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. •Administer over 8,000 client state unemployment accounts, ensuring timely reporting, remitting, and compliance.•Point of escalation for internal tax reporting concerns and questions.•Instrumental in recommending/negotiating new state technology / website design changes and enhancements for both FL and CA when converted from PEO reporting to individual client reporting for unemployment, withholding, and SDI. •Acted as PEO delegate to recommend and implement these best practices. •Recognized by TriNet’s Chief Legal Officer and Senior Vice President of Sales for work on change from PEO to client report method in FL and CA.•Delivered presentation to EDD in Sacramento on ways to improve the quarterly filing methods which the EDD has implemented in their processes.•Received FPC Certification from the APA•Implemented more efficient processes in reporting, updated bulk and electronic filing methods, eliminated manual reporting processes and reduced check payments.•Functioned as Beta tester for MasterTax Version 5, coordinated with MasterTax engineers to troubleshoot issues with the new version.

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.