Summary
Overview
Work History
Education
Skills
Timeline
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Alfred L. Garcia Jr.

Phoenix,AZ

Summary

Diligent Payroll Specialist with keen eye for detail and precision in data management tasks. Proven ability to maintain data accuracy and handle large volumes of information efficiently. Demonstrated expertise in utilizing office software and strong organizational skills.

Overview

32
32
years of professional experience

Work History

Data Entry Clerk

ATR International/JP Morgan Chase
07.2024 - Current
  • Performed accurate data entry tasks using advanced spreadsheet software.
  • Maintained organized records, ensuring easy retrieval and reference for team members.
  • Reviewed documents for accuracy and completeness, minimizing errors in data processing.
  • Trained new staff on data entry protocols and software applications to enhance team efficiency.
  • Completed data entry tasks with accuracy and efficiency.

Payroll Tax Specialist

Acumen, LLC
06.2022 - 03.2024
  • Responsible for the timely deposits and filings for federal, state, and local tax liabilities for all jurisdictions
  • Files quarterly and annual unemployment taxes
  • Examines all payroll records to ensure proper recording of tax transactions.
  • Completes monthly, quarterly, and annual tax reconciliations as appropriate to ensure accurate filings.
  • Performs W-2 reconciliations and process corrections as required.
  • Apply for Acumen Fiscal Agent authorization to act as an appointed agent for federal and state tax liabilities.
  • Investigates and resolves tax notices, penalties, and questionnaire requests.
  • Interact with Accounting and Payroll Departments to identify and resolve variances.
  • Maintains up-to-date employer files within the company’s electronic records management system.
  • Communicates effectively.
  • Employment Tax experience, including familiarity with Form(s) 941, 941-X, 940, Schedule R, federal wages and withholding, social security and Medicare taxes, employment tax deposit rules and payroll credits.
  • Advanced proficiency in Microsoft Excel, with the ability to utilize functions such as macros, pivot tables, and complex formulas to streamline reconciliation tasks.

Payroll Tax Specialist II

Asure Software Inc
08.2021 - 05.2022
  • Responsible for establishing and maintaining employee payroll records.
  • Process weekly, semi-monthly, and custom calendar payroll.
  • Calculate paychecks using tax tables.
  • Performed research and analysis of all federal and state inquiries in order to resolve
  • Utilized various payroll software systems, including Mangrove, Evolution, Flex Pay, and Agency Notice Tracking System (Ants)
  • Worked with the Taxpayer Advocate when necessary by intricately explaining and defending complex tax research in an effort to resolve account out of balances
  • Employment Tax experience, including familiarity with Form(s) 941, 941-X, 940, Schedule R, federal wages and withholding, social security and Medicare taxes, employment tax deposit rules and payroll credits.
  • Advanced proficiency in Microsoft Excel, with the ability to utilize functions such as macros, pivot tables, and complex formulas to streamline reconciliation tasks.

Loan Servicing Specialist III

Wells Fargo N.A
08.2020 - 08.2021
  • Research and analyze after-market contracts
  • Contacted various after-market vendors for pro-rated refunds when due.
  • Notated findings in Stars

Operations Accountant I

Wells Fargo Bank, N.A.
11.2019 - 06.2020
  • Balancing and reconciling reports and general ledger accounts.
  • Entering transactions into Common Recon and verify for accuracy.
  • Research and analyze miscellaneous correction errors (MEC) to general ledger accounts
  • Experience with various Wells Fargo systems, mainly CSTAR, Hogan, RE, AXCIS, Common Recon and others, but may include others.

Payroll Tax Specialist

Wells Fargo Bank, N.A.
11.2016 - 11.2019
  • Utilized various payroll software systems, including Master Tax, Evolution-Optright, and Agency Notice Tracking System (Ants).
  • Handled printing and processing of year-end tax documents including W2s and W3s, 941s and 1099s.
  • Utilized knowledge of Federal, 12+ State and Local tax requirement to decrease the number of tax notices and audits by 30% for assigned queue.
  • Completed Tax and Payroll Tax level 1-3
  • Service Excellence 4Qtr2017 Champion
  • Employment Tax experience, including familiarity with Form(s) 941, 941-X, 940, Schedule R, federal wages and withholding, social security and Medicare taxes, employment tax deposit rules and payroll credits.

Revenue Field Auditor III

Arizona Department of Revenue
05.2010 - 11.2016
  • Conducted field audits and investigations of complex and financially significant taxpayers to determine accuracy of self-assessments in accordance with the Bank and Corporation Tax Laws.
  • Audit tax returns of a wide range of taxpayers including partnerships, banks, general corporations and worldwide corporations by gathering and analyzing data effectively, research case law, and applying state and federal tax laws.
  • Initiated, implemented, and revised excel spreadsheet to track Arizona 120X Corporate Amended Tax Return refund claims.

Tax Analyst I

Arizona Department of Revenue
08.1999 - 05.2009
  • Maintained audit-select control files.
  • Wrote, designed and implemented Field Audit Tracking Access database to track assignment, date of audit, tax years, and etc.
  • Compiled reports of audits accomplished.
  • Assigned corporate income tax cases to field auditors for investigation or audit according to designated territory and type of audit, following established procedures.
  • Maintained card control files to indicate location and status of audits.
  • Wrote test scripts and training manual for new auditing software for Corporate Audit staff.

Revenue Auditor III

Arizona Department of Revenue
08.1993 - 08.1999
  • Prepared and reviewed consolidated corporate income tax returns, corporate income tax returns for more than 35 different states. Claims for NOL carryback refunds, Partnership and Subchapter S corporate tax returns.
  • Maintained knowledge of tax code changes, and of accounting procedures and theory in order to properly evaluate financial information.
  • Conducted in-state audits and investigations of corporate income tax returns in order to verify information and to amend tax liabilities.
  • Maintained records for each case, including contacts, telephone numbers, and actions taken.
  • Reviewed selected tax returns in order to determine the nature and extent of audits to be performed on them.
  • Notified taxpayers of any overpayment and underpayment issued a refund and requested further payment.

Education

Associates - Accounting

Lamson Business College
Phoenix, AZ
04.1984

Skills

  • Account/Check Reconciliation- Staff
  • Self-motivated with a strong sense of ownership and accountability
  • Strong analytical skills, with a focus on accuracy and thoroughness
  • Excellent work ethic
  • Proven ability to prioritize and manage multiple projects in a fast-paced environment
  • Audit reporting
  • Federal and state tax preparation
  • Excellent verbal and written communication skills, with the ability to convey complex information clearly

Timeline

Data Entry Clerk

ATR International/JP Morgan Chase
07.2024 - Current

Payroll Tax Specialist

Acumen, LLC
06.2022 - 03.2024

Payroll Tax Specialist II

Asure Software Inc
08.2021 - 05.2022

Loan Servicing Specialist III

Wells Fargo N.A
08.2020 - 08.2021

Operations Accountant I

Wells Fargo Bank, N.A.
11.2019 - 06.2020

Payroll Tax Specialist

Wells Fargo Bank, N.A.
11.2016 - 11.2019

Revenue Field Auditor III

Arizona Department of Revenue
05.2010 - 11.2016

Tax Analyst I

Arizona Department of Revenue
08.1999 - 05.2009

Revenue Auditor III

Arizona Department of Revenue
08.1993 - 08.1999

Associates - Accounting

Lamson Business College

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Alfred L. Garcia Jr.