Created and led the process improvement team to improve processes for the Tampa Tax Delivery Center's assignment and allocation systems.
Assign and distribute work amongst SDC Supervisors and communicate assignment distributions to the Team Leads and Leadership teams.
Manage and report the Tampa Tax SDC Capacity and Forecast for accessing hiring needs.
Conduct weekly meetings with Tampa SDC Team Leads to ensure the quality of the Tampa Tax SDC Long Term Forecast and evaluate their staff's utilization.
Attend weekly management meetings and maintain ongoing communication with the Partner, Human Capital Manager, Tampa Tax SDC Leads, Operations, and Integration regarding capacity, forecast, planning, scheduling, and utilization.
Serve as Subject Matter Expert for Tampa Tax SDC Retain system (conduct training; provide appropriate Retain installations; troubleshoot; create reports; create wall charts; create new staff profiles; update staff profiles w/promotions, team changes, etc; create and update all resources).
Conduct New Hire trainings on Envoy, Retain, and Security Awareness.
Develop, generate, and share informative reports and analysis utilized by the Partner, Human Capital Manager, Tampa Tax SDC Leads, Operations and Integration to enhance resource planning and utilization.
Manage the Tampa Tax SDC Seating: analyze space availability and how to position each team on the floor, due to busy seasons and/or headcount adjustments; assist with phone/hoteling issues; and communicate any changes to Office Services.
Monitor and evaluate Envoy Reservations and Requests and assign to appropriate teams.
Assist with managing the Tampa SDC Business Continuity Plan.
Manage the Tampa SDC Tax MicroSite (Website for Tampa's Tax SDC).
Communicate all Envoy Maintenance Notifications to Tampa Tax SDC.
Communicate all GoSystems updates (including adding new hires and removing terminated staff).
Select and announce the Tampa Tax SDC weekly parking spot winner (selection based on random drawing of staff meeting weekly utilization requirements).
Monitor the Tax Delivery Center Database in Lotus Notes for all communications.
Administer DMS and RPM access to Tampa Tax SDC Leads.
10/2011 - 05/2012Tax Process SpecialistPwC | Tampa, FL
Provide tax processing services to clients by supporting engagement teams across the US.
Prepare and file tax returns and extensions for partnerships and corporations.
E-file tax returns and extensions.
Clearing diagnostics, submission of returns, clearing rejections, filing confirmations, engagement team notification.
Receive and organize client data.
Prepare data on relevant tax forms, review and transmit.
Collect, verify, identify outstanding information, and file and notify engagement teams when complete.
Education and Training
2015Bachelor of Metaphysical Science University of Metaphysics | Sedona, AZ
2009Associate of Arts: Business Administration American InterContinental University | Hoffman Estates, ILGPA: 3.87
2009Conceptual Selling - Course Miller Heiman
2006Leadership Training For Managers Dale Carnegie- Tampa, FL
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Companies Worked For:
University of Metaphysics
American InterContinental University
Dale Carnegie- Tampa, FL
Job Titles Held:
Tax Process Specialist
2015 Bachelor of Metaphysical Science 2009 Associate of Arts : Business Administration 2009 Conceptual Selling - Course 2006 Leadership Training For Managers
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