TECHNICAL SKILLS:

Applications: SAP FI / CO Module, SAP Tax Modules, Oracle, PeopleSoft, Discoverer, FoxPro, Lotus Notes, JAT, Cyborg, Black - lines, Hyperion (HFM), FDN, SXE, Citrix, Smith Report, Crystal Report, Siebel, Microsoft Access, Business Objective (BO) and Business Warehouse (BW), Source Tax Manager (Ceridian), ADP, Sieble

Microsoft Office: Word, Excel (macro, pivot table, formulas, v-look up).

PROFESSIONAL EXPERIENCE:

Confidential, Woodlands, Texas

Payroll Tax Analyst

Responsibilities:

• Performed clients Wage Types testing on monthly basis required by states jurisdictions. Worked with clients and local tax authorities to ensure all power of attorney are up to date. Updated clients SUI rates according to notices from the states and locals tax jurisdictions. Verified all taxes are updated in the System and Compliance regarding the Federal, State and Local Tax Authority. Updated & informed clients regarding changed of the FICA (OASDI & HI) wages base limits for current year.
• Recorded, classified, summarize or audit transactions and data in accordance domestic tax Code / Law. Researched and responded to federal, states and locals taxes notice and provide in timely and effectively resolution to the clients. Updated the clients Executive Proxy report on monthly basic and report all changes to the clients.
• Prepared monthly Compensation breakdown for Expat employees on monthly basis. Processed terminated employees Tax Integrity (I01 wages) adjustments for Federal, FICA, States and Local Taxes on monthly, quarterly and yearly to make sure all employees and employers taxes are correct and compliance with Tax Authorities.
• Prepared, processed and informed clients taxes adjustment for weekly, Bi-weekly, monthly for the following changes that including: employees physical location, home address and employees changes from one entity to another entity. Prepared and processed Imputed Income for active and inactive employees.
• Lead Year End processed W2s that including, testing, balance, and uploading into JAT system. Assisted team leaders with complex payroll tax issues. Provided support for mergers, acquisitions, and divestitures. Primary responsible for ensuring timely execution of ongoing client deliveries. Identified processed improvements, develops complex reports, and ensures Standard Operating Procedures (SOP) are up to date.
• Assisted with preparation of internal / external audits and ensured all payroll taxes are in compliance with Sarbanes - Oxley (SOX) . Performed other duties as assigned by manager.

Confidential, Texas

Payroll Tax Analyst

Responsibilities:

• Performed Vertex and Patches testing tax updates changes in Oracle V12 on monthly basis required by states jurisdictions. Maintained / managed the process for obtaining and tracking new Federal, state and local registration for withholding and unemployment as required. Updated SUI rates in Oracle with third payroll provider Ceridian Tax Service. Investigate and respond to Federal, State and Local tax authorities.
• Primary liaison between Company and Ceridian Tax Service. Frequent communication with employees regarding tax issues.
• Reviewed multi-states payroll tax deposit according to prescribed rates, law, and regulations. Reviewed and approved employee federal tax changes submitted via the self-services portal. Reconciled quarterly and annual payroll tax filling for all US entities processed by Ceridian Tax Service. Prepared & processed and printed W2’s all US Payroll for over 2500 employees. Prepares ad-hoc special reports and detailed analysis for management on monthly basis.
• Prepared, processed, balancing and printed W2’s. Researched W-2’s issued and processed W-2c, if required. Audited and processed all Ceridian Tax Service authorization to debit or checks issued to payroll taxing. Reviewed wage and tax audit report and W-2’s management report. Prepared & processed the funding and costing for General Ledger account each payroll run.
• Prepared workers’ compensation premium for 3 monopolistic states for North Dakota, Ohio and Wyoming on quarterly basis. Completed multiple work report for all work locations by reporting employee headcount to workforce commission.
• Backup HR & payroll processing for data entries changes for bi-weekly & semi-monthly payrolls on a regular basis that included multiple states (AL, AR, AZ, CA, CT, FL, IL, ID, IO, GA, IN, KY, LA, MD, ME, MI, MO, MS, NC, NH, NJ, ND, NV, NY, OH, OK, PA, TN, TX, UT, VA, WI, WV, WY) for: employee relocation gross up ( taxable & non- taxable), new hire, termination, promotions, bonus, disabilities, car allowance, change of work location costing, 401K employees, & employer, garnishments, IRS levy, direct deposit, W4, change supervisor.
• Assisted with preparation of internal / external audits and ensured Sarbanes - Oxley (SOX) 404 control procedures, and company in compliance procedures.

Confidential, Houston, Texas

Staff Accountant

Responsibilities:

• Performed month-end, quarter-end, and year-end closed duties (including the account reconciliations of both the manufacturing, warehouse & distribution locations, throughout the United States, China, Canadian and UK (Glasgow).
• Prepared a variety of journal entries for accruals, corrections, re-classification activities between other countries such as: Canada, UK, China, Korea, France, Middle East, Poland, Mexico, Spain, Netherlands, Singapore, Japan, New Zealand, India, Italy, Czech Republic, etc.
• Reconciled 135 balance sheet accounts each month that include: All the inter-companies, account payable & receivable, other accrued bonuses, litigation, insurance, workers’ comp, paid in surplus, hypo tax, Loan, Depreciation-Mach & Equipment, Furniture & Fixture, etc. Prepared and processed various Tax cash payments.
• Prepared and processed all Inter-Company wire payments reclassification conversion rates.
• Prepared, processed and reconciled for employees & Employers 401k plans on monthly basis according to the contributions.
• Prepared and processed all cash the Inter-Companies netting conversion rate for foreign exchange Gain / Loss. Allocated of Group Medical Insurance, IT, Standard Insurance / Product liabilities.
• Prepared and processed on weekly Inbound, Outbound freight that includes in: Actual, Accrual, fees.
• Loaded Trial Balance (TB) data into FDN& HFM, Smart-view that include: Processed Journals, Consolidated, Supplemental (Headcounts Schedule, Inventory Reserves Schedule and Monthly Schedule input, Inter Companies Mismatch, Month End Checklist, Checking Finalizing, etc).
• Provided accounting and internal control guidance and ensured that is consistency with Pentair guidance and in compliance with US Generally Accepted Accounting Principles (GAAP), Sarbanes Oxley 404 control procedures and company procedures in compliance.

Confidential, Houston, Texas

Staff Accountant

Responsibilities:

• Performed month-end, quarter-end, and year-end closed duties under strict deadlines. (Including preparing a variety of journal entries for accruals, corrections, reclassification and activities between departments).
• Performed complex balance sheet and cash account reconciliations and rolled forward schedules and researched and resolved reconciling items in a timely manner. Informed management of any system or process identified during the reconciliation process. Trained other Staff Accountant employees month end closed processed responsibilities.
• Responsible for coordinating the month-end, quarter-end and year-end close under strict deadline-oriented environment and financial reporting of US GAAP financial statements. Prepared inter-company reconciliation, including interacting with the other Business Unit to understand and identify the related activities. Reconciled and maintained balance sheet accounts that include: cash/bank accounts, accruals, agent commission, AP / AR, Federal, FICA, SIT, SUI, and FUTA taxes .
• Reconciled fixed assets in general ledger to subsidiary ledger on monthly basic to resolve any discrepancy between cost and reserve summary reports that includes retirement, pension.
• Trained other Staff Accountant to performed routine and non routine account duties.
• Updated construction in progress (CIP) to ensures all items are recorded properly in to the assigned projects. Updated the PP&E roll forward schedules for all other fixed assets such as: additional, retirements and transfers to ensure that they were accounted properly that are not affected the other assets in the company.
• Prepared Year End State (YES) such as: State Apportionment and State Supplemental. Prepared calculations and processed commissions of payment of sale commission over 25 reps. Prepared, recorded and reconciled all payroll expenses, accruals, taxes, allocations and liabilities to General Ledger accounts. Prepared and maintained various accounting reports. Prepared ad-hoc special reports and detailed analysis for management on monthly basis.

Confidential, Texas

Staff Accountant

Responsibilities:

• Trained other employees. Performed month-end, quarter-end, and year-end closed duties (including preparing a variety of journal entries for accruals, corrections, reclassification and activities between departments). Processed payroll Interfaces from ADP to SAP General Ledger System on each pay run.
• Prepared all audit requests. Ensured Sarbanes - Oxley (SOX) compliance. Prepared cash spreadsheet for payroll taxes, direct deposits, checks and garnishments. Researched and responded to tax notice inquiries and reconciliation issues.
• Performed duties in accordance with US GAAP, US law and Corporate Policy, and standards.

Confidential, Texas

Payroll Tax Analyst

Responsibilities:

• Prepared, reconciled, and processed payments for all state and Federal withholding tax for clients.
• Set up new client accounts and prepared the signatures for all Federal & state applications for tax withholdings and insured that we have all Power of Attorneys (POA) on file for each state. Processed W-2C and reissued W-2 forms for employees in 50 states, Puerto Rico and other jurisdictions. Performed month-end, quarter-end, and year-end closed duties.
• Completed all payroll tax regulatory reporting except tax returns. Processed tax adjustments and corrections on employee records. Responded to inquiries from tax authorities, employees and client representatives relative to tax issues. Analyzed, researched and resolved tax discrepancy notices for each state.

Confidential, Houston, Texas

Staff Accountant

Responsibilities:

• Performed month-end, quarter-end, and year-end closed duties (including preparing a variety of journal entries for accruals, corrections, reclassification and activities between business units).
• Prepared inter-company reconciliation, including interacting with the other Business Unit to understand and identify the related activities. Prepared and maintained various accounting reports.
• Processed interfaces from PeopleSoft to SAP General Ledger System on each pay run. Prepared, recorded and reconciled all payroll expenses, accruals, taxes, allocations and liabilities to General Ledger accounts.
• Assisted with the preparation of internal and external audits.