Patrick Davis Email & Phone Number

Telluride, Co, Us

Telluride, Colorado, United States

• Daily cash receipting batches and monitoring accounts receivable. Aiding accounts payable and utility billing. Communicating with all governmental departments on incoming and received payments. Storing payment documentation for audit purposes. Running departmental Xpress Bill Pay trainings. • Tax Specialist Role: Providing our filers with MUNIRevs system guidance, assigning local tax workflows for applicable business types, confirming the taxability of specified goods/services… Show more • Daily cash receipting batches and monitoring accounts receivable. Aiding accounts payable and utility billing. Communicating with all governmental departments on incoming and received payments. Storing payment documentation for audit purposes. Running departmental Xpress Bill Pay trainings. • Tax Specialist Role: Providing our filers with MUNIRevs system guidance, assigning local tax workflows for applicable business types, confirming the taxability of specified goods/services, aiding our business license clerk with account enrollment, physical return storage, delinquency reporting (mass noticing and daily compliance calls), updating the Town’s hold list, advising Legal on severely delinquent businesses, clearing outstanding items from the monthly sales tax reconciliations, aiding the State of Colorado Tax Agent with non-compliant businesses, etc. Show less

Telluride, Colorado, United States

• Acquiring new consumer and business accounts. Advanced insight towards strategizing bank packages best suiting our customers.• Delivered online banking guidance, while providing first-in-class customer service.• Processed loan applications, Domestic / Intl. wire transfers, routine cash/check deposits, developed exceptional cash handling skills, regulated bank vault inventory.