Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

LaVona Dukes

Winter Haven,FL

Summary

Resolute, innovative senior payroll tax and compliance analyst with extensive experience. Analytical professional skilled in successfully navigating corporations large and small as well as PEOs through periods of accelerated growth. Collaborative communicator continually focused on building relationships within an organization. Apply quality control and risk management techniques to all Federal, Multi-State and local filing and payment processes.

Payroll professional prepared to handle complex payroll tax issues. Expertise in compliance, tax reporting, and resolving discrepancies. Valued team player with focus on collaboration and achieving results, known for reliability and adaptability.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Payroll Tax Analyst

Justworks Employment Group LLC
02.2022 - Current
  • Daily Payment Process
  • Accurately and timely process the filing and payment of Federal, Multi-State and Local jurisdictions according to their respective time frames
  • Apply for and maintain accurate account numbers for all necessary jurisdictions
  • Maintain any necessary Business Licenses
  • Process amendments as needed
  • Work with individual jurisdictions to resolve any discrepancies
  • Maintain accurate files for the storage of account reconciliations and process confirmations
  • Assist internal and external audit completion
  • Train New Hires in all aspects of their payroll tax required tasks
  • Lean Six Sigma Green Belt Certified
  • Improved local filing and payment process by 75%
  • Increased multi-state local jurisdiction filing and payment accuracy by 90%
  • Implemented 65% more e-Filing processes
  • Added 75% more EFT Credit/Debit payment processes
  • Assisted in developing training materials and conducting informational sessions to educate company personnel about payroll tax matters as pertained to specific roles within the organization.
  • Provided training to junior staff members on payroll tax concepts, fostering a knowledgeable team environment.

TRS ASO & PEO/Compliance Lead

Certipay
04.2020 - 02.2022
  • Efficiently manage company profiles for Federal and multi-state based corporations
  • Ensure the accurate and timely balancing and processing of Payroll Tax Filings and payments
  • Back up support to Payroll Tax Department Manager
  • Lead Compliance Committee
  • Process all client terminations end to end
  • Onboard and train all new Reporting Tax Specialists and Tax Registration Specialists
  • Lead Tax Table Update Task Force and train new resources for the process
  • Accurately analyze and process all W2C related amendments and filings with appropriate jurisdictions and SSA
  • Apply technical critical thinking skills to all tax notices with the appropriate tax authority
  • Research the root cause of the problem and apply effective corrective actions
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.

Senior PEO Tax Reporting Analyst

TriNet
11.2017 - 04.2020
  • Efficiently manage company profiles for United States and Canadian-based corporations
  • Champion all year-end W2 for 325,000 WSEs
  • Accurately process W2C and amendments for all jurisdictions, as necessary
  • Train new hires on W2c process
  • Effectively analyze and process all W2C related amendments and filings with appropriate jurisdictions and SSA
  • Apply technical critical thinking skills to all tax notices with the appropriate tax authority
  • Research the root cause of the problem and apply effective corrective actions

Senior Employment Tax Specialist

Williams WPC I
12.2015 - 07.2017
  • Efficiently manage company profiles for United States and Canadian-based locations
  • Oversaw the distribution of Service Fee payments with TPA
  • Ensure the effective balancing and processing of Payroll Tax Filings and payments due on a bi-weekly basis
  • Store and upload data for 7,000 employee tax files
  • Automate much of the upload and storage process, decreasing manual data processing by 90%
  • Devise test plans and quality control initiatives for all tax updates for PS and MasterTax
  • Champion all year-end, W2 and other required tax filings and their payments
  • Maintain 100% compliance to all payment and filing schedules
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.

Production & Revenue Accountant / Oil & Gas Severance

Experis for IBM
07.2013 - 11.2015
  • Analyzed monthly production volumes and reported the performance to the required regulatory agencies and internal departments
  • Scheduled payments to the State of Oklahoma, the Federal Government Tribal and Severance Tax agencies
  • Billed WIO for the taxes already paid by the client
  • Advocated for timely client payment and reduced the number of open invoices by 75%
  • Reconciled accounts for all accruals, taxes payable, expenses and WIO accounts
  • Processed the reconciliations efficiently and recorded transactions according to their required filing
  • Analyzed the payments made to several required authorities and regulatory agencies
  • Reported this payment as required and delivered payments on-time
  • Distributed severance tax payments and recorded them on the general ledger
  • Accurately calculated the tax due and maintained the appropriate funds in the payment account for disbursement
  • Increased compliance with tax regulations through diligent research and timely filings.
  • Implemented internal controls to minimize risk exposure related to revenue management activities.

Lead Payroll Tax Specialist

Experis for IBM
07.2013 - 08.2015
  • Collaboratively led a cross-functional team in the monthly, quarterly, and annual monitoring of tax filing requirements
  • Prepared deposits for tax filings in forty-nine states and Puerto Rico
  • Aligned the service delivery model with the service provider (IBM)
  • Strategically aligned business processes with quarter and year-end filing requirements
  • Re-wrote these processes and increased output and efficiency by 65%
  • Championed the offshore processes for the approval of payments and reconciliations
  • Determined the alignment of these processes with regulatory requirements
  • Directed the daily, weekly, monthly, quarterly, and annual tax payment and filing processes within the team
  • Successfully increased the output of the team by 70% through strategic planning
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.

Tax Manager

DiCiesare & Company
01.2008 - 08.2010
  • Served clients in multiple industries in the preparation and review of forms 1040, 1041, 1065, 1120, 1120S, W3, W2, 940 and 941
  • Administered payroll for multi-state and federal applications for all firm clients
  • Amended tax returns for all tax disciplines and ensured 100% compliance to all local, state, and federal tax laws
  • Reduced the number of errors in amended returns by 45%
  • Audited the compliance of multi-state payroll as well as sales and use tax filings for clients
  • Slashed the number of repeated audit findings by 60%
  • Strategically led the accounting and clerical staff within the organization
  • Directed the activities of these key team members to ensure all clients were properly serviced
  • Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.

Education

Northeastern State University
Tahlequah, OK

Skills

  • Analytic Problem Solving
  • Account Reconciliation
  • Account Write-Offs
  • Multi State& Fed Payroll Taxes
  • Bankruptcy Litigation
  • Task Priority & Focus
  • Project Management
  • Sales & Use Tax
  • Severance Tax
  • Strong communication skills
  • Tax compliance expertise
  • Payroll system implementation
  • Collaborative Leader
  • Training & Development
  • Risk Assessment
  • Solutions Driven Thinker
  • System Conversions
  • Quality Assurance
  • Transparent Communication
  • Policies & Procedures
  • Performance Evaluation

Certification

  • Six Sigma Certification Green Belt

Timeline

Payroll Tax Analyst

Justworks Employment Group LLC
02.2022 - Current

TRS ASO & PEO/Compliance Lead

Certipay
04.2020 - 02.2022

Senior PEO Tax Reporting Analyst

TriNet
11.2017 - 04.2020

Senior Employment Tax Specialist

Williams WPC I
12.2015 - 07.2017

Production & Revenue Accountant / Oil & Gas Severance

Experis for IBM
07.2013 - 11.2015

Lead Payroll Tax Specialist

Experis for IBM
07.2013 - 08.2015

Tax Manager

DiCiesare & Company
01.2008 - 08.2010

Northeastern State University

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