Jonathan S. Email & Phone Number

Denton, Tx, Us

• Review, research, and resolve clients' tax notices. Additionally, follow up with the client to explain the issue that have occurred, and educate them on how to avoid the same issue from happening in the future. •Knowledge of payroll taxes including federal, state, local and paid family leave.• Update changes to clients' accounts, such as rates, FEINs, business names, and tax accounts in Toast Payroll system. • Assist customers in granting Toast third-party administrator access to their tax accounts.• Assist customers with tax related questions through inbound warm transferred phone calls and inbound customer emails.• Analyzed financial records to verify accuracy of tax returns.• Collaborated with colleagues to develop best practices for efficient and effective tax preparation.-Awarded Care LOV Honors in Q3 2024: Peer recognition of merit based on demonstration of company values.

Grapevine, Texas, United States

•Proficient in communicating relevant information over the phone to gain information involving clienttaxes, issues with clients' tax accounts, and States new regulations•Specialist corresponds with a variety of federal, State, and local government agencies, ensuringlaws, accurate filings and precise payments are met for the client•Performed at a 90%-100% on weekly metrics by closing 20 amendment tickets involving: State,Local, and Federal taxes•Collaborate with specialists in filing, tax issues, adjustments, payroll specialist, and amendments tosolve complex tickets•Train new hires in software's used for researching, documenting, and finding/ utilizing resources tocomplete Tax tickets• Developed instructions, PowerPoint, and presented in order to give the best training experience• Cross-train in different departments to improve companies work-flows, and back-log•Led a team of 8 specialists in the absence of the team leader, ensuring continuity of operations andeffective task management.• Conduct research to resolve discrepancies arising from payments and refunds•Assist manager in variety of task: one-on-one coaching with specialist, expedited tickets,conducting deep dive research in complex tickets, presenting in large groups, rolling out newprocess in team meetings•Actively contributed to fostering a positive and inclusive workplace environment by participating inthe company's Culture Committee, helping to plan and organize team-building events, employeeengagement initiatives, and cultural awareness activities.

Grapevine, Texas, United States

Flower Mound, Texas, United States

• Received and optimally respond up to 35-40 service inquiries a day with timely, accurate, and professional replies while managing multiple contact channels, and documenting every inquiry. Company performance increase up to 90%. • Assist in backlog claim inquiries, by making inbound calls to medical insurance agencies and submitting data in the system.• Communicate effectively to English and Spanish speaking patients about; scheduling visits, services, policies, and requirements for services. • Processed, monitored, and collected medicaid claims. Saved up to $4,000 in revenue monthly by correcting claim errors. • Following up on accounts for billing and on overdue accounts for collections via phone calls, re-submissions, and adjustments for billing errors.• Collaborated with Office Management, Administrative Assistants, Therapist, and Insurance Representatives to improve patients needs, service, and issues.• Email, fax, mail patient information to PCP, Insurance representatives, Therapist, and patients guardians.

Mckinney, Texas, United States

• Offer the best customer service to residents by identifying their needs and providing them with the best resources available in order to provide clean space for them before moving in.• Collaborate with different and diverse stakeholders and communicate effectively to ensure compliance measures are upheld.• Process and maintain budgets, provide invoices for services and produce cost-analysis projections.

Integrative Studies

General Degree Concentrating in Business, Psychology, and Human Development.

Associate Of Arts And Sciences - Aas