Operations Specialist with Payroll & Payroll Tax Experience

Jeremy Schwiesow

Buckeye, AZ 602-***-**** ****************@*****.***

Professional Summary

Back Office Operations Specialist with proven expertise in Payroll, Tax, and Financial Services. Skilled in process improvement, tax documentation, multi-system operations, and Payroll Processing. Recognized for problem-solving, attention to detail, and cross-functional collaboration. Have been promoted to Senior Positions in the past & have experience in Procedure Auditing, & both UAT & QA Testing of new software.

Professional Experience

Tax Associate

Charles Schwab – Phoenix, AZ (Contract) Feb 2025 – Jun 2025

- Reviewed IRS W-8BEN forms for international clients for accuracy and compliance

- Determined In Good Order (IGO) vs. Not In Good Order (NIGO) and communicated corrections to clients

- Collaborated with team to process high volumes of tax documentation daily

Senior Payroll Tax Specialist

Vensure – Chandler, AZ Mar 2024 – Sep 2024

- Resolved escalated payroll tax issues for PEO & ASO clients

- Set up Federal & State Income Tax and Unemployment Tax accounts

- Researched client systems and state websites to resolve past filing and payment issues

Worked with PrismHR software to research & process tax issues

Payroll Specialist

ADP – Phoenix, AZ May 2022 – Aug 2023

- Managed payroll accounts and resolved issues related to paycheck delivery and tax filings

- Supported clients in human resource functions and tax jurisdiction setup

Operations Specialist II

MUFG Union Bank – Phoenix, AZ Sep 2021 – Mar 2022

- Performed account closures for overdrawn accounts

- Maintained records and updates using Excel spreadsheets

Senior Operations Associate

Broadridge – Phoenix, AZ May 2014 – Jun 2021

- Handled back-office operations for retirement accounts

- Facilitated mutual fund transactions through the NSCC

- Audited new Procedures & changes to existing Procedures

- Trained new hires that were added to the Department

- Did both UAT & QA Testing of new software

Education

MBA, Finance Concentration – New Mexico Highlands University, 2014

High School Diploma – Buckeye Union High School, 2008

Skills

Technical Skills:

Microsoft Excel, Outlook, Word, OneNote, ADP Systems, NSCC, Both UAT & QA Testing of new software

Professional Skills:

Strong written and verbal communication, attention to detail, collaboration, multitasking

Domain Expertise:

Payroll processing, tax document verification, tax filing and setup, client communications, issue resolution

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