Payroll Tax Client Relations
Resume:
Ruth Stoney
P a y r o l l P r o f e s s i o n a l
Payroll Tax professional and leader with over 16 years of experience distinguished by commended performance and proven results. Highly motivated and result driven with excellent leadership skills. Analytical problem solver, able to employ all available resources to develop effective solutions and is successful at managing multiple projects and clients while meeting tight deadlines. Experienced with multi-state taxation and multiple legal entities. Experience
Reconcile employee compensation for month-end reporting, ensuring accuracy and completeness.
Process monthly tax overpayment claim recovery, ensuring timely and accurate reimbursements.
Collaborate with cross-functional teams to complete intercompany billing tasks, ensuring timely and accurate invoicing.
Assist in tax incentive analytics, quarterly calculations, and audit processes, ensuring compliance with tax regulations.
Conduct payroll processing and reconciliation, guaranteeing accurate and timely payment to employees.
Assist in the preparation and filing of state and federal tax returns, ensuring compliance with tax laws and regulations.
Collaborate with HR and finance teams to ensure seamless tax filings, both at the state and federal levels.
Utilize SAP software to manage payroll data, streamline processes, and enhance overall payroll accuracy and efficiency.
Payroll Consultant
2023 - Present
Continental Tire l Charlotte, NC
Contact
Education
Phone
ad4yue@r.postjobfree.com
5209 Craftsman Dr
Indian Land, SC 29707
Address
Academy of Art University
San Francisco, CA
B.A., Marketing
2019
SAP
Advanced Excel
ADP
PeopleSoft
Microsoft Office Suite
Master Tax
Certified Payroll Professional
Coursework Completed, 2019
Expertise
Specialized Training
Workday
Collaborated with cross-departmental teams, analyzing complex projects and developing process improvements to successfully lead business development efforts and client retention.
Managed the daily operations and supported a team tasked to handle client issues that escalated beyond the management team of Tax Support, Tax Operations and Client Relations.
Monitored the Tax and Client relations team's daily productivity. Maintained division partner relationships and escalated issues in collaboration with cross-departmental teams.
Initiated system enhancements based on Tax and Client Relations departmental changes.
Managed the daily operations for the client terminations team tasked with resolving task issues and escalations for the terminated client population. Acted as point of contact for executive-level tax inquiries and escalations as needed. Ensured compliance with all Federal, State, and Local laws, corporate guidelines, processes, and procedures.
AVP Tax Service Delivery
2021 - 2023
Vensure HR l Phoenix, AZ
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Experience
Payroll Tax & Garnishment Manager
2018 - 2019
Ingersoll Rand, Inc l Davidson, NC
• Supervised the daily operations of the payroll tax team including daily balancing, tax balance adjustments, and agency tax notification research.
• Reviewed and validated all payroll-related taxes for accuracy while working directly with various tax agencies and/or ADP to resolve filing and deposit discrepancies.
• Conducted root-cause analysis for tax errors and work with department managers and line managers to resolve issues.
• Researched and provided feedback to all internal customer inquiries and performed tax balance adjustments as needed.
• Provided day-to-day management of garnishment administration services and oversaw ADP vendor relationships in accordance with compliance.
• Collaborated with the Payroll team to resolve any tax-related errors that occurred during payroll processing.
• Collaborated with the IT team in testing and implementing quarterly PeopleSoft tax updates.
• Assisted management in developing the tax team by maintaining and supporting continuous learning activities through various opportunities to improve/expand skillsets.
• Assisted with quarter-end filing, year-end reconciliations, W-2 and W-2C processing, investigated and resolved tax notices, inquiries, claims, penalties, audit requests and questionnaire requests from tax authorities.
• Maintained department standard operating procedures and participated in special projects as needed.
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• Provided training to the payroll department on process improvement and policy changes.
• Acted as the point of contact for complex client escalations and resolutions.
• Lead quarter and year-end project plan to ensure all filings and payments were completed in a timely manner.
• Managed projects aimed at streamlining tax support and operation processes reducing quarterly payroll overtime.
• Collaborated with internal business partners within the accounting department to resolve tax issues negatively impacting the company's financials.
• Managed the daily operations and support team tasked with processing filings and payments for 20k clients including 941 and 940's, state withholding, unemployment, local tax and client data management.
• Established and maintained procedures to reduce payroll tax discrepancies and timely processing.
• Audited daily tax payments processed by direct reports for 20k clients in order to ensure all payments were processed in a timely manner.
• Captured 75% of would-be missed payments and implemented process improvements automating the tax payment process out of iSolved Tax, saving processors over 30 hours a week to allocate toward auditing tasks.
• Collaborated with team to secure abatements for P&I with more than $2M in client penalty and interest recovered in 2020 and 900k in 2021.
• Reduced the company tax notice backlog by 80% (from 11k cases to under 2k cases in 7 months) while maintaining a current case workflow.
• Established and enhanced the tax department's policies and procedures within the guidelines of the organization's structure while effectively adhering to all SOX audit requirements.
• Ensured compliance with all federal, state and local laws, corporate guidelines, processes, and procedures.
• Lead COVID tax deferments and repayment process on our client’s behalf. Senior Tax Operations Manager
2019-2021
ISOLVED HCM l Charlotte, NC
Experience Cont'd.
Kandyce Erwin
HR Delivery and Service Manager,
Wells Fargo
Kristi Cox
ad4yue@r.postjobfree.com
Phone:
Email :
ad4yue@r.postjobfree.com
Phone:
Email :
Tax Analyst PEO,
Idilus
References
• Led the migration from contract vendor to internal team for payroll and HR customer service.
• Reviewed payroll files for processing errors and guided the team in the research and correction process.
• Initiated process changes through documentation and training to support software transitions.
• Processed irregular payments, employee refunds, unemployment claims and prepared input forms for automated data processing system.
• Updated Payroll and unemployment insurance claim Standard Operating Procedures as needed.
• Monitored and manually processed garnishments for highly compensated employees.
• Provided documented resolutions to employee inquiries and supervisors regarding payroll matters, records, deductions and procedures.
• Managed project team activities, quarterly and year-end processing including W2/W2C reconciliations.
• Facilitated training sessions to keep employees current on continuously changing policies and procedures.
Payroll Tax Analyst
2006-2015
Wachovia/Wells Fargo l Charlotte, NC
• Performed routine testing to ensure payroll quality and compliance.
• Led manual check calculations, executive compensation payroll processing, stock options, relocation, W2C, expat payroll processing, and multi-state payroll processing.
• Liaised between IT and third-party vendors to resolve system errors affecting the accuracy rate of payroll operations.
• Executed data file processing and exchanges within internal domains or third parties.
• Provided multi-state tax research, validations and calculations as requested.
• Assisted with Workday system migration implementation project to transition from Oracle and identified process improvements where needed.
• Supported service escalations from the client as well as on/offshore team members.
• Managed project team activities, quarter and year end processing including W2/W2C reconciliations.
Payroll Lead Quality Assurance
2015-2018
Bank of America Inc./Ask Staffing l Charlotte, NC
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