Payroll Tax Specialist at CLEAR PEO, LLC (2026-06 – Present)
PEO Provider
- Reconciled Q2 2026 quarterly filings and processed SALT (State and Local Tax) payments specifically for ASO, PEO, and payroll-only clients.
- Set up new employer unemployment tax accounts in SC, KS, and KY while managing busy quarter-end deadlines.
- Redesigned the team's password spreadsheet in Google Sheets for better usability.
Payroll Tax Specialist at TRUE PEO, LLC (2024-12 – 2026-06)
PEO Provider
- Implemented daily AM/PM PTS upload processes to ensure accurate and timely reporting and payment of federal, state, and local taxes.
- Built a daily workspace to track tax statuses, improving visibility and workflow efficiency.
- Reconciled tax liabilities using MasterTax, PrismHR, and Excel pivot tables to ensure accuracy across all agencies.
- Monitored new agency tax liabilities for both the PEO and clients; completed new registrations and maintained compliance with regulatory changes, including rate updates.
- Researched law changes and resolved notice discrepancies to maintain compliance.
- Accurately filed and paid federal, state, and local taxes monthly, quarterly, and annually, including W-2 uploads.
- Maintained detailed records of all filings, correspondence, and tax notes.
Jr. Payroll Tax Accountant at PEOPLEASE, LLC (2020-08 – 2024-11)
PEO Provider
- Filed and paid employer quarterly withholding and unemployment tax reports across up to 26 states, with emphasis on FL, GA, SC, NC, TN, LA, and MS.
- Researched and resolved delinquent tax notices; provided guidance to clients when action was required on their end.
- Obtained client EINs and assisted with state unemployment registrations, POAs, and TPA account setup.
- Updated annual SUTA rates and maintained client termination information for PEO tax accounts.
- Managed incoming mail by state and oversaw the group tax inbox to ensure timely responses to client requests.
- Reported labor statistics to the Bureau of Labor Statistics (BLS) for MVR (monthly) and OEWS/ARS (annually).
- Served as the primary contact for W-2 reprints, corrections, and employer requests for quarterly and annual tax forms (940, 941, wage reports, W-3, tax summaries).
- Key Accomplishment: Designed a comprehensive Excel-based Team Tracker using pivot tables to summarize state tax liability, store client EINs, POAs, TPAs, login credentials, and quarterly filing notes—significantly improving team visibility and workflow.
EMS Scheduler at CHARLESTON COUNTY EMS (2017-07 – 2019-11)
- Managed daily schedule revisions, leave requests, shift trades, and unit deployment.
- Led Kronos Scheduler operations, including system customization, upgrades, biometric clock installation, and mobile implementation in collaboration with Kronos.
- Prepared payroll backup documentation by updating timecards, processing payroll adjustments, and uploading data into IFAS/ONESolution with high accuracy.
