Catherine L. Giebel

**** **** **** ***** ******, Phoenix, Arizona 85022 • 602-***-**** • ad0czm@r.postjobfree.com

PROFESSIONAL SUMMARY Motivated, dependable, self-starter, payroll/tax expert with over 20 years of experience, offering excellent compliance to conform to federal, state, and local taxing authorities’ rules and regulations.

SKILLS

• Maintaining employee records

• Strategic planning

• Data entry

• Prepare tax returns and related

supporting documents

• Compliance understanding

• MS Office Suite

• MasterTax

• Report writing

• Strong communication skills

• TaxEx

• Software implementation

• Payroll auditing

• Work collectively or independently

• QuickBooks

• Competent in all job functions

• Self-motivated professional

• Due diligence

• Customer relations

• Time management

• Peachtree

• Customer service

• Superior attention to detail

• Work collectively or independently

• Documentation expertise

• Muli-task management

• Quick learner

• Internal auditing

• Reports generation and analysis

• Customer satisfaction

• Client focused

EDUCATION Accounting - Some college

Paradise Valley Community College - Phoenix, AZ

High School Diploma

Paradise Valley High School - Phoenix, AZ

WORK HISTORY Tax Compliance Reporting Manager/Principal Tax Compliance Analyst - November 2011 to May 2023 OneSource Virtual HR, Inc. - Mesa, Arizona

• Develop and maintain current knowledge of changes in tax legislation, rulings, regulations and litigation for federal, state and local taxing authorities that may impact the business. Verified compliance for deliverables according to contract requirements.

• Assist in driving compliance process improvements and efficiencies by utilizing tax and non-tax technology tools.

• Organized initiatives, drafted documentation and enforced compliance with best practices.

• Offered subject matter expertise to stakeholders needing advice on compliance regulations and outsourcing best practices. Monitored and implemented taxing authorities’ requirements.

• Implemented improved strategies for regulatory compliance, control testing and process operations.

• Designed, submitted and received approval to use substitute forms with federal, state and local agencies.

• Assisted clients with conversion to TaxEx (employer tax software) and first filings, including but not limited to quarterly and/or annual filings for IRS Forms 940, 941, 943, 944, 945, Schedule R, state unemployment returns, W2 filings, withholding tax returns, and amended return filings.

• Ensured compliance with all deliverables required. Provide support to internal customers for tax-related issues. Payroll Tax Manager - February 2010 to October 2011 Vensure Employer Services - Chandler, AZ

• Payroll tax filing issue resolution with Government agencies. Working tax notices to resolution

• Payroll tax filings including but not limited to IRS 941, state unemployment, W2 filing, withholding tax return, and amended return filings.

• Processed payroll, including certified and worker compensation breakdowns. Making deposits and filing tax returns.

• Retained key clients and business integrity throughout company transition from prior PEO to Vensure.

• Reached out to customers to verify information and follow up on issues.

• Completed administrative tasks such as record-keeping, writing correspondence and gathering materials.

• Performed research and due diligence to resolve issues in a timely manner.

• Kept operations in compliance with requirements by applying knowledge of applicable regulations, legal statutes and tax code information.

• Prepared month end closing entries for detailed reporting and recordkeeping.

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Controller/Operations Manager - December 2000 to January 2010 Southwest Resources, Inc. - Mesa, AZ

• Managed/maintained accounts receivable, accounts payable, general ledger, internal payroll, financial statements, multi-bank reconciliations, garnishments, quarterly filings, year-end W-2s and federal and state magnetic media for 3,000+ employees.

• Collaborated with area managers to evaluate needs and optimize operational plans.

• Identified and resolved unauthorized, unsafe or ineffective practices by inspecting production areas regularly.

PERSONAL REFERENCES Ruth Ann Walker (Friend)

480-***-****

Cynthia L. Lilly (Friend)

480-***-****

Yasmine W. Rodriguez (TaxEx VP)

480-***-****

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