Payroll/Payroll Tax Specialis
Resume:
Tricia O'Neal, CPP
St. Louis, MO 63119
Manager/Payroll Tax Consultant
*******@*******.***
Summary
Payroll/Payroll Tax Consultant/Specialist/Payroll Accounting specialist with more than 10 years’ experience managing and coordinating job responsibilities and projects. Knowledge of processing payroll, handling HR related issues, and multi-state payroll tax processing. As a Payroll Tax Manager and Payroll Director, assisted in strategic planning, forecasting and budgeting processes, keeping current on Federal, State and local jurisdictions tax compliance, processing payroll tax returns, year-end close procedures that included balancing, reconciliation and W2 processing. Experience in developing, preparing and teaching career development classes.
Payroll Platforms
ADP WorkForce Now, Ceridian, Workday, Lawson, Evolution, Compupay, Benefit Mall, Quicken, SAP, and Kronos experience.
Experience
Panera Bread Company – St. Louis, MO Jan 2019 – Present
Payroll Analyst (Contract)
Identifies, leads, and implements continuous process improvements and payroll projects
Supports compliance system changes and system updates/enhancements for Payroll
Provides system configurations
Assists Payroll team with bi-weekly payrolls and adjustment runs as needed, including execution of payrolls in accordance with established policies, procedures, and Federal/state regulations
Self Employed – St. Louis, MO March 2016 – Present
Payroll/Payroll Tax Consultant
Oversee and assist in setting up local and state electronic payroll tax filings.
Review tax setup for clients to determine if current tax profiles follow federal, state, and local tax jurisdictions.
Generate reports to determine tax setup issues.
Balance weekly and bi-weekly payrolls to insure payroll processing/quarterly tax processing is accurate.
Write procedures and policies for payroll/payroll tax setup.
Reliance Human Capital Management – Chattanooga, TN Dec 2016 – May 2017
Payroll & Tax Manager/Payroll Tax Consultant
•Assist in software demonstrations with Implementations Department.
•Review tax setup for new clients to determine if current tax profiles follow federal, state, and local tax jurisdictions.
•Generate reports to determine setup issues.
•Import historical data for new clients.
•Write procedures and policies for payroll/payroll tax setup to provide to clients.
•Provide customer service to clients once implementation has been completed.
•Oversee garnishments in compliance with Consumer Credit Protection Act.
Inova Payroll, Inc. – Chattanooga, TN March 2015 – Feb 2016
Payroll Tax Manager
•Provide oversight and direction in the operations of payroll tax related activities, including staffing, assessing staff needs, selecting and promoting, establishing standards of performance, and evaluating staff
•Assure that all Federal, state and foreign taxes are submitted timely and accurately; reviews all payroll reports for accuracy
•Work independently to solve payroll issues with all levels of staff, making complex decisions based on knowledge of payroll and tax law
•Develop and maintain internal controls to ensure timely filings; document and maintain processes and procedures.
WSquared – Brentwood, TN Dec 2012 – Feb 2015
Payroll Director for Premise Healthcare
•Oversee and assist in processing the payroll for over 1100 employees.
•Communicate with Sr. Management regarding the operational needs, strategic planning, budgeting process, project management and staffing.
•Develop reports to assist in the auditing of information processed, reviewing for accuracy.
•Develop metrics for tracking areas that can provide potential problems and analyzing information to determine if processes need to be revised.
•Responsible for filing withholding tax registrations in new states and setting up tax structure in each of the 42 states where facilities are located.
•Review tax compliance process for accuracy, including analyzing data to insure proper action was taken by ADP in relation to tax audit issues.
•Oversee garnishments in compliance with Consumer Credit Protection Act.
CHS Home Health – Franklin, TN Sept 2011 – Dec 2012
AP/Payroll Manager, CHS Home Health, Franklin, TN
•Five direct reports.
•Provide oversight and direction in the operations of payroll tax related activities, including staffing, assessing staff needs, selecting and promoting, establishing standards of performance, and evaluating staff
•Payroll for 3300 multi-state employees.
•AP for 50 facilities.
•Writing Payroll Processes for Corporate Handbook.
•Responsible for conversion of healthcare-based system to link to payroll system.
•Handle all acquisition conversions to AP and Payroll.
•Develop reconciliation processes to insure payroll is within the scope of reasonable increases and decreases.
•Assist controllers in insuring GL activity is correct.
•Oversee garnishments in compliance with Consumer Credit Protection Act.
HCA Healthcare Shared Services – Nashville, TN July 2005 – July 2011
Payroll Accountant
•Research and reconcile payroll liability accounts
•Ensure entries posted follow Sarbanes-Oxley & Corporate Guidelines
•Balance payrolls to detect possible payroll errors
•Assist facilities with resolving issues
•Research tax compliance in multi-state and local areas
•Research and resolve compliance issues
Middle Tennessee State University – Murfreesboro, TN Jan 2005 – March 2008
Payroll Educator
•Teach fundamentals of payroll classes and payroll mastery classes for individuals preparing to take the FPC and CPP exams, covering all facets of payroll including but not limited to labor laws, benefits, multi-state tax compliance, garnishment compliance, calculations, and payroll systems.
GNC APA – Nashville, TN 2005 – 2007
CPP Study Group Leader
•Teach fundamentals of payroll classes and payroll mastery classes for individuals preparing to take the FPC and CPP exams, covering all facets of payroll including but not limited to labor laws, benefits, multi-state tax compliance, garnishment compliance, calculations, and payroll systems.
Technical Skills & Expertise
•Payroll Taxes
•Payroll
•Training
•Account Reconciliation
Soft Skills
•Strong Work Ethic
•Positive Attitude
•Good Communication Skills
•Problem-Solving Skills
•Team Player
•Ability to Accept and Learn From Criticism
Education
Belmont University, Nashville, TN
Bachelor – Business, 2001 - 2009
Certifications
American Payroll Association
CPP, 2001
Volunteer Experience
Volunteer Tri State Therapeutic Riding Academy, Cleveland, TN Aug 2016 – Present
Assist with various tasks needed to maintain horse stalls, horses and special needs riders.
http://www.tristatetherapeuticriding.org/about_us
Associations
Chattanooga Area Chamber of Commerce Jan 2016 – Present
Member, Board Member, Ambassador
American Payroll Association National Chapter Jan 2016 – 12/2018
Member
American Payroll Association Chattanooga/Nashville Chapters Jan 2017 – 12/2018
Member
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