Nellie Kathain, CPP
Beach Park, Illinois 60087
PH: 847-***-****
Email: ********@*****.***
I have been a Certified Payroll Professional (CPP) since 2007. I have worked in Payroll, Payroll Tax compliance and HR/ Benefits support for the last 17 years. I have overseen all functions of multi state, local tax and global payroll; including benefit implementation. I have created training curriculum and trained employees on payroll taxes. I have experience with HRIS, Ceridian, Ceridian Tax, Cloud Payroll, ADP Tax, PeopleSoft, Kronos, Evolution, Pro-I Pay, Quickbooks and several proprietary SAAS based payroll and timekeeping systems. I enjoy planning for future growth/scalability(process refinement) and looking for opportunities for improving what the business has in place.
ProData Workforce Solutions, Gurnee, IL
Sr. Payroll Specialist
May 2017 to Present
- Process Payroll for approximately a 100 Clients
- Provided technical support to our client base
- Compile payroll data and salary information for preparation of customers first payroll
- Responsible for answering payroll support email and phone calls
- Provide walk through help with every phase of Payroll
- Provide support for Evolution, Pro-I Pay and Cloud payroll products
- Set up voluntary deductions, garnishment and bonus payments, 401k, Simple IRA
- Assist with multi- state set up and reporting
- Provide assistance with Quarter End / Year End Reconciliation
- W-2/W3 processing, 941, SUI, 940 and annual reporting
- Research and set up local taxes for states such as: Pennsylvania, Ohio and Missouri
- Ensure clients are in compliance with local and state requirements
- HR and Benefits assistance
- Reviewed tax notices, draw up resolution letters, abatement letters
- Assist clients with processing amendments when needed Medline Industries, Inc, Northfield, IL
Payroll Specialist
May 2016 - April 2017
- Oversee tax notice resolution for 8 entities /10k employees in the US and Puerto Rico
- Keep up to date with new and changing legislation that affects payroll tax
- Multi-state/Local tax setup and reporting
- Create and submit amended returns
- Work with STD insurance providers to ensure 3rd party sick pay entries completed
- Work with third party on equalization for expats
- File manual quarter workers compensation/forms not taken care of by 3rd party vendor
- Review tax notices, draw up resolution letters, abatement letters
- Register for all Local, State and SUI ID’s.
- Resolve PA, Ohio local tax issue
- Work with Finance on balance issues/resolution
- Overseeing current CTS/ADP tax implementation
- Look for opportunity to share knowledge/ peer training
- Resolved over 500 tax notices and abated over 400k in penalties in 6 months
- Responsible for auditing 10k W2’s for 2016
- Work with third party Equifax to ensure our SUI rates are updated
- Perform intermittent audits to ensure tax setups are correct
- Work with acquisition team to ensure transition/accounts are implemented for payroll Space Systems Loral LLC. Palo Alto, CA
Payroll Manager
October 2014 to April 2015
-Managed 2 direct reports
-Oversaw a total of 25 timekeeping coordinators
-Partnered with KPMG for Foreign workers in Germany, Spain, Australia and Japan
-Ensured SOX compliance by adhering to internal control requirements keeping them maintained and updated
-Worked to resolve several multi state tax issues and notices
-Implement PA and OH local tax withholding
-Owned the bi-weekly payroll cycle for exempt and nonexempt employees by processing all compensation, including salaries, bonuses, commissions, and Foreign COLA payments
-Implemented an onboarding improvement plan--partnered with HR to ensure smooth transition
- Worked with IT to improve scalability to current payroll help request (looking at a possibly ticketing system) that will help eliminate missed emails, create accountability and allow for scheduling for the payroll incoming help/questions
-ESPP contributions reporting
-Managed payroll for two separate FEIN’s
-Oversaw the delivery of off cycle checks weekly
-Managed the timekeeping system
-Managed and balance Fidelity file
-Worked with our benefits team closely to ensure accuracy of benefit enrollments and third party payments
-Worked with Liberty Mutual, Metlife to ensure files were transmitted Lawrence Berkeley National Laboratory, Berkeley, CA Sr. Payroll Accountant
October 2013 – October 2014
- Was responsible for process refinement
- Moved the payroll team from paper to electronic filing system reduced payroll paper use by 80%
- Reviewed and approved all off cycle checks
- Processed HRIS changes
- Worked with IT during updates, create test cases and set up/oversee testing work sessions
- Process refinement within the current system and delivery method
-Responsible for daily banking and monthly true up
-Audited garnishment and implemented process improvements/ database system for approval of off cycle checks
-Acted as the back-up payroll processor for Monthly and Biweekly payroll for over 3000 employees Intuit, Inc. M ountain View, CA
Full Service Payroll
*Sr. Tax Specialist
*Sr. Supportability Specialist
*Manager 1
July 2009 – September 2013
- Developed, implemented and delivered the training plan for the new Full Service Payroll Service Reps, Conversion and implementation specialist in Reno, Arlington Heights and Mountain View
- Collaborated with Knowledge Advisors to implement and create employee research database
- Collaborated with Tax Services, Client Services and Conversion and Sales to improve end to end customer experience
- Worked on the Full Service Payroll Pilot through implementation
- Participated in the Full Service work planning sessions
- Work with Product management team to ensure tax compliance is in place
- -Managed tax notice resolution team of 10
-Have many years of hands on multi state, and local tax experience PayCycle, Inc.
Advanced Payroll Lead
March 2006 – July 2009(acquired by Intuit, Inc.)
- Trained and prepared new hire candidates to become Customer Support Representatives
- Created, trained and facilitated the Peer Mentor Program
- Provide internal and external customer support with payroll related tax issues for two Intuit Products
- Provide technical / tax support via email for client resolution
- Multi-state set up and reporting
- Created and submitted amended returns
- Reviewed tax notices, draw up resolution letters, abatement letters
- Assist clients with tax reconciliation
- Provide one on one training for fellow peers when needed
- Audit and analyze team member tickets for new product “feature” research and quality assurance purposes
- Conducted in person interviews
- Conducted quality assurance desk side visits
- Created and Implemented Quality Enhancement plans cross site
- Worked with the QA team reporting, researching and resolving internal bugs with product
- Implemented and facilitated bug remediation teams cross site
- Bug Lead for Key Accounts
- Provide technical support for web related issues
- Support customers with account implementation
SurePayroll, Inc. Skokie, Illinois
Payroll Specialist
May 2001 – March 2006
- Assist customers with payroll processing
- Provided technical support to all CS Representatives and new hires
- Compile payroll data and salary information for preparation of customers first payroll
- Responsible for answering payroll support email for help@surepayroll daily
- Provide Walk through help with every phase of Payroll
- Provide technical support for web based payroll system
- Set up voluntary deductions, garnishment and bonus payments, 401k, Simple IRA
- Assist with multi- state set up and reporting
- W-2/W3 processing, 941, SUI, 940 and annual reporting
- Assist clients with processing amendments when needed
- Reviewed tax notices, draw up resolution letters, abatement letters
- Provide assistance with Quarter End / Year End Reconciliation CPP Recertification obtained 1/1/2018
Member of the National APA
Member of the Chicago APA
Regularly attend APA classes/ Seminars.
Animal advocate and currently sit on an advisory board for Fat Cat Rescue, Inc. in Illinois CEO/Founder, Keeping It Teal, (NPR)- Ovarian Cancer Awareness and Education Foundation, Illinois