Daniel Rosa
Tax Associate at Moss, Krusick & Associates, LLC- Claim this Profile
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Spanish Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Lean Six Sigma Yellow Belt Internal Certification
Orange County Clerk of CourtsSep, 2019- Nov, 2024 -
Intuit QuickBooks Pro/Premier 2015 Certified User
IntuitApr, 2017- Nov, 2024
Experience
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Moss, Krusick & Associates, LLC
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United States
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Accounting
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1 - 100 Employee
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Tax Associate
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Jan 2022 - Present
• Ensure clients comply with IRS regulations and meet their state and federal tax obligations• Analyze and minimize tax liabilities by implementing tax reduction strategies• Review financial records, income statements, and expenditures• Prepare and file tax returns and work papers for companies, partnerships, and individuals• Research tax issues and assist with tax audits• Consult with clients, review their tax information, and respond to questions and concerns • Ensure clients comply with IRS regulations and meet their state and federal tax obligations• Analyze and minimize tax liabilities by implementing tax reduction strategies• Review financial records, income statements, and expenditures• Prepare and file tax returns and work papers for companies, partnerships, and individuals• Research tax issues and assist with tax audits• Consult with clients, review their tax information, and respond to questions and concerns
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Orange County Clerk of Courts
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United States
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Government Administration
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200 - 300 Employee
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Compliance Operations Manager
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Feb 2020 - Jan 2022
• Supervised the Compliance Division team which consists of 23 Senior Deputy Clerks and 1 Operations Support Coordinator and 1 Assistant Manager • Led and assembled process improvement teams to identify opportunities for the division and organization to improve operational processes and systems• Review data to identify any patterns and trends to ensure quality and timeliness of work and to identify opportunities for improvement• Monitored outstanding account balances for determination of next steps in the collection process; implement strategies to reduce the number of delinquent accounts• Assisted in the preparation of the annual budget by compiling divisional statistical data such as FTE allocation, divisional budget needs, and revenue collection data• Responsible for the proper collection, transmission, recording, deposits, and distribution of funds• Tracked and reported on accounts receivable delinquency and bad debt losses• Assessed operational risks and develop risk management strategies• Developed business plans to address operational gaps/opportunities that resulted in improved operational performance and increased customer satisfaction
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Operations Assistant Manager
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Aug 2018 - Feb 2020
• Supervised team of 12 Senior Deputy Clerks and 1 Operations Support Coordinator in the Winter Park and Goldenrod Clerk of Courts Branches • Participated in multiple process improvement teams, conferences and projects such as Access to Justice – Strategic Planning Team, Live Agent Reporting Team, Q-Flow Appointments Module Project Team and FCCC Conference• Facilitated and participated in division meetings to discuss updates and operational goals; managed the full employee performance management cycle from goal setting through the annual review• Reviewed data to identify any patterns and trends to ensure quality and timeliness of work and to identify opportunities for improvement• Stay informed regarding pending industry changes, trends, and best practices and assess the potential impact of these changes on organizational processes• Conducted nightly audits by verifying that all transactions were processed correctly in the system; balanced the register and; ensured that all deposits were made• Received Yellow Belt Certification (Lean Six Sigma) while reducing the processing time for Court Check in Process • Skilled in Munis (Self-Service and live), HRSmart/Deltek and Odyssey
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FL Department of Revenue
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United States
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Government Administration
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700 & Above Employee
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Revenue Administrator III
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Oct 2016 - Aug 2018
• Managed Operations and supervised 4 Revenue Administrator II, 7 Operations Analyst I, and 43 Revenue Specialist II within three divisions which included Case Creation, Interstate and Court process • Received Teamwork Award for CAMS CRM/BI Upgrade – Planning, Blueprint and Realization Team• Led interstate team increase their collections effort with other states by streamlining communication, identifying bottlenecks, implementing solutions to bottlenecks and improving quality of work • Completed periodic performance assessments, planed and scheduled work assignments for managers and front-line team members to ensure uniformity and equity in workload volume • Identified barriers to productivity, the effectiveness of service deliveries, and general operations within the processes• Identified teams’ training needs and ensured that the appropriate training was delivered utilizing available resources• Develop and manage process improvements in the Court Team to increase collections and enforcement actions• Implemented and participated in activities leading to the development of operational plans for the service site and strategic plans for the region • Participated and coordinated resources on behalf of the department in the Orange County DL Clinic Event
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Revenue Administrator II
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Aug 2015 - Sep 2016
• Managed operations and supervised team of 4 Revenue Specialist III, 10 Revenue Specialist II, and 1 Senior Clerk II and assisted with an additional team of 15 full-time employees in the Customer Service Center, Enforcement and Collections• Received Excellence Award for having the vision and determination to provide customers with excellent customer service• Led customer service team in assisting over 275,000 customers over a course of 4 years while reducing Customer Service wait time, transaction times and maintained a self-driven team environment• Led Compliance Team to increase current and arrears collections percentage from 6th place to 1st place in the statewide agency report for 3 years • Researched and implemented solutions to improve collections efforts by reviewing data to identify patterns and trends, ensure quality and timeliness of work, and identifying opportunities for improvement• Developed and managed process improvements to increase communication, awareness, and education with our customers• Monitored and reviewed staff performance through analysis of statistical data to ensure quality and productivity• Created Excel reports using pivot tables to track team’s performance, monitor queues, service transactions, and wait time analysis that are used in process improvement, training, and professional development of employees
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Revenue Manager
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Jun 2009 - Jul 2015
• Supervised teams in charge of Child Support Case Creation, Collections/Compliance, Enforcement and Customer Service• Led the Customer Service/Compliance team to increase current collection and arrears collection as well as serving the highest customers in the state while keeping low wait and service times • Led the Judicial Process to exceed all enforcement, performance expectations and monthly goals by planning and coordinating joint effort among all team members • Directed the Interstate team by creating offline projects to increase collections and compliance with other states; developed workflows to equally distribute workloads; and increase productive among team members• Developed methods to motivate and recognize employees as well as implement employee recognition programs • Received Manager of the Quarter Award
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Customer Contact Center Revenue Manager
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Jan 2008 - May 2009
• Supervised team of 20 Revenue Specialist II in the Child Support Program Customer Service Center • Coordinated the creation, development and implementation of the Customer Contact Center Bilingual Service • Compiled and maintained statistical information as required for unit performance and quality monitoring • Aligned the center’s action plan to the Department's strategic plan, performance accountability measures and goals
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Education
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2018 - 2021
University of Central Florida
Bachelor of Science in Business Administration, Accounting -
2015 - 2017
Valencia College
Certificate, Accounting
Community
