Lisa Parkman Email and Phone Number
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Lisa Parkman is a Senior Tax Assistant promoted January 2024 at Polston Tax. She possess expertise in human resources, employee benefits, management, payroll, accounting and 33 more skills. Colleagues describe her as "In the time I worked with Lisa she showed to be consistent, professional, caring for clients, efficient, and effective in high volume. Her skills and knowledge would be a great asset to any firm." and "I had the privledge of working with Lisa in 2020. Lisa goes out of her way to ensure her team and clients are well taken care of. She pays attention to detail and is very organized. Lisa is an asset to any team and I look forward to the day where we work together again, hopefully sooner rather than later."
Polston Tax
View- Website:
- polstontax.com
- Employees:
- 65
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Senior Tax AssistantPolston Tax Jan 2024 - PresentUnited States
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Tax AssistantPolston Tax Dec 2020 - PresentMoore, Oklahoma, United States
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Tax Administration AssistantMerit Advisors, Llc Aug 2020 - Nov 2020Oklahoma City, Oklahoma, United States -
AdministrationRsm Us Llp Dec 2014 - May 2020Oklahoma City, Oklahoma AreaAssistant to David Greenwell, Tax Partner and Oklahoma City Councilman: Responsible for David’s meetings with clients and management, redirect and handle general questions they have (filing questions, return requests, billing questions, etc). Prepare letters (comfort, 7216 consent, Identify Theft, engagement). Maintain David’s Outlook calendars, meeting schedules, conference calls, tax issue meetings. Set up new tax clients and facilitate; Maintain accurate client information for billing, reporting, mailing lists; Make proper project assignment and associated budget information ; Troubleshoot time entry issues for staff; Set-up custom reports and associated portals as required; Train tax staff; Administrator for applications and various databases (GFR, Prosystems, Practice, Client Central, Prostaff) (set-up new IDs, remove former employees); Set-up new workflows; Cleanse information (recurring vs. non-recurring workflows; routing assignments); Generate reports ; During busy tax seasons; monitor partner’s lists and follow-up with staff as required; IRS notices received, scanned and project is set-up for each notice; work with Accounting Services to setup workflows associated with current bookkeeping clients; work with training coordinator to establish CPE certification; training plans for all tax staff professionals; Schedule training sessions and document completion; Prepare documentation packets for staff members and ensure resources are in place for learning events; Handle travel for CPE events; provide technical support to marketing on troubleshooting issues; Provide training and setting up registration events ; Renew annual licenses. Handle IRS Transcript - prepare POAs, to utilize online IRS transcript tools; Receive inbound tax work; Ensure budget information is correct routing assignments populated correctly; Prepare master template for annual evaluations; Track all self-evaluations and evaluations by seniors and above. -
Director Human Resources And PersonnelCole + Reed, Pc Jun 2002 - Nov 2014OklahomacityOrientation, benefits, background checks, certifications, hirings, terminations, federal state compliance, recruiting, training, supervision, mentoring, firm administration
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Administrative Assistant/Human ResourcesArthur Andersen & Co. Aug 1990 - May 2002Anderson LLP is no longer in business
Lisa Parkman Skills
Lisa Parkman Education Details
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Business
Frequently Asked Questions about Lisa Parkman
What company does Lisa Parkman work for?
Lisa Parkman works for Polston Tax
What is Lisa Parkman's role at the current company?
Lisa Parkman's current role is Senior Tax Assistant promoted January 2024.
What is Lisa Parkman's email address?
Lisa Parkman's email address is lp****@****eed.com
What is Lisa Parkman's direct phone number?
Lisa Parkman's direct phone number is +131263*****
What schools did Lisa Parkman attend?
Lisa Parkman attended University Of Oklahoma.
What are some of Lisa Parkman's interests?
Lisa Parkman has interest in Management, Football, Watching College Baseball, Basketball, Church, Civic Opportunities, Health.
What skills is Lisa Parkman known for?
Lisa Parkman has skills like Human Resources, Employee Benefits, Management, Payroll, Accounting, Fmla, Benefits Administration, Employment Law Compliance, Onboarding, Peoplesoft, Quickbooks, Strategic Human Resources Leadership.
Who are Lisa Parkman's colleagues?
Lisa Parkman's colleagues are Starla Sims, Steven Cordero, Brandon Dewberry, Morgan Langston, Katie Smith, Grace Elliott, Chad Hopkins.
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