Marcela A. Email & Phone Number

Birmingham, Al, Us

• Prepare and review IRA tax documents (Forms 1099R and 5498), ensuring accuracy and compliance with IRS regulations.• Conduct precise RMD calculations and managed federal & state withholding processes, ensuring timely tax payments and year-end filings (Form 945).• Collaborate with tax vendors to guarantee accurate tax reporting for non-IRA accounts.• Implement correct coding for new accounts, conducting thorough reviews of new business acceptance forms.• Utilize TIN Matching program to ensure Tax IDs and names match the IRS database, maintaining compliance.• Work closely with account administrators, providing assistance with fee posting, fee reversal, fee editing, and fee calculation.• Proficient in FIS Global AddVantage Trust Platform.

• Provided efficient accounting support, processing client statements for tax and insurance purposes.• Conducted discrepancy research, invoice proofreading, and corrected errors promptly.• Managed accounts with overdue payments, contacting clients to secure outstanding balances.• Handled daily Commercial Remote Deposit Capture, entering statements and payments into QuickBooks.• Assisted Accountant in various accounting tasks, ensuring accurate financial records.

Birmingham, Alabama, United States

Master Of Business Administration - Mba, Accounting

Bachelor Of Arts - Ba, English Language And Literature/Letters