Akima, LLC Charlotte, N.C.
Senior Payroll Tax Accountant
March 2021-Present
- Analyze tax data for weekly, quarterly and annual variances, for 14,000 federal contract employees in 40 companies: including expat employees
- Advise payroll specialist regarding tax adjustments to reconcile variances.
- Collaborate with HRIS to obtain state forms for proper withholding
- Train and provide resources to HRIS regarding proper tax set ups in Costpoint.
- Analyze employee withholding in accordance to reciprocity agreements for multi-state setups
- Process, approve and submit AP Payments
- Complete state and local registrations
- Complete new company start ups via Dayforce
- Monthly Social Security Number Verification
- Process German payroll via tax wires (ADP Global)
- Provide tax documents and information for Audits
- W2 testing and processing via Equifax.
- Manual W2 processing for Guam and Puerto Rico
- Deltek Costpoint update testing
- Tax Notice Resolution
- Amendment Processing
- Research and resolve service tickets
Akima, LLC Charlotte, N.C. Payroll Specialist
February 2019-March 2021
- Process weekly, biweekly and semimonthly payrolls for government employees according to federal contract guidelines for 13 companies, approx. 400 employees a month using Deltek Costpoint
- Review and accurately process payments for Davis Bacon Work
- Reconcile timesheet corrections for accurate billing to the government
- Verify proper tax jurisdictions are set up for processing
- Reconcile leave balances
- Research and resolve payroll issues timely
Accountemps, Inc. Charlotte, N.C.
Payroll Specialist
August 2018-February 2019
- Verify personnel records, rates of pay changes, W4 changes, and payroll deductions
- Process payments according to government contract regulations using Deltek Costpoint
- Review payroll to ensure accuracy
- Review and update employee leave records.
- Set up wage garnishments
- Thoroughly resolve errors and payroll related inquiries iSolved, Inc. Charlotte, N.C
Tax Specialist II
October 2017-January 2018
- Import client tax liabilities from payroll platforms
- File and pay client payroll taxes timely and accurately
- Prepare and file quarter and annual tax returns
- Setup, reconcile and balance all "full service" tax clients
- Collect and file Power of Attorney forms as required by taxing authority
- Maintain client ID numbers, rates, and deposit frequencies
- Research and timely respond to client tax notices
- Prepare and file amended tax returns
- Actively involved with testing software updates
Trinet, Inc. Fort Mill, S.C.
Payroll Specialist
May 2017-October 2017
- Responsible for high volume processing both on-cycle and off-cycle multi-state payroll for customers using Peoplesoft and Salesforce
- Audit payroll information for accuracy
- Resolve payroll discrepancies by collecting and analyzing information.
- Ensure that payroll-related transactions are processed in compliance with policies and procedures
ADP, LLC. Charlotte, N.C.
Full Level Tax Coordinator II
December 2017-May 2017
- Responsible for coordinating the Full Level Tax (FLT) process on complex accounts
- Reconcile prior quarter tax filings against payroll documents. (941 Filings/State and Local Filings)
- Identify and resolve complex out-of-balance and deposit variance issues
- Process Exception Filings
- Complete Amended Returns for clients with variance issues. (Amended 941s/State and Local/W2c Returns)
- Research and Resolve agency tax notices
- Ensure correct state and local jurisdictions are set up for payroll
- Ensure Tax ID numbers were obtained and entered accurately in system
ADP, LLC Charlotte, N.C.
Customer Service Representative
March 2010-November 2012
- Diagnose and resolve payroll processing issues
- Obtain knowledge of all payroll systems to educate clients on the value of products and services
- Process payroll related adjustments to keep employee records up-to-date and ensure clients receive accurate quarter/year-end reports and W-2s
- Routinely setup earnings and deductions; including wage garnishments, 401k, medical, dental, IRA’s, etc.
- Provide timely follow ups to clients as needed
- Provide world class customer service to each client during every interaction
