Deanna L. Plant
Littleton, Colorado
***********@*****.***
Relevant Experience
Charles Schwab, Lone Tree, CO
Specialist-Client Tax Reporting; 2017-Present
oProcess, reconcile pay and file taxes to state and federal entities (941, 945).
oMaintain and update schedule and process state taxes.
oRecognizes, identifies and assists in the implementation of process improvement activities.
oFiling monthly, quarterly and annual tax returns
oMaintaining the daily reconciliation and records for all bank accounts
oReconcile all W-2 and 1099R and ensure delivery
Matrix Trust Company (Broadridge Financial), Denver, Colorado
Sr. Trust Accountant; 2016-2017
oTeam Lead for 3 associates
oProcess, reconcile pay and file taxes to state and federal entities for branch offices.
oMaintain and update schedule and process for paying state taxes.
oProcess payroll and responsible for changes, garnishments as well as review time cards for hourly employees.
R&R Engineers and Surveyors, Denver, Colorado (Temporary Position)
Staff Accountant; 2015-2016
oManage employee credit card applications and charges.
oReconcile company credit cards on a monthly basis
oResponsible for A/R and A/P as well as 1099’s
oComplete routine journal entries in accounting system
oServe as company’s Human Resource point of contact (on boarding, benefit administration, payroll, maintain employee records, etc)
oReview and administer company’s 401K plan
oProcess payroll on a bi-weekly basis
oReconcile bank account on monthly basis
Towers-Watson, Denver, Colorado
Benefit Analyst; 2014-2015
oInitiate and prepare correspondence to participants, beneficiaries, employers with regard to benefit history, monthly retirement benefits, etc.
oQuality review Plan Administrators work for accuracy
oCalculate retirement medical benefits for clients
oInput monthly wire distributions, including transfers and systematic distributions
oWork collaboratively with team members in field offices to complete tasks and ensure unified delivery of services
oCompleted 5500’s for Clients (Schedule H and Schedule I) as well as Plan Administration
Correctional Healthcare Companies, Greenwood Village, Colorado
Payroll Accountant; 2012-2014
oResponsible for the administration and compliance of payroll
oCompleted quality control of payroll, benefits and employee data to ensure accuracy
oAudited time and attendance records, and posted changes in pay and tax status
oInput payroll adjustments and ensured accurate changes in the payroll general ledger account
oFinalized termination, vacation advance, or other special checks
oReconciled W-2 and 1099s
oEnsured compliance with government regulations
oCompleted tax returns (federal, state)
Education
Enrolled Agent-In process
M.S.-Accounting -Regis University; Denver, Colorado-(3 classes remaining)
B.S. Accounting- Regis University; Denver, Colorado
B.S. Psychology (HR-emphasis); Denver Colorado