Milton Marshall

Milton Marshall Email and Phone Number

Tax Specialist @ H&R Block
Tampa, FL, US
Milton Marshall's Location
Tampa, Florida, United States, United States
Milton Marshall's Contact Details

Milton Marshall phone numbers

About Milton Marshall

Energetic, dedicated, and sociable individual with a diverse professional history, spanning partner/vendor relations, client services, product management, and accounting.

Milton Marshall's Current Company Details
H&R Block

H&R Block

View
Tax Specialist
Tampa, FL, US
Website:
hrblock.com
Employees:
15748
Milton Marshall Work Experience Details
  • H&R Block
    Tax Specialist
    H&R Block
    Tampa, Fl, Us
  • Hsp Group
    Senior Associate, Partner Management
    Hsp Group Nov 2022 - Apr 2024
    Tampa, Florida, United States
    1. Developed and maintained strong, productive relationships with local business partners in 15+ countries across Europe, the Americas, and Asia-Pacific (APAC) regions2. Negotiated and finalized contracts with local partners in alignment with signed client engagements, ensuring mutual satisfaction3. Reviewed pricing for over 75% of prospective opportunities, balancing corporate budgets with local partner requirements and resource constraints4. Conducted regular communication with local partners, including formal business reviews and emergency “fire-drill” meetings, meticulously documenting outcomes for both external and internal stakeholders5. Provided critical feedback to sales and executive teams regarding country-specific factors and projected costs, negotiating with local partners as needed to secure client signature
  • Sonesta Hotels
    Guest Service Agent
    Sonesta Hotels Aug 2022 - Nov 2022
    Denver, Colorado, United States
    1. Delivered exceptional guest service from check-in to check-out, often independently2. Ensured accuracy and attention to detail in processing reservation transactions3. Successfully resolved various guest issues, including emergencies such as flooding, fires, and police incidents, as well as service-related complaints4. Conducted “end-of-shift” audits, including cash reconciliation, property inspections, and guest list verification
  • Vistra
    Client Services Manager
    Vistra Jul 2019 - Mar 2021
    Denver, Colorado, United States
    1. Managed 20+ client accounts, ranging from high-tech start-ups to multinational corporations2. Liaised between internal service teams and clients to resolve service delivery issues3. Produced weekly reports on client and service provider disputes for senior management4. Regularly met with clients through videoconferencing and in-person visits5. Developed strong cognitive skills in crisis management
  • Vistra
    Manager, Affiliate Services
    Vistra Sep 2018 - Jun 2019
    Boston, Massachusetts, United States
    1. Served as the primary mediator for service issues between internal stakeholders and external service providers2. Enhanced communication efforts through regular conference calls and improved email efficiency3. Coordinated international meetings across 30+ countries, requiring knowledge of local customs and service product requirements4. Gained a deep understanding of internal stakeholder needs and client expectations
  • Radius | Global Growth Experts
    Product Manager
    Radius | Global Growth Experts Apr 2017 - Sep 2018
    Boston, Massachusetts
    1. Led the development and launch of the first-generation Radius Global Advisory application, overseeing all stages from concept to release: business case and architecture framework, business analysis and gathering requirements, UI/UX design, and release cycles for both clients and internal teams, which ultimately required a successful API integration between Salesforce, Agresso, Outlook, and OverseasConnect2. Collaborated with FP&A to produce and present business cases and ROI for strategic investments, advocating for new development projects3. Managed internal applications for configuring clients and affiliates on the SaaS platform (OverseasConnect), including triage and release planning4. Regularly met with clients and affiliates to gather feedback for future solutions5. Enabled 60 new affiliates and 20 new countries on the “Radius Global Payroll” application (part of OverseasConnect), promoting sales enablement and expanding software usage from 3,000 to over 7,000 client employees6. Produced month-end metrics reports on “Radius Global Payroll” for senior management, including C-Suite presentations with a focus on KPI’s
  • Radius | Global Growth Experts
    Senior Associate, Product Management
    Radius | Global Growth Experts Nov 2015 - Apr 2017
    Boston, Massachusetts
  • Radius | Global Growth Experts
    Senior Associate, Accounting Services
    Radius | Global Growth Experts Apr 2014 - Nov 2015
    Boston, Massachusetts, United States
    1. Traveled to Mumbai, India, three times, for month-long training initiatives for a 50-person outsourced accounting team (BPO)2. Supported the transition to a BPO center to ensure smooth operational processes for client country-operations3. Coordinated payroll for 16 client country-operations, addressing queries on taxes and employee benefits4. Managed accounts payable and cash management for 15 client country-operations5. Prepared, reviewed, and delivered month-end and year-end financial reporting (balance sheet; TB; GL; P&L; account rec’s; etc.) for 15 client country-operations in accordance with local GAAP6. Regularly liaised with clients to ensure efficient operations of their foreign entities
  • Radius | Global Growth Experts
    Associate, Recurring Services
    Radius | Global Growth Experts Oct 2012 - Apr 2014
    Boston, Massachusetts, United States
  • The Locator Services Group
    Corporate Recovery Associate
    The Locator Services Group Jul 2011 - Sep 2012
    Boston, Massachusetts, United States
    1. Managed six major corporate client accounts focused on identifying and recovering unclaimed property, ensuring high levels of customer service2. Conducted in-depth research to accurately verify ownership of funds, preparing and generating all required documents to efficiently process claims and expedite recovery for clients3. Regularly communicated with both internal and external clients, as well as various government agencies, to ensure seamless claim processing4. Maintained meticulous records of all communications and documents related to claims, ensuring compliance and transparency5. Assisted in training new Corporate Recovery Associates, contributing to team development and knowledge sharing
  • Massachusetts Attorney General'S Office
    Financial Investigator
    Massachusetts Attorney General'S Office Jan 2010 - Jun 2010
    Boston, Massachusetts, United States
    1. Investigated the financial aspects of civil complaints across divisions such as Consumer Protection, Environmental Protection, and Trial2. Performed detailed analysis of financial records and transactions, facilitating the resolution of civil complaints3. Managed a diverse caseload, including cases of money laundering, mortgage fraud, and misappropriation4. Participated in settlement meetings, providing critical feedback on the financial status of defendants and framing questions for depositions5. Produced timely and detailed reports summarizing key investigative research and analysis
  • State Street
    Portfolio Accountant
    State Street Jan 2009 - Jun 2009
    Boston, Massachusetts, United States
    1. Reconciled security positions and cash between custody and accounting transactions, ensuring accuracy and alignment2. Communicated directly with internal and external clients to resolve discrepancies and provide updates3. Monitored trades, corporate actions, and overdue income, ensuring all were correctly and timely processed4. Performed monthly audits of financial statements and income receivables, meeting tight deadlines and maintaining high standards of accuracy

Milton Marshall Skills

Accounting Finance Financial Analysis Payroll Auditing Microsoft Office Financial Services Financial Reporting Lexis Accounts Payable Superior Client Service Act! Cash Management Salesforce.com Employee Training Business Process Improvement Gaap Accounts Receivable Intacct General Ledger Client Services International Logistics

Milton Marshall Education Details

Frequently Asked Questions about Milton Marshall

What company does Milton Marshall work for?

Milton Marshall works for H&r Block

What is Milton Marshall's role at the current company?

Milton Marshall's current role is Tax Specialist.

What is Milton Marshall's direct phone number?

Milton Marshall's direct phone number is +161747*****

What schools did Milton Marshall attend?

Milton Marshall attended Northeastern University.

What skills is Milton Marshall known for?

Milton Marshall has skills like Accounting, Finance, Financial Analysis, Payroll, Auditing, Microsoft Office, Financial Services, Financial Reporting, Lexis, Accounts Payable, Superior Client Service, Act!.

Who are Milton Marshall's colleagues?

Milton Marshall's colleagues are Aaron Watelt, Iqua Line, Brooke Lawver, James Parsons, Janina Foxx, Msa, Kevin Walters, Pauline Hayes.

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