Payroll Tax Anaylst

Qualifications Summary

Over ** years of extensive experience in the payroll sector and 9 years in the relocation industry

Experience in processing payroll calculations, auditing final results, preparing monthly, quarterly and yearend tax returns, filing and ad hoc reporting

Extensive working experience in analyzing and validating tax liability and taxes for 13 companies on a per pay period, QTD, and YTD basis from system processing collected data

Strong working knowledgeable in general accounting principles, concepts and practices

Proficient in using multiple software packages, including but not limited to EFPTS, Arev, Move Track, Lawson, ADP, PeopleSoft, JD Edwards, Microsoft Office, Word and Excel

Well versed in Multi-state tax Sale and Use tax - prepare, file and process payments of required tax forms for 28 states for the Corporate Office and 8-12 subsidiary companies: 940, 941, State, Local taxes, Weekly, Biweekly Federal, Social Security deposits, Multiple worksite reporting

PROFESSIONAL EXPERIENCE

Intrepid USA Healthcare Services – Dallas TX Payroll Tax Analyst (December 2014-November 2016)

Prepare and make all federal, state and local tax deposits according to regulations

Reconcile W-2’s, tax deposits, various payroll reports and tax returns

Monitor payroll reports for any out of balance issues and researched discrepancies

Prepare monthly, quarterly and annual tax returns for 4 FEIN’s jurisdictions balancing to the general ledger

Prepare various federal and state statistical reports, multiple worksite reporting for 8 required states

Reconcile payroll expense accounts in the general ledger and resolved outstanding issues

Prepare monthly tax liability reports for the Controller and Director of Payroll

Maintains communication with taxing authorities answering all inquires or letters between our records and theirs

Monitor all withholding rates for updates as required by taxing authorities

Monitor all W-2’s for reprints or reissue or corrections (W-2C) if needed

Monitor and set up new tax authorities through their various websites, maintain each site login security information

File, organize, secure and maintain all payroll tax related information

Altair Global Relocation – Plano TX Accountant-Relocation Tax (December 2004 - May 2014)

Gather transferee wage data, input and maintain in current software

Process gross up calculations, auditing final result for accuracy prior to balancing client file

Act as point person for responding to transferee, client or colleague inquiries pertinent to gross ups, tax treatments and/or client reporting

Prepare calculations for weekly, monthly, quarterly, year end and any ad hoc reporting

Encrypt payroll and client employee files for data transport across the Internet

Maintain client specific processing schedules

Load client supplied wage data from the current software into the gross up application

Load the client employee gross up data to a secure Web portal for transmittal to the client payroll department

Coordinate the loading of timely and appropriate tax year tax updates to rates, brackets, and logic for National, state/provincial, and local tax entities

Prepare year-end tax gross up media packages for transmittal to client employees

Issue duplicate gross up media packages for transmittal to client employees when originals are lost or misplaced

Prepare journal entries for client employee expenses

Prepare balancing audit spreadsheets for gross up number verifications prior to sending to client or client employees

Prepare client employee payroll data update requests and enter change data into the appropriate software application prior to year-end gross up processing, handled any additional assignments, activities, projects as requested

Baylor Health Care System – Dallas TX Accountant-Payroll Tax Specialist (August 1999 - August 2004)

Analyze and validate tax liability and taxes for 13 companies on a per pay period, QTD, and YTD basis from system processing collected data

Make quarterly FUTA payments and complete annual 940 and 940EZ filing

Report wages and make quarterly payments to Texas Workforce Commission

Answer TWC questions regarding employees wage history

Analyze and prepare timely tax deposits for 13 companies

Prepare quarterly 941’s 13 companies, conduct various payroll audits and assist with GL account audits

Reconcile, generate and transmit 17,000 W-2 information to Social Security Administration

Conduct research and recommend corrective methods to resolve payroll errors

Make payroll adjustments to correct the taxable wage records of individual employees

Respond to all Internal Revenue Service notices regarding 941’s and 940’s

Determine proper tax status for Foreign National employees: Collect copies of visa, DS2016, I94, passports

Utilize Windstar software to process and report to IRS yearly 8233, W-9, 1042 and 1042S

Perform research to ensure proper compliant with IRS regulations based on current pay practices as well as propose changes as needed

Set up various payroll deductions, verify employment and payroll deductions

OVERHEAD DOOR CORPORATION - Dallas TX Payroll Supervisor/Tax Specialist (1994-1998)

Supervision of two non-exempt associates and 32 off-site employees

Maintain and process payroll for approximately 4,200 employees including: weekly, biweekly, semi-monthly, monthly, and various special payrolls

Create various payroll reports: wages, tax and deductions

Payroll audits and assist with GL audits

Multi-state tax - prepare, file and process payments of required tax forms for 28 states for the Corporate Office and eight subsidiary companies: 940, 941, State, Local taxes, Weekly, Biweekly Federal, and Social Security deposits

Reconcile and generate W-2 information

Management of Payroll Team in streamlining process procedures

Extensive communication with Federal, State and Local Officials, along with employees and all levels of management.

EDUCATION AND TRAINING

Dallas Baptist University Bachelor Degree in Business Administration 1992-1995

Cedar Valley Community College Associate Degree in Mid-Management 1990

North Lake Community College Principal of Payroll Administration

REFERENCE

References and Salary History available upon request

Contact this candidate