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Phone:PHONE NUMBER AVAILABLEe-mail: EMAIL AVAILABLEAccounting Business Management Payroll Systems Inventory & Assets Control TaxationKey Competencies- Accounts Payable/Receivable - Income Statements/Balance Sheets- Bank Reconciliations - Employee/Customer Relations/Communications- Building Management/Facilities - Purchasing and Receiving- Supplies Inventory and Assets Control - Human Resource Administration/Payroll/Benefits- Database Development and Management - Darwin and ADP Payroll Systems- Microsoft Office Software Proficiency - PeopleSoft and QuickBooks Software ProficiencyProfessional ExperienceSenior Tax Specialist, H&R Block Tax Group Inc., Maryland, Dec. 2012- Sept. 2018Conducting tax interviews with clients.Applying tax law and tax theory to address client tax issues.Producing and filing sound and accurate tax returns for clients.Ensuring client confidentiality and privacy.IRS audit support and responses.Providing office operations support and performance analysis reports.Generating business growth and other duties as assigned.Accounting Technician, Accounting Clerk, Human Resources Assistant/ Reconciliation Representative New School for Enterprise & Development Public Charter School, Wash., DC, Aetna Healthcare Inc. and DC Department of Human Resources Benefits & Retirement Division, Wash., DC, Peace Action and Peace Action Education Fund, Friends Financial, Wooodbine Rehabiliation Center Oct. 1997- Sept. 2018Processed and distributed bi-weekly payroll for 50-100+ employees, using QuickBooks.Processed employee payroll W-4 withholdings forms, healthcare enrollment paperwork, U.S. Savings Bonds, attachments and garnishments, etc.Prepared and pay bi-weekly, monthly, and yearly payroll liability reports as governed by taxing authorities, government regulations, or organizational guidelines using QuickBooks and Excel spreadsheets.Attended annual seminar and training for preparing monthly USDA Lunch Reimbursements and Office of Federal Grants and Entitlement student enrollment audits.Processed and prepared receivables from lunch reimbursement, federal grant and entitlement program, etc., for deposit.Analyzed and converted QuickBooks data to create monthly income statement and balance sheet to Excel spreadsheet form for use by Business Manager, President, DC Charter School Board, etc.Monitored and tracked fixed assets, office/classroom supplies and inventory control; prepare reports for same.Processed approved requests for purchasing and distributing office/classroom supplies and educational materials, e.g., books, equipment, etc.Assisted in preparation and execution of annual student enrollment, USDA Lunch Reimbursement program, Charter Boards financial compliance, and independent financial audits.Established and maintained appropriate levels of direct verbal and written communication with faculty, staff, vendors, government taxing authorities, program agencies, and other benefits providers.Signed-off on employees completing check-out process at close of academic year, resignation or termination; facilitate return of keys, deletion of security codes and return of all school-issued material.Worked with Headmaster, Administrators, and Building Engineers to maintain facilitys physical up-keep and operations.Assisted with other administrative, office, and organizational duties as assigned.Assisted in preparation of monthly reconciliation of DC Governments healthcare enrollment information to Healthcare providers data file.Logged, distributed, and secondarily processed employee healthcare and benefits forms using Excel spreadsheets and PeopleSoft program.Communicated directly with plan providers, agency human resources advisors, and employees to resolve discrepancies.Scheduled and assisted in the preparation and execution of employee retirement consultations.Participated in the preparation and execution of new hire benefits orientations, retirement seminars, health fairs, and other campaigns.Serviced both front desk phone and walk-in clientele while providing daily administrative office coverage.Reconciled Aetnas DC Government account to extract an approximate $2.5 million credit shown on Aetnas books.Reviewed Aetnas discrepancies file and preformed reseach in Districts PeopleSoft & CAPPS system to resolve discrepancies in premium coverage and payments to identify whether refunds or retroactive charges were due.Performed out-reach to employees and obtained all necessary demograhic information for making any needed corrections.Assisted in making corrections to data, submitting request of refunds, and sending notification of retroactive charges due.EducationBachelor of Science, Accounting, Virginia Union University, Richmond, Virginia |