Process Quality Control

ANDRE E. TAYLOR, CPP 347-***-****) Page *

ANDRE E TAYLOR, CPP

** ******* *** *****, ********, NJ 08619 • Mobile: 347-***-**** • e-mail:

*********@***.***

GLOBAL and U.S. PAYROLL TAXATION PROFESSIONAL

U.S. Payroll Multi-state Taxation Tax law change and

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implementation

Expatriate Tax and Payroll Tax Compliance

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Application

PeopleSoft expertise

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Year End Planning

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PeopleSoft database query

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Year End W-2 Process and

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Global Payroll

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Reconciliation

PROFESSIONAL EXPERIENCE

Merck & Co., Inc. 2008 – 2011

Senior Tax/Finance Advisor

Handled Expatriate Tax Policy administration for U.S. and Foreign assignments.

Instituted new year-end processes including safe harbor reviews for senior U.S. assignees

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that resulted in significant P&I tax cost savings to the company.

Reviewed and reconciled annual expatriate compensation to ensure proper payroll reporting.

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Instituted new process that provided U.S. home-base assignees the option to withhold

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hypothetical taxes above statutory rates on annual incentive awards, thereby minimizing

under payment penalties.

Advised U.S. and Global Payrolls on Tax Data setup for Expatriates based on tax treaties

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and totalization agreements.

Advised Executive Compensation, Expatriate and U.S. Payrolls on U.S. and non-US Hypo

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Tax rates for awards, Restricted Stock vesting, Stock Options exercise and changes in

annual compensation for all assignees.

Instituted review process of global payroll system to ensure correctness and completeness of

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compensation data.

Reviewed tax advances and calculated gross-up, where appropriate.

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Semi-automated the tax equalization tracking process using Microsoft Excel database and

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advanced Excel formulas which allowed the production of timely and accurate reports on

the status of tax equalization balances.

Revamped the tax equalization collection process, including creating a new internal lockbox

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process, resulting in timelier and effective collection process.

Handled W2/W3 and 941 Year-End reconciliation for U.S. Payroll, and tested and sign-off

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on Quality Control Review of PeopleSoft tax table updates.

JPMorgan Chase 2001 – 2008

U.S. Payroll Tax Supervisor (2007 – 2008)

ANDRE E. TAYLOR, CPP 347-***-****) Page 2

Responsible for payroll tax compliance with federal, state, and local laws.

Served as Liaison to Compensation and other business areas (internal and external to

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payroll), providing tax strategy guidance and support for business initiatives.

Reviewed and updated Payroll Tax SOP’s to maintain an effective control environment.

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Served as Resident Tax Compliance advisor on all Merger and Acquisitions activities, as

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well as divestitures.

Managed year-end process including the project plan, thereby ensuring accurate W-2’s.

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Expatriate Tax Officer (2003 – 2007)

Responsible for all aspects of the Expatriate Tax Policy administration for US and Foreign Taxation,

with responsibilities for Canada, South Africa, Australia and several countries in Asia and Europe,

including:

Coordinated annual review of expatriate compensation and W2 reporting.

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Coordinated the W2_C process for the Global Mobility Group, and assist with reconciling

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complex compensation issues.

Advised U.S. and Global Payrolls on the proper tax data setup for Expatriates, and assist

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with PeopleSoft data correction.

Responded to inquiries on payroll reporting from expatriate employees and external tax

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service providers

Liaised with overseas HR and Payroll staff to ensure proper reporting of locally paid

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compensation, including foreign tax reimbursements.

Processed Year End balance adjustments in PeopleSoft.

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Senior Tax Analyst / Immigration Analyst (2001 – 2003)

Additional Experience

Adecco Inc., Payroll Tax Analyst at Chase Manhattan Bank - 2000 -2001

National Insurance Services, Supervisor – Accounting Department - 1995 - 2000

Pannell Kerr Forster, Chartered Accountants – Audit Senior - 1989 - 1995

EDUCATION

Bachelors of Arts in Accounting, Saint Leo University, Florida

MTax – 2012, Nova Southeastern University, Florida

CERTIFICATION

Certified Payroll Professional

TECHNICAL SKILLS

Peoplesoft 8.9 • SQL • Business Intelligence (BI) Query • Quickbooks

Microsoft (Word, Advanced Excel, Access, Project, Powerpoint, Outlook)

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