Experience

Collaboration Software Partners
• United States
• Human Resources
• 1 - 100 Employee
• Payroll Tax Specialist

  • Dec 2020 - Present


PayPro HCS, LLC

• United States
• Human Resources Services
• 1 - 100 Employee

• Tax Specialist

  • Dec 2015 - Nov 2020

  - Consistently the top performer in workload volume, accuracy and timeliness. - Successfully spearheaded data migration between iSolved and MasterTax platforms, serving over 1,000 clients, encompassing 60k+ employees. The process involved upholding strict data security guidelines, managing compliance with agencies, and maintaining accurate frequencies and rates to prevent tax penalties and interest. - Implemented procedures to improve accuracy and increase efficiencies including quarterly filing workbooks and balancing worksheets. - Understand, police, and enforce Federal, State, and local employment taxes including filing frequencies, tax rates, and bank reconciliation. Proactively stay abreast on current tax regulations and laws. - Maintain payment compliance based on differing frequencies to ensure timely and accurate payments. - Research and resolve tax notices from the IRS, state, and local agencies. - Actively participate in an extensive annual year end process: including W2 filing, filing quarterly and annual reconciliations simultaneously, while verifying the accuracy of all returns and payments. - Manage amended returns if clients report additional information at the end of a quarter. Ability to create amended returns manually or system generated. - Working knowledge of IN, OH, MI, and PA local taxes. - Use Bureau of National Affairs (BNA) and other resources to research tax issues for clients and find accurate and timely resolutions. - Reconcile hundreds of daily tax payments to client bank account registers. Show less



Kearns South Bookkeeping Services

• Data Analyst and Data Entry

  • Jul 2012 - Dec 2015

  - Record and reconcile transactions for multiple companies to their bank statements using QuickBooks software. Transactions include receivables, payables, payroll, and credit cards. - Manage quarterly contribution reports for 5 different churches with between 100 and 500 members. Record data using QuickBooks and ACS Software. - Compile and organize weekly deposits for four churches and enter into Microsoft Excel and QuickBooks. - Maintain filing systems for 18 different clients, including churches, lawyers, individuals and other smaller clients. Show less