Experience

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  Fidelity investments

  Jun 2001 - May 2012

  Worked and resolved client's IRS, State and local tax notices on a daily basis within the internal time frames. Created documentation for daily and quarterly processes for training purposes and facilitated new hire orientation for incoming associates. Implemented a checklist for our decommissioning clients to provide a smooth transition. Served as the escalation tax contact for our sensitive clients. Contributed in the quarterly filing, and mailing of all paper tax returns. Helped implement our new tax system (Master Tax) by inputting important tax data for our existing clients. Processed daily tax payments to all jurisdictions for our supported clients. Completed state mandated EFT applications to allow for more electronic tax payments and fewer issued checks. Worked with clients to complete Power of Attorney forms to allow our tax department to gain access to confidential tax information for agencies. Monitored all incoming funding for our client's payrolls, researched general ledger exceptions, issued net pay checks to termed employees, set up garnishment vendors to ensure proper deduction from employees pay, and processed voids and stops on lost live checks.

  • Associate Tax Reporting Analyst

    Jun 2007 - May 2012

  • Senior Financial Operations Associate

    Jul 2004 - Jun 2007

  • Financial Operations Associate

    Nov 2003 - Jul 2004

  • Control Accountant

    Jun 2001 - Nov 2003
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  Paylocity

  May 2012 - now

  • Tax Product Manager

    Apr 2022 - now

  • Tax Operations Manager

    May 2015 - Apr 2022

  • Tax Specialist III

    Sept 2014 - May 2015

  • Payroll Analyst II

    May 2012 - Aug 2014