Payroll Tax Supervisor

• Mar 2023 - Present

Tax Filing Coordinator III

• Dec 2022 - Mar 2023

Payroll Tax Analyst II

• Feb 2020 - Dec 2022

Tax Support Specialist II

• Jun 2019 - Feb 2020

 Work with customer to reconcile their tax payments; ensure required power of attorney and third-party authorizations are signed and filed with appropriate taxing authorities.  Conduct and/or participate in Client Conference Calls to address service issues, research, and resolve tax issues. Conduct training for new and existing clients on procedures, processes, and systems. Work with internal team members to timely address and resolve issues relating to tax inquiries, amendments, tax notices, reconciliation discrepancies, and quarter-end or year-end issues to avoid or minimize late penalties and interest charges.

Named Tax Representative

• Mar 2014 - Jun 2019

 Provide the day to day support for an assigned group of UltiPro Tax Filing Service customers.  Partner with implementation team to ensure clients’ set up and data is accurate for current and ongoing tax filing/payments.  Ensure accurate data maintenance to avoid discrepancies that result in late payments and/or failure to file returns accurately.  Work with customer to reconcile their tax payments; ensure required power of attorney and third-party authorizations are signed and filed with appropriate taxing authorities.  Conduct and/or participate in Client Conference Calls to address service issues, research, and resolve tax issues. Conduct training for new and existing clients on procedures, processes, and systems. Work with internal team members to timely address and resolve issues relating to tax inquiries, amendments, tax notices, reconciliation discrepancies, and quarter-end or year-end issues to avoid or minimize late penalties and interest charges.

Product Research Analyst II

• May 2011 - Mar 2014

 Kept abreast of legislative updates, for assigned authorities that affect payroll/tax regulatory compliance.  Worked with data support specialists to ensure tax software is current.  Identified and interpreted annual regulatory updates.  SME for complex regulatory changes for Canada, Puerto Rico and Pennsylvania locals (Act 32).  Participated in the testing of system mapping, implementation, patches and upgrades from an application perspective to ensure quality and compliance.

Payroll Tax Analyst

• 2010 - Dec 2010

 Responsible for full-cycle client payroll activities, including monthly, quarterly and annual reporting, taxes, and third-party file feeds.  Contacted and assisted clients with obtaining information in support of payroll production data related to tax issues. Responded to client questions/concerns.  Researched and resolved client tax issues; responsible for management and reconciliation of tax filings.  Responsible for periodic/month/quarter/year end reporting, including W2s and W2cs.

Payroll Analyst

• Jan 2007 - Dec 2009

 Created and distributed payroll reports for US and Canada clients, provide report maintenance and updates.  Provided necessary documents for internal and external audits and update process documentation.  Provided testing for software upgrade and managed transfer of information during new system implementation.  Compiled and submitted Canadian payroll information; audit payroll reports prior to final run to ensure an error free payroll.  Reconciled general ledger to payroll reports; research uncollected taxes and provide direction to payroll vendor for corrections; process quarterly and annual returns and amendments; year-end processing including W-2 and T4 process.  Lead and coordinated team’s portion of stock grants and outstanding check processes.

Senior Payroll Representative

• Jun 2005 - Dec 2006

 Reconciled bi-monthly and bi-weekly payroll, ensured compliance with Form Policy 1139 and SOX controls.  Established processes for new scope work and determined methodology for reconciliation  Processed off-cycle wire payments on a daily basis; processed journal entries for off cycle bank activity; maintained databases for off cycle banking activity for U.S. & Canada payroll. Coordinated updates to U.S. & Canada online banking system (positive pay, stop payments, reversals, and voids). Processed and verified payroll adjustments  Ensured processes and procedures documentation for cross training and for internal control support. Participated in both internal and external audits on an as needed basis, provided supporting documentation, process flows and analysis.

Implementation Specialist

• Jun 2004 - Jun 2005

Acted as a client chaperone, managing the implementation process from the sale through the transition to Client Service. Recognized for maintaining highest call volume and service in fast pace call center environment. Serviced client through first two error free payroll cycles, resolved all issues and ensured all features have started prior to turnover to Client Services. Maintained a positive and open business partnership with Sales Associates. Updated sales associate and sales manager on order progress either through voice mail, data software or both.

Payroll Accountant

• Jan 2001 - Jan 2003

Oversaw the west division disability process, processed east division disability and workmen's compensation, and supervised Variances (VARI) timekeeping system including authorization and procedure updates. Central point of contact for all payroll clerks, human resources and department supervisors to handle all VARI and timekeeping related issues or questions Supervised work of two employees performing disability corrections, industrial disability and VARI closes Remitted positive pay files to the bank, processed employment verifications and wage information, maintained centralized files for manual payroll data entry and reporting

Payroll Tax Consultant

• Oct 1998 - Jan 2001

Transmitted weekly payroll tax records and maintaining organized, complete tax files and monitoring and validating payroll tax data and reports. Assisted in resolving tax fines and penalties, and ensuring accuracy of payroll taxes. Maintained W-2 and W-4 files and verified and maintained ACH direct deposit enrollments. Transmitted weekly payroll tax records and maintaining organized, complete tax files and monitoring and validating payroll tax data and reports. Assisted in resolving tax fines and penalties, and ensuring accuracy of payroll taxes. Maintained W-2 and W-4 files and verified and maintained ACH direct deposit enrollments.

Payroll Operations Specialist

• Feb 1998 - Oct 1998

Payroll Operations Specialist

• Mar 1995 - Sep 1997

Senior Payroll Specialist

• Mar 1990 - Mar 1995