Experienced and High Performing Payroll Tax Manager with strong command of all payroll regulations as well as federal, state and local tax laws
Adept at several Payroll Software Platforms and accomplished in development of research tax methods proven to decrease tax liabilities and increase savings
Skilled in devising and implementing process improvement , adept at fine-tuning manual processes and implementing automation to simplify data while maintaining compliance
Demonstrated ability to cultivate collaborative relationships, at all levels of an organization including Executives, Colleagues, Vendors, and Stakeholders in organizations with 40,000 (+) employees
Specialize in Multi-State Taxation, including filing tax returns, reconciliation and amended returns, resolving tax notices minimizing penalties and interest for all US states including local jurisdictions.
Overview
17
17
years of professional experience
Work History
Manager Payroll Tax and Accounting
Blue Cross NC
Durham
04.2025 - Current
Resolved conflicts between employees by providing guidance on company policies and procedures.
Ensured compliance with all applicable laws, regulations, industry standards.
Established processes to ensure efficient workflow throughout the organization.
Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
Managed payroll for 5,500 employees, maintaining precise records and adherence to tax laws.
Partnered with Finance to ensure precise identification and resolution of general ledger discrepancies.
US Payroll Tax Manager
American Express
06.2022 - 03.2025
Manage tax team of 4 analysts and one team lead, providing guidance, leadership and training resulting in 25% increase in overall productivity
Execution position responsibilities with SOX compliance and controls
Assisted clients in understanding tax implications of various business decisions, from expanding operations to making strategic investments.
Correcting errors in timely manner to ensure accuracy of payroll tax withholding, reducing penalties by 30%
Act as liaison between business and Ceridian Dayforce, Equifax and KPMG to ensure accurate and timely tax reporting
Validates and provides approval sign off for payroll production reports and remittance of funds, tax agency notifications and Ceridian's resolution of tax issues
Directs and validates all processes and SOPs in payroll tax environment
Serve as SME for all TIER III escalated payroll tax discrepancies.
Collaborated with HR to ensure proper classification of employees for tax purposes, resulting in improved compliance.
Oversaw completion of year-end tasks such as W-2 distribution, KPMG Long Term Incentive statements and annual reconciliation reports for accurate record keeping.
Developed comprehensive training materials, enhancing staff knowledge on payroll and tax management processes.
Established strong relationships with external vendors to facilitate seamless integration of outsourced services into existing workflows.
Participated in cross-functional teams tasked with evaluating current systems and processes for potential improvements or enhancements across various departments within organization.
Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
Implemented acquisition into Dayforce payroll system for 200 employees, managing salaries, deductions, and tax configurations for 20 states.
Monitored changes in local, state and federal taxation laws.
Payroll Tax Lead
Koch Business Solutions.
11.2018 - 06.2022
Develop and lead team of three tax analysts, providing mentorship and professional development
Implemented segregation of duties as internal control to minimize error and maximize comparative advantage
Manage and develop registration process by utilizing Global payroll team
Proficient in BSI and Symmetry testing to ensure compliance of payroll updates
Managed periodic process minimizing periodic file fallouts, tax penalties
Provided Forecasting for Treasury Department of daily and quarterly deposits to maintain accurate cash flow
Work closely with business partners and third party vendor to provide guidance and strategy for year end processing and deliverance of W2 statements
Manage accuracy and timeliness of W2C processing
Embraces idea of process improvement with automation by utilizing Alteryx Designer.
Maintained up-to-date knowledge of federal, state, and local tax laws to ensure organizational compliance at all times.
Tax Analyst - Payroll
Johnson & Johnson Services.
04.2018 - 11.2018
Prepare and manage daily, monthly and quarterly audits maintaining SOX compliance
Independently execute State and Local indirect tax returns and prepayments, including performing research, analysis and effective use of tax compliance tools; ensure proper documentation retention
Research and resolve periodic and quarter exceptions and errors with TPA ADP on smart compliance
Utilize SAP software to process payroll adjustments to be posted on GL including Global Mobility, Wage Recovery and Deloitte W2C requests
Analyzed tax issues and made recommendations for remediation to management.
Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
Reduced tax liabilities by identifying and implementing effective tax strategies.
Sr. Payroll Tax Analyst
Impellam North America.
09.2015 - 04.2018
Utilize tax preparation software and databases (Microsoft Dynamics (GP) and Greenshades) to prepare and review federal and multi - state tax returns for staffing company
Prepare and reconcile wages to form 941 for W2 preparation for over 30K employees
Manage liability reconciliation process by reviewing and posting payroll tax adjustments to general ledger
Maintaining accurate and timely filings during acquisitions and divestitures
Keenly transitioned state and local accounts, opened new state and local accounts while maintaining higher liabilities
Utilizing Integration Software GP 2015 for year-end 2016 to increase efficiency
Assist with federal and multi-state audits by preparing responses to information, document requests and other notices.
Payroll Tax Analyst
Waffle House Inc.
04.2008 - 09.2015
Performed meticulously and expediently in preparation and review of federal, multi-state and local tax returns for over 50 franchisees
Served instrumentally in increasing company profits and reducing liabilities 5% to 10% annually by identifying client needs and maximizing client opportunities
Performed analytical review of general ledger account activity to ensure proper calculation of permanent and temporary tax differences
Reconciled tax refunds to ensure proper posting to General Ledger
Completed Journal Entries and Check Voucher Requests on general ledger via JD Edwards
Finalized year end data to generate Wage and Tax statements to transmit to Social Security Administration and distribute to all Waffle House employees
Researched critically and disputed all tax inquiries to reduce penalties for erroneous information from IRS and local jurisdictions
Provided leadership for Jr. Payroll Tax Specialist
QuickBooks Bookkeeper /Accounting and Payroll Manager at Cinnamon Creek RanchQuickBooks Bookkeeper /Accounting and Payroll Manager at Cinnamon Creek Ranch
Office Manager / Payroll & Accounting Specialist at Climate Pro Mechanical, Inc.Office Manager / Payroll & Accounting Specialist at Climate Pro Mechanical, Inc.
<ul><li>Managing Germany, Italy, Spain, Sweden, Qatar, and India payroll.</li><li>Managing Hire to exit process for all countries.</li><li>Processing one-time payments like Retention bonus, sign-on bonus, Relocation expense, sales commission payments etc.</li><li>Updating master files with respect to assigned entities. (New hires, Termination, salary changes, cost center, department class changes).</li><li>Support HR processes related to onboarding, contract changes, terminations, and exit settlements in line with local legislation</li><li>Implemented end to end RSU/Stock option gain/ESPP program from payroll side for all regions.</li><li>Gross to net reconciliation.</li><li>Net payout reconciliation on employee wise.</li><li>Processing stock option (ESOP) taxation through payroll, ensuring accuracy by validating against the Share works report Remitting tax payments monthly within due dates to avoid penalties.</li><li>Processing third party payments (Insurance payments) once payroll is finalized.</li><li>Remitting pension contribution on quarterly basis for Italy.</li><li>Work with payroll service provider/ stake holders to ensure successful delivery of salary payments, compliance, and accounting.</li><li>Review month end /Quarter end closure and make salaries and accruals accounting properly.</li><li>Responsible for all payroll-related payments, forecast cash flow and cash requirement for the payroll.</li><li>Conduct payroll induction for new joiners for India.</li><li>Conduct monthly business review meetings with all service providers.</li><li>Part of product implementation team. (Care-lite tool) employee queries through ticket system.</li><li>Processing full and final settlement for terminated employees.</li><li>Validating investment proofs during year end.</li><li>Working on employee queries daily, responding within SLA.</li><li>Preparing capitalized R&D reports in the month end helps higher leaders to take strategic decisions.</li><li>Posting journal entries on NetSuite.</li><li>Preparing black-line reconciliation reports during the month end (Accrued vacation, accrued commission, Bonus, employee benefits, employee benefits advances).</li><li>Participate in global payroll projects, system testing, and process improvement initiatives.</li><li>Applications Knowledge: Workday, ADP Streamline, Oracle Net suite.</li><li>India Payroll-People work, Global Payroll-ADP Streamline and For Accounting Oracle Net suite.</li></ul> at Sprinklr India Private Limited<ul><li>Managing Germany, Italy, Spain, Sweden, Qatar, and India payroll.</li><li>Managing Hire to exit process for all countries.</li><li>Processing one-time payments like Retention bonus, sign-on bonus, Relocation expense, sales commission payments etc.</li><li>Updating master files with respect to assigned entities. (New hires, Termination, salary changes, cost center, department class changes).</li><li>Support HR processes related to onboarding, contract changes, terminations, and exit settlements in line with local legislation</li><li>Implemented end to end RSU/Stock option gain/ESPP program from payroll side for all regions.</li><li>Gross to net reconciliation.</li><li>Net payout reconciliation on employee wise.</li><li>Processing stock option (ESOP) taxation through payroll, ensuring accuracy by validating against the Share works report Remitting tax payments monthly within due dates to avoid penalties.</li><li>Processing third party payments (Insurance payments) once payroll is finalized.</li><li>Remitting pension contribution on quarterly basis for Italy.</li><li>Work with payroll service provider/ stake holders to ensure successful delivery of salary payments, compliance, and accounting.</li><li>Review month end /Quarter end closure and make salaries and accruals accounting properly.</li><li>Responsible for all payroll-related payments, forecast cash flow and cash requirement for the payroll.</li><li>Conduct payroll induction for new joiners for India.</li><li>Conduct monthly business review meetings with all service providers.</li><li>Part of product implementation team. (Care-lite tool) employee queries through ticket system.</li><li>Processing full and final settlement for terminated employees.</li><li>Validating investment proofs during year end.</li><li>Working on employee queries daily, responding within SLA.</li><li>Preparing capitalized R&D reports in the month end helps higher leaders to take strategic decisions.</li><li>Posting journal entries on NetSuite.</li><li>Preparing black-line reconciliation reports during the month end (Accrued vacation, accrued commission, Bonus, employee benefits, employee benefits advances).</li><li>Participate in global payroll projects, system testing, and process improvement initiatives.</li><li>Applications Knowledge: Workday, ADP Streamline, Oracle Net suite.</li><li>India Payroll-People work, Global Payroll-ADP Streamline and For Accounting Oracle Net suite.</li></ul> at Sprinklr India Private Limited