Stephanie McCaleb
Buford
Summary
Senior Payroll Tax Specialist with extensive expertise in tax law and a track record of resolving complex tax issues. Successfully led process improvement initiatives that ensured compliance with federal regulations. Strong analytical skills and effective communication promote collaboration across departments, significantly enhancing operational efficiency. Dedicated to advancing payroll tax management and compliance excellence.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sr. Payroll Tax Specialist
Heartland Payroll Solutions, INC
Brook Park
10.2017 - Current
- Conduct research, and analysis to resolve complex payroll related tax issues, notices, assessments, and inquiries
- Analyze payroll data, tax data, current federal and state tax laws resulting in the preparation of but not limited to amended tax returns, abatement inquires, and written correspondences to tax agencies, local and U.S Districts Courts
- Ensure clients are in compliance with local, state, and federal laws by collecting and preparing tax data for filing, reviewing and inputting tax rates and/or deposit and filing frequencies
- Identify, document, and solve issues that may arise as a result of customer error or product bugs and limitations, while implementing processes that reduce common customer and internal issues
- Distinguish gaps in company polices and inefficiencies in how we work together, and collaborate with payroll operations, tax operations, sales support, and product support to define and implement improvements
- Ensuring that internal and external questions are answered in an accurate, efficient, professional, and timely manner
- Experience in resolution includes that of the Internal Revenue Service, Social Security Administration, United States Department of Labor, All States of America, and their local tax jurisdictions
Contact Representative
Internal Revenue Service
Cleveland
10.2016 - 12.2017
- Develop, analyze, and evaluate information involving the research of computerized records by assessing multiple online and internal database systems
- Apply Revenue Ruling, tax codes and regulations to resolve tax accounts issues, disputes and delinquencies related to the unique circumstances of each taxpayer
- Use investigative techniques and procedures to extract sufficient information from a variety of sources
- Makes a determination and uses sound judgement to resolve complex taxpayer issues
- Provide assistance to taxpayers, attorneys, Certified Public Accountants, and company officers seeking guidance with issues affecting Wage & Investment and Business clients
Operations Manager
Dollar Bank
Cleveland
06.2014 - 07.2016
- Plan, manage, and direct banking operations daily; Plan and support sales and marketing activities
- Carries out administrative and accounting duties by organizing, and coordinating banking services
- Identify and mitigate operational risk by ensuring bank employees are within Federal compliance
- Liaison with top management; Assist in the development of strategic plans for operational activity
- Monitor, collect, and analyze relevant data to prepare a weekly and monthly report for review by corporate
- Review daily reports; Expense Control; Order adequate cash and supplies for multiple branches
Assistant Store Manager
Aldi Incorporated
Lyndhurst
05.2008 - 06.2014
- Overseen the overall daily operations of the store, and the staff while providing ongoing direction to ensure employees met their greatest potential by implementing and developing quarterly evaluations and improvement plans
- Used prior sales data to create a sales forecast and budget for the upcoming fiscal year, while keeping detailed records of inventory, incoming invoices, and payments received
- Facilitated meetings to discuss new and current communications, store policies and procedures, store sales goals, and store operation goals
- Addressed customer needs by immediately resolving conflict and inspiring long term customer relationships
Education
Bachelors of Science - Political Science
Capella University
05-2027
Some College (No Degree) - Business Communication
Cleveland State University
Cleveland, OHSkills
- Data Analysis Expertise
- Data Acquisition
- Local, state, and federal tax returns
- Tax Authority Communication
- Tax legislation monitoring
- Tax process improvement
- Critical thinker
- Professional Writing Skills
- Tax law expertise
- Strong Verbal Skills
Agency Experience
- Internal Revenue Service
- All States of America
- Social Security Administration
- U.S Department of Labor
Personal Information
Title: Sr. Payroll Tax Specialist
Programs Software
- Master Tax
- Salesforce Customer Relations Management, CRM
- Excel
- Microsoft Office
- Google Suites
Continuing Education
Continuing Education Certifications |AFSP 2025| IRS Collections & Installment Agreements, Tax Treatment of Virtual Currency, Keeping Tax Payer Data Secure, Annual Federal Tax Refresher, Tax Return Preparer Ethical Issues
Skills Highlights
- Outstanding analytical skills, critical thinker, and problem solver that has the ability to effectively collect, examine, and scrutinize information, decides what is relevant, pinpoint the issue, and draw a conclusion to determine the proper resolution.
- Effectively conveys information verbally, and in writing - detailed oriented.
- Excellent time management skills, with the ability to prioritize multiple concurrent complex projects.
- Recognized companywide for my ability to work directly with tax agencies to get penalties removed for internal processing errors that affected a mass amounts of our clients.
- Awarded for excellent reviews received from clients, and top personnel.
Certification
Continuing Education Certifications |AFSP 2025| IRS Collections & Installment Agreements, Tax Treatment of Virtual Currency, Keeping Tax Payer Data Secure, Annual Federal Tax Refresher, Tax Return Preparer Ethical Issues
Self Study
Enrolled Agent Examination |Anticipated testing date December 2025|
United States Tax Court Practitioner Examination Anticipated testing date: November 2027
Timeline
Sr. Payroll Tax Specialist
Heartland Payroll Solutions, INC
10.2017 - Current
Contact Representative
Internal Revenue Service
10.2016 - 12.2017
Operations Manager
Dollar Bank
06.2014 - 07.2016
Assistant Store Manager
Aldi Incorporated
05.2008 - 06.2014
Bachelors of Science - Political Science
Capella University
Some College (No Degree) - Business Communication
Cleveland State University
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