Experience

LBMC Employment Partners

• United States
• Human Resources
• 1 - 100 Employee

• Director - Payroll Tax Services

  • May 2006 - Jun 2022

  Director of Payroll Tax Services and Shareholder for a national payroll processing and tax filing company and Professional Employer Organization (PEO) • Created and Directed a Consulting practice specializing in project services in the areas of payroll taxation and payroll processing. Areas of focus included – o Complete payroll tax structure set-up, including submission and follow up of payroll tax registrations and set up of electronic filing and payment… Show more Director of Payroll Tax Services and Shareholder for a national payroll processing and tax filing company and Professional Employer Organization (PEO) • Created and Directed a Consulting practice specializing in project services in the areas of payroll taxation and payroll processing. Areas of focus included – o Complete payroll tax structure set-up, including submission and follow up of payroll tax registrations and set up of electronic filing and payment capability. o Complete response and resolution of IRS and State payroll tax issues / notices, including written/verbal correspondence with tax agencies, successful penalty abatement / waiver, IRS Appeals, and thorough client communication. o Research of correct state and local withholding requirements for new companies and / or employees. o Implementation, processing, and correction (if needed) of any IRS and State payroll tax regulatory changes, such as Employee Retention Credit, Social Security Deferral, and newly enacted state payroll taxes. • Started and directed new Outsourcing service line which provides payroll tax services to large high employee count, multi-state corporations that process payroll in-house. Directly responsible for marketing, acquiring, and implementing all clients. • Responsible for the payroll tax project and outsourcing work performed and billing related to average monthly revenues of $50,000. • Directed Payroll Tax Management Services Department that served over 1,200 payroll clients and files taxes in every state. Supervised quarterly / annual tax filing deadlines including W-2 and tax return preparation for all clients. • Hired, trained, and directed a six-person tax staff. Supervised annual revenue growth while improving department accuracy and efficiency and controlling costs. • Responsible for complete set up of payroll tax processing operations and daily procedures for both payroll and PEO clients using new Payroll and Payroll Tax Operating systems. Show less Director of Payroll Tax Services and Shareholder for a national payroll processing and tax filing company and Professional Employer Organization (PEO) • Created and Directed a Consulting practice specializing in project services in the areas of payroll taxation and payroll processing. Areas of focus included – o Complete payroll tax structure set-up, including submission and follow up of payroll tax registrations and set up of electronic filing and payment… Show more Director of Payroll Tax Services and Shareholder for a national payroll processing and tax filing company and Professional Employer Organization (PEO) • Created and Directed a Consulting practice specializing in project services in the areas of payroll taxation and payroll processing. Areas of focus included – o Complete payroll tax structure set-up, including submission and follow up of payroll tax registrations and set up of electronic filing and payment capability. o Complete response and resolution of IRS and State payroll tax issues / notices, including written/verbal correspondence with tax agencies, successful penalty abatement / waiver, IRS Appeals, and thorough client communication. o Research of correct state and local withholding requirements for new companies and / or employees. o Implementation, processing, and correction (if needed) of any IRS and State payroll tax regulatory changes, such as Employee Retention Credit, Social Security Deferral, and newly enacted state payroll taxes. • Started and directed new Outsourcing service line which provides payroll tax services to large high employee count, multi-state corporations that process payroll in-house. Directly responsible for marketing, acquiring, and implementing all clients. • Responsible for the payroll tax project and outsourcing work performed and billing related to average monthly revenues of $50,000. • Directed Payroll Tax Management Services Department that served over 1,200 payroll clients and files taxes in every state. Supervised quarterly / annual tax filing deadlines including W-2 and tax return preparation for all clients. • Hired, trained, and directed a six-person tax staff. Supervised annual revenue growth while improving department accuracy and efficiency and controlling costs. • Responsible for complete set up of payroll tax processing operations and daily procedures for both payroll and PEO clients using new Payroll and Payroll Tax Operating systems. Show less



Self Employed CPA, Payroll Tax Consultant

• Franklin, TN

• Self Employed Payroll Tax Consultant / CPA

  • Apr 2005 - May 2006

  Performed advanced payroll tax implementation, process improvement, and resolution projects. Responsible for project arrangements, process completion, and billing. Performed advanced payroll tax implementation, process improvement, and resolution projects. Responsible for project arrangements, process completion, and billing.



Pay Systems Of America

• United States
• Software Development

• Sr Vice President - Payroll Tax - Executive for a national payroll / tax filing company.

  • Sep 1996 - Apr 2005

  • Directed Tax Management Services Department. Supervised annual revenue growth while improving department accuracy and efficiency and controlling costs. • Hired, trained, and managed a tax staff that served over 900 tax clients and filed taxes in every state. Supervised quarterly tax filing deadlines including W-2 and tax return preparation for all clients. • Started and directed new service line which provided employment tax services to large high employee count, multi-state… Show more • Directed Tax Management Services Department. Supervised annual revenue growth while improving department accuracy and efficiency and controlling costs. • Hired, trained, and managed a tax staff that served over 900 tax clients and filed taxes in every state. Supervised quarterly tax filing deadlines including W-2 and tax return preparation for all clients. • Started and directed new service line which provided employment tax services to large high employee count, multi-state corporations that process payroll in-house. Revenues approximated $300,000 annually. Directly responsible for marketing, acquiring, and implementing all clients. • Corresponded extensively with IRS and state/local tax agencies regarding client tax matters with strong success in payroll tax resolution and Penalty Abatement matters. • Worked extensively with financial statement preparation and review, as well as company budgeting, projection, and billing. • Minority owner under company private ownership. Show less • Directed Tax Management Services Department. Supervised annual revenue growth while improving department accuracy and efficiency and controlling costs. • Hired, trained, and managed a tax staff that served over 900 tax clients and filed taxes in every state. Supervised quarterly tax filing deadlines including W-2 and tax return preparation for all clients. • Started and directed new service line which provided employment tax services to large high employee count, multi-state… Show more • Directed Tax Management Services Department. Supervised annual revenue growth while improving department accuracy and efficiency and controlling costs. • Hired, trained, and managed a tax staff that served over 900 tax clients and filed taxes in every state. Supervised quarterly tax filing deadlines including W-2 and tax return preparation for all clients. • Started and directed new service line which provided employment tax services to large high employee count, multi-state corporations that process payroll in-house. Revenues approximated $300,000 annually. Directly responsible for marketing, acquiring, and implementing all clients. • Corresponded extensively with IRS and state/local tax agencies regarding client tax matters with strong success in payroll tax resolution and Penalty Abatement matters. • Worked extensively with financial statement preparation and review, as well as company budgeting, projection, and billing. • Minority owner under company private ownership. Show less



Arthur Andersen & Co.

• Accounting
• 1 - 100 Employee

• CPA - Experienced Tax and Audit Senior Accountant

  • Sep 1990 - Sep 1996

  • Prepared corporate, partnership, and state tax returns for clients in various industries. • Prepared complex individual and expatriate returns. • Established and maintained relationships with client personal and management. • Supervised and developed professional staff by delegating responsibilities, evaluating performance, and assisting with career development. • Performed financial and internal audits in the healthcare, manufacturing, and financial services industries. • Prepared corporate, partnership, and state tax returns for clients in various industries. • Prepared complex individual and expatriate returns. • Established and maintained relationships with client personal and management. • Supervised and developed professional staff by delegating responsibilities, evaluating performance, and assisting with career development. • Performed financial and internal audits in the healthcare, manufacturing, and financial services industries.