Multi-State Payroll Tax & Accounting Specialist
Resume:
TAMI FRERICHS
NORTH RICHLAND HILLS, TX 76182
************@*****.***
763-***-**** CELL
TAMI FRERICHS
NORTH RICHLAND HILLS, TX 76182
CAREER
OBJECTIVES: To utilize my payroll, tax and accounting experience in a
challenging, high volume environment while continuing to
increase responsibility.
OFFICE
SKILLS: * ADP EV4/5/6 * ADP Workforce Now
* Netsuite/ADP GLI * Workday (processing, taxes & implementation)
* Master Tax * Kronos timekeeping
* Paylocity/Paychex * Peoplesoft HR/Fin/PR
* SAP/ADP GlobalView * UKG
* Intermediate/Advanced Excel (including V-Lookup and Pivot Tables)
EXPERIENCE: Contractor – Payroll Tax Analyst Corporate Offices of DFW 2019-current
Completed multiple contract roles at DFW companies in their corporate offices to handle multi-state payroll, payroll tax and accounting responsibilities. Some of these include- managed teams of payroll processors and tax analysts for US and Canada. Audited those team’s data prior to submission as well as completing all recons for payroll, tax and GL accounts. Developed and executed year end planning for teams. I utilized UltiPro (UKG) for payroll in-house processing for 7000 employees, taxes and HR- which I handled end to end, including reconciliations and month end responsibilities. Utilized Master Tax & Oracle while handling daily tax payments, filings and year end responsibilities. Heavy client interaction as a PEO- handling filings, notices, payments, amendments and recons for over 1000 clients, processing on multiple frequencies. Heavy emphasis on Workday, ADP WFN, ADP Smart Compliance and Netsuite for processing, tax, research, reconciling and month end close. Utilized Jira, ServiceNow and Salesforce for ticketing and to gauge metrics on core issues. Handled payroll, tax, benefits and AP/AR for small business owner.
Contracts completed for:
7-11 Corporate Office Confidential Apple MassMutual
Signify Health BayOne Solutions WorkforceGo! IRT Mgmt
CBRE – Payroll Tax Analyst July 2017- May 2018
Sets up new government, unemployment and locality as required for third party administrator and human resources information systems (HRIS) system.
Processes invoices to Treasury/Accounting for impound on daily tax payments.
Ensures commission taxes withheld are correct.
Ensures timely and accurate updates to employee’s tax panels.
Reviews and processes government tax returns and employee data.
Provides annual salary, bonus and commission for year-to-date wages and taxes related to relocation charge/reimbursement.
Ensures compliance with workers' compensation and government disability required withholding.
Tests system tax updates for accuracy.
Quarterly balancing and year end balancing of multiple FEIN’s.
Researches and reviews wage base discrepancies for annual reporting.
Reviews third party sick pay and ensures appropriate reporting.
Issue and track all W-2c’s
Reconcile multi-state taxable wages with Peoplesoft to prepare for W-2 processing.
TAMI FRERICHS
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OSV-FutureWave Systems assignment- Payroll Tax Analyst 2016-2017
Responsible for quarterly tax balancing and filing of tax returns in all jurisdictions, including Canada as a TPA for over 500 clients with Workday.
Perform in depth analysis when out of balances occurs between Workday and TaxEx in order to provide either system updates or account updates.
Responsible for Daily Tax processing in Workday.
Prepares and submits amended reports as needed.
Ensure that we are in compliance with periodic tax payments, information reporting and other taxing authority requirements for multi-state payrolls.
Provides tax guidance to clients and/or internal organization.
Provide top tier tax services support by responding to and researching tax inquiries.
Frequent communication with customers and taxing agencies to resolve customer tax notices.
Generate, monitor and respond to all payroll tax tickets regarding balancing.
D.R. Horton, Inc.- Payroll Tax Specialist June 2015- February 2016
Submit new state and local tax applications for multi-state payrolls to the appropriate agencies.
Transmit periodic and quarterly Peoplesoft data to ADP and reconcile against ADP Quarterly Balancing Versions report.
Research payroll tax issues and correspond with ADP as a stand alone client to
resolve issues using ADP Smart Compliance.
System conversion, effective 3/15/2015, from ADP to Peoplesoft required year-end balances to be adjusted.
Verify prior taxable wages for transferred employees to ensure that they do not exceed Social Security and 401K wage limits.
Process amendments accordingly and ensure all refund checks and/or additional liability payments are handled accurately.
Process third party vendor payments.
Reconcile taxable wages with Peoplesoft to prepare for W-2 processing.
Process W-2c’s.
TTI, Inc.- A Berkshire Hathaway Company August 2014-Feb. 2015
Payroll Analyst
Prepared and review a wide variety of payroll related analysis and reconciliatons; including but not limited to: taxes, expenses, benefit payments, deductions, 401(k) contributions and headcount/strength reporting.
Prepared and process North American and Canadian payroll, including all associated journal entries.
Interfaced with third party vendors to process Canadian and Mexico payrolls and perform all reconciliations.
Accountable for CORT setups and configurations, in addition to audit support for both the Payroll Specialist and Payroll Manager. Handled uploads in the CORT system and coordinated quarterly tax returns and W-2 processing.
Performed Kronos set ups and configurations. Input and/or audited all PTO, holiday and vacation data. Input all accruals at the beginning of the year.
TAMI FRERICHS
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Dean Foods Company- Payroll Tax Analyst Aug. 2009-May 2013
Prepared timely and accurate quarterly and annual payroll tax and information filings for 30 different FEIN’s and over 100 pay groups with varying pay frequencies for high volume, multi-state payrolls.
Performed payroll tax research and analysis with emphasis on federal, state and local taxes utilizing ADP Smart Compliance.
Researched, implemented and completed the roll out of Act 32 for PA locals.
Responsible for daily distribution of incoming mail and the daily maintenance of payroll tax email accounts as they related to audits, W-2 requests, etc.
Balanced and reconciled annual W-2’s and generated W-2C’s for adjustments.
Responded to end-users and department members, management, and/or employees to identify issues and achieve timely resolutions to questions or concerns regarding payroll taxes.
Responsible for providing payroll tax data as it relates to both external and internal audits, specifically for union audits and unemployment rate analysis.
Performed analysis and verification of wages being uploaded during M&A as well as reviewed all benefit for taxation purposes and mapping discrepancies during parallel payrolls prior to Go Live.
Education:
Mansfield Business School- 1992-1993
Certificate in Business/Accounting course
WGU- currently enrolled
BS Business Administration Accounting
References available upon request.
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