Payroll Tax Accountant Resume Sample
Work Experience
- Manage the corporation’s global payroll tax compliance, in adherence with federal, state, and local laws, ensuring the inclusion of best practices
- Support the corporation’s global payroll tax compliance, in adherence with federal, state, and local laws, ensuring the inclusion of best practices
- Provides timely feedback to Manager, ensuring timely issue escalation
- Ensures accurate and timely filing of weekly, semi-monthly, monthly, quarterly, and annual return of taxes withheld for all taxing authorities
- Balances and files annual reconciliation withholding returns with local, state, and federal authorities for W-2 purposes
- Assists with the issuance and distribution of all W-2 forms
- Assists with the year end tax reconciliation of the W-2 information
- Performs daily, weekly audits to validate the accuracy of the tax set up based on resident and work locations
- Balances JDE tax reports with the payroll files to ensure both are accurate
- Responsible for the GL reconciliations of various accounts (e.g. – Tax, cash advance, garnishment)
- Processes integrity reports (JDE) and performs the necessary research and corrections
- Reviews adjustments processed with the payroll to ensure tax history updates are correct.
- Performs payroll update functions for nonqualified stock and restricted stock
- Audits and reviews local, state, and federal changes on a continuous basis to ensure compliance
- Assists with system updates for SUI rates and wage base limits
- Assists in testing tax software updates
- Special projects, as defined and assigned
- Responsible for the timely payroll tax payments to Automated Data Processing (ADP)
- Responsible for daily monitoring of agency notices, WD and/or ADP issues and other tax related requests and correspondence
- Maintain and reconcile State Unemployment Insurance (SUI) rates in appropriate systems
- Maintain current knowledge of payroll tax laws. Ensure compliance with federal and state guidelines and resolve any compliance issues through research and correspondence with taxing authorities
- Provide Monthly/Quarterly/Annual reconciliations and analysis of ADP compared to Workday
- Reconcile and analyze general ledger transactions and prepare journal entries for payroll related accounts
- Responsible for quarterly multi-state reporting
- Reconciliation of W2/W2c’s in all systems
Education
Professional Skills
- Demonstrates strong analytical skills, including experience analyzing data and making recommendations based on analysis
- Excellent organizational skills, communication skills, and attention to detail
- Strong organizational, planning and project management skills; ability to prioritize tasks for both self and team to meet business requirements and deadlines
- Demonstrate strong problem solving, reconciliation and analytical skills
- Well-developed Microsoft Office Suite and PeopleSoft skills with Access skills desirable
- Very strong skills in Microsoft Office applications, especially MS Word, MS Excel, and MS Access
- Detailed oriented with the ability to multi-task; excellent verbal & written communication and organizational skills
How to write Payroll Tax Accountant Resume
Payroll Tax Accountant role is responsible for software, payroll, microsoft, analytical, finance, credit, training, integration, auditing, printing.
To write great resume for payroll tax accountant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Payroll Tax Accountant Resume
The section contact information is important in your payroll tax accountant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Payroll Tax Accountant Resume
The section work experience is an essential part of your payroll tax accountant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous payroll tax accountant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular payroll tax accountant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Payroll Tax Accountant resume experience can include:
- Relevant experience in a Payroll Tax Accounting role experience
- Proven ability to be flexible, work well under pressure, prioritize and meet deadlines
- MS Office (Excel) and computer skills proficiency required
- Advanced skills with Word and Excel required
- Computer Skills – PeopleSoft, MSOffice Excel (ability to adapt and learn other Business Software Applications)
- Demonstrated ability to operate with minimal supervision and participate as a team player Ability to maintain confidentiality at all times
Education on a Payroll Tax Accountant Resume
Make sure to make education a priority on your payroll tax accountant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your payroll tax accountant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Payroll Tax Accountant Resume
When listing skills on your payroll tax accountant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical payroll tax accountant skills:
- Solid computer skills and desire to learn new software
- Strong time management skills and the ability to adhere to all required deadlines
- Prior hands-on experience preparing forms 940 and 941
- Experience in an accounting or business related position to include payroll, payroll taxes and reconciliation experience
- Demonstrated strong working knowledge of payroll taxes
- Maintain strong understanding of federal, state and local tax regulations so that effective approaches are applied to tasks and initiatives
List of Typical Experience For a Payroll Tax Accountant Resume
Experience For Senior Payroll Tax Accountant Resume
- Effectively perform and complete multiple projects in a time-compressed and high-pressure environment
- Solid understanding and working knowledge of payroll taxation for US and Canada
- Flexibility to changing priorities and creativeness and/or willingness to find solutions
- Accounting experience with at least 2 in a payroll/tax environment
- Continually identify process and system improvements to increase efficiency and effectiveness
- Strong work ethic with the ability to adapt to quarterly and end of year work demands
- Account for and properly report the prior taxable wages and taxes paid of acquisition companies
- Reconcile, approve and validate all tax returns prepared by third party vendor
Experience For Family Office Services Payroll & Tax Accountant Resume
- Reconcile, approve and validate the preparation of W-2s, and facilitate corrections if needed
- Validate employee local tax set-up in HRIS (UltiPro)
- Experience with multi state payroll tax
- Skilled with ADP Tax software
- Experience with payroll and general ledger account reconciliations and with garnishments
- Experience in multi-state and federal tax
Experience For Payroll Tax Accountant / Analyst Resume
- Experience with Microsoft Excel
- SAP Experience (Finance and Payroll)
- Puerto Rico Tax Experience
- Solid grasp of payroll principles, wage and hour law, and payroll taxes
- Master Tax Experience
- Filing online of state W2’ s and annual reconciliations
- Working knowledge of federal state and local tax concepts in a multi-state environment
- Documenting position specific internal procedures
Experience For Payroll Tax Accountant Resume
- Coordinate new account coding/mapping in Workday
- Provide exceptional service by responding to questions regarding taxable wages or withholdings
- Researches laws and regulations regarding federal state and local taxes taxable events and payroll withholding procedures in a multi-state environment
- Coordinates quarterly and annual adjustments with Director and Manager of Payroll and/or payroll vendor including W-2C year-end processing
- Responsible for Home Office payroll processing, balancing and distribution
- Problem Solving / Technical Competence Communication
- Proficiency in working with numbers and large quantities of detailed information
Experience For Senior Payroll Tax Accountant Resume
- Assist with payroll liability account reconciliations, including the ability to provide analysis and make recommendations
- Contribute to month-end close process to ensure timely, accurate financial data which is in compliance with GAAP and Company accounting policies
- Responsible for maintaining tax tables in the payroll system for all legal entities and ADP compliance
- Provides tax filing support to auditors and coordinates tax audits as needed
- Establishes and maintains controls including relationships with auditors and state and federal agencies and third party vendors
- Responsible for the payroll funding and the payroll department's accounts payables
- Participate in departmental testing of PeopleSoft upgrades or tax updates
- Assist with maintaining taxes in the payroll system
Experience For Family Office Services Payroll & Tax Accountant Resume
- Partner with accounting to ensure all payroll tax liability accounts are reconciled on a monthly basis
- Provide payroll processing support where needed
- Maintain efficient and organized filing system
- Ensure reporting in line with SOX compliance
- Resolution of tax issues including root cause and preventative solution implementation
- Bring together multiple sources of analysis to determine what action to take
Experience For Payroll Tax Accountant / Analyst Resume
- Multi-state payroll processing
- Ensure accuracy of system integration files
- Ensure accurate tax processing of a decentralized payroll process (challenges are associated with users offsite being able to issue checks, perform voids etc. after check dates or end of the period)
- Analyze, prepare and input payroll data. Ensure compliance with all applicable state and federal wage and hour laws; support organization needs in relation to payroll tax policies and procedures
- Prepare weekly, monthly, quarterly and year-end reports (weekly balancing reports, gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions, etc.) for management
- Coordinate year-end closing processes as it relates to payroll tax matters, including issuing W-2’ s
Experience For Payroll Tax Accountant Resume
- Reconcile payroll and tax withholding records to the general ledger, identifying all discrepancies within 30 days of month-end
- Participate in yearly audits as it relates to 401(k) administration and payroll matters using professional demeanor and working as a team with co-workers
- Determine and approve appropriate filing and payment of employment taxes; schedule payments in a timely manner
- Work with IT to test system upgrades and tax updates
- Prepare quarterly 941 returns and annual 940 returns for all entities; understand how the FUTA credit reduction works
Experience For Senior Payroll Tax Accountant Resume
- Review and approve weekly garnishment setup and payments
- Initiate federal, state, and local tax payments for weekly, bi-weekly, semi-monthly and monthly pay frequencies for 57 legal entities (24,000+ employees)
- Prepare payroll tax returns for withholdings in all taxing states except Alaska, California and Hawaii and unemployment payments and tax returns for all states except Alaska, California and Hawaii
- Validate employee tax setups to ensure they are accurate and the proper federal, state and local taxes are being deducted and remitted for all employees; in addition to validating unemployment calculations for all legal entities
- Analyze reports from payroll system to ensure tax deposits and filing of federal, state and local tax returns are accurate
- Review tax notices from federal, state and local jurisdiction and determine the necessary course of action required
- Actively participate in the annual year end process; including W2 processing, filing of fourth quarter and annual returns simultaneously, while reconciling and verifying the accuracy of all returns and payments
Experience For Family Office Services Payroll & Tax Accountant Resume
- Assist with responses to inquiries from management, taxing authorities and corporate accounting regarding tax withholding and unemployment payments and general ledger inquiries
- Excellent oral and written skills to effectively communicate complex payroll-related matters in understandable terms to all levels within the organization
- Testing all ADP tax updates prior to implementation
- Payroll tax experience in a medium to large sized company
- Proven ability to work independently, as well as collaboratively
- Multi-state payroll processing experience with large employers within multiple FEIN.s including Canada
List of Typical Skills For a Payroll Tax Accountant Resume
Skills For Senior Payroll Tax Accountant Resume
- Organizational and leadership skills with an ability to work with and motivate others
- Demonstrated detailed knowledge and understanding of general ledger accounting, reconciliation and payroll
- Experience with multi-state tax reporting in a large-scale payroll processing environment
- Experience processing payroll in UltiPro
- Payroll Tax position requires 2 years experience in multi-state, multi-FEIN payroll tax setting
- Facilitate strong customer service relationships with external/internal personnel and peers regarding payroll tax issues
- Payroll tax filing experience required in high volume, multi state environment
Skills For Family Office Services Payroll & Tax Accountant Resume
- Computer literate, strong working knowledge of JDEdwards, PC, Word, Excel, and 10 key
- Reconcile the necessary payroll and tax register reports ensuring accuracy; excellent record maintenance for quarter- and/ year-end tax filings
- Relevant work experience as well as Advanced knowledge of payroll tax reporting and compliance in a multi-state / large corporation
- General accounting related experience
- Tax, Payroll and/or Accounting experience
Skills For Payroll Tax Accountant / Analyst Resume
- Strong computer proficiency using various software programs
- Adapt to a changing work environment and prioritize tasks to meet deadlines
- Experience in payroll tax (preferable) or payroll processing
- Payroll tax experience
- ERP systems experience
- Experience with multi-state taxes
- Continually identify process and system improvements to increase efficiency and effectivenes
Skills For Payroll Tax Accountant Resume
- Working knowledge of payroll tax processing, tax principles, and wage and hour laws required
- Understanding of Ultimate Software and ADP Enterprise Payroll/HR system
- Filing of payroll taxes and reports, and maintains all payroll related records and deductions
- Working knowledge of federal and multi-state payroll tax regulations
- Directing interaction with and owning the vendor relationship with our Unemployment Insurance outsourcer, Equifax
Skills For Senior Payroll Tax Accountant Resume
- Reconcile the impounded tax to the payroll on a weekly basis. Responsibilities also include ensuring that reconciling items are resolved in a timely manner
- Develops processes for managing payroll tax within Ultimate and for unique tax scenarios (e.g. implementing PA local tax changes)
- Complete the process of payroll withholding tax schedules closing
- Research and resolve discrepancies with external tax service in reconciling tax filing, and payment schedules
- Responsible for handling all sensitive pay-related and benefit-related (as available to the position) information in a confidential manner
- Prepare state and local income tax returns and state annual reports or federal, state and local payroll tax returns. Respond to related notices received by taxing authorities
Skills For Family Office Services Payroll & Tax Accountant Resume
- Prepare amended federal and state tax returns for NOL carrybacks, and IRS audit adjustments. Prepare amended federal, state and local tax returns for W2C's and adjustments and IRS audits
- Training payroll department and other areas as needed on tax setups and corrections
- Responsible for maintaining compliance with local, state and federal regulations
- Accurate and timely preparation of all Local and Occupational Special Tax reporting that Ultimate currently does not perform
- Responsible for researching all tax notices from the Federal, State and Local jurisdictions
- Provides timely feedback to Payroll Director, ensuring timely issue escalation
- Acts as a resource to the Payroll Operations team; providing guidance and assistance as directed by the Payroll Manager
- Participates in applicable training programs
Skills For Payroll Tax Accountant / Analyst Resume
- Review and transmit payroll tax files to a 3rd party provider (Ceridian) for all payroll cycles meeting deadlines
- Prepare and reconcile the W2-Cs amendments following schedules closings
- Transmit and complete the Workers Compensation processes; issue the necessary payments to the states involved following the due date schedules
- Adapt and create procedures/processes to increase efficiency; execute special payroll projects while maintaining high quality and accuracy standards
- Interact and provide support to the company’s employees at all levels including off-site payroll locations
Skills For Payroll Tax Accountant Resume
- Certification in accounting or payroll
- Research, analyze and find resolution to inquiries and notices from federal, state and local taxing authorities
- Assist in internally auditing SOX controls within payroll department
- Assist in auditing payroll process to find efficiencies and ensure accuracy
- Provide assistance in reviewing audits of weekly and bi-weekly payrolls
Skills For Senior Payroll Tax Accountant Resume
- Knowledge of federal and state withholding and unemployment taxes
- Ensure Stakeholders are setup for proper tax withholding in compliance with Federal, State, and Local tax regulations
- Responsible for the timely and accurate filing of quarterly 941 payroll tax returns and State Unemployment Insurance (SUI) returns
- Responsible for the timely and accurate filing of annual payroll tax returns such as Federal Form 940 and annual State reconciliation returns
- Responsible for the timely and accurate filing of employee W2 statements with the Internal Revenue Service (IRS) and Social Security Administration (SSA)
- Monitor all incoming Federal, State, and Local tax notices to ensure compliant resolution and avoidance of penalty and/or interest charges
- Perform year-end adjustments, such as third party sick pay and employee gross-ups, to ensure accurate reporting on employee W2 statements
Skills For Family Office Services Payroll & Tax Accountant Resume
- General understanding of GAAP and how payroll transactions comply with those principles
- Create, edit, enhance testing activities/scripts
- Corporate accounting/finance
- Calculate payroll tax withholding and reconcile Federal & State payroll tax returns
- Responsible for timely and accurate payroll tax reporting
List of Typical Responsibilities For a Payroll Tax Accountant Resume
Responsibilities For Senior Payroll Tax Accountant Resume
- Determine and produce reports needed to prevent and detect issues that could affect taxation and payroll; quickly and effectively synthesizes data
- Demonstrates the desire to continuously improve
- Responsible for timely submission of ACH, positive pay banking files, entering off-cycles checks, processing voids and other banking functions as required
- Ensure accurate and timely payroll tax reporting and payments by working with ADP
- Reconcile payroll tax reporting to ensure Tax System and SAP are in alignment and paid correctly
- Provide reporting to help assist the tax team with the calculation of corporate tax credit and the preparation of state corporate apportionment factors
- Assist with the biweekly payroll utilizing Deltek Costpoint 7 for 3,600+ union and non-union employees
- Reconcile and analyze general ledger transactions relating to payroll accounts
Responsibilities For Family Office Services Payroll & Tax Accountant Resume
- Support quarterly, year-end payroll close and W-2 processing
- Regulations covering the US Coca-Cola regions and provides payroll tax
- Generates ad hoc payroll accounting reports as needed
- Able to work independently and in a team environment as well as interact with multiple departments within Bessemer
- Well organized and attentive to detai
- Work collaboratively with Sr Payroll Specialist to analyze and prepare W2C’s. Identify root cause and solutions to prevent issues
- Resolve employees’ tax escalations –provide quality, reliable solutions to critical issues
- Manage timely and accurate completion of monthly account reconciliations
- Own payroll tax reconciliation, payroll tax journal entry preparation, and quarterly and annual tax reconciliation
Responsibilities For Payroll Tax Accountant / Analyst Resume
- Manage analysis of all tax inquiries and notices in a timely manner, including: Multi - State jurisdictions, federal government, and local taxing authorities and Canadian provinces
- Conduct tax audits to ensure compliance with standards of operation
- Manage weekly associate tax changes through PAR and e-forms
- Perform a variety of payroll related general ledger functions
- Partner with the Payroll operation team to ensure all appropriate payroll taxes are correctly set up in employee master file ( local taxes, state tax reciprocities rules…) for both US and Canada
- Flexible with schedule to meet month, quarter, and year end
- Manage timely and accurate completion of monthly blackbook account reconciliations for all business entities
- Own payroll tax reconciliation, payroll tax journal entry preparation, and quarterly and annual tax reconciliation. Partner with payroll operations group to make necessary adjustments prior to finalizing file
- Manage W2, W2PR, T4 and RL1 balancing at year end
Responsibilities For Payroll Tax Accountant Resume
- Manage relationship with Equifax and PeopleSoft support team to assure State Unemployment Tax Act (SUTA) rate changes are updated timely and correctly
- Manage and approve updates to all PeopleSoft payroll tax tables to insure integrity
- Manage weekly associate tax changes through PAR and eforms
- Responsible for timely filing of payroll tax returns and payments including federal, state and local tax withholding, social security taxes and unemployment taxes for the US and Puerto Rico. – Monthly, Quarterly and Year End
- Partner with payroll, treasury, accounts payables, tax teams, IT, Equifax, Global Mobility and Government agencies
- Responsible to timely payroll tax payment of monthly RSU/Stock files
Responsibilities For Senior Payroll Tax Accountant Resume
- Research and resolve payroll tax mail directly with tax agencies and ADP
- Audit, reconcile, and transmit weekly periodic ADP tax files (off-cycle and regular weekly payroll tax files)
- Provide monthly/quarterly/annual reconciliations and analysis of ADP compared to Costpoint
- Ensure payroll compliance with applicable state laws and company internal controls
- Assist payroll supervisor and payroll director with special requests
- Responsible for timely filing of payroll tax returns and payments including federal, state and local tax withholding, social security taxes and unemployment taxes for the US and Mexico. - Monthly, Quarterly and Year End
Responsibilities For Family Office Services Payroll & Tax Accountant Resume
- Assist Tax department with any state or federal payroll audit information
- Coordinate updates to payroll system for tax related items in relation to SAP, BSI, Equifax and ADP and send out updates as required to HR
- Partner with payroll, treasury, accounts payables, tax teams, IT, Equifax and Government agencies on special projects as needed
- Responsible for timely filing of payroll tax returns and payments including federal, state and local tax withholding, social security taxes and unemployment taxes for the US - Monthly, Quarterly and Year End
- Coordinate tax registrations as needed
- Communicate with tax agencies to obtain information or resolve tax issues
Responsibilities For Payroll Tax Accountant / Analyst Resume
- Be primary liaison for audits between payroll and internal audit department
- Exceptional ability to identify and resolve inaccuracies
- Responsible for the timely and accurate remittance of all payroll tax withholdings at the Federal, State, and Local levels
- Reconcile payroll tax results to quarterly filed tax returns
- Reconcile quarterly tax returns to year-end employee W2 statements
- Complete all required non-system generated payroll tax returns timely and accurately
- Complete mandatory State Multi-Worksite Reports timely and accurately
Responsibilities For Payroll Tax Accountant Resume
- Prepare W2C’s where needed
- Monitor and analyze UC rates to ensure lowest possible rate assigned and ensure State UC rate notices agree with UC rates in payroll system
- Responsible for the registration and setup process when adding new state and/or local taxing jurisdictions to system. Including filing for predecessor unemployment rates where applicable
- Provide excellent customer service to employees, management, and tax agency representatives about payroll tax matters
- Assist in the development and execution of ad-hoc control reports
- Oversee SOX reviews of existing and needed controls related to Payroll Tax. Make and support recommendations to strengthen Payroll Tax and control measurements within the department. Drive SOX compliance and represent and lead the payroll department through quarterly reviews by external auditors
- Review and keep abreast of all legislative changes that impact the payroll department and our employee population. Network with Payroll professionals in an ongoing effort to stay current on emerging payroll technologies. Make and support recommendations to improve operational practices
- Participate in system testing of upgrade products and conversion, developing testing environment and analysis of test data related but not limited to Payroll Tax. Work with the HR and IT departments to ensure timely and accurate implementation
Responsibilities For Senior Payroll Tax Accountant Resume
- Assist the Accounting Department with GL posting and reconciliation
- Ensure that all earnings and deductions codes in HRIS (UltiPro) are mapped appropriately for Form W-2 reporting purposes
- Assist with processing all taxable fringe benefits (ex: gifts, stock)
- Knowledgeable in employment tax required transactions on all HR/Payroll integrations resulting from mergers/acquisitions
- Reconcile all wage and tax accumulators after each payroll
- Monitor and reconcile payroll tax deposits made by third party vendor
- Maintain and execute quarter end and year end checklists
Responsibilities For Family Office Services Payroll & Tax Accountant Resume
- Develop, maintain and monitor the compliant employment tax and FLSA set up of all earnings and deduction codes in HRIS (UltiPro)
- Gather SUI rates and ensure HRIS (UltiPro) is updated appropriately
- Coordinate new payroll tax state/local account registrations
- Monitor changes in regulations, and update processes accordingly to ensure accuracy and compliance
- Research and resolve tax agency notices
- Assist payroll and HR staff with questions about tax set-up for employees