Marshall Martin, Ea Email and Phone Number

Debt ResolutionTax AuditsReturn Preparation

Evaluation of small businesses for Employee Retention Credit eligibilityInterpretation of IRS regulations and applying to individual circumstancesUnderstanding of Payroll forms 941/943Production of documents for client positions designed to support their positionConduct meetings with clients in order to gather needed information for qualification purposes.Tasked with facilitating faster throughput on client filesOnline collaboration with team members in the office and at distance to give guidance and clarification on difficult client questions and problems.

Online Fashion RetailGeneral Ledger PostingSales Tax ComplianceInventory ManagementSales Forecasting and Satistical Analysis

• Act as intermediary between internal bank teams and Equity Bank online account opening vendor related to development and enhancement projects.• Facilitate project and development pre-work discovery, including identifying up-front project and development risks.• Develop project plan and testing scenarios in conjunction with Development Manager• Facilitate project transfer to support team and provide post go-live support• Maintain an ongoing list of current and upcoming project requests.• Conduct meetings with customer base to determine application enhancement requirements based on new project priorities and business and system needs.• Meet with executives, managers, supervisors, vendor, and others, to solicit cooperation around development work.• Review project plans to plan and coordinate project activity.• Assess change requests for risk to production systems, and assure quality, security and compliance requirements are met for supported information systems and areas.• Write and update documentation and procedures and provide related training for information systems in coordination with development projects.• Utilize SmartSheets to disseminate workflow and keep relevant parties informed.

Design the complete user experience for all assigned forms, including layout, data collection windows, calculations, help screens (guide and functions), e-Filing, and printing functionality.Design and edit the product interview content and government tax form data entry/data collection screens, working closely with the graphics department to produce mock-ups.Conduct product testing and debugging of tax programs to ensure accuracy and complete functionality. Test assigned products and cross-test products designed by other analysts.Program quality control Review of implemented annual and unexpected tax law changes Maintaining and running test batches for software updates Creation of tickets to correct internally discovered software errorsEnd user support Client phone calls Software troubleshooting Escalation of true software errors to programmers Support ticket follow ups Compiled prevalent issues and produced informative solutions for distribution to return preparersInternal support Point of contact for CCH Axcess software issues Automation team for batch testing of CCH Axcess Designed and implemented end-to-end testing for tax calculationsTroubleshooting for desktop installation of a whole suite of critical internal applications across multiple platforms Amazon WorkSpace Azure Virtual Desktop Remote Desktop ConnectionLeadership Training of new hires in policy and procedure Creation of materials vital to training

Individual Tax ReturnsGeneral Ledger Posting

Individual and entity tax returnsAnnual 941 Payroll filing

Bank ReconciliationAccounting Software Data EntryJournal Entries