Tax Manager Management Services

Daniel D. Burke

Lake Bluff, IL ***** 312-***-**** **@************.***

SUMMARY

High-performance senior professional with 20+ years of experience and leadership; executing technical wins, driving revenue channels, and managing multi-million-dollar P&L projects. A record of progressive roles grounded in communi- cating products and services offered to clients and teams. Able to drive integration of new technologies and foster sus- tainable relationships, define customer requirements, and deliver relevant solutions through leadership, creativity, learning agility, and solutions building.

PROFESSIONAL EXPERIENCE:

Essendant Management Services, Deerfield, IL - 11 Years Sr. Analyst, II

01/2018-Present

• GL Manager HRIS (UKG) & Concur

• Accounting Close & Consolidation Team

GAAP Restructure Account Reconciliation & Roll forward.

Discretionary Bonus Reconciliation & Roll forward.

Regular Severance Account Reconciliation & Roll forward.

Fed, State, and Local Withholding Reconciliations and Roll forward.

UI Tax State & Fed Reconciliation and Roll forward.

• HRIS Payroll Tax Manager.

• Balance Payroll Interface to SAP and oversee monthly Non-Exempt payroll accrual.

• Credit Card Administrator, transitioned beautifully from US Bank to BofA.

• SOC1 Owner for Dayforce Tax Service and Concur SAP Solutions. HRIS Supervisor

03/2014-01/2018

• Managed and oversaw 2 associates that made up the payroll team.

• Process owner of payroll and Ceridian Tax Service (SSAE 18 Type II SOC 1) across 8 FEINs for 7K employees

• Manage controls on agency registrations and conversions to CTS for SIT, SUI and Local taxes (EIT, LST, Occupa- tional); controls on tax-file data transmissions; controls on payroll processing; controls on funds remittance; and, controls on wage garnishment disbursement

• Calculate additional monthly accrual percent for nonexempt employees, while organizing reports to balance and reconcile GL interfaces and accruals from HRIS system

• Perform mapping function in Ultipro for proper interface with general ledger, due to new earning/deduction codes

• Work with third party service providers Equifax (Tax Manager) and Ceridian (Source Tax Online) to capture accu- rate and timely rate changes for all SUI employer taxes

• Perform the tax setup and verification of all new hires during the onboarding process to reflect proper tax com- pliance on the W2s surrounding state and local withholding. Also managed year-end balancing and in house W2 output and issuance

• Create the payroll schedule for pay surrounding 16 pay groups; 8 semimonthly pay groups, and 8 weekly pay groups

• Coordinated rebranding of 4 FEINs with all necessary jurisdictions on merger and acquisition of 4 companies, and verified proper tax set up of all employees into the payroll system during the rebranding of these 4 FEINs Daniel D. Burke

Lake Bluff, IL 60044 312-***-**** **@************.*** Your Payroll Company, LLC. (DBA, Windy City Payroll) Chicago, IL - 4 Years Principal Owner

02/2010-03/2014

Chicago Mercantile Exchange, Chicago, IL (Member-Comex Division) - 2 Years Metals Trader (GC)

08/2008-02/2010

Northern Trust Bank, Chicago, IL - 4 Years

Team Leader, Structured Derivatives—Officer

10/2004-08/2008

Chicago Mercantile Exchange, Chicago, IL (Member-GEM Division) - 6 Years Yield Curve Trader (ED)

07/1998-10/2004

Chicago Mercantile Exchange, Chicago, IL - 4 Years Arbitrage Clerk (Currency Division-JY)

06/1994-07/1998

EDUCATION:

• eCornell, People Analytics - 2019

o HR Analytics

o Strategic Talent Analytics

• St. John’s University - Bachelor of Arts - 1994

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