- Resolved complex escalation payroll tax issues
- Initiated proactive problem resolution via technical and creative problem solving
- Analyzed/reconciled incoming quarterly and year-end data to generate a quality report
- Filed/amended tax returns. This includes Forms 940, 941, state withholding, unemployment, and local tax returns
- Resolved inquiries
- Contacted tax agencies to clear the clients' accounts
- Analyzed all incoming customer issues and ensure all required completion time frames are met. This includes information received from customers, other internal departments, and tax agencies
- Maintained customer master data for accounts, including jurisdiction data, and maintained documentation of all issues that may have a fiscal or tax impact on the account
- Always meet quarter-end deadlines for passing all clients
- Collected over 95% deficit balance each quarter.
Education
Master of Accounting and Financial Management - CPA
Keller Graduate School of Management
05.2010
Bachelor of Business - Finance
California State University
08.1997
Skills
- Account Reconciliation
- Good Work Ethic
- Flexible Schedule
- Relationship Building
- Team Management
- Reliable & Trustworthy
- Organizational Skills
- People Skills
Timeline
Sr. Account Representative III
UKG Inc
04.2011 - Current
Senior Tax Account Representative
Ceridian Inc
08.1997 - 04.2011
Bachelor of Business - Finance
California State University
Master of Accounting and Financial Management - CPA
Keller Graduate School of Management