Manage and perform all payroll duties for hourly, pastors, missionaries, and interns for all domestic and international employees and staff Reconcile, process and submit all paychecks and support payments as required for domestic and international employees and staff through Wells Fargo Bank CEO portal via domestic ACH, domestic wire, international wire, and international foreign currency exchange Enter revised Salary & Support Goal Worksheets, Flex Pay, Expenses, employee benefit additions, terminations, and adjustments; enter all information for new employees, exited employees, as well as any other information that directly affects any semiweekly payroll and / or support payments Review and enter all new and revised withholding allowance certificates for applicable federal, state, and local tax agencies Enter information received on Form 4361 as approved by the IRS for any pastor, missionary, and their spouses, adjust any tax and authority codes to ensure compliance with their IRS approved Application Exemption from Self-Employment Tax for Use by Ministers, Members of Religious Orders and Christian Science Practitioners Manage, reconcile, process, and submit all payroll tax withholdings, employee and staff benefit payments, 403b contributions and match payments, tax returns and forms to agencies as required in timely manner Manage and perform fund accounting duties for ministry associated accounts, missionary trip reconciliations and close, fund transfers, gift and donations posting and reconciliation, and School of Ministry tuition and expenses.
Research, document, and resolve any fund balance discrepancies for employees, departments, missionaries, pastors, and Partner Care.
Assist Controller, CFO, and other departments with employee and staff inquires and issues regarding paychecks, payroll taxes, temporary adjustments to payroll, expense allowances, flexible payments, support payments, fund balances, and gifts and donations received.
State Tax Analyst II, 01/2013 － 01/2015Drake Software － Antioch, TN
Research and coordinate the implementation of the states of New Mexico and Montana for the upcoming tax season's official tax form reproduction, calculation, utilization, and electronic filing for all Individual, Corporate, S-Corporate, Partnership, and Fiduciary tax forms as required by each respective state tax law and regulation using the Drake's tax preparation software for tax professionals Working with a software programmer and software tester, create returns within the system to calculate and test each tax form to ensure the tax return(s) prepared are complete, correct, and are able to be filed with the state electronically or manually as required Assist call center CSRs with complex questions and situations as reported by the clients regarding tax returns they prepared.
Isolate, correct, test, and release software patches and updates to the clients in a timely and accurate way when defects or errors are found and or if changes or adjustments are requested by the state tax department Identify and plan future enhancements to the software as needed.
Present project plan of enhancements to management and if approved, implement such enhancements to ensure strict adherence to federal and state tax laws and guidelines and / or improved accuracy, ease of use, automation, or other betterment of future software releases.
Left on FMLA due to father's heart attack and subsequent surgeries Managed the entire fixed asset process - Asset set-up, Depreciation, Retirement and Journal Entries Maintained timely posting of fixed asset journal entries in coordination with monthly close schedule Assisted in the coordination and maintenance of the Purchase Order process - Timely assignment of purchase order #s to various departments within the organization as well as ensure proper GL coding Completed Property, Plant and Equipment reconciliations, Fixed Asset Rollforwards and Close Meeting notes for management in a timely and efficient manner Reviewed capital accounts to ensure proper classification of fixed assets Track and report capital expenditure activity by preapproved capital project Completed monthly review of possible fixed asset retirements Organized the accounting and recording process with regards to potential sales tax credits for monthly fixed asset purchases Planned, organized and assisted with implementation of Six Sigma by converting existing workstations to "LEAN lines" at repair centers Process mapping with Visio as well as created written procedures and policies Assisted in the support of SAS70 type 1 requirements Assist in all auditors' requests concerning CIP and fixed assets for domestic Asurion.
Research and correct federal, state, and local payroll tax issues for individual clients of a Nashville based payroll processing company Left due to company went out of business Responsible for all payroll tax deposits (semi-weekly, monthly, and quarterly), reporting to all taxing agencies for withholding and unemployment taxes Research and consult with management regarding complex taxation issues with regards to employment taxes and reporting Consult and research federal, state, and local payroll tax regulations for software development Register and manage withholding accounts in 30+ states, 20+ local taxing agencies for the PEO (Professional Employment Organization) / employee leasing company Prepare, reconcile, and manage all payroll tax accounts for clients requiring reporting under their own Federal Employer Identification Number Reconcile, print, mail, and report W-2s to Social Security Administration, 30+ state tax agencies, 20+ local tax agencies for 150+ separate clients for 18,000+ separate employees by required deadlines Manage all unemployment tax rates in payroll software and audit client invoices for proper billing of all applicable taxes Correspond with IRS, states, and local agencies regarding penalty abatements and waivers.
Maintain low unemployment tax rates by requesting and submitting separation information from clients to the appropriate authorities in a timely manner Manage all garnishments for all employees including set up deductions, submit weekly payments, verifying employment and wage information, and answering interrogatories as required.
Employment verifications Consult with owners and officers regarding taxation issues with states in regards to employee leasing and payroll processing for proposals to perspective clients for cost analysis Assist payroll processors with payroll tax issues involving wages, reciprocity, unemployment tax laws, supplemental wage taxation, and gross up check calculations.
Left to work closer to home Individual, corporate, s-corporate, partnership, and fiduciary tax returns Preparation of Sales and Use Tax returns for multiple states Preparation of quarterly payroll tax returns including SUTA and FUTA returns for multiple states for 30+ clients Prepare weekly payroll for 30+ clients Prepare W-2's and 1099's for 30+ clients Correspond with IRS concerning tax issues with clients Auditing of financial statements for both non-profit and for profit organizations, including test work and preparation of audit reports Reviews and compilations of financial statements Bookkeeping Review and proof reports, reviews, and compilations Prepare proper correspondence for each client's needs for the CPA.
Staff Accountant, 01/2006 － 01/2006Old Time Pottery － Murfreesboro, TN
Left due to employer's unethical / illegal practices Payroll processing and maintaining employee information for 2500 employees Assist human resources during open enrollment for benefits Verify all payroll records including hours and incentives are correct on a weekly basis Write manual payroll checks as deemed necessary Verify all new employee information for the opening new stores in multiple states Maintain garnishment files and payment records including sending remittances weekly Accounts payable and run checks Calculate incentives based on job performance and hours worked.
Spring 2018Colorado Technical UniversityM.SAccountingAccounting
Dec 2004Middle Tennessee State UniversityB.B.AAccountingAccounting 151 total credit hours, meets CPA college education requirements
May 2001A.S. University Studies, Volunteer State Community CollegeCum Laude
*Phi Theta Kappa National Honor Society, 2000
*Golden Key Honor Society
The Personnel Department
Accounting, Accounting Software, Accounts payable, audit reports, Auditing, automation, balance, benefits, billing, Bookkeeping, call center, Controller, cost analysis, CPA, Credit, client, clients, filing, financial statements, fixed assets, forms, Fund Accounting, GL, human resources, Lacerte, notes, Access, Microsoft Dynamics, Excel, Exchange, mail, Microsoft Office, Outlook, Word, Enterprise, payroll, Payroll Processing, Peachtree, policies, processors, Profit, coding, programmer, proposals, QuickBooks, recording, reporting, Research, Sage, Sales, SAS, Six Sigma, software development, tax laws, tax law, Tax, taxes, Tax Preparer, Tax Return Preparation, tax preparation, Tax Research, Tax returns, type 1, Visio, written