Helen Harper Email and Phone Number

Provide taxpayer support for business taxes (Commercial Activity Tax, Sales, Employer Withholding) and within Ohio Business Gateway, regarding filing, billing, and payment obligations Communicate effectively utilizing critical thinking skills to evaluate client’s needsCustomer service in a team environment, providing confidentiality and business standards/procedures Update taxpayer accounts based on information provided by the taxpayerHandle responsibilities conducting research and solving problems, including the Ohio Revised CodeMentor new business associates Work projects (cases, correspondence, ToDo’s)Software: STARS, Tele-file, FileNet, TPS Referral Database, Business Knowledge Database, UIP, CAT Legacy System, IMOD, Gateway, Salesforce, Assessment System, ODT Website

Audited reimbursement and manual check requests for proper paperwork/approvalVerified invoice information against purchase order information and process payments in accordance with policies and procedures Maintained accounting ledgers by posting account transactions Performed audit functions for all invoices and any expenses above the firms designated threshold amounts Organized sensitive and/or confidential documents and material Software: Microsoft Office Suite, Chrome River, Acrobat Adobe, internal systems

Conducted business specific research-gather and analyze data, interpret results, compile reports and make recommendations to principals and partnersIdentified and communicated potential problems areas during engagementsPrepared partnership tax returnsPrepared/worked on audits for Limited Liability Companies Reviewed legal documents, including operating agreements, contracts, and terms of business Software: ProSystem fx Engagement Software, Microsoft Office Suite, Acrobat Adobe, internal systems