Chad Perry Email & Phone Number

Maryville, TN, US

Tampa/St. Petersburg, Florida Area

• Reporting of payroll related taxes in all 50 states
• Preparation and filing 940 and 941 tax returns
• Research and resolve notices related to PEO and client unemployment and withholding accounts
• SUTA/FUTA forecasting
• Review and update procedures to streamline workflows
• Generate a monthly profitability analysis to show profits and losses in the accounting department

Bradnenton, FL

• Download bank data and create daily Journal Entries for multiple company platforms.
• During month-end, compare bank data, GL information and check registers, then create bank recons that get submitted to theManager of Cash Accounting for review.
• Prepare Fraud Metrics spreadsheet for each company platform that is given to upper management for review.
• Work with other members of the Cash Accounting team to troubleshoot when items appear on the bank but not on the GL andvice versa.

Bradenton, Florida

• Supervise, mentor, and train team members in collaboration with Acting Lead for all product lines.
• Propose and implement tax reporting best practices, procedures and technical requirements to ensure, streamlined workflows and compliance with federal, state and local agency regulations.
• Align tax reporting practices and reporting software functionality as TriNet acquires PEO entities.
• Coordinate workflow calendar, assign daily tasks to temporary and reporting specialists, review payroll tax returns and deposits, and validate GL entries are correct.
• Manage I/T updates related to payroll system and tax reporting software.
• Evaluate and recommend streamlined tax reporting methods for TriNet and ensure the tax reporting software integrates these best practices into their software.

Bradenton, Florida

• Responsible for large customer accounts, assigning workflow for a team of 5, training new hires, and ensured accurate and timely completion of workflows.
• Manage department supply budget, evaluate and recommend product offerings, and point of contact for customer service escalations.
• Developed department inventory tracking methodology resulting in adequate product supply eliminating backorders and over supply.
• Designed business related tools for customers including logos, business cards, brochures, flyers, menus and many other products and presented and sold computers, printers and office furniture.

Bradenton, Florida

• Trained new associates on selling techniques and conducted role playing scenarios.
• Recognized in “Mentor” program, assisted with employee development and was a point person to go to for customer service escalations.
• Sold televisions and home theatre equipment. Delivered ordered equipment’s directly from the store and performed installations in certain circumstances.

Bradenton, Florida

• Performed various teller functions such as processing deposits, withdrawals, mortgage payments and other transactions for customers.
• Trained with Personal Banker to learn process for setting up new accounts, issuing lines of credit and completing applications for mortgages.
• Responsible for organizing “Bank Days” where I would coordinate with local businesses for our branch to set up a booth on site and give out promotional materials and gain new accounts.

Bachelor'S Degree, Accounting

Activities and Societies: Accounting Society OfficerAs an officer of the Accounting Society I designed marketing materials for events that.

Diploma, Accounting

Activities and Societies: Academic TeamI graduated with honors and took 4 years of accounting electives while at Bayshore High School. Our.