Multi-State Payroll Tax Compliance Analyst

Ronald Beatty 918-***-**** cell ******.********@*****.*** LinkedIn Profile

Payroll Tax Analyst, Multi-State Compliance, and Accounting Operations

Tax Compliance • Payroll Operations • Multi-State Taxation • Accounting Analysis

A payroll tax analyst with more than 8 years of multi-state payroll tax compliance experience spanning healthcare, telecommunications, and nonprofit sectors. Expertise in resolving tax notices through ADP Smart Compliance, managing state withholding account registrations, and delivering end-to-end compliance support across Form 941, Form 940, and state income tax (SIT) and state unemployment insurance (SUI) obligations. Proven track record of applying VLOOKUP and pivot table analysis to audit SUI rates, reconcile payroll ledgers, and prepare accurate W-2 corrections at enterprise scale. Combines deep regulatory knowledge with cross-functional collaboration skills to ensure timely, compliant payroll tax operations in high-volume, multi-entity environments.

Expertise

Payroll Tax Compliance: Multi-State Tax Filing – Form 941 & Form 940 Administration – SIT & SUI Account Management – W-2 Corrections & Amendments – Tax Notice Resolution

Payroll Operations: Multi-State Payroll Processing – Off-Cycle Payroll Administration – Payroll Ledger Reconciliation – Statement of Hours Support – Time & Attendance Auditing

Tax Research & Analysis: Regulatory Research & Interpretation – SUI Rate Analysis – Exception Resolution – Amended Return Preparation – Nonprofit Tax Compliance

Accounting & Finance: Accounts Payable Management – General Ledger Reconciliation – Journal Entry Preparation – Revenue Accounting – Treasury Operations Support

Case & Data Management: Tax Case Management – ServiceNow Platform Administration – VLOOKUP & Pivot Table Analysis – Data Reconciliation – Reporting & Documentation

Stakeholder Support: Cross-Functional Collaboration – HR & Payroll Partnership – Multi-Entity Client Support – Employee Inquiry Resolution – Process Documentation

Executive Career Progression

Envision Healthcare, Dallas, TX Oct 2022 – May 2026

Payroll Tax Analyst (Oct 2022 – May 2026)

●Ensured regulatory compliance for a 26-state payroll tax portfolio by investigating and resolving 203 tax notices end-to-end using ADP Smart Compliance, reducing resolution cycle times and penalty exposure.

●Expanded multi-state compliance coverage by establishing 102 new payroll withholding accounts with state agencies, enabling the organization to onboard employees in new jurisdictions without compliance gaps.

●Strengthened tax accuracy and audit readiness by conducting detailed research into payroll tax requirements for Form 941 (federal quarterly tax), Form 940 (FUTA), and state income tax (SIT) and state unemployment insurance (SUI) accounts.

●Delivered multi-state tax support for the payroll tax department, serving as a subject matter resource for escalated compliance questions and cross-functional inquiries.

●Improved case resolution efficiency by managing payroll tax cases within the ServiceNow platform, maintaining accurate records, tracking status updates, and closing cases within established SLAs.

●Reduced SUI discrepancies by applying VLOOKUP and pivot table analysis to audit SUI rates and resolve exceptions through ADP Smart Compliance, preventing incorrect tax remittances.

●Protected employee tax accuracy by preparing W-2 wage and tax corrections, ensuring corrected filings were submitted in compliance with IRS requirements and employer reporting obligations.

Payroll Coordinator (Dec 2019 – Oct 2022)

●Ensured timely and accurate compensation for 302 physicians and nurse practitioners by processing multi-state payroll on a recurring cycle, meeting all payroll deadlines without interruption.

●Maintained payroll data integrity by reviewing payroll reports for accuracy and compliance before finalization, catching discrepancies before funds were disbursed.

●Supported business continuity by generating off-cycle payroll checks as needed within the EmComp and Oracle Cloud payroll systems, resolving urgent compensation needs outside standard cycles.

●Improved general ledger accuracy by reconciling payroll ledger entries against Excel spreadsheets, identifying and correcting posting errors to ensure financial statement reliability.

●Protected payroll accuracy by identifying and correcting inaccuracies in statement of hours records for physicians and nurses, eliminating errors before they reached the payroll processing stage.

●Prevented compensation errors and policy violations by processing holiday pay and paid time off (PTO) requests with precision, ensuring every employee was paid correctly and on time.

Verizon, Tulsa, OK May 2015 – Sep 2018

Accounting Analyst

●Ensured accurate and timely disbursement of $506 million in wire transfers and electronic funds transfers (EFTs) for diverse regions across the United States, supporting treasury operations at scale.

●Strengthened cash management controls by processing 256, 000,000 checks across multiple regions annually, maintaining accuracy in a fast-paced, deadline-driven environment.

●Improved treasury reporting visibility by developing pivot table reports in Microsoft Excel for the treasury department, enabling faster analysis of payment activity and aging balances.

●Maintained payment accuracy in a complex system environment by managing payment processing within the Cost Point accounting system and investigating accounting discrepancies within SAP.

●Supported expense policy compliance by reviewing and approving expense reports within PeopleSoft 9.1, identifying out-of-policy submissions and escalating for resolution.

●Improved credit utilization and card program efficiency by facilitating credit limit increases through American Express Net Services, and providing dedicated customer support for p-cards, travel cards, and v-cards.

H&R Block, Tulsa, OK Sep 2013 – Apr 2017

Tax Professional

●Filed accurate individual tax returns for 367 clients per season using Forms 1040EZ, 1040A, and 1040, ensuring correct reporting of income, deductions, and credits while meeting all IRS deadlines.

●Corrected prior-year tax filing errors by preparing amended returns using Form 1040X, resolving underreporting issues and bringing clients into full IRS compliance.

●Broadened client service scope by managing K-1 tax preparation and Form 1065 partnership filings, adding pass-through entity expertise to the practice.

●Kept nonprofit clients compliant with IRS exempt organization requirements by preparing Form 990 tax returns, ensuring accurate disclosure of revenue, expenses, and program activity.

Alzheimer's Association, Tulsa, OK Jul 2013 – Mar 2015

Staff Accountant

●Kept vendor relationships and cash flow on track by processing 37 in monthly invoices, managing accounts payable transactions end-to-end, and maintaining accurate vendor records.

●Accelerated monthly close by preparing balance sheet reconciliations that compared general ledger data against balance sheet accounts, flagging variances for timely resolution.

●Strengthened financial statement integrity by generating monthly journal entries to capture depreciation, shared fundraising revenue, and expense transactions in line with nonprofit accounting standards.

7-Eleven Corporation, Dallas, TX Sep 2005 – Jun 2012

Revenue Accountant

●Anchored revenue integrity for 367 retail locations nationwide by processing daily cash reports and recording revenue through accurate journal entries in the Oracle financial system.

●Resolved cash report discrepancies by collaborating with lottery, credit card, and banking departments to identify root causes and implement corrections, maintaining accurate revenue records.

●Facilitated store ownership transfers by managing the transition process for store owners, updating ownership transactions in the mainframe system, and uploading data into Oracle to ensure continuity of operations.

American Airlines, Tulsa, OK Jul 1997 – Sep 1999

Payroll Tax Analyst

●Ensured employee tax record accuracy for 28, 237 employees by preparing W-2 wage and tax corrections and verifying wages and taxes for payroll, supporting the integrity of year-end reporting obligations.

●Accelerated monthly financial close by preparing payroll tax data in SAP and processing Forms 940 and 941 across multi-state payroll, ensuring timely federal and state tax filings.

Education

Master of Science, Accounting, Concentration in Taxation, Strayer University

Master of Business Administration, Concentration in Finance, Walden University

Bachelor of Business Administration, Major in Accounting, Langston University

Technical Proficiencies

Payroll Systems: ADP Smart Compliance, ADP Workforce, Oracle Cloud, EmComp Payroll, PeopleSoft 9.1

Accounting Platforms: SAP R3, Oracle Financial System, Cost Point, SAGE, Tax Act Professional

Productivity & Analysis: Microsoft Excel (VLOOKUP, Pivot Tables), Microsoft Word, Microsoft PowerPoint

Case Management: ServiceNow

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