Payroll Tax Analyst Resume Samples
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Payroll Tax Analyst Resume Samples
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MC
M Cole
Mariam
Cole
644 Kara Coves
Dallas
TX
+1 (555) 201 5870
644 Kara Coves
Dallas
TX
Phone
p
+1 (555) 201 5870
Experience
Experience
Dallas, TX
Payroll Tax Analyst
Dallas, TX
Grimes, Crooks and Heathcote
Dallas, TX
Payroll Tax Analyst
- Work closely with Barnett & Associates to manage SUI tax rates. Analyze and maintain current SUI rates in Workday Payroll System
- Assist in the development of metrics from tax audits and tax notices to identify trends and drive process improvements
- Assist Payroll Tax Team in document management (knowledge capital, SOP’s, work instructions)
- Provide updated tax information to coworkers, management and other employees
- Partner with Director Workers Compensation and oversee annual workers compensation audit (5%)
- Execute the monthly and quarterly close process related to payroll tax filings in collaboration with service provider and functional leads
- Execute ad hoc projects as directed by senior management
Boston, MA
Payroll & Tax Analyst
Boston, MA
Herzog LLC
Boston, MA
Payroll & Tax Analyst
- Continually monitor and review the nonresident withholding and executive equity tax allocations and make recommendations for on-going process improvements
- Establish and maintain effective working relationships with all levels of employees, key internal and external customers and vendors
- Assist with year-end review and processing
- Manage Tier 2 cases related to business travel and executive equity, including communication directly to employees based on their individual situation
- Responsible for running queries to audit the taxes and allocations for each bi-weekly payroll
- Act as an SME for payroll tax questions and issues related to nonresident withholding and tax allocation for executive equity
- Responsible for researching and resolving complex payroll tax issues
present
Phoenix, AZ
Senior Payroll Tax Analyst
Phoenix, AZ
Luettgen, Hauck and Maggio
present
Phoenix, AZ
Senior Payroll Tax Analyst
present
- Assist in managing day to day operations
- Makes recommendations concerning selection, termination, performance appraisal and professional development
- Manage the auditing process for payroll transactions, ensure full pay accuracy.��������������������������������������������
- This may include direct supervision of a shift or the coordination of multiple work groups
- Maintain current knowledge of the changes in wage and tax laws and correspondence with federal,�state and local tax agencies.����������������������������������������������������������������������������������������������������������������������������������������
- Review and reconcile quarterly and annual tax filings.�����������������������������������������������������������������������������������������
- Respond to inquiries and questions in a timely manner
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of San Francisco
Bachelor’s Degree in Business
Skills
Skills
- Strong written and verbal communication skills; excellent customer service skills with proven ability to resolve employee inquiries and issues
- Strong ability to work in a fast paced, ever changing environment and ability to multi-task on a daily basis
- Strong attention to detail
- Reliable, teachable and team player
- Detail oriented, with ability to focus on and comprehend numerical and financial data
- Strong business acumen, e.g. ability to interpret and apply financial data/information to business decisions
- Strong knowledge of payroll
- Detail-oriented, organized and capable of prioritizing workload to complete multiple
- Strong attention to detail with a high accuracy rate
- Organizational skills with attention to detail and ability to establish priorities
15 Payroll Tax Analyst resume templates
Read our complete resume writing guides
1
Payroll Tax Analyst Resume Examples & Samples
- Maintains payroll-related general ledger accounts and responsible for the reconciliation and accuracy of net pay funding
- Responsible for all payroll tax activities, including compliance with local, state, and federal regulations and filing local, state, and federal tax returns
- Research and advises payroll staff concerning the accounting treatment of complex transactions
- May advise subordinates in the calculation and reporting tax liabilities, in responding to questions and special request from employees and regulatory agencies, in researching laws and regulations regarding taxes and payroll withholding procedures
- Performs a variety of accounting clerical tasks involving the preparation and maintenance of financial and related records
- Duties include auditing and reconciling bank statement, clearing payroll accounts and maintaining payroll general ledger accounts, and remitting taxes, levies, and garnishments
- Ensure accurate processing of payroll information by communicating between Payroll Management and ADP
- Create and update reports using ADP iReports
- Responsible for continuous process improvement as it relates to payroll-related information flow. Challenges existing processes and approaches and provides innovative suggestions that improve operational efficiency, effectiveness, internal controls, and/or customer service
- Utilizes independent judgment to complete assignments and resolve issues
- Proficiency with Microsoft Access, Word, Excel and PeopleSoft payroll software
- Experience in a multi-state payroll environment is required
- Experience with ADP Ev5 is preferred
- Excellent verbal, written and interpersonal skills are essential
- 5+ years of related Tax Accounting/Payroll experience
2
Senior Payroll Tax Analyst Resume Examples & Samples
- A sense of urgency in solving customer requests to ensure timely resolution and an ability to work under pressure, multi-task, and meet deadlines
- Demonstrate a high degree of confidentiality and sensitivity to compliance-related matters
- Demonstrate ability to handle ambiguity and fluid situations, demonstrating a pragmatic approach
- Ability to excel in a team based environment, demonstrating customer service and teamwork
- Expert level Excel (v-look-up, pivot tables), Access and MS Project skills
- Experience with payroll modules of SAP
- Experience with payroll applications and service providers
3
Payroll Tax Analyst Resume Examples & Samples
- Responsible for the monitoring, management and reconciliation payroll taxes at the employer and employee level
- Reconciliation to the general ledger as well as to a third party tax service reports, preparation and ensuring compliance
- Directly responsible for determination, set up and maintenance of proper tax jurisdictions
- Post relocation, taxable benefits and other tax adjustments in a timely manner
- Complete Payroll processing accurately and within assigned deadlines
- Assists in Tax research, planning & implementation of tax projects
- Perform detailed verification, review and preparation of payroll tax remittance payments
- Manage unemployment rates from each state
- Perform internal payroll tax audits and prepares documents for various audits
- Lead in developing Year End W-2 Processing Plan
- Ensure that all earnings and deduction codes are set up in the appropriate tax reporting categories
- Ensure that supplemental year end payroll is created for final adjustments or tax cleanups
- Direct Team to close final payroll and submit tax payments
- Verify any special earnings or deduction tax categories, including deferred compensation, dependent care, employee business expenses, group term life, uncollected group term life, moving expenses, non-qualified plan distributions, Section 125, taxable fringe benefits, and third-party sick pay
- Perform year end balancing reconciling to Wage Summary/Detail to W-2 to 941/944
- Outline specific submission plan of employee detail information to various states
- Create a Mock Year End Plan for 3rd Quarter information
- Subject Matter Expert on Payroll Tax Regulation at both the Federal and State levels
- Remain current on legislation and regulatory ruling impacting payroll. Enforce adherence and advise management on required actions
- Professional communication to internal and external customers in a timely and courteous fashion
- Ability to keep information confidential
4
Senior Payroll Tax Analyst Resume Examples & Samples
- Assist in managing day to day operations
- Manage the auditing process for payroll transactions, ensure full pay accuracy. - Assist with the processing of semi-monthly payrolls in accurate and timely manner according to internal processes. -Comply with internal audit controls, tax and other payroll related legislations. - Maintain current knowledge of the changes in wage and tax laws and correspondence with federal, state and local tax agencies. - Review and reconcile quarterly and annual tax filings. - Respond to inquiries and questions in a timely manner
- A minimum of 5 years relative payroll or accounting experience. - Must have multi-state experience
- Strong organizational skills and attention to detail. -Strong knowledge of payroll practices and auditing. -Experience using Peoplesoft. -Deadline oriented mindset and problem resolution skills. - Excellent communication skills (written and verbal). - Ability to work closely within a team. - Strong Excel skills
5
Payroll Tax Analyst Resume Examples & Samples
- Case management
- Minimum of 10 years Payroll Tax experience
- Must have experience with electronic filing and remitting payroll taxes for federal, all states, and local taxes
- Impeccable attention to detail with high degree of accuracy and a sense of urgency in work
- Reliable, teachable and team player
6
Senior Payroll Tax Analyst Resume Examples & Samples
- Manage the auditing process for payroll transactions, ensure full pay accuracy.��������������������������������������������
- Assist with the processing of semi-monthly payrolls in accurate and timely manner according to internal processes.������������������������������������������������������������������������������������������������������������������������������������������������������-Comply with internal audit controls, tax and other payroll related legislations.����������������������������������������������
- Maintain current knowledge of the changes in wage and tax laws and correspondence with federal,�state and local tax agencies.����������������������������������������������������������������������������������������������������������������������������������������
- Review and reconcile quarterly and annual tax filings.�����������������������������������������������������������������������������������������
- Respond to inquiries and questions in a timely manner
- A minimum of 5 years relative payroll or accounting experience.���������������������������������������������������������������������
- Must have multi-state experience
- Strong organizational skills and attention to detail.����������������������������������������������������������������������������������������������
- Strong knowledge of payroll practices and auditing.����������������������������������������������������������������������������������������������
- Experience using Peoplesoft.��������������������������������������������������������������������������������������������������������������������������������������
- Deadline oriented mindset and problem resolution skills.������������������������������������������������������������������������������������
- Excellent communication skills (written and verbal).��������������������������������������������������������������������������������������������
- Ability to work closely within a team.�������������������������������������������������������������������������������������������������������������������������
7
Payroll Tax Analyst Resume Examples & Samples
- Ensure accurate tax calculations are taken from employee’s pay
- Lead on-going data clean-up project to ensure employee records are accurate in People Soft
- Create and run queries in PeopleSoft when needed to ensure that data is correct
- Process employee tax balance adjustments in PeopleSoft
- Resolve tax errors for on-cycle, off-cycle payrolls and expatriate tax data from file loads
- Provide updated tax information to coworkers, management and other employees
- Take the lead with the implementation of PeopleSoft tax updates & System Enhancements. Participate in system testing of ad hoc initiatives
- Quality Control Review of Table Maintenance changes resulting from Tax Patch updates
- Communicate to employees, managers and HRBP’s
- Serve as backup in handling the case management system to ensure case resolution remains within the service level agreement. Assist tax analyst team with resolving more complicated cases
- Actively participate in Merger and Acquisitions, End of Year activities, and other projects requiring tax expertise
- Draft communication notices to employees regarding tax adjustments and tax updates
- Ensures accurate employee tax data in coordination with the Legal and Corporate Tax Departments (to maintain alignment with Corporate Ownership Tracking)
- Must be flexible with extended hours that maybe required during critical deadlines
- 2-3 years Integrated Payroll System experience
- 2-3 years multi-state payroll tax experience
- Certified Payroll Professional recommended
- PeopleSoft experience a plus, strong PeopleSoft query, SQL and SQR knowledge and expertise
- Demonstrated Microsoft Suite experience (Word, Excel,( VLookup and Pivot Tables)
- Excellent organizational skills with attention to detail
- Must have initiative, be a self starter, fast learner, and team player
- Strong interpersonal and relationship management skills, strong client focus
- Ability to work in a fast paced, high volume environment
8
Payroll Tax Analyst Resume Examples & Samples
- Responsible for all payroll tax activities, including compliance with local, state, and federal regulations and filing local, state and federal payroll tax returns
- Responsible for calculation of P&I and abatement letter requests
- Will research and resolve payroll tax notices in a timely manner
- Responsible for peer review audits of closed agency notices and amended returns
- Identifies and resolves escalations or complex issues with strong emphasis on associated patterns, trends and root cause analysis
- Process lead focused on Agency Relations processes
- Responsible for identification of issues; drives change for related improvements
- Communicates effectively with the client and internal partners regarding ongoing operations and problem solving with analysis/resolution of tax related issues
- Supports offshoring initiatives
- Supports formal internal and external audits
- Supports and provides investigation on regulatory and compliance issues
- Properly researches agency notices and documents SOP defects
- Supports testing and maintenance of tax filing software - MasterTax
- Works and supports new implementation of new clients
- Identifies and implements process improvements
- Two years payroll experience with emphasis on multi-state taxation in multiple legal entities
- Knowledge and experience in payroll tax of multiple legal entity tax filings, accounting and/or related subject matter desired
- Understanding of regulatory and legislative guidelines desired
- Organizational skills with attention to detail and ability to establish priorities
- Master Tax software experience desired
- Demonstrated proficiency with Microsoft Excel (if/then statements, pivot tables, macros, v-lookups, etc.)
9
Payroll Tax Analyst Resume Examples & Samples
- Respond to tax agency notices and track third party tax processing company as issues are resolved (25%)
- Ensure that employee W-4 tax forms are accurately entered into the HRIS Payroll System (5%)
- Perform a variety of complex payroll tax activities, such as review and reconciliation of tax filings, process amended tax returns, payroll tax reporting and managing special audits (10%)
- Maintain and update monthly workers compensation reports (5%)
- Partner with Director Workers Compensation and oversee annual workers compensation audit (5%)
- Project manage quarter-end, year-end and W-2 processes (10%)
- Responsible for overseeing the tax tracer and garnishments process (10%)
- Lead special projects and initiatives (15%)
- Research and maintain knowledge of current tax legislation updates and trends (10%)
- Collaborate with internal teams to strengthen processes and deliverables
- Assist Payroll Operations
- Quarter end/Year end: Balance all existing customers each quarter, resolving any variances uncovered during interim balancing and quarter end processing
- Research, create and maintain Tax requirements (new business acquisitions and expansions). Includes new tax registrations
- Partner with colleagues in Tax, and other related areas (Service, Implementation, Finance, Human Resources) to ensure sound tax services and high levels of customer service
- Create and maintains procedures to ensure compliance with tax laws regarding tax rate, deposit frequency and tax return filing requirements
- Other related responsibilities at the discretion of management
- BA/BS Degree in Accounting, Finance, Business or a related area
- A minimum of 3 years’ experience in payroll and or payroll tax; payroll tax experience is required
- Experience with HRIS/Payroll systems (i.e., UltiPro, ADP, Ceridian, PeopleSoft); Ultimate Software experience is preferred
- Knowledge of registration for all new federal, state, and local tax jurisdictions
- Must have the ability to interpret legal court order documents for wage garnishment process
- Must be able to research federal, state and local laws to support changing legislation regarding wage garnishment earnings withholdings
- Knowledge of federal, state and local payroll taxes is required
- Must be able to work both independently and in a team environment
- Must have solid Microsoft Office Suite skills (Outlook, Excel, Word, PowerPoint, Visio), proficiency with internet search engines, and ability to learn required business systems
- Strong attention to detail with a high accuracy rate
- Working knowledge of Payroll practices
- Strong customer service and interpersonal skills
- Must present self in a professional manner and be comfortable interacting with employees at all levels of the organization
- Ability to work with minimal supervision while preserving strict confidentiality of all information
10
Payroll Tax Analyst Resume Examples & Samples
- Overall responsibility to ensure compliance with payroll tax regulations
- Troubleshoot complex issues and develop solutions and resolve problems
- Investigate employee inquiries regarding tax deduction issues and provide quick resolution
- Work with state agencies to setup new accounts and coordinate with IT
- Research and resolve tax notices with IRS and State agencies
- Reconcile and resolve variances for the payroll reports to the w-2s and 941 filings
- Prepare and submit quarterly filings
- Assist corporate finance
- BS Degree is preferred
- Minimum of 5 years relevant payroll experience
11
Payroll Tax Analyst Resume Examples & Samples
- High School Diploma. Associates or Bachelors degree preferred
- Minimum of 3 years’ experience working in payroll and payroll tax reporting
- SAP Payroll experience and ADP tax reporting is strongly preferred
- Must have strong knowledge of tax reporting in all states and locals, especially in the North East (NJ, NY, PA)
- Experience with Canadian quarterly and year end filings
- Well organized, be detail oriented
- Strong analytical and conceptual thinking abilities
- Must have ability to work independently as well as part of a team
12
Payroll Tax Analyst Resume Examples & Samples
- Perform all activities necessary to ensure payroll tax compliance including maintaining related records, filing tax reports, tax reconciliation and agency notice resolution
- In conjunction with Payroll Tax Service Provider ensure accuracy and timeliness of federal, multi-state and multi-jurisdiction withholding tax payments, deposits and tax returns
- Verify service provider’s tax deposits are in balance with payroll reports
- Audit and reconcile quarterly wages and tax to quarterly tax reports filed by service provider
- Process payroll tax adjustments to correct/update employee and employer taxes for accurate reporting on employees’ W2s, prepare W2Cs and related amendments
- Research, analyze and resolve payroll related tax notices and inquiries
- Analyze payroll and tax data resulting in preparation and filing of amended tax returns
- Document and update procedures, and preparing special reports for management
- Execute the monthly and quarterly close process related to payroll tax filings in collaboration with service provider and functional leads
- Complete analyses that support management reports, KPI’s and audit schedules
13
Payroll Tax Analyst Resume Examples & Samples
- Compliance with all federal, state, and local tax regulations
- Ability to research, analyze and provide recommendations to tax related questions
- Maintaining payroll tax controls, reports and files for each taxing authority by EIN
- Analyze and reconcile payroll controls to quarterly, annual and W-2 filings
- Create and process documentation for amendments
- Preparing, remitting and filing returns not supported by ADP Payroll Tax Service
- Document and verify tax rate changes are accurately and timely updated by ADP
- Administer new account set up and closures as needed with tax authorities and ADP Tax Services
- Timely investigate and resolve tax notices with federal, state, and local tax agencies
- Acquisitions and Integrations tax workbook set up, audit, and process opening tax balances
- Workers compensation reporting and audits
- Expatriate compensation, allowances, and VISA status
- Annual Nexus reporting
- Ad-hoc reporting using ADP Reporting
14
Payroll Tax Analyst Resume Examples & Samples
- Bachelor’s degree in business, accounting or related field and 5 years of Payroll Tax Accounting experience; OR
- CPP designation is required
- Must have a minimum of 3 years of SAP payroll Module experience
- ADP Tax Services/ADP FACS experience is preferred
- Advanced knowledge of Payroll tax reporting and compliance in a multi-state / large corporation
- Highly proficient in MS Excel spreadsheet and database design and creation: pivot tables, “What if” analysis, data extraction & reporting
- Highly ethical, analytical, team-oriented, flexible, inquisitive & logical
15
Payroll Tax Analyst Resume Examples & Samples
- Accountable for partnering with the internal and external teams to deliver client service with quality
- Record, classify, summarize or audit financial transactions and data in accordance with generally accepted accounting principles and/or domestic tax code/law
- Enforces and support meeting/exceeding RSL’s and KPI’s and other performance quality objectives
- Accountable for adherence to the various internal and external audits requirements
- Manages day-to-day service delivery within the team in a multi-client, multi-shore environment
- Handles service escalations from internal and external clients
- Monitors daily workflow of client team
- Proactively looks for resolution of potential service delivery issues
- Provides reports to clients and account team as required
- Manages special projects required or need to support client ongoing delivery
- Trains team associates and act as subject matter expert
- Leads adherence to standard practices and client contractual commitments
- Specific Tax Responsibilities analyze and consistently take corrective steps on defensive queries
- Ability to calculate retroactive tax, gross to net calculations including tax withholding
- Prepare and balance and release W-2 files
- Process W2 corrections and reissues
- Data Integrity Assurance for tax filing
- Process Improvement recommendations and implementations
- Process W-2 Corrections and Reissues in accordance with IRS Regs
- Tax Update Application
- Provide client support for Escalated Tax and Accounting issues
- Maintain employee master data including data integrity assurance activities
- Coordinate load of deduction data by event or by mechanical input feeds
- Process mass updates
- Provide problem (SR) resolution support
- Provide support for mergers, acquisitions, and divestitures
- Assist team leaders with complex payroll issue
- Analyze gross to net calculations for accuracy including tax withholding calculations
- Review payroll error reports and defensive queries
- Calculate workups retroactive tax
- Validation and balancing of tax data
- Monitor payroll general ledger interface file and resolve any rejects
- Reconcile payroll related balance sheet accounts (taxes)
- Maintain employee tax records
- 3rd Party Vendor Coordination Posting
- Strong analytical/research skills
- Detail-oriented, organized and capable of prioritizing workload to complete multiple
- Tasks and meet aggressive deadlines
- Ability to work collaboratively and cooperatively as a member of a team
- Ability to work independently and apply sound judgment
- Knowledge of payroll and related HR subject matter
- Attention to detail and execution
- Education & Certification Bachelor’s degree in accounting, finance or related field Knowledge
- Experience 3-5 Years Payroll Tax Experience Knowledge of payroll and related HR subject matter
- Experience with multi-state/local taxes
16
Payroll Coordinator / Payroll Tax Analyst Resume Examples & Samples
- Works with location timekeeping administrators to coordinate collection of time card files on a weekly/biweekly basis
- Supports special projects as directed. Conducts ad hoc analyses as applicable. Provides support for critical HR initiatives as needed
- Understanding of US payroll regulations including the Fair Labor Standards Act of 1938 and Federal, State and Local tax regulation
- Payroll tax experience
- Ability to exercise sound judgment and confidentiality in handling information and issues that arise while staying within defined policies and practices
- Fundamental Payroll Certification a plus
17
Senior Payroll Tax Analyst Resume Examples & Samples
- Reconcile all payroll tax deposits and returns prepared by third party
- Reconcile all quarter and annual filings including W2 form's
- Manage set up of all jurisdiction accounts with states and locals as required
- Manage unemployment rates from each state to ensure system programming is accomplished
- Research outstanding payroll tax issues and reach out to third party provider for research guidance as well via notices received
- Work the NRG management to manage relationship with third party providers
- Ensure all required payroll tax returns are accurate, timely filed, and compliant with federal, state, and local regulatory reporting requirements for all payroll companies
- Assist payroll team with weekly, quarter and year-end payroll processing in particular tax related steps
- Ensure new SUI tax rates are maintained in SAP by working with IT group
- Verify tax related notices sent to third party provider have been resolved in a timely fashion
- Remain current on legislation and regulatory ruling impacting. payroll. Enforce adherence and advise management on required actions
- Perform internal payroll audits, prepare documents for various audits and prepare required government reports and drafts responses to related inquiries
- Adhere to all Sarbanes Oxley controls whether weekly, monthly, or quarterly
- Attention to detail with strong analytical skills
- Bachelor's degree in Accounting or Finance and/or 5+ years of related work experience is required or equivalent combination of education and experience
- Experience with SAP payroll software required
- Strong knowledge of payroll and payroll taxes (federal, states, and local) requested
- This position requires the ability to apply analytical reasoning in problem assessment and resolution
- Responsible for maintaining a high-degree of confidentiality relative to employee personal data
- This position requires the ability to manage multiple tasks, work independently, set priorities, solve problems, and make decisions and follow-through
- Demonstrate initiative in establishing work routine without immediate and constant supervision
18
Senior Payroll Tax Analyst Resume Examples & Samples
- Verify liability totals following each payroll processing, accurately and timely remit payroll taxes, ensure the ACH file sends successfully and provide assistance to the successful posting of the payroll GL file to the ERP and other general ledgers
- Independently and proactively provide system support with skills at resolving problems, assisting in implementing process and regulation changes, creating and running ad hoc reports, executing technical tasks and researching tax withholding and tax information reporting regulations
- Coordinate with Tax Service vendor to ensure timely filing of state, federal and local withholding and unemployment returns quarterly and annually for multiple entities. Balance and verify W-2’s for multiple entities meeting strict timelines
- Monitor the Tax Service vendor's investigation and resolution of all correspondence from tax agencies. Identify and implement necessary corrections and conduct follow-up in a timely manner
- Maintain and promote a strong safety culture and follow all safety policies, procedures and regulations. Identify and communicate workplace hazards and correct or seek assistance in correcting unsafe actions or conditions
- Prepare and file all state-required multi-site tax report filings
- Review payroll tax deposits and returns
- Requires a Bachelor’s degree in Accounting or equivalent experience
- 5+ years of accounting/tax experience
- Thorough knowledge of all tax laws affecting the company
- Maintain proficiency in tax return preparation software
- Some familiarity with MS Access is helpful
- Read and interpret business publications and documents
- Write complex reports and correspondence with correct grammar, punctuation and spelling, cohesive structure, concise wording and appropriate tone
- Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and/or geometry
- Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form
- Maintain confidentiality
- Conduct business in business-like manner
- Communicate effectively, both orally and in written form, with all levels of the organization
19
Payroll Tax Analyst Resume Examples & Samples
- Responsible for quarterly / annual reconciliations of federal, state and local taxes, insuring taxes remitted to agencies by One Source Virtual were timely and consistent with what was withheld
- Understand the tax set up in Workday payroll system as well as the ability to utilize system reporting tools to be used in reconciliations and analysis
- Initiate requests to various local / state agencies for new account set ups. Assist with the set up and maintenance in Workday payroll system
- Develop strong partnerships with Corporate Tax, Audit, Legal and IRS representatives. Serve as subject matter expert for tax issues, agency inquires, legal requests and payroll tax audits
- Prepare the annual W2 reconciliations for all FEINs
- Prepare W2Cs throughout the year
- Verify tracers and tax notices sent to One Source Virtual have been resolved in a timely manner
- Stay current on payroll tax laws / changes / trending issues with consideration to potential impact to Ecolab
- Work closely with Barnett & Associates to manage SUI tax rates. Analyze and maintain current SUI rates in Workday Payroll System
- Insures ongoing compliance with mandated reporting to various tax agencies. (e.g. Multiple Worksite Reporting, etc.) Provide ongoing payroll tax updates / training / knowledge transfer to payroll team members to insure a collaborative approach to compliance
- Researches and responds to payroll tax inquiries from employees. Must have ability to communicate to a diverse population
- Provide assistance/backup to Payroll team members as needed
- Bachelor’s degree in related field or equivalent work experience
- 2-3 years of multi-state payroll experience (preferably including CA, PA, OH, IN)
- Intermediate to Advanced proficiency with Microsoft Office, Excel and Word
- Certified Payroll Professional (CPP) or commitment to become certified within 18 months of hire as a condition of continued employment with Ecolab
- Ability to build and maintain strong partnerships with vendors and internal business partners
- Ability to work well independently and also be a strong team player
20
Payroll Tax Analyst Resume Examples & Samples
- Balance payroll and tax reports (periodic, biweekly, quarterly, and annual) transmits files, fund critical accounts via TRAX system (tax, net pay, and other payroll deductions), and process tax payments that are outside of vendor's responsibilities. All balancing must be done according to established SOX controls and within defined time frames to avoid late filing fees, penalties and interest
- Audit employee data, tax set ups, requests and escalations. Responsible for ensuring employee data is consistent with tax set up. Complete periodic audits of data, corrections to tax set up and balances, contact with employees to clarify live/work addresses and multi state set ups. Assist in annual state tax mobility processing. Serve as an escalation point for India based Payroll Specialists when taxation issues occur or employees request tax information. Recommend and assist in the implementation of process changes, as needed to comply with payroll tax laws
- Review and take appropriate action with notifications received from taxing jurisdictions. Work with third party administrator (ADP), the taxing jurisdiction and/or the corporate tax department to resolve discrepancies or comply with the request. Complete registrations for new jurisdictions as required
- Responsible for balancing general ledger accounts (approximately 200) on a monthly basis and keep them in good standing. Work with the Finance area to assist in the research of open items on monthly account reconciliations and prepare correcting entries
- Garnishments-Liaison with third party administrator (ADP) on employee escalations. Work with the payroll specialists when manual adjustments/refunds need to be made. Initiate requests to Child Support agencies for special directions on Bonus payments
- Input taxable non-cash compensation, such as Relocation and Company provided housing. Reconcile imputed income received from Accounts Payable with payroll input data
- Ownership and oversight of ADP System-Usage, Tools, and Services
- Demonstrated skills in research and troubleshooting; ability to prioritize conflicting work to meet deadlines in a fast-changing environment
- Previous experience in working with external vendors
- Previous HR/payroll experience
- Knowledge in payroll tax laws, Federal and multi-State
- Experience in processing and handling a variety of payroll matters including equity awards, perquisite, payroll adjustments, etc
- Prior experience with PeopleSoft HRMS preferred
21
Payroll Tax Analyst Resume Examples & Samples
- Registers for tax ids for federal, state and local jurisdictions
- Establish process to reconcile payroll taxes on a quarterly and annual basis
- Work directly with Ceridian Tax Services to ensure efficient processes
- Works with Human Resources on payroll/HR related issues
- Assist in training new facilities in payroll process
- Address employee pay and tax withholding questions
- Collect and review all payroll information regarding acquisitions; ensure that all applicable state and federal laws are in place and make recommendations for changes as needed. Assist the HRIS support team with mapping and setup of facility in the HRIS system
- Prepares weekly, monthly, quarterly and year-end reports and reconciliations (gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions, etc.)
- Support facilities regarding balancing to the General Ledger or running reports in UltiPro
- Respond to government surveys regarding employee census information that includes payroll information
- Promptly escalate the appropriate issues to director
- Provide prompt, courteous and accurate customer support in resolution of payroll transactions,
- Provides recommendations for changes to applicable processes or tools as recognized from functioning in the role on a daily basis
- Maintains knowledge of applicable state and federal laws and regulations effecting payroll functions
- High school education required; Associates degree preferred
- Payroll experience or a minimum 3 years of job-related experience; preferably in a payroll department with multi-site locations
- Possess a working knowledge of employee and employer payroll tax laws and regulations
- In-depth knowledge of payroll practices
- Payroll systems experience; UltiPro preferable
- Payroll tax experience; Ceridian preferable
- Advanced knowledge of current applicable state and federal wage and hour laws
- Advanced computer skills including Microsoft Office; especially Word and Excel
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Payroll Tax Analyst Resume Examples & Samples
- High School Diploma and 9 years’ experience in Payroll Tax Accounting; OR
- Associate’s degree in business, accounting or related field and 7 years of Payroll Tax Accounting experience
- 3 years of SAP payroll Module experience
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Payroll Tax Analyst Resume Examples & Samples
- 3+ years of payroll or payroll tax experience
- Experience working in a multi-state environment
- Payroll, payroll tax, and customer service experience
- Experience with Local tax administration, withholding, and filings
- Ability to work independently while being a strong team player
- Self-directed and a demonstrated strong sense of urgency
- High degree of accuracy and confidentiality
- Organized, efficient, process oriented
- Ability to accurately proof and audit work
- Ability to exercise tact, discretion and independent judgment
- Ability to work positively under pressure and tight time constraints as well as deal with frequent interruptions, unresolved situations, frequent change, delays or unexpected events
- Experience using Workday
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Payroll Tax Analyst Resume Examples & Samples
- Compliance: Responsible for aspects of the Payroll and Tax Compliance process. This includes researching and fully understanding new tax laws and regulations and sharing this information with internal partners, Service Delivery Managers, and our clients as appropriate and at the appropriate time. Participate in determining the impact of these taxes at the employee level. Payroll Tax Analyst will also write and clearly document new processes as applicable as well as show ownership for quarterly documentation reviews. Performs special tax and compliance transactions as necessary, including multi-state wage and tax re-allocations
- YE Activities: Ensure all YE employee level tax activities are executed for the client. Responsibilities include: provide Ceridian Tax Service with 3rd party sick pay wage and tax totals, complete W2C submission, and provide 2nd Qtr recap of all W2C’s & amendment requests. Will participate in Year-end meetings that outline the activities and timelines and serve as a subject matter expert
- Business Relationships: Serve as a liaison between Ceridian Tax Service and the assigned client. Act as one point of contact to the client as well as share/gain knowledge with Ceridian Tax Service. Builds strong relationships with Managed Services Payroll, Case Management, Ceridian Tax Service and other key partners
- Quarter End Activities and Amendment Requests: Balance quarter-end by researching and resolving variances. Research, prepare and submit any amendment requests to determine if the client owes additional money or is due a refund
- New Customer Implementation: Work with the Business Analyst, Implementation Consultants and other key partners by taking an active involvement in testing during UAT and other stages of implementation to ensure tax compliance and client readiness
- 3+ year’s required; 5+ years preferred in payroll tax / human resource / payroll adminstration experience, preferably in a large, high volume, multi-state environment. Wage and tax balancing, federal, state, and local tax experience a plus
- High school diploma or GED required. Bachelor’s degree in business, tax, human resources or equivalent experience desired
- FPC or CPP certification required or commitment to obtain within two years of employment
- Strong organizational skills, attention to detail, time management skills, strong customer focus, analytical and problem solving skills and the ability to work individually and in a team environment
- Demonstrated ability to identify, analyze and solve moderately complex problems as they pertain to payroll
- Demonstrated proficiency in auditing techniques or principals
- Detailed understanding of payroll and tax compliance, including the consequences associated with non compliance
- Knowledge of where and how to research and resolve tax questions/issues
- Position requires understanding and knowledge of applying employee state and local taxation based on regulatory requirements
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Payroll & Tax Analyst Resume Examples & Samples
- Partner with third party vendor to calculate and track employee travel and tax allocations
- Partner with the Financial Fitness team and TPA to gather necessary information to allocate correct taxes for equity
- Responsible for running queries to audit the taxes and allocations for each bi-weekly payroll
- Responsible for researching and resolving complex payroll tax issues
- Continually monitor and review the nonresident withholding and executive equity tax allocations and make recommendations for on-going process improvements
- Collaborate with HRIS, Payroll Operations, Communications and HR communities in the support of payroll operations and tax changes
- Assist with year-end review and processing
- 3+ years functional experience with multistate North American Payroll/tax
- Intermediate level of proficiency with MS Word, Excel required
- BA or BS, FPC or CPP
- Knowledge of Gross to Net Payroll and General Accounting Principles
- Previous multi-state tax experience preferred
- Experience with PeopleSoft HRMS version 8.9, 9.0 or higher preferred
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Payroll Tax Analyst Resume Examples & Samples
- Conduct research, analysis and resolution to payroll related tax notices and inquiries
- Analyze payroll and tax data resulting in the preparation and filing of amended tax returns
- Provide excellence in client service to internal and external clients including working directly with tax agencies
- Review and input tax rates and/or deposit frequency changes as part of client compliance efforts
- Identify and resolve discrepancies during payroll data extracts
- Strong analytical, research and problem solving abilities
- Customer-service oriented, excellent phone manners and written communication skills required
- Ability to work under time constraints and meet schedules; at times with unexpected deadlines, to ensure client’s payroll needs are met
- Ability to multi task in a fast paced environment
- Proficient in Windows PC environment with accurate data entry/keyboarding skills
- Previous payroll tax experience preferred, with working knowledge of payroll, wage and tax laws and regulations
- Service bureau or multi-state tax experience preferred
- Customer service experience preferred
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Payroll Tax Analyst Resume Examples & Samples
- Position requires knowledge normally acquired through completion of high school plus 3-4 years of related payroll and payroll tax experience to include an understanding of wage and hour law, payroll tax, and federal/state regulations
- Minimum 3-5 years payroll and payroll tax experience
- Computer Literate: Microsoft applications, PeopleSoft 8.8 and above
- Familiar with withholding taxes ( federal, state and local), unemployment taxes
- Knowledge and understanding of IRS Federal, State and Local wage and tax laws, reporting requirements, and garnishment processing
- Attention to detail a must; ability to work with extreme accuracy required
- Strong written and verbal communication skills; excellent customer service skills with proven ability to resolve employee inquiries and issues
- Proficient in PeopleSoft Payroll, Kronos Time & Labor Management and PeopleSoft HCM
- Advanced knowledge of Word for Windows and Excel
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Payroll Tax Analyst Resume Examples & Samples
- Requires 5 years of related experience
- Knowledgeable of federal, state and local income tax withholding requirements
- Experience with SAP tax reporting and ADP as 3rd party administrator and proven methodology of periodic, quarterly and annual tax reconciliations
- Knowledgeable of general ledger reconciliations
- Proficient in SAP processing, mandatory reporting and taxation requirements of stock transactions, relocation, and expat/inpat wages
- Development and implementation of process improvement
- Must be able to work independently and in a team environment, possess strong communication and organizational skills
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Payroll Tax Analyst Resume Examples & Samples
- Responsible for projects related to the application of tax laws and to preparation of a variety of tax returns
- Maintains complete and accurate tax records
- Executes basic projects related to the application of tax law
- Prepares basic tax returns
- Analyzes and summarizes tax information
- Prepares reports and provides recommendations
- Assists with data gathering for tax audits
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Payroll Tax Analyst Resume Examples & Samples
- Manage timely and accurate tax payments and tax filings for payroll taxes on a daily, monthly, and quarterly basis
- Lead in coordinating internal and external audit compliance. Performs internal payroll tax audits. Prepares documents for various audits and required government reports. Drafts responses to related inquiries
- Ensure compliance with federal and state guidelines and resolve any compliance issues through research and correspondence with taxing authorities
- Acts as escalation point supporting and partnering with teams in researching outstanding payroll tax issues and respond to employee tax questions
- Creates process documentation and implements process improvements. Create reports and tools to improve payroll accuracy and helps design new processes, procedures and audits in order to improve effectiveness, compliance, and best practices. Leads small projects related to tax processing, from creation of timelines, facilitation of meetings, delegation of duties, take notes and follow up and confirm completion of tasks
- Ensure accuracy for quarterly and year end activities which includes balancing for W-2s and reconciling tax adjustments as needed
- Knowledge of PeopleSoft Payroll System
- Experience with BNA
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Payroll Tax Analyst Resume Examples & Samples
- Coordinates collection of data used to pay state unemployment agencies for entities that are considered reimbursing employers. Includes, review of data provided by third party unemployment administrator, completion of check request and mailing payments to agency with associated documents
- Assists Senior Tax Analyst in coordinating with third party vendor the preparation and maintenance of tax records and information used to initiate federal, state and municipal tax payments and complete related returns
- Logs all received tax notices and assists Senior Tax Analyst in research and notice resolution
- Assists Senior Tax Analyst in working with HRTS and third party vendor in the maintenance of tax rates and other tax related data in the payroll system and third party vendor tax reporting system
- Works with internal teams as well as third party vendor to ensure reconciliation of payroll taxes for each biweekly and off-cycle correction payrolls
- Responds via case management tool to escalated employee tax issues, including requests for W-2 reprints
- Assists Senior Payroll Tax Analyst with annual W-2 process
- Associates degree and 5 years payroll tax experience in centralized and multi-state environment preferred
- Lawson payroll experience
- 3 years payroll tax experience in centralized and multi-state environment required
- Advanced personal computer knowledge and advanced knowledge of Excel
- Adheres to and exhibits our core values
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Senior Payroll Tax Analyst Resume Examples & Samples
- Managing interaction with third party providers in filing of tax liabilities and responding to tax notices
- Testing tax updates to payroll system
- Responsible for tax audits, balancing, determining and correcting out-of-balance conditions
- Responsible to assist ADP in quarter-end and year-end processing, all employment tax returns including Forms 941,940, state filing, W-2, etc
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Senior Payroll Tax Analyst Resume Examples & Samples
- 5+ years of experience in major Payroll Processing Operation
- Deep knowledge of Payroll Federal, State and Local taxation and associated funding rules, filing requirements, amendment requirements, and accounting concepts
- Understanding of policies and taxation governing Compensation programs and Benefit deductions
- Working knowledge of SAP HR, ADP Ev5, ADP Reporting tools and large scale tax reporting systems, such as PeopleSoft or ADP FACS
- Certified Payroll Professional designation or equivalent
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Junior Payroll Tax Analyst Resume Examples & Samples
- Calculates, and verifies payroll tax payments
- Prepares and uploads ACH credit file to Bank of America
- Creates check request for taxing authorities which do not participate in ACH
- Verifies receipt of tax payments made to the IRS through EFTPS
- Request, test, and initiate “penny” ACH test on new tax localities before initiating real tax payments
- Reconciles and prepares quarterly tax returns to include but not limited to federal forms 941, stat unemployment returns, withholding reconciliation returns, and 940 deposits
- Process electronic filings for quarterly returns for participating tax agencies
- Research and resolves delinquencies received from the taxing agencies
- Assists with the Tax Update testing provided by PeopleSoft
- Work closely with other departments to ensure accuracy and timely
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Payroll Tax Analyst Resume Examples & Samples
- 5 years experience in a payroll function of a large multi-state company
- Proficiency in multi-state taxation and general Payroll compliance
- Ability to research and interpret federal, state, and local tax codes as well as Payroll laws
- Canadian and Latin America countries’ tax knowledge a plus
- Excellent communication skills and provide excellent customer service
- Working knowledge of ADP
- Analytical and problem-solving skills; detail oriented
- Proficiency creating and managing spreadsheet programs
- Ability to manage financial data in a confidential and professional manner
- Experience leading audits
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Payroll Tax Analyst Resume Examples & Samples
- Manage US and Canada payroll tax withholding preparation, reconciliation, and payment
- Responsible for payroll tax administration providing detailed payroll tax knowledge, accurate research and guidance to payroll team
- Research state and local withholding requirements to ensure accurate tax setup for employees
- Review for payment quarterly 941 and Federal 940, state, city and local tax returns
- Reconcile payroll tax reporting after each pay run to ensure accurate filings by tax service provider
- Respond to queries from Federal (IRS and Social Security Administration) and state agencies
- Reconcile wages to 941's for W-2 preparation and review the filing of year end returns
- Handle year-end W2 payroll processing and W2 corrections
- Ensure proper taxation of fringe benefit payments
- Point of contact for payroll withholding accounts to the general ledger on a monthly basis
- Stay abreast of all payroll tax related regulatory changes and updates, review Workday system updates related to these changes
- Function as a key member in conversions, acquisitions, and divestitures
- Act as point of contact for internal and external financial controls reviews
- Act as point of contact for various ad hoc report requests
- A Bachelor's degree is preferred
- 5+ years' experience working with PeopleSoft HCM in a payroll tax analyst capacity
- 5+ years' experience processing full cycle multi-state in-house payroll in a large payroll department
- Large (15,000 employees or more) corporate payroll experience
- Ability to work on both large projects as well as smaller initiatives, meet tight deadline, and successfully prioritize multiple tasks in a fast paced dynamic environment
- Solid understanding of payroll and tax processes preferably within PeopleSoft
- Experience with PeopleSoft Query
- Understanding of PeopleSoft foundation/reporting tables
- Understanding of current laws and regulations and applying law or regulation changes to current payroll and tax processes
- Ability to interact effectively with other Payroll Specialists and affiliate stakeholders and/or users
- Excellent communication (verbal and written) and customer service skills
- Excellent skills with MS Office software (Advanced Excel skills)
- Must be able to work on-site (Monday to Friday from 9am to 6pm)
- Ability to deal with sensitive and confidential information
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Payroll Tax Analyst Resume Examples & Samples
- Bachelor’s degree, or additional 2 years tax, payroll, or accounting experience in lieu of degree
- 2+ years multi-state payroll, tax, or accounting experience, including demonstrated use of critical thinking, problem solving and analytics
- Basic proficiency and experience with Microsoft Word, Power Point and Visio
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Payroll Tax Analyst Resume Examples & Samples
- Perform quarterly reconciliation and data analysis between tax liability W2/W3/T4/T4a/Rl1
- Reconcile payroll taxes at the employee level
- Tax Adjustment & Amendment knowledge
- Perform tasks and reporting by SQL & BI Cognos
- Play a lead role in Year-End processing for accurate W2, T4 & RL1
- Communicate directly with tax jurisdictions as well as internal/external customers regarding tax inquiries
- Research and resolve tax notices
- Ensure that all tax related updates are fully tested and implemented in the payroll system
- Perform internal audits as requested
- Identify and resolve issues as well as drive change for related improvements
- Operational subject matter expert and trainer
- Knowledge of Ultipro
- SQL & BI Cognos Report Creation capabilities
- Inpat/Expat tax and/or payroll processing
- Research and resolve tax items within a GL
- Tax Filing experience with Mergers & Acquisitions, Successor/Predecessor, Common Pay Master, and Common Pay Agent
- 3rd Party tax filing experience
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Payroll Tax Analyst Resume Examples & Samples
- Assist with internal, external, and government audits
- Assist Payroll Tax Team in document management (knowledge capital, SOP’s, work instructions)
- Research and resolve Payroll Tax Notices (P&I)
- Perform compliance and year end reporting
- Perform Periodic Tax Reconciliation
- Assist in the development of metrics from tax audits and tax notices to identify trends and drive process improvements
- Prepare and submit amended tax returns, ensuring timeliness, accuracy and compliance
- Participate in and support departmental initiatives
- Hours/Schedule: 8:30AM – 5:30PM EST
- Payroll tax audits
- Quarterly, Annual and Amended payroll tax filing know-how required
- Demonstrate a basic understanding of Payroll processes, procedures, controls, regulations, and compliance requirements
- Significant analytical and problem solving skills required. Attention to detail a must
- Experience working on payroll tax related projects
- Demonstrate ability to disseminate knowledge and techniques
- Certified Payroll Professional (CPP) or Fundamental Payroll Certification (FPC) desirable
- Experience with an ERP system required (Payroll modules of SAP preferred)
- Experience with BSI/Tax Factory a must
- Expert level Excel skills (including Pivot Tables, Data Analysis and organization) a must
- Working knowledge of ADP Tax Reconciliation highly preferred
- This role will deal with confidential, payroll related data and must assure conformity with policies, procedures, and regulations of the client and external governments and agencies
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Payroll Tax Analyst Resume Examples & Samples
- Experience working on Payroll Tax related projects
- Working knowledge of an ERP system
- Experience with BSI / Tax Factory
- Certified Payroll Professional (CPP) or Fundamental Payroll Certification (FPC)
- Working knowledge of ADP Tax Reconciliation
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Payroll Tax Analyst Resume Examples & Samples
- Research and resolve payroll tax notices for multi-state tax entities
- As part of tax notice research process, it may be necessary to reconcile QTD and YTD tax amounts withheld, reported, and deposited on quarterly and annual basis for assigned entities
- Provide assistance to business units on payroll tax related inquiries
- Maintain and update tax notice cases in Salesforce with resolution progress including communication to customers
- Good time management skills in order to meet production and aging goals
- Ability to interface with all departments both within the company as well as eternal sources
- CPP accreditation
- Working knowledge of wage rules at the state and federal levels
- Working knowledge of MasterTax, Salesforce and UltiPro
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Senior Payroll Tax Analyst Resume Examples & Samples
- 50% Lead team responsible for tax funding, tax reconciliation, review and analysis of tax notices, tax form processing, tax form corrections, tax return filings, and tax return amendments. Maintain current knowledge of tax regulatory changes. Work closely with Legal and Accounting to determine the impact of changes as well as ensure all payroll systems reflect any changes. Develop a working relationship with external tax processors to accurately and efficiently file and fund payroll taxes for federal, state, and local jurisdictions, includes daily, weekly, and quarterly review of transmitted data and review of tax notice information
- 20% Monitor performance of staff members. Delegate tasks and organize work for direct reports
- 20% Lead special projects relating to regulatory changes, improving processes and/or reducing costs. Project involvement may include analyzing, facilitating, and testing process and system changes, and may include working with other internal departments and external consultants
- 10% Coordinate activities between our external unemployment claims processors, external tax filing processor and internal production support to ensure that all tax tables in the payroll system reflect current and accurate rates
- Prior supervisory experience. Excellent interpersonal and communication skills required
- Ability to perform financial analysis needed to participate in audits, reconcile withholdings, ensure tax forms balance, etc
- Ability to organize people and resources appropriately to meet goals in a timely manner
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Payroll Tax Analyst Resume Examples & Samples
- Amend and correct previously filed payroll tax returns on behalf of customers based on adjustments that have been completed
- Provides the research, analysis and necessary reconciliation to respond to and resolve agency related payroll tax amendments within customer service level agreements
- Interacts with tax agencies, customers and other areas internal to Ultimate Software
- Expected to quickly reprioritize work in order to minimize liability exposure for both the customer and for Ultimate Software
- Provide assistance to Named Tax Representatives (NTRs) as required
- Special projects and additional duties will be assigned on a regular basis
- Demonstrated experience performing payroll tax reconciliations and analysis
- Proficient in Excel and Word
- Ability to negotiate positive resolutions with customers and payroll tax agencies
- Proficient working with multiple systems and tools to perform job functions
- Ability to work independently and within a team-based environment
- Effective communication skills; both verbal and written
- Excellent follow-up skills with team members
- Demonstrated ability to remain organized and multi-task
- Ability to solve complex multi-state payroll tax issues
- Experience working with payroll tax filing systems
- CPP accreditation is a plus
- MasterTax experience is a plus
