aaron carroll hris , hcm
Tax Resolution Analyst at Gusto
tax resolution analyst
highly motivated engaged professional proven experience thriving fast-paced environment demanding strong interpersonal , organizational , technical skill . detail oriented driven succeed . resourceful completing project meeting tight deadline . poised confident interaction clientele peer every level .
Gusto
https://www.linkedin.com/company/gustohq
Research and resolve complex cases and payroll tax notices 
Work cross-functionally with the Care Advocate and Tax Operations teams 
Interact with government agencies to represent Gusto, advocate for our customers, and resolve complex tax cases 
Provide exceptional service to customers 
Articulate future compliance requirements to the product team
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Tax Resolution Analyst
Namely
https://www.linkedin.com/company/namely
Researched and resolved agency tax notices to meet agency, client and region requirements
Communicated with federal, state, and local tax authorities to resolve issues as well as assisting in the development of tax training materials and guiding departmental training
Cross trained with various jurisdictions and states
Responded to client, agency and region inquiries on a daily basis
Prioritized and effectively managed daily queue
Maintained established resolution and accuracy metrics, while providing superior service to clients
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Tax Notice Resolution Specialist
Namely
https://www.linkedin.com/company/namely
Provide outstanding tax services support by responding to and researching tax inquiries related to the client’s tax setup.
Communicate frequently with customers regarding tax setups, TPA assignments, POAs, etc through the life of the client with Namely, Inc.
Research payroll tax-related issues.
Review MasterTax and Namely Payroll data on a daily, weekly, monthly and quarterly basis.
Serve as an expert in the MasterTax software setting up client account information and ensuring completeness and accuracy of data.
Atlanta, GA
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Payroll Tax Activation Analyst
ADP
https://www.linkedin.com/company/adp
Analyze balances and reconcile client tax deposit and filing information with employee balance information and resolves any out of balance conditions by working with the client, financial Services center Associates, and assigned Implementation Center Associates. • Coordinates and reviews client documentation for client deposits and filings for all affected quarters. • Proactively communicates any balance issues, develops resolution plan and notifies client of any advice of debit as applicable. • Provides internal business partners and clients with status of Mid-Quarter and Mid-Year conversions. • Utilizes Smart Standard FLT Process client communications and Quarterly Tax Verification letter to notify clients of current full level tax status. • Provides client with Quarterly Wage and Tax Register to ensure client information is recorded properly for W2 purposes. • Utilizes current processes, tools and systems to enter and submit current and prior quarter tax liability and tax deposit information. • Utilizes proper tools and systems to record client status, update project milestones, and maintain client documentation in accordance with FLT Smart Standards updates. • Ensures timely follow up with clients and internal business partners. • Provides technical expertise and guidance to less tenured FLT Implementation Specialists and may assist in their training. • Makes recommendations regarding changes to training curriculum and/or new procedures to management or Implementation Team Leader (ITL) as appropriate • Attends and participates in training on ADP Payroll and Tax products; keeps up to date on all new product roll-outs and existing offerings that affect Full Level Tax. Continues to update knowledge through available resources to ensure familiarity on legislative changes in tax laws. • Research and resolve tax out of balances and discrepancies • Manually load tax clients in software that were not able to upload in tax system. •
Alpharetta, Georgia
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Tax Coordinator
SunTrust
https://www.linkedin.com/company/suntrust-bank
Responsible for running transactions for multiple branches that support the Interactive Teller Machine platform. • Responded to member inquiries about products and services, rates and options. • Explained the use of various services and products to access and utilize accounts, including electronic banking, ATM, credit/debit cards, money orders, and cashier checks.  • Cross-sold products based on member needs, processes coupon requests, change of address, statement requests from members, and other assigned duties to assist Electronic Services. • Complied with SunTrust policies and practices related to assigned duties and with several state and federal regulations regarding monetary transactions and reporting requirements.  • Maintained strict confidentiality practices for the protection and care of members. • Provided approvals in accordance with bank's policies and procedures when needed to complete certain transactions. • Partnered with Service Manager on completing control tasks on a timely manner. Performed daily and monthly audits on all cash vaults and ATMs. • Took ownership of Teller Journals and coached tellers on identifying solutions. • Partnered with Bankers to enhance, coach and motivate tellers and build a proactive relationship
Greater Atlanta Area
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Sr. Lead Teller Connect Representative
SunTrust
https://www.linkedin.com/company/suntrust-bank
Successfully developed tactics to increase sales goals and profitability within my branch. • Received and implemented innovative marketing principles and promotional sales events for commercial projects to further support financial growth. • Counseled high net-worth individuals with regard to investment opportunities, credit opportunities, and monetary returns. • Cross-sold banking services and products to clients. • Participated in community events, such as the Chelsea's Light, to professionally network alongside other managers and regional supervisors. • Generated more than 20+ perfect surveys in customer service and obtained a top ranking sales goal every quarter. • Developed a strategic sales campaign, assisting tellers to improve across the board and moving them into the leader boards.
Greater Atlanta Area
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Teller III/Vault Teller
Key Bank
https://www.linkedin.com/company/keybank
Identified client servicing issues to ensure resolutions occurs 
Conducted daily coaching sessions, processed all financial service transactions 
Researched and analyzed accounts for fraudulent activity Created a connection and developed rapport with clients to provide outstanding, personalized service.
Greater Detroit Area
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Client Relations Representative Coach
Bachelor’s Degree
Business Minor
Communication, Journalism, and Related Programs
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Eastern Michigan University
https://www.linkedin.com/school/eastern-michigan-university/
Atlanta African American Teammate Network
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Civil Rights and Social Action
The Outlet Community Church
To help people experience the power of authentic relationships.
Volunteer
Linked Up Church
Helping children with the learning curriculum for the day at youth services.
Member
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Interior Decorating
https://www.linkedin.com/in/greg-bates-b9629131
Atlanta, GA
Greg Bates
Operations Manager at Newrest
https://www.linkedin.com/in/josh-morales-b71b5114b
Denver, CO
Josh Morales
Empowering Tax Resolution at Gusto
https://www.linkedin.com/in/amy-garcia-5aa70044
Caldwell, ID
Amy Garcia
Trainer at Paylocity
https://www.linkedin.com/in/smartpayroll
United States
Shruti Dhawan
CEO & Founder of SmartPayroll Solutions  + Female Entrepreneur + Speaker
https://www.linkedin.com/in/benmarkowitz
Denver Metropolitan Area
Ben Markowitz
Technology Leader.  I create processes and scale success, operations, and support teams.
https://www.linkedin.com/in/kris-malvin-b97bbb71
Atlanta Metropolitan Area
Kris Malvin
Account Manager
https://www.linkedin.com/in/angelinasantino
Myrtle Beach, SC
Angelina Santino, CPP, SHRM-CP
Experienced Payroll and Human Resources Professional
https://www.linkedin.com/in/melvin-zollicoffer-6b2795144
San Antonio, TX
Melvin Zollicoffer
LP Lead at kohl's
https://www.linkedin.com/in/kevin-buss-2222b8a
Milwaukee, WI
Kevin Buss
Operations Support-Credit Supervisor
https://www.linkedin.com/in/shareef-thomas-595374107
Philadelphia, PA
Shareef Thomas
Owner/operater at Ready&Reliable courier service
https://www.linkedin.com/in/kristie-kuo
New York, NY
Kristie Kuo, SHRM-CP
People Operations at Freshly
https://www.linkedin.com/in/laura-bucci-79a46871
Atlanta Metropolitan Area
Laura Bucci
Payroll Specialist
https://www.linkedin.com/in/lan-lisa-xia-cpa-7095b8166
Atlanta Metropolitan Area
Lan (Lisa) Xia, CPA
Sr. Accountant at Vallen
https://www.linkedin.com/in/dawn-conger-82b135175
Greater Milwaukee
Dawn Conger
Financial control team lead at Kohl's Department Stores Center for Retailing Excellence
https://www.linkedin.com/in/shivani-desai-45a189163
Atlanta Metropolitan Area
Shivani Desai
Senior Payroll Specialist at Rippling
https://www.linkedin.com/in/saranash949
Irvine, CA
Sara Nash
Project Coordinator
https://www.linkedin.com/in/depauldelts
Greater Chicago Area
Jose Contreras
Customer Service Representative at USG (Logistics)
https://www.linkedin.com/in/josh-campbell-b27637113
Tampa, FL
Josh Campbell
Chief Financial Officer at Coast Workplace Solutions
https://www.linkedin.com/in/jimmy-law-mitchell-2130722a
Dallas, TX
Jimmy Law Mitchell
Vice President, Audit Supervisor
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Namely Employee Alumni
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