Joanne Phillips
Oklahoma City
Summary
Experienced payroll tax and administrative professional with 5+ years in payroll tax compliance and account management. Skilled in managing multi-state tax processes, communicating with government agencies, and maintaining accurate financial records. Supports high-volume operations with strong organizational skills and effective cross-functional collaboration.
Overview
16
16
years of professional experience
Work History
Executive Tax Specialist
PAYCOM
Oklahoma City, OK
02.2022 - Current
- Manage payroll tax filings, payments, and compliance for multi-state client accounts, ensuring adherence to regulations and deadlines.
- Coordinate with federal, state, and local tax agencies to verify tax IDs, filing frequencies, rates, and account statuses.
- Process daily, semiweekly, and monthly revenue payments while ensuring timely and accurate submissions to tax agencies.
- Prepare and submit electronic and paper quarterly tax filings, annual filings, and W-2 documentation, facilitating accurate client reporting.
- Perform prior period adjustments and maintain accurate client tax rates and filing frequencies.
- Review tax documents and audit specialist work to identify and correct discrepancies before submission.
- Research and resolve complex payroll tax and reconciliation issues, collaborating with internal departments to ensure compliance and accuracy.
- Assist with quarter-end and year-end tax operations, ensuring deadlines and compliance standards are met.
Tax Business Registration Specialist
PAYCOM
Oklahoma City, OK
06.2020 - 02.2022
- Coordinated tax registration processes and account setups for new client accounts across multiple jurisdictions, ensuring compliance with local regulations.
- Submitted electronic and paper registration documents to tax agencies, consistently meeting required deadlines to facilitate timely account activation.
- Verified state tax IDs, filing frequencies, rates, and account information through direct agency communication.
- Verified completeness and accuracy of documentation prior to submission, minimizing risk of delays and rejections.
- Tracked powers of attorney and registration due dates to ensure compliance and timely processing.
- Maintained and updated state setup documentation to ensure accurate tax filing procedures.
Tax Supervisor Administrative Assistant
PAYCOM
Oklahoma City, OK
08.2019 - 06.2020
- Coordinated calendar management, meeting logistics, and administrative operations to enable tax department leadership to focus on strategic initiatives.
- Supported tax department leadership through calendar management, meeting coordination, and administrative operations.
- Scheduled department meetings, conference rooms, and Zoom sessions for in-person and remote participants.
- Developed and maintained tracking reports for pay period adjustments and department projects to ensure accurate record-keeping and compliance.
- Delivered administrative support for directors, supervisors, and cross-functional tax teams to streamline operations and enhance collaboration.
CYMS Technician
DFMWR Child, Youth & School Age Services
Fort Carson, CO
09.2010 - 07.2019
- Managed front office operations, streamlining administrative support for high-volume child and youth services program.
- Managed front office operations and provided administrative support for a high-volume child and youth services program.
- Maintained accurate financial records, statistical reports, and program documentation in compliance with agency regulations.
- Maintained financial records and statistical reports, ensuring compliance with agency regulations and supporting program integrity.
- Prepared correspondence, reports, travel orders, and administrative documents for department personnel.
- Prepared correspondence, reports, travel orders, and administrative documents, enhancing communication and operational efficiency for department personnel.
- Monitored office supply inventory and coordinated ordering to support daily operations.
Education
Accounting
Wright Business School
Oklahoma City, OKInformation Management
Wright Business School
Oklahoma City, OKHigh School Diploma - General Studies
Carl Albert High School
Midwest City, OKSkills
- Payroll Tax Compliance
- State & Local Tax Filings
- W-2 & Quarterly Filings
- Tax Account Registration
- Tax Compliance Coordination
- Tax Software Management
- Data Analysis
- Microsoft Excel & Pivot Tables
- General Ledger Journals
- Bank Reconciliation
- Payroll Operations
- Documentation & Reporting
- Process Improvement
- Problem Solving
- Time Management
- Taxpayer Relations Management
Timeline
Executive Tax Specialist
PAYCOM
02.2022 - Current
Tax Business Registration Specialist
PAYCOM
06.2020 - 02.2022
Tax Supervisor Administrative Assistant
PAYCOM
08.2019 - 06.2020
CYMS Technician
DFMWR Child, Youth & School Age Services
09.2010 - 07.2019
High School Diploma - General Studies
Carl Albert High School
Information Management
Wright Business School
Accounting
Wright Business School