Erjola Cake

Erjola Cake

Tax Assistant

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location of Erjola CakeNew York City Metropolitan Area

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  • Timeline

  • About me

    Director- Client Services at Automatic Data Processing Insurance Agency, Inc.

  • Education

    • Montclair State University

      2007 - 2011
      Bachelor’s Degree Accounting
  • Experience

    • Alba Translations CPA

      Jul 2009 - May 2016
      Tax Assistant

      • Assisted with the preparation of individual income tax returns.• Maintained confidential client information and delivered time sensitive data for tax returns.

    • ADP

      Feb 2012 - Feb 2017

      • Made on site visits to CPAs to strengthen their relationship with ADP. • Covered for managers on interim basis. Responsibilities included side-by-side observations, handling client escalations and providing feedback to managers. • Prepared and delivered presentation for service teams around the function of Accountant Help Desk as well as best practices and for adding CPAs to existing service accounts.• Managed complex e-mails from high profile referring accountant relationships. • Developed a new client e-mail organizational system to ensure service is provided in an accurate and timely manner.• Assigned to manage top referring accountant firms in order to be the point of contact for all escalated issues.• Drove a team engagement project, which resulted in the first Accountant Help Desk/Centric Help Desk playbook.• Established strong relationships with our sales partners by delivering a quality client service experience. Show less • Mentored new associates throughout the on-the-job training curriculum.• Moved by management to low morale teams to increase group energy and productivity.• Selected as a member of the first dedicated e-mail team in SBS.• Collaborated in the creation of the first dedicated service e-mail team model for the East region. • Mentored new associates working emails. • Surpassed productivity and quality metrics.• Assisted management in facilitating team meetings and presented process changes. • Created QRC’s to assist new associates working emails• Hosted visitors that came from other departments to gain better perspective on call and e-mail handling procedures.• Assisted the Loyalty Team with inbound resolution of pricing related issues.• Consistently exceeded productivity and quality metrics. Show less

      • Accountant Support Specialist

        Nov 2015 - Feb 2017
      • Associate Client Support Consultant

        Feb 2012 - Oct 2015
    • Automatic Data Processing Insurance Agency, Inc.

      Mar 2017 - now
      • Director- Client Service

        Dec 2021 - now
      • Senior Manager - Client Services

        Jan 2021 - Dec 2021
      • Client Service Manager

        Nov 2017 - Jan 2021
      • Client Service Team Leader

        Mar 2017 - Nov 2017
  • Licenses & Certifications

    • Fundamental Payroll Certification

      PayrollOrg