Chrystal M. Email & Phone Number

Charlotte, NC, US

Minneapolis, MN, US

Mountain View, California, US

• Help customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and audio/video tools
• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer using everyday language
• Apply defined practices, procedures and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
• Document customer interactions

• Responsible for analyzing and balancing client’s payroll tax liability performing quarterly reconciliation and data analysis between tax liability W2/W3/T4/T4a/Rl1
• Play a lead role in Year-End processing for accurate W2, T4 & RL1
• Resolve any prior period variances and ensuring that the client Year-To Date information is accurate and balanced on a continuous basis
• Perform quarterly reconciliation and data analysis between tax liability W2/W3/T4/T4a/Rl1
• Reconcile payroll taxes at the employer level, employee audits ran on test groups
• Tax Adjustment & Amendment knowledge

Roseland, New Jersey, US

• Ensures employment tax filing and payment obligations are met in compliance with PEO requirement
• Manages the integration of employer tax accounts into the co-employment relationship
• Analyze employer tax accounts and consult with clients regarding tax account status, business changes, filing discrepancies, documents and critical data gaps.
• Serve as the authorized representative between clients and tax authorities.
• Research and resolve employment tax filing discrepancies and respond to agency requirements.
• Partner with agencies to ensure that tax accounts meet all employment tax obligations and remain in good standing.

Roseland, New Jersey, US

• Analyze balances and reconcile client tax deposit and filing information with employee balance information and resolves any out of balance conditions by working with the client, Financial Services Center Associates.
• Coordinates and reviews client documentation for client deposits and filings for all affected quarters.
• Proactively communicates any balance issues, develops resolution plan and notifies client of any advice of debit as applicable.
• Provides internal business partners and clients with status of Mid-Quarter and Mid-Year conversions.
• Utilizes Smart Standard FLT Process client communications and Quarterly Tax Verification letter to notify clients of current full level tax status.
• Provides client with Quarterly Wage and Tax Register to ensure client information is recorded properly for W2 purposes.

• Provide escalation assistance to Service and Support Teams in area of expertise
• Assist Client Services and Development in answering questions of how various tax situations should be handled.
• Research and document problems and change requests within MPAY’s products in order to engage Development. This includes setting the priority of tax related product changes for Development.
• Audit taxes within our products to ensure they are correct. This includes, but is not limited to, testing conditional requirements of specific tax forms to ensure that our products produce accurate results that conform.
• Identify and document existing non-compliant areas within our products for correction or inclusion by Development (e.g. HSA deductions, wage garnishment priorities, etc...)
• Find and maintain contacts with tax jurisdictions.

Provide technical assistance to individuals and/or businesses primarily through telephone interaction in a dynamic call center environment, and/or face-to-face contact;Address wide range of issues/problems that require unique solutions;Apply the tax code to assist taxpayers in understanding and meeting their tax responsibilities;Secure, analyze and protect.

Riyadh, SA

• Assist customers with the resolution of tax issues and provide them with assistanceunderstanding, implementing and fulfilling their responsibilities with respect to sales and use tax
• Monitor new tax law changes that impact the taxability of activities and address any system or procedural changes that needs to be changed in order to adapt to those changes
• Maintain the sales and use tax mailbox and complete request in a timely manner
• Review new customer accounts and billing (tax grid) to ensure correct tax on invoices
• Research and approve exemption certificates received from customers
• Assist Senior Analysts on defending state tax compliance audits

Kansas City, MO, US

• Interview clients to obtain additional information on taxable income and deductible expenses and allowances
• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
• Consult tax law handbooks or bulletins in order to determine procedures for preparation of atypical returns
• Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion
• Assist clients in optimizing tax savings by selecting and setting up tax preferredretirement savings plans and or health reimbursement plans

Northbrook, IL, US

Concord, NC, US

• Assist with the timely compliance for all telecom, sales/use, gross receipts, excise, special taxes, communications service, utility user's and use taxes
• Prepared and presented monthly cash tax reports to senior management
• Preparation and filing of state & local annual reports, business licenses and registrations
• Assist with maintaining compliance calendars and monthly G/L account analysis to ensure balances accurately reflect liabilities
• Assist in the preparation and maintenance of budgets and accruals for relevant taxes