Larry McKay
Broken Arrow,OK
Summary
Experienced Payroll Tax Analyst with over a decade in the payroll field, and most recently as a Customer Care Tax Expert at Toast. Driven to improve overall tax operations
and maximize customer satisfaction. Offering a 10+ year background in payroll and associated taxes. Focused on continuous development of tax processes and adding value to Toast and their customers.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Tax Expert, Customer Care
Toast
02.2024 - Current
- Research payroll tax issues raised by internal stakeholders and customers and provide timely resolutions.
- Correspond with tax agencies regarding tax notices, inquiries, tax penalty abatements/waivers and tax clearances on behalf of our customers.
- Assist customers with tax related questions through scheduled outbound calls and customer emails.
- Lead customers through escalated issues by taking ownership to resolve and deliver a high level of customer satisfaction.
Tax Research Analyst
Paycom Software, Inc.
01.2022 - Current
- Responsible for researching tax and payroll laws, regulations, and compliance issues; effectively implementing the compliance of such laws and regulations by interfacing and communicating with others within the organization
- Responsible for assisting other Paycom departments with special projects as necessary
- Assumed responsibility for monitoring Federal, State, and Local payroll and tax law changes as they apply to payroll
- Works extensively with Product Managers to effectively communicate requirements for development
- Attends development prioritization and other meetings as necessary
- Available to assist tax and payroll specialists with various technical questions pertaining to tax and payroll laws and regulations, and software implementation as needed.
Senior Tax Specialist - Filing
Paycom Software, Inc.
07.2014 - 12.2021
- Extensive first-hand experience with remitting, filing, auditing and reconciling Federal, State Withholding and State Unemployment tax accounts
- Knowledgeable and trained in the filing of over 40+ States Payroll Taxes including IRS and U.S
- Territories
- Experienced in the research and analysis of payroll tax assessments and notices (Over 2,000 Tax Assessments Researched)
- More than eight years' experience in tax training development and general and technical project management, product management, and implementation of payroll tax processes
- Eight years' experience developing, implementing, and managing complex tax projects within time and staffing constraints
- Experienced with government tax regulations and compliance issues for payroll taxes
- Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions
- Reconciled tax accounts and payments while researching issues as needed.
Education
Business Economics
University of Oklahoma
Norman, OKHigh school or equivalent - undefined
Edmond North High School
Edmond, OK05.2004
Skills
- Tax strategy implementation - 10 years
- Research/due diligence - 10 years
- Multi-state tax filing - 10 years
- Documentation filing - 10 years
- Tax liability management - 10 years
- Proficient Microsoft Excel, Outlook, Powerpoint - 10 years
- Internal/External Communication - 10 years
- Process Improvement/Enhancement - 10 years
- Time Management & Organization - 10 years
- Product Management - 2 years
- Team Building/Leadership - 10 years
Certification
- Lean/Six Sigma White Belt Certification, 03/01/18, 03/01/18, Provided by OU Lean Institute - Extensive training designed to offer a set of tools and techniques that help improve the processes within an organization
- Base Camp: Foundations for Future Leaders, 07/01/23, 07/01/23, Three week, nomination-based development program that provided myself and others with leadership foundations, resources and tools.
- BASIC/ADVANCED Leadership Workshops, 06/01/03, 07/01/03, Week-long courses held by the OASC to provide the tools and knowledge to become a better leader in your community, school and profession)
Awards
- Paycom Tax Department Employee of the Month, 12/01/14, Awarded for Excelling in Teamwork, Leadership, Initiative and Urgency in the Paycom Tax Department.
- Paycom Leadership Award, 08/01/17, Awarded for displaying and dedicating a strong sense of leadership with the organization.
References
- Robert Barclay, Manager - Paycom, 405-317-1389
- Ashley Kenny, Supervisor - Paycom, 405-464-7447
- Derek Beier, Colleague - Paycom, 405-412-0941
Timeline
Tax Expert, Customer Care
Toast
02.2024 - Current
Tax Research Analyst
Paycom Software, Inc.
01.2022 - Current
Senior Tax Specialist - Filing
Paycom Software, Inc.
07.2014 - 12.2021
Business Economics
University of Oklahoma
High school or equivalent - undefined
Edmond North High School