Payroll Tax Human Resources

Dalisa I. Garcia

Email: *************@*****.*** Phone: 917-***-****

SUMMARY OF QUALIFICATIONS

Experienced Human Resources professional with 7+ years of specialization in Payroll Tax and Leave Management, 10+ years of expertise in Medicare compliance, medical billing, and health insurance. Proven ability to manage cross-functional teams, lead projects, and support strong relationships across all organizational levels. Bilingual in English and Spanish.

CORE COMPETENCIES

Payroll Tax Compliance & Reconciliation.

Leave Management (FMLA, ADA, STD, LTD, Military, Paid Family Leaves.)

Project Management & SOP Development.

Attention to Detail, Problem Solving, Root Cause Analysis.

Workday, ADP Smart Compliance, Presagia, Excel.

Fluent in Spanish (Speaking, Reading, Writing).

PROFESSIONAL EXPERIENCE

University of Louisville Health — Louisville, KY

Payroll Tax Analyst - Oct 2023 – Present

Solely Developed and supported standard operating procedures (SOPs).

Created reconciliation process for quarterly filings.

Investigate and resolve wage and tax discrepancies, comparison of internal file to tax form, and filing of amended returns as needed.

Manage payroll tax for state and local jurisdiction nonprofit registrations, cancellations, and reactivations for 13k employees nationwide.

Respond to and research State, local and IRS agency notices, letters, and requests.

Ensure correct taxation based on employee location.

MMC (Marsh & McLennan Companies)

Senior Payroll Tax Analyst - Sep 2021 – Oct 2023

Utilizes HRMS software Workday and/or Third-Party Vendor ADP Smart Compliance to effectively manage the day-to-day processing of employee payroll.

Audits employee data from 26 different companies to ensure compliance with federal/country, state/provincial, and local payroll laws.

Reviews new hires, rehires, and transfers entered in payroll system for accuracy using peer review process.

Leads/supports special projects of a more complex nature as assigned by Supervisor and/or Manager.

Payroll Tax Funding for US and Canada, Quarterly and Year End reconciliations.

Ensures documentation and maintenance of Standard Operating Procedures (SOPs) are kept up to date as procedures change and creating new SOPs as needed.

Administers the execution of day-to-day operational tasks, case load evaluation and quality assurance, bringing issues to the attention the Supervisor and Manager as needed.

Peer reviews payroll entries to ensure accuracy of data entry and reports concerns Supervisor and/or Manager when issues are identified and/or escalated.

Updates earnings, taxes, and deductions for proper payroll cycle by data entry into HRMS system and/or Third-Party Vendor.

Utilizes data and reporting from work management tools to ensure that Service Level Agreements are met or exceeded, providing prompt service and quality problem resolution.

Leave Management Analyst- Jul 2018 – Aug 2021

Specialize in short term disability, Family Medical Leave Act, military, maternity, paid parental, paid and unpaid personal and workers compensation leaves.

Inbound and outbound calls for case creations and updates, following the wizard-based questions to confirm policy applicability/eligibility and explain job protection rights, starting required correspondence.

Liaison with HR Partners/HR Managers, third party vendors, and management are up to date with current leave statuses for their colleagues.

Follow Standard Operating Procedures (SOPs) and company policies as well as Local, State and Federal guidelines, for all leave types to ensure compliance and minimize risk; escalates cases to higher level for guidance and resolution.

Provide prompt, accurate and detailed leave of absence policy, job protection, and leave approval/denial communications to employees and their managers/HR business partners by initiating required correspondence and notifications within Presagia; provides supporting research and documentation for situations that require escalation.

Return to work process, including ADA.

Partner with payroll team to initiate and resolve complicated state paid leave coordination of benefits, including special state benefits.

Processed Invoices for HRSS creating purchase orders, tracking, and supporting roster with payments. Collaborated with managers to ensure accuracy of bills paid to third parties.

Humana Inc.

Provider Concierge, Medicare Claims, Contract Load- Mar 2008 – May 2018

Collaborate with providers and internal areas to resolve claim issues and related problems while performing deep root analysis to research, document, and analyze multi-faceted data with statistical, financial, and clinical emphases.

Identify data trends and aid in presenting and implementing recommendations and solutions.

Review and analyze variances, trends, and opportunities for improvement.

Worked various special projects and aided in implementing and streamlining processes and training within the team.

Work closely with the operational areas to develop future enhancements of the systems as well as system support for any defect resolution.

H&R Block

Tax Specialist- Dec 2013 – Apr 2020 (Seasonal)

Accurately and timely prepared federal tax documents by assembling and analyzing financial information completing forms using software.

Managed client’s files, completing intake forms, keeping clients updated and preparing documentation require by the IRS while resolving the client's issues.

Oversaw cash, check and credit transactions, performed daily accounting and bookkeeping activities for branch office.

EDUCATION: Louisville Central High School

CERTIFICATIONS: Six Sigma White Belt April 2017

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