Experience

BizChecks Payroll

• United States
• Financial Services
• 1 - 100 Employee

• Director, Tax Compliance

  • Nov 2015 - Present

  ➤ Serve as operational manager and chief of staff for payroll company servicing 900 clients ➤ Educate small business clients in fraud prevention awareness and implementation of best practices ➤ Remediate fraudulent activity impacting clients such as unemployment and direct deposit fraud ➤ Navigate process for clients to apply for government funding such as the Employee Retention Credit and Payroll Protection Program ➤ Monitor and develop processes to reduce likelihood of fraudulent activity for company and clients ➤ Provide operational efficiencies in billing, tax filings, and retirement plan management for greater opportunities for profit ➤ Prepare and file employment taxes equaling more than $300 million on a weekly, monthly and quarterly basis ➤ Resolve tax-related issues for clients with the IRS resulting in the revocation of over $40K in costly penalties ➤ Conducted payroll software cost/benefit analysis and implemented a frictionless conversion to new tax and payroll software ➤ Navigated a software conversion due to the sudden bankruptcy and collapse of the company's ACH provider Show less



H&R Block

• Information Technology & Services
• 1 - 100 Employee

• Tax Associate/Marketing Coordinator

  • Oct 2014 - Apr 2016

  ➤ Served as a fully certified tax professional, educated in federal and Massachusetts tax law, and prepared personal taxes ➤ Assisted clients with audit letters and IRS issues and developed business partnerships with community organizations ➤ Presented weekly marketing initiatives to office leaders and guided development and execution of marketing plans ➤ Ensured consistency and compliance with brand management guidelines at the district and office levels ➤ Coordinated marketing strategy among 18 district offices including implementing local marketing events and tax talks ➤ Performed bookkeeping and administrative tasks to maintain team efficiency as well as support customer needs ➤ Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities ➤ Interviewed clients to collect information or necessary paperwork and maintained all supporting documentation ➤ Delivered superior customer service while sustaining a pleasant demeanor and providing tax advice and tips. Show less



Fitzgerald Commercial Movers

• United States
• Truck Transportation

• Business Consultant/Bookkeeper

  • Jul 2013 - Jun 2014

  ➤ Prepared invoices using QuickBooks and oversaw all accounts payable and accounts receivable functions ➤ Conducted monthly bank reconciliations as well as prepared sales tax and corporate tax payments and schedules ➤ Served as liaison to the accounting firm as well as assisted with Human Resources filings and any payroll issues ➤ Filed quarterly taxes, prepared year-end 1099s and submitted them to vendors, authors, and independent contractors ➤ Worked with accountants on creating asset depreciation schedules and policies and analyzed client tax information ➤ Supported execution of tax audits and audit appeals with outside regulatory agencies and delivered explanatory notes. Show less



Georgetown University

• United States
• Higher Education
• 700 & Above Employee

• Director, Board Operations, Georgetown University Office of Advancement

  • Sep 2011 - Jul 2013

  ➤ Managed 4 operating budgets totaling $4.2M and prepared quarterly reports on each and provided financial forecasting ➤ Developed institutional benchmarks including cost and expense analyses and projections for new royalty opportunities ➤ Coordinated annual financial audit and tax filings for the association and regional clubs and provided vendor support ➤ Managed and supervised staff of 3 including Assistant Director, Associate Director, & Coordinator positions ➤ Ensured payment of invoices for the association including grant expenses as well as conducted bank reconciliations ➤ Oversaw management of 7 affinity partnerships, contract negotiations, and development/execution of marketing plans ➤ Managed Georgetown University Alumni Association operations including fiduciary and legal responsibilities ➤ Oversaw the 120-member alumni volunteer board and the Board of Governors as well as coordinated alumni volunteers ➤ Directed 2 different grant processes totaling $1.3M including development of strategy and application review. Show less



American Meat Institute

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director, International Operations, U.S. Hide, Skin and Leather Association

  • Oct 2003 - Sep 2011

  ➤ Promoted internally to director position responsible for managing trade association of 50 member companies ➤ Oversaw all dues billing, membership development, and member inquiries and monitored program budgets of $360K ➤ Prepared strategic plans and unified export strategies as well as maintained documents for USDA program audits ➤ Managed foreign market development efforts as well as participated in international trade servicing missions ➤ Organized exhibits and attended promotional trade shows including India, China, Taiwan, Vietnam, and Hong Kong ➤ Managed industry participation, design, and sale of pavilion space for over 1,200 exhibitors and over 20,000 attendees. Show less