Heather Minick Email and Phone Number

 Resolve tax exceptions identified through ADP Smart Compliance and reviewing Workday data reports, identifying and resolving any issues that would interfere with payroll tax filing. Completed multi-state state and local registrations as well as transfers because of mergers and acquisitions. Discover root cause of ongoing tax issues, identified how to correct and resolve to clean up multi-faceted tax issues. Rate analysis and reducing liability where it can be controlled. Periodic and quarterly balancing, quarterly review of data in Workday, annual filing, year-end W-2 processing, corrections, W2 employee support, annual rate notices updated, and tax compliance for existing and new agency legislation. Ticket system to track and research tax notices, including notices received by mail, notification through agency emails/website. Created naming conventions for identification and research easily for sequential and duplicate issues, creating a documented record of account. Audit of remote workers to validate correct taxation, develop reference guides for employees to update withholding elections, retrieve online access for historical pay and W2 information. Gained access to over 250 online agency tax portals for multiple business entities. Worked with agencies to identify account issues, clear accounts, identify available credits for refunds, and update business information. Abated over $50,000 in penalties and have stopped negative action from delinquent payroll tax accounts by obtaining account visibility online.

Resolve escalated tax issues receive from varies state, local and federal agencies. Coordinate preparation of quarter end and year end filing, balance and resolve discrepancies. Research and reconciliation of dated notices and currently at a total of 79% closure rate in six months, showing proven results. Prepare tax forms and amendments though the year and as required by the appropriate tax agency.

Ensure accurate and timely filing and payments of payroll tax liabilities to multi-state tax jurisdictions. Maintain accurate client data, including frequency, rate updates and exchanges, account updates and resolving missing tax account ID's. Registering clients through TPA for different state unemployment and withholding agency websites and power of attorneys forms recorded for agency access on behalf of clients to research and resolve agency issues

Process amendments for clients in different state, local, and federal jurisdictions to assure problem resolution. Maintain and update work cases in Salesforce including progress and communication to customers. Assigned to large volume projects to ensure accurate client data and payments. Assisted in closing over 3,000 tax notices by providing amendments to the notice and Inquiry Team. Processed 2,000 outstanding state, local, and federal payroll withholding amendments in a team of three, and completed project ahead of expected timeline. Expedited, processed, and fast tracked deferred payments to IRS for over 2,000 clients. Verified drafts, paid >6,000 payments in one month, avoided penalties from the agency, and notified customers of resolution through Salesforce. Optimized multiple processes enabling acceleration of payment processes.

Led a highest volume of closed notices. Facilitated resolution of customers' issues, assisted with root cause analysis, and updated customers on problem resolution status. Performed tax and related account transactions, tax processing, and amendments.

Create and analyze reports for service, repair, and construction accounts receivable. Provide invoicing and documentation backup to clients as well as online third-party payment processors. Responsible for collections on all open accounts and creating excellent customer service and client relationships. Create and analyze reports for service, repair, and construction accounts receivable. Process daily cash receipts for checks and ACH deposits. Providing lien releases to clients for received payments.

Optimize billing for niche subcontractor, adhering to contracts, creating schedule of values, adhering to strict cutoff schedule and variable billing instructions using AIA G702/G703 billingVerifying details of executed contracts , maintaining certificate of insurance, CCIP, OCIP and annual renewals.Accomplished contract management, established setting up jobs and ensuring accuracy through out the longevity of multiple projects. Managed schedule of values and accounting reconciliations and identifying and correcting through multiple systems and accounting integration.Manage all repair billing, as well as new construction, for warranty, parts replacement, and repairs. Issue invoices, credit card processing receipts, and monthly maintenance services. Monitoring and correcting the status of accounts and balances, identifying variances

Construction billing projects in multiple locations nationwide, managing account balance and other inconsistencies for accurate financial reporting.Job costing for existing jobs on a monthly basis and developed strategies for identifying strengths and present labor and material costs to ownershipCloseout document preparation, including as-built, plan check and permit preparations, customer warranties, including operation and maintenance manuals for material provided for the end of a project

Nationwide accounts payable lead for new housing developments providing financial, administrative, and clerical support to the organization.GL identification and coding daily financial transaction, including verification, computing, and posting vendor expenses. Verify and ensure accuracy of financial discrepancies and resolve accounting systems and customer billing issues.