Experience

Regional Income Tax Agency (RITA)

• United States
• Government Administration
• 1 - 100 Employee

• Business Compliance Auditor

  • Feb 2020 - Present

  • In a complex employer municipal tax system, conscientiously process, review, and correct forms, supporting documentation to successfully lead to 100% precision and compliance with relevant ordinances and policies. • Required to prepare employer Net Profit and Local Withholding Income Tax returns and foster a productive and communicative dialogue with business taxpayers. • Entrusted with continued responsibility for projects transitioned from other employees and leverage analytical skills to review JEDD/ JEDDZ tax forms in conjunction with interpersonal communicative abilities to expedite transitory administration. • By combining historical client experience and knowledge base, successfully conduct verbal and written correspondence with hundreds of business taxpayers, tax professionals, and business representatives. • To facilitate complete office functionality, combined tax knowledge along with a plethora of manual technological skills (using computer programs, systems, phones, photocopiers, faxing, and MS Office Suite) to innovatively increase productivity. Show less



Pursuit Packages

• United States
• Freight and Package Transportation
• 1 - 100 Employee

• Delivery Associate

  • Dec 2019 - Feb 2020

  • Tasked to perform duties high in manual labor in tandem with providing professional customer service. Rigorously developed skill set in both to effortlessly satisfy all customers and deliver to a 100% punctuality standard. • Faced with package-load of approximately 200+ deliveries daily. Developed short-cut tools along routes and loading/sorting procedures that boosted efficiency and speed which resulted in approximately 30 to 60 minute daily time reduction on certain routes. • Upon encountering complex customer issues, drew from expertise and analytical inclination to communicate to devise inventive solutions, resolving all inquiries. • Entrusted with maintenance of delivery vehicles. Went above and beyond to clean, ensure equipment readiness and safety, fuel levels to ensure end-to-end, 100% operational capacity of a 10,000-pound vehicle. • Adopted a team-centric approach in proactively working together with teammates to meet production goals, and assisting with rescue routes. Show less



Equifax

• United States
• Financial Services
• 700 & Above Employee

• Senior Tax Consultant

  • May 2007 - Aug 2019

  • Required to report mergers, acquisitions, reorganizations, and company restructures. Prepared and filed state unemployment compliance forms to limit exposures to noncompliance penalties and interest. • Tasked with assisting client refunds on overpaid FICA, FUTA and SUTA taxes. Conscientiously applied administrative and productivity procedures that yielded an average annual total recovery exceeding $1M+. • Registered clients needing SUI, SIT and LIT registrations. Also, prepared company name change, entity type change and account closure paperwork with 100% punctuality and precision. Show less



TALX UCM Services, Inc. (Acquired by Equifax - 2007)

• Hilliard, OH

• Tax Consultant

  • Jul 2003 - May 2007

  • Identified core elective cost-saving opportunities for clients such as voluntary contributions, common rating, negative write-offs, and special rating electives resulting in saving clients millions of dollars over time. • Pinpointed core tax rate discrepancies and took initiative to protest unfavorable findings, eliminating incorrect excess tax increases. • Adopted a client-centric approach by delving into clients business processes to more accurately formulate and draft annual tax reports. Show less



Gates McDonald & Company (Aquired by TALX UCM Services, Inc.)

• Hilliard, OH

• Business Analyst Facilitator/Client Reporting

  • Jan 1997 - Jul 2003

  • Cross-collaborated inter-departmentally and with IT department to identify and implement departmental system enhancements including system testing and functionality upgrades. • Leveraged core administrative competencies to enable account setups, maintenance, and distribution of thousands of claim activity reports quarterly. Fulfillment of client specific needs on all occasions. • Performed as client liaison facilitating communication among account executives. • Cross-collaborated inter-departmentally and with IT department to identify and implement departmental system enhancements including system testing and functionality upgrades. • Leveraged core administrative competencies to enable account setups, maintenance, and distribution of thousands of claim activity reports quarterly. Fulfillment of client specific needs on all occasions. • Performed as client liaison facilitating communication among account executives.



Gates McDonald & Company

• Hilliard, OH

• Client Data Services Technician

  • 1988 - 1997