Patricia L. Email & Phone Number

Papillion, Nebraska, United States

Sarasota, Florida, United States

* Oversaw beta inbound call center for clients utilizing HR resources but all methods of payroll reporting.* Recognized as a member of the Tier II support team which completed payroll and tax corrections submitted by a Tier I support team member, filed amended returns, utilized website chat, onboarded new clients, oversaw supervisor calls, and conducted training sessions and hiring interviews.* Designed, implemented, and managed a client correction tracking system that gave updates and… Show more * Oversaw beta inbound call center for clients utilizing HR resources but all methods of payroll reporting.* Recognized as a member of the Tier II support team which completed payroll and tax corrections submitted by a Tier I support team member, filed amended returns, utilized website chat, onboarded new clients, oversaw supervisor calls, and conducted training sessions and hiring interviews.* Designed, implemented, and managed a client correction tracking system that gave updates and statuses on clients internally without needing to speak cross-departmentally for every change to a client which resulted in higher productivity and focus on the client.Additional Roles: Back-Up New Client Specialist, Back-Up Taxpay® Specialist* Back-up New Client Specialist: Onboarded new clients for the St. Petersburg office as needed.* Back-up Taxpay® Specialist: Reviewed, distributed, and corrected tax payment-related issues, and placed client holds when adjustments to collections and payments were required while ensuring timely and accurate returns. Show less

West Palm Beach, Florida, United States; St. Petersburg, Florida, United States

* Oversaw team of five sales representatives which accounted for 50 permanent clients and onboarding new client accounts.* Maintained client records through various internal logs, researched balance discrepancies, applied federal and state liability requirements, and gathered additional data needed to resolve questions.* Verified new client account paperwork and reviewed totals for the final balance.* Performed initial payroll with client ensuring accuracy and company data were in… Show more * Oversaw team of five sales representatives which accounted for 50 permanent clients and onboarding new client accounts.* Maintained client records through various internal logs, researched balance discrepancies, applied federal and state liability requirements, and gathered additional data needed to resolve questions.* Verified new client account paperwork and reviewed totals for the final balance.* Performed initial payroll with client ensuring accuracy and company data were in the system correctly.* Established and retained positive relationships cross-departmentally to provide ongoing support and complete positive transitions with new clients.* Facilitated ongoing training of sales representatives and maintained knowledge of company ancillary products and services.Additional Role: Back-Up Taxpay® Specialist, Coordinator of Quarter-/Year-End Tax Returns* Coordinator of Quarter-/Year-End Tax Returns: Led a team of 5 personnel in preparing quarterly and annual tax return packages for clients. Show less

West Palm Beach, Florida, United States

* Obtained payroll and tax issues for up to 225 clients having up to 200 employees, specifically working with clients needing detailed payroll needs and additional human resource services.* Tasked with providing responses and resolving questions, contacting clients for payroll data, entering employee information into the system, maintaining accurate records, and providing customer service.* Monitored client files for accuracy and completeness to process and meet appointment… Show more * Obtained payroll and tax issues for up to 225 clients having up to 200 employees, specifically working with clients needing detailed payroll needs and additional human resource services.* Tasked with providing responses and resolving questions, contacting clients for payroll data, entering employee information into the system, maintaining accurate records, and providing customer service.* Monitored client files for accuracy and completeness to process and meet appointment schedules.* Researched and communicated all payroll processes, and regulatory changes on federal and state levels, and assisted clients to resolve problems.* Maintained a high rate of client retention through quality service.Additional Roles: Back-Up Taxpay® Specialist, Paylink® Specialist* Paylink® Specialist: Provided client support for the system allowing payroll data to be sent through a secure site to produce checks and retain HR support services. Show less

West Palm Beach, Florida, United States

* Gathered and processed payroll and tax-related data for 265 clients having employees up to 200.* Communicated with clients daily to gather all needed payroll data such as salary changes, special payment information, tax allocations, deductions, reporting schedule dates, and resolved questions.* Completed administrative tasks such as data entry for payroll data and researching client and system issues as needed.* Ensured regulatory compliance with all federal, state, and local tax… Show more * Gathered and processed payroll and tax-related data for 265 clients having employees up to 200.* Communicated with clients daily to gather all needed payroll data such as salary changes, special payment information, tax allocations, deductions, reporting schedule dates, and resolved questions.* Completed administrative tasks such as data entry for payroll data and researching client and system issues as needed.* Ensured regulatory compliance with all federal, state, and local tax agencies and communicated changes regarding wage and tax laws quickly.Additional Role: Coordinator of Quarter-/Year-End Tax Returns Show less

Boca Raton, Florida, United States

* Oversaw up to 10 staff, including four personnel scheduled for each shift, efficient daily operations, providing customers with positive experiences, and basic accounting processes.* Compiled reports such as night audits and sales analysis for corporate leadership, completed product inventory, and prepared employee payroll data.* Oversaw new employee orientations for new hires.* Contributed as a trainer for onboarding new employees.

Deerfield Beach, Florida, United States

Deerfield Beach, Florida, United States