Summary
Overview
Work History
Education
Skills
Timeline
Generic

Taylor Oakes

Woodruff

Summary

Experienced Payroll and Benefits Manager with 7+ years of progressive responsibility in payroll operations, benefits administration, and HR systems. Adept in managing multi-state payroll, ensuring federal and state tax compliance, and streamlining HRIS integrations. Demonstrated success in process automation, regulatory reporting, and resolving complex tax issues. Proficient in ADP Workforce Now, UKG, Workday, Paycor, and MasterTax.

Overview

6
6
years of professional experience

Work History

Payroll and Benefits Manager

RegEd
08.2024 - Current
  • Administered employee benefits programs, ensuring compliance with regulatory requirements and company policies.
  • Developed and maintained benefit communication materials to enhance employee understanding and engagement.
  • Collaborated with vendors to evaluate benefit offerings, negotiating terms to optimize service delivery.
  • Assisted in onboarding processes by educating new hires on available benefits and enrollment procedures.
  • Provided support during open enrollment periods, facilitating information sessions and answering employee inquiries.
  • Conducted regular audits of benefits data, verifying accuracy and addressing discrepancies promptly.
  • Streamlined benefits administration processes, improving efficiency in tracking enrollments and changes.
  • Managed FMLA administration, coordinating leave requests and tracking time off for compliance purposes.
  • Educated staff on the value of their benefits package through training sessions and informational materials.
  • Audited benefit programs and agreements to optimize service delivery.
  • Conducted regular audits of benefit plans to identify discrepancies and maintain accuracy in records.
  • Coordinated disability claims management, working closely with insurance providers to facilitate prompt resolutions for affected employees.
  • Educated new hires about different benefit plans.
  • Assisted employees with resolving complex benefit-related issues, providing timely support and guidance.
  • Ensured compliance with all federal, state, and local regulations governing employee benefits programs.
  • Streamlined benefits enrollment process for smoother onboarding of new employees.
  • Improved benefits communication, resulting in increased employee understanding and participation.
  • Directed and controlled 401K, medical, dental, and vision benefit packages.
  • Implemented wellness programs to encourage healthy lifestyles among employees and lower insurance premiums.
  • Developed and executed annual open enrollment events, ensuring timely updates to employee benefits elections.
  • Created rewards and recognition programs for acknowledging employees' achievements.
  • Managed monthly, quarterly and annual payouts for merit rewards, sales commissions and bonus programs.

Senior Tax Specialist

Greenleaf, Payroll and Business Solutions
01.2024 - 08.2024
  • Prepared and filed individual and business tax returns in compliance with federal and state regulations.
  • Assisted clients in understanding tax liabilities and opportunities for deductions or credits.
  • Conducted thorough reviews of financial documents to ensure accuracy and completeness of information.
  • Utilized tax software to streamline return preparation and improve filing efficiency.
  • Collaborated with team members to resolve client inquiries and provide timely support on tax-related issues.
  • Stayed updated on changes in tax laws to ensure compliance and optimize client outcomes.
  • Developed educational materials for clients regarding tax planning strategies and important deadlines.
  • Supported audits by gathering necessary documentation and effectively communicating with tax authorities.
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
  • Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
  • Collected and submitted required tax payments.
  • Managed tax submissions and made sure all information complied with regulations.
  • Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
  • Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
  • Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
  • Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
  • Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
  • Streamlined tax preparation processes for increased efficiency and accuracy.
  • Enhanced client satisfaction by providing thorough tax analysis and recommendations.
  • Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
  • Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
  • Analyzed financial records to verify accuracy of tax returns.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Responded to inquiries from IRS and other tax authorities.
  • Prepared US, multistate, and international tax returns for business clients.
  • Prepared written responses or tax return amendments to resolve state and federal notices.

Payroll Tax Analyst (part Time)

IDR Staffing
03.2022 - 08.2024
  • Processed payroll tax filings to ensure compliance with federal and state regulations.
  • Analyzed payroll data for accuracy, identifying discrepancies and implementing corrective actions.
  • Assisted in preparing quarterly and annual tax reports, ensuring timely submission deadlines were met.
  • Maintained detailed records of payroll transactions and reconciled discrepancies efficiently.
  • Collaborated with HR to resolve employee inquiries regarding payroll tax issues and adjustments.
  • Utilized payroll software to streamline processes, enhancing efficiency in tax calculations and reporting.
  • Supported audits by providing necessary documentation and addressing auditor inquiries promptly.
  • Managed relationships with external vendors to ensure accurate and timely submission of required filings.
  • Streamlined tax reporting processes for increased accuracy and efficiency in filing.
  • Assisted in developing training materials and conducting informational sessions to educate company personnel about payroll tax matters as they pertained to specific roles within the organization.
  • Assisted with system upgrades to improve the efficiency of payroll tax calculations and reporting.
  • Maintained up-to-date knowledge of federal, state, and local payroll tax regulations to ensure compliance.
  • Resolved complex payroll tax issues promptly, mitigating potential penalties or fines.
  • Provided training to junior staff members on payroll tax concepts, fostering a knowledgeable team environment.
  • Participated in regular meetings with key stakeholders to discuss updates, changes, or improvements needed within the organization''s current payroll tax practices.
  • Ensured proper documentation was submitted for new hires in accordance with applicable laws and regulations related to payroll taxes.
  • Enhanced payroll tax compliance by implementing updated policies and procedures.
  • Collaborated with cross-functional teams in ensuring timely and accurate payroll tax payments.
  • Conducted research on legislative changes impacting the company''s operations from a payroll tax perspective, providing relevant information as necessary during budgetary planning sessions or related discussions among senior leadership teams.
  • Reduced discrepancies in payroll tax data through rigorous audits and reconciliations.
  • Maintained detailed records of all payroll tax transactions for audit purposes and future reference.
  • Maintained all RSU/SNQ stock option transactions and entered into the ADP system.

Senior Tax Specialist

Continuum Cloud
10.2022 - 04.2023
  • Prepared and filed business tax returns in compliance with federal and state regulations.
  • Assisted clients in understanding tax liabilities and opportunities for deductions or credits.
  • Conducted thorough reviews of financial documents to ensure accuracy and completeness of information.
  • Utilized tax software to streamline return preparation and improve filing efficiency.
  • Collaborated with team members to resolve client inquiries and provide timely support on tax-related issues.
  • Stayed updated on changes in tax laws to ensure compliance and optimize client outcomes.
  • Developed educational materials for clients regarding tax planning strategies and important deadlines.
  • Supported audits by gathering necessary documentation and effectively communicating with tax authorities.
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
  • Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
  • Collected and submitted required tax payments.
  • Managed tax submissions and made sure all information complied with regulations.
  • Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
  • Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
  • Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
  • Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
  • Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
  • Streamlined tax preparation processes for increased efficiency and accuracy.
  • Enhanced client satisfaction by providing thorough tax analysis and recommendations.
  • Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
  • Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
  • Analyzed financial records to verify accuracy of tax returns.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Responded to inquiries from IRS and other tax authorities.
  • Prepared US, multistate, and international tax returns for business clients.
  • Prepared written responses or tax return amendments to resolve state and federal notices.

Senior Tax Specialist

Prolink Staffing Services
11.2021 - 10.2022
  • Processed payroll tax filings to ensure compliance with federal and state regulations.
  • Analyzed payroll data for accuracy, identifying discrepancies and implementing corrective actions.
  • Assisted in preparing quarterly and annual tax reports, ensuring timely submission deadlines were met.
  • Maintained detailed records of payroll transactions and reconciled discrepancies efficiently.
  • Collaborated with HR to resolve employee inquiries regarding payroll tax issues and adjustments.
  • Utilized payroll software to streamline processes, enhancing efficiency in tax calculations and reporting.
  • Supported audits by providing necessary documentation and addressing auditor inquiries promptly.
  • Managed relationships with external vendors to ensure accurate and timely submission of required filings.
  • Streamlined tax reporting processes for increased accuracy and efficiency in filing.
  • Assisted in developing training materials and conducting informational sessions to educate company personnel about payroll tax matters as they pertained to specific roles within the organization.
  • Assisted with system upgrades to improve the efficiency of payroll tax calculations and reporting.
  • Maintained up-to-date knowledge of federal, state, and local payroll tax regulations to ensure compliance.
  • Resolved complex payroll tax issues promptly, mitigating potential penalties or fines.
  • Provided training to junior staff members on payroll tax concepts, fostering a knowledgeable team environment.
  • Participated in regular meetings with key stakeholders to discuss updates, changes, or improvements needed within the organization''s current payroll tax practices.
  • Ensured proper documentation was submitted for new hires in accordance with applicable laws and regulations related to payroll taxes.
  • Enhanced payroll tax compliance by implementing updated policies and procedures.
  • Collaborated with cross-functional teams in ensuring timely and accurate payroll tax payments.
  • Conducted research on legislative changes impacting the company''s operations from a payroll tax perspective, providing relevant information as necessary during budgetary planning sessions or related discussions among senior leadership teams.
  • Reduced discrepancies in payroll tax data through rigorous audits and reconciliations.
  • Maintained detailed records of all payroll tax transactions for audit purposes and future reference.

Payroll Tax Specialist

Paycor
10.2020 - 11.2021
  • Prepared and filed business tax returns in compliance with federal and state regulations.
  • Assisted clients in understanding tax liabilities and opportunities for deductions or credits.
  • Conducted thorough reviews of financial documents to ensure accuracy and completeness of information.
  • Utilized tax software to streamline return preparation and improve filing efficiency.
  • Collaborated with team members to resolve client inquiries and provide timely support on tax-related issues.
  • Stayed updated on changes in tax laws to ensure compliance and optimize client outcomes.
  • Developed educational materials for clients regarding tax planning strategies and important deadlines.
  • Supported audits by gathering necessary documentation and effectively communicating with tax authorities.
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
  • Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
  • Collected and submitted required tax payments.
  • Managed tax submissions and made sure all information complied with regulations.
  • Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
  • Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
  • Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
  • Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
  • Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
  • Streamlined tax preparation processes for increased efficiency and accuracy.
  • Enhanced client satisfaction by providing thorough tax analysis and recommendations.
  • Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
  • Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
  • Analyzed financial records to verify accuracy of tax returns.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Responded to inquiries from IRS and other tax authorities.
  • Prepared US, multistate, and international tax returns for business clients.
  • Prepared written responses or tax return amendments to resolve state and federal notices.

Payroll Analyst

Staffmark Staffing
08.2019 - 10.2020
  • Processed payroll for over 200 employees using ADP software, ensuring timely and accurate payments.
  • Assisted in maintaining employee records, including new hires, terminations, and changes in pay rates.
  • Collaborated with HR to verify timekeeping data for accuracy prior to payroll submission.
  • Responded to employee inquiries regarding payroll discrepancies and benefit deductions professionally.
  • Supported year-end processes by preparing documentation for W-2s and tax filings.
  • Conducted regular audits of payroll entries to identify and rectify errors efficiently.

Education

Bachelor Of Arts - Human Resources Management

Western Governors University
Salt Lake City, UT

Associate Of Science - Accounting And Finance

Keiser University
Fort Lauderdale, FL
07.2022

Skills

  • Life insurance administration
  • HIPAA compliance
  • HRIS systems
  • 401K experience
  • Employee benefits administration
  • Document preparation
  • Account reconciliation
  • Benefits administration
  • Multitasking
  • Multitasking Abilities
  • Task prioritization
  • Self motivation
  • Goal setting

Timeline

Payroll and Benefits Manager

RegEd
08.2024 - Current

Senior Tax Specialist

Greenleaf, Payroll and Business Solutions
01.2024 - 08.2024

Senior Tax Specialist

Continuum Cloud
10.2022 - 04.2023

Payroll Tax Analyst (part Time)

IDR Staffing
03.2022 - 08.2024

Senior Tax Specialist

Prolink Staffing Services
11.2021 - 10.2022

Payroll Tax Specialist

Paycor
10.2020 - 11.2021

Payroll Analyst

Staffmark Staffing
08.2019 - 10.2020

Bachelor Of Arts - Human Resources Management

Western Governors University

Associate Of Science - Accounting And Finance

Keiser University

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Taylor Oakes