Quality Control Project

ANDRE E TAYLOR PAGE *

ANDRE E TAYLOR, CPP

** ******* *** *****, ********, NJ 08619 Mobile: 347-***-**** e-mail: *********@***.***

SKILS SUMMARY

Professional experience in U.S. Payroll and Expatriate Taxation, and Global Assignments

Areas of Expertise

U.S. Payroll Multi-state Taxation Expatriate Tax and Payroll Application Year End Planning

Year End W-2 Process and Reconciliation Tax law change implementation Tax

Compliance

PeopleSoft expertise PeopleSoft database query Global

Payroll

PROFESSIONAL EXPERIENCE

Merck & Co., Inc. 2008

– Current

Senior Tax/ Finance Advisor

• Expatriate Tax Policy administration for US and Foreign assignments.

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

P&I cost savings.

• Review and reconcile expatriate compensation to ensure proper payroll reporting for all expatriates.

• Advise U.S. and Global Payrolls on Tax Data setup for Expatriates based on tax treaties and totalization

agreements.

• Advised on US and non-US Hypo Tax rates for awards, Restricted Stock vesting, Stock Options exercise and

changes in annual compensation for all assignees.

• Review of tax advances and calculate gross-up where appropriate.

• W2 and 941 reconciliation for U.S. Payroll

• Quality control review of PeopleSoft tax table updates.

JPMorgan Chase 2001

– 2008

U.S. Payroll Tax Supervisor 2007 – 2008

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

• Liaison to Compensation and other business areas (internal and external to payroll), providing tax strategy

guidance and support for business initiatives.

• Quality control review of PeopleSoft tax tables updates.

• Review and update Payroll Tax SOP’s to maintain an effective control environment.

• Resident Tax Compliance advisor on all Merger and Acquisitions activities, as well as divestitures.

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

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:

• Coordinate annual review of expatriate compensation and W2 reporting.

• Coordinate the W2_C process for the Global Mobility Group, and assist with reconciling complex compensation

issues.

• Advise U.S. and Global Payrolls on the proper tax data setup for Expatriates, and assist with PeopleSoft data

correction.

• Respond to inquiries on payroll reporting from expatriate employees and external tax service providers

• Liaise with overseas HR and Payroll staff to ensure proper reporting of locally paid compensation, including

foreign tax reimbursements.

ANDRE E TAYLOR PAGE 2

• Process Year End balance adjustments in PeopleSoft.

Senior Tax Analyst / Immigration Analyst 2001 - 2003

EDUCATION

Bachelors of Arts in Accounting, Saint Leo University, Florida

Nova Southeastern University, (MTax – 2012)

CERTIFICATION

Certified Payroll Professional

TECHNICAL SKILLS

Peoplesoft 8.9, SQL, Business Intelligence (BI) Query, Microsoft (Word, Advance Excel, Access, Project,

Powerpoint, Outlook)

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