Allen Pepito
Senior Tax Coordinator at The Retirement Planning Group
Based in Overland Park, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Overland Park
Industry
Financial Services
Company size
42
Contact information
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a•••••••@ceteraplanningpartners.com
Phone
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Background
About Allen Pepito
Professional Summary: Experienced Senior Tax Coordinator with about 10 years in hospitality and about 3 years of tax administration. Known for optimizing processes, improving client satisfaction, and driving operational efficiency. Skilled in tax administration, team training, and process improvement using tools like Tax Caddy, DocuSign, Salesforce, and Notion. Proven ability to manage complex projects, onboard and train new hires, and enhance team collaboration. Strong background in customer service, with a unique ability to resolve issues and build lasting client relationships. Passionate about continuous growth and delivering high-quality results.
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