Palco, Inc.

Consultant

• Meet with participants in their homes at least every six (6) months, in accordance with established timelines.
• Demonstrate expertise of the Personal Options services program, applicable West Virginia waiver programs, and Palco policies.
• Educate and mentor participants and/or their designated representative on their rights, responsibilities, and risks in the program;
• Monitor and evaluate participants or their designated representative on their ability to participate in the program.
• Assist members and representatives, as appropriate, in developing and implementing their initial service/spending plan and subsequent updates.
• Monitor service/spending plan utilization.
• Report and respond to all member/representative complaints and grievances regarding FMS and Resource Consulting services.
• Act as a mandatory reporter and report and respond to all required incidents, including, but not limited to, any allegations of reports of suspected abuse, neglect, and exploitation.
• Use a person-centered approach in all interactions with participants.
• Thoroughly and accurately document visits with participants on a company-issued laptop using professional and detailed language.
• Log events and run reports electronically.
• Perform required administrative tasks daily to include calling to schedule and/or confirm upcoming visits and responding to company emails and calls.
• Follow operational procedures as defined by Palco.
• Participate in shadowing opportunities with new resource consultants as requested and attend and participate in periodic training sessions as required by Palco.
• Distribute new information to participants on your caseload in a timely manner.
• Display care in use of company equipment and data in accordance with company policies, including HIPPA privacy practices.

Resource Consultant

• Performs daily accounting duties related to program operations, including all tasks associated with filing and reporting required payroll taxes and tax reports, making journal entries, and performing reconciliations.
• Performs monthly bookkeeping including reconciliation of general ledger accounts to various outside sources, such as billing records, tax reports, or bank statements.
• Researches state-specific laws as they pertain to enrollment of employers and workers’ tax.
• Develops a process for continual compliance with state and federal payroll tax laws and regulations.
• Registers Palco with various State and Federal entities in order to establish individuals as new employers and ensure that the company is able to timely file tax and labor reports.
• Maintains tax accounts in good standing for our clients.
• Oversees the process of establishing individuals as the employer of record with necessary state and federal parties, including monitoring the appointment of agent letters and tax identification number assignments.
• Research, compiles and develops procedures regarding new processes associate with State entities as they relate to tax reporting.
• Responsible for accurate and timely filing of all tax deposits and reports, including SUTA, state income tax reports and reconciliations, IRS Forms 941 and 940, W-2, W-3, 1099 and 1096.
• Ensuring that liabilities, such as taxes and garnishments, are paid timely.
• Reconciling workers’ compensation policies and producing information for the annual audit with the insurance carrier.
• Performing projections related to budgetary estimates for workers’ compensation and other tax costs.
• Assisting in projects, such as audits and reviews, as well as other accounting-related projects, such as year-end closeouts and tax report preparation.
• Generating other accounting-related reports, as needed, on an ongoing basis.
• Documenting relevant accounting procedures, as required.
• Maintaining confidentiality of records.
• Make recommendations on modifications for improvement to processes.
• Performing periodic quality reviews of data.

Resource Consultant

Tax Specialist I