PROFESSIONAL EXPERIENCE

Confidential, Newport Beach, CA

Payroll Manager

Responsibilities:

• Lead payroll team and activities to deliver efficient processes & controls resulting in timely and accurate payrolls, tax processing, general ledgers and financial reports to customers and agencies.
• Lead process improvement events and activities to ensure policy & processes are harmonized, automated and efficiently being executed on a regular basis.
• Act as project manager for various strategic initiatives to continually improve, harmonize and centralize payroll setup and activities. Serves as SME and advisor when required by partnering with Tax, Legal, Finance, HR on questions, projects or providing support as it relates to payroll administration or payroll tax matters.
• Monitor and identify Federal, State and local compliance requirements and ensures overall compliance. Leads all year - end payroll processing requirements.
• Manage the day to day payroll operations while serving as the subject matter expert for all things
• payroll related.
• Formulate vision and implement strategies that support overall goals for the department.
• Identify opportunities of improvements within the payroll processes and partner with HR Operations and third party providers to deliver thereon.
• Ensure semi-monthly and monthly payrolls are processed accurately, timely, compliant with federal/state laws, and all payroll processes adhere to company policies.
• Provide effective leadership, mentoring, and guidance to team members to accomplish functional

Confidential, Newport Beach, CA

Payroll & Non Payroll Tax/Corporate Tax

Responsibilities:

• Responsible for all aspect of multi-state payroll and non-payroll tax activities: tax filing, tax payments, setup tax ID, update tax rates, wage limits, daily, monthly, quarterly, annual tax, tax table setup, and employ tax setup.
• Ensure that payments are in compliance with Federal and State payroll laws and Company policies, procedures, ruled and regulations.
• Responsible for reconcile/validate/cash request funding from Treasury Department and transfer ACH files to Wells Fargo Bank/Bank of New York.
• Ensure to resolve all complex payroll tax issues either associated with EE or Employer (i.e correct wages, SSN, EE report incorrect location, FUTA/SUTA out of balance, and 941/W2 out of balance).
• Accountable to ensure accuracy, validity and timeliness of all payroll-related tax filings (5 company FEIN’s) and tax issuances such as the annual W2.
• Assiting information reporting to ensured 5498, 1099INT, 1099MISC, 1099R, 1042S, and W2s are accurate, created, reported and mailed timely.
• Plan and develop systems and procedures to improve the operating quality and efficiency of the department.
• Analyze and document business processes and problems. Develop solution to enhance efficiencies.
• Organizing and reviewing income tax returns in an efficient and timely manner from the initial stages of preparation work to the completion of the returns.
• Filing various types of tax: Fed/States income tax, sales/use tax, property tax, premium tax, municipal tax, and related payment processing.
• Researching tax issues including the preparation of written tax correspondence.
• Performance annual SOX testing
• Working on a variety of tax and financial consulting projects.

Confidential, Monterey Park, CA

Payroll Supervisor & Regulatory Analyst (Contract position)

Responsibilities:

• Oversaw and managed the day-to-day payroll operations while serving as the subject matter expert for all payroll related matters.
• Supervised 2 supervisors and provides support for a team of 15 associates in delegating daily payroll workflow such as processing Timesheets for over 14000 employees on Infor/HPY and Workforce timekeeping system in a multi-state work environment (in 50 states).
• Responsible for internal and 3rd party program monitoring and certifications.
• Responsible for WageWorks, (FSA & Commuter), Bonus Overtime Premium, SSN verification, Transit Incentive application, PALS, Lynchval (pension), Equifax (UI claims, employment verification, ePay & W2's on the Web, and Deferred compensation).
• Maintenance Infor/HPY payroll system, review, and updates including tax withholding formula validation - annual; Internal audit liasion, workers’ Comp audit team.
• Critically review and analyze payroll, benefit and tax procedures in order to implement changes leading to best-practice operations.
• User training and control development for system/reporting enhancements.
• Perform periodic process and control monitoring of all department tasks for compliance and accuracy; assist PR Dept in work flow evaluation, application help, issue resolution and escalation; EPM (Enterprise Project Management) support for technology requests impacting all Payroll systems/applications and internal/external interfaces; includes all phases from conception to implementation; Special projects including acquisition on-boarding and timekeeping management; prepare 10 person audit every payroll.
• Developing and providing key payroll metrics and benchmark reports to management.
• Provide effective leadership, mentoring, and guidance to team members to accomplish functional responsibilities.

Confidential, Tustin, CA

Payroll Supervisor

Responsibilities:

• Supervised 4 direct associates and 2 temporary employees delegating and performing daily payroll workflow associated with 3,300 union and non-union employees via Workday payroll system in a multi-state employee population (in over 30+ states).
• Reduced and saved company over 2 millions of dollars of payroll tax penalties for several years.
• Handled two years of Department of Labor (DOL) audit and saved nearly 400 thousand dollars.
• Led, trained, and implemented conversion from Infinium system to Workday, which automated and enhanced the payroll process significantly.
• Oversaw Payroll Training - development of user procedures, guidelines and documentation; training on new processes/functionality.
• Manage day-to-day payroll service such as: printing of payroll checks and advices, filing out of state and federal taxes and handling union pension and benefit plans and billing (currently 18 local unions).
• Collected time from the Kronos Workforce Central timekeeping system and resolve discrepancies in hours worked for 1,200 hourly employees.
• Compiled payroll data for hours worked including withholdings for benefits, 401k, taxes, garnishments and levies. Ensures payroll data is conveyed to appropriate federal and state authorities.
• Collaborated with Human Resources and Accounting departments to ensure seamless and timely integration of information.
• Processed commission (over 600 checks) and ad hoc checks per company guidelines. Process and deliver termination checks per applicable state laws (in 30+ states).
• Improved and streamline day-to-day payroll process, procedure, and documentation.
• Interviewed, select, develop, and train personnel to ensure continuance of efficient operations.
• Served as the main contact person with ADP for tax, garnishment, and i-pay services. Configured ADP with Infinium and Workday payroll system.
• Accountable to ensure accuracy, validity and timeliness of all payroll-related tax filings (5 company FEIN’s) and tax issuances such as the annual W2 (for over 3300 W-2s).
• Troubleshoot payroll system issues. Provide guidance, direction, feedback and support to the payroll team in respect to their position responsibilities and career growth.
• Prepared over 30 reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages.
• Prepare for payroll audits and ensure team is following SOX compliance and best practices.
• Prepared required payroll information for internal and external (Ernst & Young) annual audit.
• Researched and resolve questions from managers and employees relative to processing of payroll information such as: PTO, direct deposit, retro pay calculations, tax questions, garnishments etc.
• Reviewed, reconciled, validated, requested cash from Treasury group and load adjustments (i.e. 401k) to third party vendor.
• Responsible for the following being completed timely and accurately: San Francisco Health Care Ordinance, DOL Bureau Labor Statistics, US Dept of Commerce Annual Statistics Report, Routine Worker's Comp audit support for Risk Management, and Misc. reports.

Confidential, Pomona, CA

Tax Consultant/Preparer

Responsibilities:

• Supervised 2 employees to performed their day to day activities
• Prepared Individual Income Tax Form 1040, 1120, Sole Proprietorship, and resolved complex tax issues
• Provided bookkeeping, and prepared payroll taxes reports, sales taxes, and year-end W2& 1099

Confidential, Garden Grove, CA

Payroll Tax Specialist

Responsibilities:

• Delivered outstanding customer service/support to clients with payroll tax issues and ensured the highest customer satisfaction.
• Data controls set up new account jurisdictions, terminated accounts, and ensured all accounts were compliant with all agencies.
• Researched and amended payroll taxes throughout all states with multiple Jurisdictions, (941C, W2Cs/W3Cs, 940, SIT, SUI, Locals).

Confidential, Fountain Valley, CA

Tax Technician

Responsibilities:

• Identified issues that caused tax agencies to issue out of compliance notifications to customers. Identified appropriate method of issue resolution minimizing penalty exposure.
• Contacted customers, CTS customer service representatives and agencies to obtain information or required approvals.

Confidential, San Dimas, CA

Administrative Assistant

Responsibilities:

• Filed payroll tax throughout all states with multiple Jurisdictions, (941, W2s/W3s, 940, SIT, SUI, Locals, and Annual Recon).
• Assisted multiple teams and Account Managers in providing excellent customer service and daily operations that included pulling reports from ADP Control D Web Access program and completing proper forms for state and local setups, released Recon Out Of Balance reports, and updated TOS changes directly into TOPS.

Confidential, Rialto, CA

Assistant Manager

Responsibilities:

• Managed and trained 3 employees
• Maintained account receivables for sales activities and account payables for operating expenses
• Responsible for monthly review of trial balance, bank reconciliations, and overdrafts.

Confidential, Rialto, CA

Teacher’s Assistant

Responsibilities:

• Assisted teachers with instruction, supervision, and activities
• Organized and prepared educational materials.
• Tutored students with Computer Applications and Mathematics skills.