Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kathy Coleman

Rochester,NY

Summary

Dedicated payroll and tax professional with 9 years of expertise in payroll tax filing, client communications, tax notice resolution, and multi-state payroll processing. Skilled in supporting and educating clients, managing tax filing suppliers, and ensuring payroll tax compliance. Proven track record in monitoring metrics, collaborating with payroll and client teams, and promptly resolving tax issues. Seeking to leverage skills as a Senior Tax Associate to improve tax operations and provide exceptional client service.

Overview

16
16
years of professional experience

Work History

AR Shared HCM Tax Filings

Eteam (Strada) Contract
04.2024 - 07.2025
  • Recognized by management for providing exceptional customer service in payroll tax filing and client communications.
  • Responded to client and payroll team inquiries, ensuring timely and accurate resolution of tax issues.
  • Monitored metrics and managed time effectively to meet deadlines and project objectives.
  • Worked directly with agencies to resolve tax notices, including historical notices, and negotiated penalty waivers.
  • Reviewed EFT setups and processed overdue returns, ensuring compliance with federal and state tax regulations.
  • Collaborated with internal staff to resolve client issues and provided subject matter expertise on payroll tax matters.
  • Utilized Excel for variances and reconciliations in payment processing.
  • Approved checklist work and managed workflow queues for tax filing processes.
  • Supported and educated clients on payroll tax filing requirements and best practices.
  • Prepared and timely filed state income and franchise tax returns, including multi-state consolidated and combined return.

Senior Payroll/Senior Tax Analyst

Wilson Elser
02.2020 - 10.2023
  • Processed tax notices and set up registrations according to IRS guidelines.
  • Submitted tax payments and processed returns on a quarterly basis, ensuring timely compliance.
  • Assisted with reconciliations for tax purposes and processed W2cs as needed.
  • Submitted cases to handle escalated tax issues and used MasterTax for all tax-related matters.
  • Managed SALT notices, set up PA and OH locals, and worked with agencies to resolve tax levies.
  • Maintained up-to-date knowledge of federal, state, and local payroll tax laws.
  • Compiled year-end wage statements and ensured timely processing of garnishments.
  • Researched and resolved employee payroll questions via email, phone, and in person.
  • Oversaw payroll processing to comply with tax laws and court-ordered wage assignments.
  • Developed training materials for new hires and updated internal databases with employee information.
  • Used UKG to process payroll for over 5,000 employees across three different frequencies.

Global Payroll Analyst

Phoenix Technologies
08.2017 - 02.2020
  • Managed high-volume domestic payrolls (over 10,000) utilizing UKG software for various states.
  • Processed and implemented Canadian payroll and managed international payrolls for Iceland, United Kingdom, and Dubai using KPMG software.
  • Ensured accurate and timely processing of tax-related documents and payroll data.
  • Conducted internal audits and verified employee data accuracy.
  • Executed implementation projects and created SOPs for payroll system processes.
  • Worked directly with the IRS and SALT for new entity registrations and closure of companies.
  • Processed W2cs, T4s, quarterly and annual returns, and handled off-cycle payrolls as needed.
  • Provided support for tax matters utilizing MasterTax and ADP SmartCompliance.
  • Analyzed variances between 941s and 940s on a quarterly and annual basis.
  • Delivered clear explanations about local code setup to employees and supported tax notice resolution.

Payroll Tax Analyst

Liberty Mutual
06.2014 - 07.2017
  • Identified discrepancies in payroll taxes, corrected errors, and ensured timely filing of returns.
  • Collaborated with HR, Accounting, and Finance on payroll tax projects.
  • Provided technical guidance on complex tax issues and reconciled accounts payable/receivable for payroll taxes.
  • Performed periodic reviews of payroll tax procedures and analyzed financial data for appropriate withholdings.
  • Ensured timely payment of all payroll tax notices to government agencies.
  • Implemented SUI rate configurations and expanded agency network through registration processes.
  • Managed tax notices (503b, 161, 221, 220) and utilized ADP SmartCompliance for returns.
  • Handled Canadian tax return issues and processed T4s as needed.

Senior Financial Analyst

Harris Corporation
08.2012 - 05.2014
  • Researched and identified discrepancies in tax forms between periods.
  • Evaluated financial information for patterns and inconsistencies in the tax division.
  • Collaborated with other departments to ensure accurate transaction recording.
  • Provided senior management with summaries of financial performance metrics.
  • Managed processing of 503B, 221, and 161 notices following IRS guidelines.

Multi-State Client Representative

Paychex Inc
03.2009 - 02.2012
  • Executed accurate and timely payroll processing for diverse pay periods (bi-weekly, monthly, semi-monthly) across 26 states.
  • Streamlined Third Party Sick Pay processing and addressed customer grievances promptly.
  • Fostered strong client relationships by responding to inquiries and concerns.
  • Processed garnishments, off-cycle payments, and payroll information for over 15,000 employees.

Education

BBA -

Colorado Technical University
Colorado Springs, CO
08.2028

Skills

  • Domestic Multi-State Payroll/Tax Processing
  • Global Multi Payroll/Tax Processing
  • Preparing state tax provision in accordance with ASC-740
  • Tax Law Knowledge
  • Payroll Laws for Terminated Employees
  • Payroll Auditing
  • Tax Filing and Reporting
  • Ability to manage multiple priorities and meet deadlines in a fast- paced environment
  • Employee Tax Resolution
  • State and Local Tax expert
  • Microsoft Skills
  • W2C Processing and T4s
  • Excellent research skills, with experience using tax research

Accomplishments

  • Worked a project with over 500 employees checking their local tax setup and making sure their local tax codes were setup accordingly
  • Wrote several SOP's showing the process for setting up locals for PA, OH, and KY
  • Worked a project closing out entities with 0 returns being filed

Timeline

AR Shared HCM Tax Filings

Eteam (Strada) Contract
04.2024 - 07.2025

Senior Payroll/Senior Tax Analyst

Wilson Elser
02.2020 - 10.2023

Global Payroll Analyst

Phoenix Technologies
08.2017 - 02.2020

Payroll Tax Analyst

Liberty Mutual
06.2014 - 07.2017

Senior Financial Analyst

Harris Corporation
08.2012 - 05.2014

Multi-State Client Representative

Paychex Inc
03.2009 - 02.2012

BBA -

Colorado Technical University

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