Sade Joseph Email & Phone Number

Orlando, Fl, Us

Orlando, Fl, Us

Maitland, Florida, United States

Managerial oversight of day-to-day team activities in the delivery of a full range of tax services in compliance with laws and regulations. Delegated and monitored work to ensure all activities were completed with timelines as well as in compliance with quality standards, standard processes, priorities, and overall goals. Assigned, prepared and reviewed correspondence to track productivity and performance standards, provided individualized feedback to maintain performance and productivity standards, with a particular focus during critical activity periods. Managed tax notice resolution and system-related escalated issues, implementing best practice solutions to resolve client problems.Key Achievements:Aligned team objectives with business unit strategic goals, applied an enhanced understanding to implement strategies to attain team, business unit, and organizational goals.Provided subject matter expert guidance as a consultant and business partner to other groups with regards to tax.Acted as acting director when required, providing leadership, guidance, and direction to team members.Nurtured talent, coaching, mentoring, and provided performance feedback and evaluations to employees, collaborated to implement development plans, as well as to encourage individual knowledge and skill development.Established a blueprint for a new ADP location, including training plans for new tax associates.

Orlando, Florida, United States

Accountable for benefit plan administration and management of special projects related to defined benefit plans, as well as nonstandard benefit calculations, benefit statements, changes to requirements, and CSPRO platform issues. Maintained a deep knowledge of new client contract components, as well as clients’ current state (e.g., CDH platforms, CDH plans, and product offerings). Applied a keen attention to detail to maintain client databases and benefit calculation logs, collect data, and perform benefit calculations. Provided responses to member/participant calls, facilitating requests. Facilitated the set-up and testing of the proprietary software for clients.Key Achievements:Spearheaded the creation and implementation of custom training agendas for newly implemented clients, optimizing their ability to succeed.Utilized project management best practices to define project objectives, timelines, and milestones, taking steps to ensure deadlines were met.Fostered a culture of firm values, serving as a role model and coach for colleagues, and making oneself available to mentor and provide formal team training.Successful management of Fortune 500 clients, ensuring successful annual enrollments for all employees.

Orlando, Florida, United States

Direct supervision of a service center unit, providing direction and support while monitoring the team’s daily performance. Evaluated team competencies to ensure alignment of service opportunities, as well as to provide tailored feedback, advice on handing complex issues, and to resolve identified workload issues. Responsible for timecard and overtime approvals, write-ups, and end of year appraisals.Key Achievements:Established and monitored key metrics, identifying areas for program and system improvements, as well as for team development, implementing initiatives to create efficiencies in and improve the effectiveness of workflows.Built high performing teams through participation in recruitment processes, including conducting interviews and making final hiring decisions.