Payroll Tax Analyst Resume Sample
Consuelo McLaughlin
309 Crist Views,
Philadelphia,
PA
+1 (555) 780 6279
Work Experience
Senior Payroll Tax Analyst
11/2016
-
PRESENT
Boston, MA
- Coordinate with Tax Service vendor to ensure timely filing of state, federal and local withholding and unemployment returns quarterly and annually for multiple entities. Balance and verify W-2’s for multiple entities meeting strict timelines
- Work with both internal and external contacts
- Review tax configuration and work with 3rd party payroll processor to reconcile previous filings
- Work with 3rd party payroll processor on open tax issues from state agencies, review tax rates entered into system and reconcile timely deposits of tax funds, and on filing necessary tax amendments
- Review earning codes in Workday to confirm tax set up
- Review year end processes and make suggestions for improvement
- Perform other task consistent with and ancillary to items listed above
- Responsible for temporary employee payroll, banking, invoicing, special billing, and related financial functions
Payroll Tax Analyst
06/2010
-
08/2016
Dallas, TX
- In-depth knowledge of payroll tax and accounting principles as well as wage and hour laws required
- Strong analytical and problem-solving skills; demonstrated ability to apply structured analysis methods to various types of data to establish trends, determine variability and business impact
- Strong verbal and written communication skills; ability to communicate complex concepts/processes in an easy to understand manner to a diverse audience
- Self-initiative; ability to take charge, put order to chaos, and drive initiatives through to completion
- Support the corporation's global payroll tax compliance, in adherence with federal, state, and local laws, ensuring the inclusion of best practices
- Experience in at least one of the following
- Call Center/Customer Service Environment
- Tax and/or Accounting/Finance
- Very strong understanding of US payroll taxation
Junior Payroll Tax Analyst
05/2005
-
01/2010
Philadelphia, PA
- Project management of the most complex projects within Payroll Operations
- Work with the development, documentation, and implementation of system enhancements that impact Payroll Operations
- Provide all levels of support during the system enhancement process, from change request identification to ongoing production support
- Maintain data and provide analysis to all areas of department
- Work with subject matter experts to analyze and determine impacts of proposed changes across finance
- Identify and include financial controls in the development, documentation, and implementation of new processes/procedures
- Provide reporting and analysis to support Payroll Operations and US Finance
Education
Globe University / Minnesota School of Business
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Strong technical tax background; strong tax research utilizing online research tools and compliance skills and familiar with tax preparation software
- Excellent customer service skills and strong analytical ability
- Strong analytical thinking, problem solving, negotiation and influencing skills
- Excellent analytical, organizational, decision-making, problem-solving, team-building and time management skills
- Demonstrates critical thinking, problem solving and analytical skills, with the ability to troubleshoot problems in a timely manner
- Strong communication and business partnership skills
- Able to juggle multiple projects with urgent deadlines, excellent customer service skills, while working in a fast paced team environment
How to write Payroll Tax Analyst Resume
Payroll Tax Analyst role is responsible for analytical, microsoft, advanced, excel, payroll, computer, customer, business, accounting, security.
To write great resume for payroll tax analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Payroll Tax Analyst Resume
The section contact information is important in your payroll tax analyst 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 Analyst Resume
The section work experience is an essential part of your payroll tax analyst 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 analyst 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 analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Payroll Tax Analyst resume experience can include:
- Detail oriented with strong organizational, analytical and project management skills
- Strong computer skills and the ability to maintain highest level of confidentiality
- Troubleshooting & Analysis Skills
- Experience: One year of total work experience in business administration and/or accounting/finance, preferably for a multi-state medium-to-large size employer
- Proven Global Tax experience including Multi-State
- Effectively deal with the diversity of individuals at all organizational levels
Education on a Payroll Tax Analyst Resume
Make sure to make education a priority on your payroll tax analyst 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 analyst 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 Analyst Resume
When listing skills on your payroll tax analyst 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 analyst skills:
- Able to work effectively in a fast-paced environment, adapt well to changing priorities to meet deadlines and work on various initiatives concurrently
- Track record of subject matter expertise skillset proven over multiple clients varying complexity
- Strong interpersonal, business partnering and stakeholder engagement skills
- Effective Communication Skills and Customer Service
- Effective negotiator and consensus builder - able to work effectively with diverse groups of people
- Be detail oriented and accurate and have effective communication skills
List of Typical Experience For a Payroll Tax Analyst Resume
1
Experience For Senior Payroll Tax Analyst Resume
- Sound PC skills including Microsoft Word and Excel
- Negotiation & Persuasion Skills
- Prioritizes and resolves complex payroll tax discrepancies for current and prior periods
- Moderate skill-set in using Microsoft Office (especially Excel), required
- At least three years of experience of payroll tax administration and processing
- Conduct routine weekly wage and tax audits prior to submission and filing of all tax returns
2
Experience For Payroll & Tax Analyst Resume
- Completes final audit of payrolls prior to being sent to the Payroll Manager for final approval
- Experience in a Payroll Department supporting over 1,000 associates
- Excellent time management and organization with attention to detail
- Knowledge and Experience with multi- state tax jurisdictions; multiple entities
- Experience Multiple State; Multiple companies – 4500 + employees
- Initiate, strengthen, and oversee relationship with third-party tax vendor to ensure effective and efficient data collection, transmission, and tax filings
- Experience as a Tax Specialist or Tax Analyst
- Proficient in MS Word and Powerpoint. A very good level of Excel is required
3
Experience For Junior Payroll Tax Analyst Resume
- In-depth knowledge related to employment taxes and laws, including experience filing 940, 941, W-2, W-2C and W-3 forms
- Establish strong working relationship with tax authorities for a multi-state organization
- Technical expertise in SAP HCM/Payroll system with the ability to pay strong attention to detail while analyzing data
- Significant experience dealing with federal, state and local tax and garnishment agencies
- Audits the reconciliation with 3rd party vendor all federal, state and local payroll tax issues for current and prior pay periods
- Recording payroll tax correcting entries including penalties, and interest as applicable
- Balancing payroll taxes generated from payroll processing on a weekly and biweekly basis to system generated reports and GL accounts
- Researching laws and regulations regarding employment taxes
4
Experience For Payroll Coordinator / Payroll Tax Analyst Resume
- Acting as ADP liaison for Payroll Tax reporting
- Processing non-resident reporting and taxation - communication to applicable employees
- Adhering to regulations for federal and state tax reporting to ensure timely payments for off-cycles and stock option exercises
- Reconciling tax reporting and payments made throughout the calendar year to the W-2 file
- Submitting W-2 corrections to federal and state entities and filing amended returns
- Reconciling tax accounts with Financial Shared Service Accounting personnel and ability to analyze and take correction actions as necessary
- Staying abreast of current federal and state payroll tax laws and regulations
- Working knowledge of payroll tax quarterly annual reconciliations
- Maintaining the federal, state and local monthly/quarterly payroll deductions to tax payment reconciliations
5
Experience For Payroll Tax Analyst Resume
- Maintaining yearly changes in unemployment rates
- Maintaining states by entity documentation
- Reporting headcount to the Federal and State departments of labor
- Responding to federal and state tax and wage inquiries
- Managing workflow email notices for questionable employee tax and home address combinations
- Submitting W-2's to federal and state entities electronically when permitted
- Assisting with International tax filings and research as needed
- Complete and/or support other specialists in analyzing and addressing pay-related matters for non-resident alien and expatriate pay processing
6
Experience For Senior Payroll Tax Analyst Resume
- Research and resolve issues impacting tax processing/filing
- Payroll tax electronic and paper record retention according to company and department policy, including filing
- Back up Payroll Tax Supervisor in preparing, reconciling and transmitting tax files to the tax vendor and wire requests to Treasury
- Assists in reviewing taxable moving expense and provides appropriate individual income tax form to employees for tax-compliance reporting
- Take an active role in testing of periodic software updates that impact tax withholding or tax reporting
- Coordinate with third party vendor regarding the production of 6,000+ W2 forms annually, including reporting of files to Social Security Administration
7
Experience For Payroll & Tax Analyst Resume
- Maintain professional payroll knowledge by attending educational workshops and/or online training; reviewing professional publications (PAYTECH magazine)
- Provides assistance in developing/reviewing process documentation
- Responsible for all Garnishment and wage attachment activities including working with 3rd party vendors when appropriate
- Maintain the status report required for all customers during Quarter-End and Year-End processing
- Maintains a relationship with our third party tax vendor and ensures that they are performing according to their SLA agreement
- Responsible for creating and running all relevant reports. Supports the Payroll team in daily activities related to payroll runs, whenever required
- Perform reconciliation procedures for all processes and develop training manuals for payroll tax balancing, tax deposits and other related processes
8
Experience For Junior Payroll Tax Analyst Resume
- Assists the Payroll Manager in ensuring payroll staff’s understanding of implementation of payroll system
- Provide direction to payroll associates through structured coaching and mentoring process
- Knowledge of all aspects of payroll processing as well as taxation and filings, reporting and voluntary deductions
- The Payroll Tax Analyst is responsible for auditing and resolving discrepancies
- Annual T4 and RL1 filing including facilitation of year end process related to the filings
- Records payroll tax correcting entries including penalties, and interest as applicable
- Performs reconciliation procedures for all processes and develop training manuals for payroll tax balancing, tax deposits and other related processes
9
Experience For Payroll Coordinator / Payroll Tax Analyst Resume
- Leads year-end processing of W-2 reporting
- Research and/or implement any new and/or pending legislation regarding payroll at the direction of the Payroll Tax Supervisor or Payroll Director
- Provides guidance to HR Service Center in setting up employee tax records according to current jurisdictional laws
- Processes the GL Posting batch job to post payroll processing for on and off-cycle payrolls to the General Ledger
- Reconcile assigned returns to quarterly and annual reporting from ADP Tax Filing Services (FACS)
- Ensure NA Payroll meets all government reporting requirements related to payroll tax deposits and filings
10
Experience For Payroll Tax Analyst Resume
- Review online resources, agency updates, etc. for new or changing tax regulations
- Expert knowledge of U.S. payroll regulations and tax filing requirements
- Manage payroll tax outsourcing relationship with ADP Tax Services
- Processes timekeeping, relocation, and one-time payments required for the weekly and biweekly payroll cycles
- Verifies garnishment processing and works with 3rd party provider to set-up and terminate garnishments in the payroll system
- Unemployment and state/ federal withholding calculations
List of Typical Skills For a Payroll Tax Analyst Resume
1
Skills For Senior Payroll Tax Analyst Resume
- Strong customer service/interpersonal skills
- Standard business skills, team player vision and fact finding ability required
- Advanced analytical, problem-solving skills, and attention to detail required
- Work effectively in an SLA based model while maintaining high degrees of attention to detail, accuracy and poise under pressure
- Payroll tax experience and/or a combination of 2 years payroll tax/accounting experience required
- Demonstrated experience researching tax inquiries; coordination between outsourced partner and government agencies
- Processing and validating special payments such as relocation, bonuses, deferred compensation, deceased, manual, etc
2
Skills For Payroll & Tax Analyst Resume
- Good knowledge of Tax year-end filling and reporting
- Set priorities, meet deadlines and multi-task with minimal supervision while maintaining organization and preserving strict confidentiality of all information
- Advanced experience analyzing Excel data using pivot tables and RDMS management tools
- Knowledge and experience completing State Certified Payrolls and Prevailing Wages
- Demonstrated knowledge of all areas of employment tax processing (Tax Deposits, Return filing, Tax Notice, Adjustments/Amendments, etc…)
- Experience with Mergers & Acquisition activities, including UI account management
- Experience working on Payroll-related projects
- Strong working knowledge of ADP Tax Reconciliations and Year End Processes
3
Skills For Junior Payroll Tax Analyst Resume
- Strong working knowledge of Federal, State and Local Quarterly Tax Processes
- Receive and respond to pay-related inquiries using discretion and effective oral and written communications with employees, HR locations and outside agencies
- Experience processing payroll in the US
- Experience with payroll outsourcing solutions
- Experience completing multi-state payroll related tax filings
- Customer focused and demonstrates dedication to producing quality work
- Provide support during customer activation/implementation/transition, and help to ensure the accuracy of all things tax prior to Go Live
- Experience de-escalating issues
- 2-3years Accounting experience
4
Skills For Payroll Coordinator / Payroll Tax Analyst Resume
- Kronos working experience desired
- Three years of general Accounting, Payroll Tax or Payroll experience
- Experience working with large complex clients
- Related experience; thorough knowledge of federal and state tax laws as they relate to payroll and accounting
- Professional experience handling multi-state payroll taxes is required
- Quarterly and Annual Tax Filing experience
- Knowledge and experience with Ultipro Business Intelligence Reporting tools
- Related payroll tax experience in multi-unit, multi-state setting
- Experience in either Payroll or HRIS systems or in preparing reports and analysis
5
Skills For Payroll Tax Analyst Resume
- Perform, oversee and validate testing for Workday and ADP tax updates
- Manage and prioritize various responsibilities with competing, short deadlines
- Experience working with large volume payrolls and multiple legal entities
- Experience working with large volume payrolls and multiple legal entities is required
- Experience in working in a multi-state environment
- Experience in Payroll/Accounting
- Experience ensuring State Unemployment Insurance Rate Compliance
- Experience creating Ad Hoc Reports for internal and external customers timely
- Payroll tax administration and processing experience
6
Skills For Senior Payroll Tax Analyst Resume
- Experience working with regulatory agencies on payroll taxation related inquires
- Experience filing tax returns at the federal, state and local levels
- Experience with Excel workbooks including tables and formulas
- Customer-back measure of satisfaction/experience (offering and customer care)
- Experience working with regulatory agencies on payroll taxation related inquiries
- Set priorities, meet deadlines and multi-task with minimal supervision while maintaining organization
7
Skills For Payroll & Tax Analyst Resume
- Multi-state payroll tax experience required
- Previous experience in large company is beneficial, but not required
- Payroll and Tax-related experience
- Experience with Monthly, Quarterly and Annual Tax reconciliations
- Solid knowledge of US Payroll Tax laws
- Previous experience with Payroll modules
- Excellent interpersonal conduct and behavior
- Researching and resolving differences with taxing agencies; collecting refunds when applicable
- Overseeing entry of all tax forms, including W-4, state withholding forms, local withholding forms and other tax related forms
8
Skills For Junior Payroll Tax Analyst Resume
- Preparing and filing non-resident and multi-state reporting and taxation, including communications with employees
- Working knowledge of generally accepted accounting principles and financial reporting requirements
- Ensuring that all year-end entries are processed timely, manage W-2 forms presentation, auditing and balancing
- Planning, monitoring and reviewing work of subordinates is required
- Creating and filing the employee and employer federal, state and local payroll tax reporting and payments
- Preparing and transmitting quarterly unemployment filing and payments
- Analyzing merger, divestiture and acquisition activity, for tax entity impacts and implementing resulting actions as needed
9
Skills For Payroll Coordinator / Payroll Tax Analyst Resume
- Preparing and filing tax returns for monthly, quarterly, annual and amended filings
- Preparing and responding to various types of mandatory surveys and tax audits
- Interpreting and complying with state, local and international statutes, regulations, and legislation
- Preparing and/or assisting to prepare Tax Registrations for multiple FEIN’s
- Preparing monthly Payroll Tax forecasting
- Preparing annual Payroll Tax forecasting
10
Skills For Payroll Tax Analyst Resume
- Managing Worker’s compensation accounts, tables, rates, and annual filing
- Taxing authorities/agencies (reporting)
- Analyzing and processing multi-state tax transactions
- Coordinating and overseeing special payroll runs as it relates to quarter-end and year-end
- Preparing and auditing W-2Cs
- Applying a broad knowledge of tax and accounting principles, practices and procedures as needed.
- Working on F1 J1 visa holders of hotel properties relative to documentation, processing, database management, audit and coordination with properties
- Applying for state and unemployment withholding account by legal entity as needed
List of Typical Responsibilities For a Payroll Tax Analyst Resume
1
Responsibilities For Senior Payroll Tax Analyst Resume
- Strong payroll skills, detail-oriented, proficient in Excel, and experience with Access
- Demonstrated customer service and data entry skills
- Skills required to validate and balance payroll tax data (weekly, quarterly, year-end)
- Demonstrated ability to deliver an exemplary customer experience by applying knowledge of trends and innovating to create next practices
- Detail oriented, great communicator, and interpersonal skills
- Use of knowledge and skills to make appropriate recommendations for efficiencies and to enhance productivity
2
Responsibilities For Payroll & Tax Analyst Resume
- Prior ADP tax service experience
- Advanced level computer skills, specifically in Microsoft Excel
- Payroll tax preparation experience or other relevant experience
- Prior Equifax experience
- Work with a collaborative work style and effectively handle employee inquires
- Experience in a tax department or equivalent experience in a payroll tax role
3
Responsibilities For Junior Payroll Tax Analyst Resume
- Strong understanding of general accounting principles and GAAP
- Works closely with payroll accountants in ensuring accurate liability validation
- Solid understanding of Labor Laws as well as Tax Laws
- Experience with multi-state payrolls and taxation issues
- BS with at least 5 years of payroll experience
- Proven Quarter – End and Year – End proficiency
- Proven track record of client stabilization
- Verify and apply tax updates/changes into the payroll system prior to final production of paychecks
- Responsible for annual W-2 audit and validation process
4
Responsibilities For Payroll Coordinator / Payroll Tax Analyst Resume
- Good working knowledge of International tax rules and requirements
- Verify and apply tax updates/changes within core HRIS prior to final production of paychecks
- Proven record of system and process improvement
- Documentation review and creation experience
- Work with W2 vendor to provide copies of prior year W2s to employees
- Correct current and prior year W2s for employees and the IRS
5
Responsibilities For Payroll Tax Analyst Resume
- Direct experience payroll taxes at the federal, state and local levels in a multiple FEIN company
- Experience with Stock Option Exercises and the appropriate taxation
- Identify opportunities to improve operational efficiency and effectiveness of payroll processes
- Tax administration experience in U.S. payroll operations
- Experience with executive payroll and associated specialized programs
- Effective partnership with payroll vendor & other vendors
6
Responsibilities For Senior Payroll Tax Analyst Resume
- Experience as a Payroll Tax Analyst
- Experience with multistate and multiemployer payroll tax filings and compliance issues
- Demonstrates ability to consistently produce accurate results within restricted time constraint
- Experience with multiple entities / companies, multiple tax jurisdictions, multiple time and attendance systems, and payroll for 30,000+ employees
- Payroll tax experience for full cycle multi-state in-house payroll
- Experience with SAP or other financial systems such as Oracle, PeopleSoft, etc
7
Responsibilities For Payroll & Tax Analyst Resume
- Experience with pay calculations, tax and benefits, multi-state taxation rules, pay standards and wage and hour laws
- Experience with quarterly and year-end activities
- Experience with tax payment and employer tax return preparation highly desirable
- Experience with outsourced Tax and Garnishment Providers
- Experience with bank reconciliations
- Works with a strong sense of urgency
- Experience in a high-volume and fast paced environment
8
Responsibilities For Junior Payroll Tax Analyst Resume
- Project documentation experience
- U.S. tax filing experience in a multi-state, multi-jurisdictional environment
- Expatriate experience required
- Ensure compliance with taxing jurisdictions, including new jurisdiction research and validation in Workday
- Experience payroll and /or tax
- Microsoft Excel/spreadsheet analysis experience required
- Advanced experience Excel, Outlook, Word
9
Responsibilities For Payroll Coordinator / Payroll Tax Analyst Resume
- Experience with ADP Smart Compliance
- Experience required
- Prioritize tasks and work on multiple assignments concurrently
- Three to five (3-5) years of related experience
- Ensures all audit reports are reviewed timely and adjustments have been made prior to close deadlines
- Assisting in management of Workday time tracking process and system; reviewing and correcting time entries in Workday
- Assisting with preparing payroll G/L entries and reconciling payroll liability accounts
10
Responsibilities For Payroll Tax Analyst Resume
- Being the primary liaison to the On-Boarding, Human Resources and Business Unit leaders in administering the WOTC (Work Opportunity Tax Credit) process
- Preparing payroll reports for the Accounting/Finance departments
- Understanding of year-end tax processing procedures and payroll tax rules at the federal, state, and local levels
- Working with payroll tax vendor to resolve outstanding local, state, federal and other jurisdictional tax issues
- Reviewing the accuracy and timeliness of tax returns and deposits as submitted in the review process
- Ensuring compliance with internal control responsibilities of all tax review and table maintenance processes under their responsibility
- Providing accurate and timely federal employment tax returns
- Testing all quarterly tax update changes that are provided by PeopleSoft
- Working with employees to investigate and resolve payroll issues or disputes
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