Lance Kopacek Email & Phone Number

Urbandale, IA, US

Des Moines, Iowa, United States

-Manage a staff of tax professionals, allocating resources and delegating tasks to improve efficiency.-Analyze business unit reports to ensure accuracy and compliance with government regulations for the sales tax department.-Collaborate with various departments to maintain precise calculations and reporting to enhance consistency across the team.-Present.

Des Moines, Iowa, United States

- Conduct analysis of state-specific forms and tax exemption statuses to ensure accuracy and compliance with tax laws.- Research sales tax regulations, product exemptions, state requirements, and tax rates.- Prepares end of month account reconciliation for all our acquired locations across the US.- Efficiently complete and submit sales tax returns on time.

Des Moines, Iowa, United States

- Processed and managed a high volume of vendor invoices efficiently and accurately.- Balanced accounts and invoices for end of month processing.- Served as the primary point of contact for both employees and vendors.

Des Moines, Iowa, United States

- Carried out investigations into vendor accounts to identify and correct financial records.- Developed comprehensive spreadsheets to compare our internal database with vendor information.- Communicated with both management and vendors to resolve accounting errors within the system.

Des Moines, Iowa, United States

- Reviewed home mortgage documents to identify and correct calculation and typing errors.- Achieved and consistently exceeded daily targets for both quantity and accuracy.

Ankeny, Iowa, United States

- Facilitated transactions for customers in a timely and accurate manner while upholding confidentiality of protected member information. - Opened and closed accounts with a customer service focus while following regulatory compliance rules. - Prioritized conflicting demands during credit union's busy hours.

Ames, Iowa

Johnston, Iowa

Finance, General

Education record

Education record