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Sales Specialist

Location:
West Grove, PA, 19390
Posted:
July 31, 2010

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Resume:

Kathryn Moran

*** ******** *****

West Grove, PA 19390

484-***-****

abl6uk@r.postjobfree.com

Experience:

July 2009 - Oct. 2009

Eagle National Bank

Chadds Ford, PA

Payroll Assistant

Entered Insurance enrollments and verified billing. Submitted unemployment

wage verifications. Entered and tracked Garnishments. Insured compliance with

time and attendance system and troubleshooting problems with the program.

July 2005 - Nov. 2007

Lincoln University

Lincoln University, PA

Payroll Representative

Prepared payroll for approximately 700 employees on a biweekly and monthly

basis. Responsible for converting the payroll information from ADP to an in-

house system, including the setting up of tax tables. I submitted payments for

Federal, State and Local taxes as well as completing and filing the necessary

returns. Submitted Child Support payments, Union Dues, tax liens and other

payroll garnishments.

Jan 2004 - April 2004

Jackson Hewitt

Newark, DE

Tax Preparer

Prepared personal tax returns for approximately 245 clients ranging from Form

1040EZ to Form 1040 with multiple schedules and states. In the DE-NJ-

FL franchise, I was in the top 10 producers and the only 1st year preparer.

May 2000 - Sept 2002

Genesis Health Ventures

Kennett Square, PA

Payroll Systems and Tax Training Coordinator

Wrote step by step instructions for new payroll analysts. Documented procedures

for day by day input of payroll information. Completed the amendment of 14

states unemployment tax returns resulting in over 1 million dollars in refunds.

Utilized PeopleSoft software.

Feb 1986 - May 2000

PAYCHEX Inc.

Norristown, PA

Senior Payroll Specialist

Audit tax returns and resolve penalties in a timely manner. Trained and mentored

new payroll specialists. Conducted a seminar for over 200 clients on new tax

changes (EFTPS). Held quarterly seminars explaining client's tax returns.

Initiated and developed an instruction booklet to guide clients through filing their

tax returns. Created procedures to track corrections to quarterly returns.

Developed an addendum to the TAXPAY contract to clarify responsibilities.

Client Services Supervisor

Directly responsible for the training and development of 5-8 payroll specialists at

a time. Screened resumes and conducted interviews. Made hiring decisions.

Facilitated resolution of client issues.

Senior Paylink Specialist

Maintained data integrity for all (700) Paylink clients. Guided clients through

software usage and payroll applications.

New Client Specialist

Audit and balance payroll records to tax returns for new clients. Convert and

enter data to the Paychex system. Multi-tasked position with multiple reporting

deadlines. Worked with 8 Sales Representatives and processed 10-15 new clients

a week.

Benefits Specialist

Processed company and individual insurance applications. Acted as liaison

between BC/BS and Keystone HMO and the client. Resolved billing issues and

premium questions.

Education:

West Chester University

West Chester, PA

B.S. Liberal Studies

Minors: Biology, Geography, Public Administration



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