Stephanie Lumpkin

Missouri City, TX 281-***-**** ad2a6n@r.postjobfree.com

**** – June 2023

Professional Experience

Contract Assignment TRC Staffing – Chick-Fil-A

PAYROLL Tax Consultant, Atlanta, GA Remote

• Reviewed Payroll Tax, quarterly in Master Tax

• Contacting States on tax issues, rates, account numbers and changes

• Work with multi-state taxes

• Maintaining Unemployment rates

• Printing W2’s for requested employees

• Review and input totals for 941’s

• Review and balance W2’s for states

• Send MWR & BLS reports to the states every QTR

Contract Assignment – SGF Global – Weatherford 2019 – May 2020 Tax Analyst, Houston, Tx

• Responsible for balancing tax reports from Infinium to ADP reports

• Responsible for contacting states on tax issues or changes

• Working with Multi-state taxes

• Responsible for Federal, State, and local taxes

• Maintain unemployment rates and ensure rates are correct

• Setup new states into system and ADP

• Send periodic and quarterly files to ADP

• Review payroll taxes quarterly

Service Corporation International

Payroll Tax Analyst 2014 – March 2019

• Reviewed prepared payroll tax quarterly reporting

• Responsible for balancing tax reports from Workday to ADP reports

• Reviewed tax summary and liability reports

• Maintained state unemployment rates, ensure rate are updated timely

• Responsible for year-end reports, W2’s for US, W2PR for Puerto Rico, and T4’s, RL-1 for Canada

• Sent funding for taxes

• Generated and sent Multiple Worksite quarterly, BLS reports monthly, and Occupational reports as needed

• Assist clients with various tax issues

• Responsible for contacting states on billing and tax issues or changes The Men’s Wearhouse 2007 – 2014

Payroll Tax Specialist

• Responsible for maintaining all payroll tax activities and tax tables, by following local, state and federal

• Import tax deposit summaries using Master Tax on a weekly, monthly and quarterly when needed

• Processed amendments in Master Tax

• Processed weekly and quarterly returns in Master Tax with payments in all 50 states

• Responsible for balancing tax reports from PeopleSoft 9.1 to Master Tax

• Contacted states on notices, rate changes, and billing

• Maintained state unemployment rates and ensured rates are updated timely

• Collaborated with team to support year-end processing

• Processed voids and manual checks to correct tax data in the incorrect state for employees

• Generated and sent a store statistical report on a monthly and quarterly basis

• Processed RTS Weekly to limit tax errors, balanced the 940 and 941’s made necessary corrections to tax

• Verified employee work – in resident state taxes when they differ

• Assisted in managing payroll staff and trained new hires Computer Skills

Workday 31, People Soft 8.8 – 9.1, Time and Labor 9.1, Master Tax, Microsoft Office, Excel, MS Word, and ADP

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