Experience

ConceptHR

• Human Resources Services
• 1 - 100 Employee

• Tax Analyst

  • Nov 2021 - Present

  - Reviewing multi-state/jurisdiction tax payments- making payments, filing tax returns, new account application and set up - Supporting nation-wide clientele with start-to-finish tax administration - Verification of W-2 Preview reports – accomplished quarterly - Pulling and posting of PTS (daily tax files) using both Microsoft SQL Management and Isolved Payroll systems - Process ACH payment postings daily using SQL Server system to build template to post in Darwin books. - Federal e-file set up process for Forms 941 and 940- Annually - Processing all Accounts Receivables- researching any credits or balances due- reporting companywide using Microsoft Dynamic software and SQL server system. - Migration of clients to new Isolved system from Darwin system. Including complete transfer of all client and employee info as, as well as training client contacts on new software.



ADP

• United States
• Human Resources Services
• 700 & Above Employee

• Carrier Connections Specialist (EDI Specialist)

  • Oct 2016 - Present

  - Monitor the status of Electronic Data Interchange (EDI) feeds that are in production. - Investigate and resolve issues/bugs with existing mapping. Work with Account - Managers, Engineers, and clients to determine best practices for connection design. - Serves as technical a resource for Account Managers and Client Service Representatives with questions regarding existing EDI feeds. Participant in conference calls with clients or prospects with connection questions- Obtain updated file specifications, make modifications to Connection mapping accordingly, test with Carrier for accuracy.- Work as team administrator- working with all teammates on office supply needs. - Plans all team lunches and events including Town Halls for Business Unit and office accommodations for visiting Managers.

• Major Accounts Customer Service Represetative

  • Oct 2014 - Oct 2016

  - Serve as subject matter expert in handling routine client requests- Train larger corporations on Benefit package set up for its employees.- Resolve routine customer concerns with pre-defined solutions- Handle customer inquiries that could require data entry changes- Accepted role as Team Lead- helping other representatives with issues, taking client escalations and solving technical cases. - Promoted to Level 2.

• Resource Coordinator

  • Mar 2013 - Oct 2014

  - Special 2 year project to implementing move for Small Business Services clients from DOS payroll system to upgraded payroll system. - Leading team project as a knowledge representative on DOS payroll system.- Given special assignment as Resource Coordinator, to monitor our inside sales inbox, answer all questions and assign tasks to team members to complete. - Verify accuracy for all orders from sales team.- Schedule and assign all clients for migration to RUN payroll platform.- Work closes with Managers and other team members to ensure all deadlines are meet and follow up is timely.- Give feedback in weekly meetings of processes and procedures developed.

• Small Business Services Client Services Representative

  • Oct 2010 - Mar 2013

  - Assist Clients with tax and payroll inquiries.- Provides first level product and service support to Easy Pay Tele-data clients regarding payroll, accounting, tax filing, money-movement and other related ADP services in both an inbound and outbound call center environment.