Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Margaret Chilson Trask

Rochester,NY

Summary

Knowledgeable Payroll Tax Analyst adept at overseeing payroll, taxes, documentation and reporting functions. Managed payroll and tax activities for up to 16,000 employees in fast-paced environment and consistently completed payroll runs without delays. High-level technical skills and attention to detail leading to optimum outcomes. Proven history of achievement and innovation coupled with outstanding work ethic, commitment and loyalty.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Corporate Payroll Tax Analyst

Paychex
07.2024 - Current
  • Reduce discrepancies in payroll tax data through rigorous audits and reconciliations.
  • Maintain up-to-date knowledge of federal, state, and local payroll tax regulations to ensure compliance.
  • Resolve complex payroll tax issues promptly, mitigating potential penalties or fines.
  • Handle the completion of Quarter End reports for all GREs.
  • Managed tax entry and payments with precision.
  • Perform daily tasks such as new hire taxation, stock audits, and balance adjustments.
  • Handle all communications related to the Corporate Payroll Tax email.
  • Complete end-of-year tasks, including W2 processing.
  • Conduct system patch testing and vertex testing, ensuring accuracy.

Payroll & AP Specialist

Innovative Solutions
05.2022 - 07.2024
  • Process biweekly multi-state payroll in Paylocity and audits connected to payroll processing
  • Responsible for processing all monthly commissions and biweekly expenses
  • Set up all deductions, garnishments, 401k loans, etc
  • Establish new states and register for IDs with agencies
  • Process 401k file, upload, submission and funding through Fidelity
  • Process Worker’s Comp through TrakPay and record Payroll Journals in Sage Intacct
  • Conduct Ramp Expense New Hire training
  • Amex Corporate Card Coding to GL accounts and posting in Sage
  • Finance Ramp Approvals and processing of 100+ expense reports
  • Post Expense Journal Entries to Sage
  • Collaborate on Grant and other payroll related projects
  • Assist HR with employee maintenance in Paylocity
  • Finance Close related tasks such as accruals, journals and bills
  • Audit requests for Worker’s Comp, Financial, and 401k
  • Responsible for all AP related tasks including, Invoice entry, Payment Processing, Vendor setup and maintenance, Cash requirements, reconciliations, managing shared inbox, Ramp Bill Pay, Credit Card charge offs in Sage, 1099s, etc
  • Experience with ADP WFN, System implementations, and Canadian Payroll.

Senior Corporate Payroll Specialist

Paychex
07.2019 - 05.2022
  • Responsible for completing various payroll audits and reports
  • Set up garnishments/levies
  • Complete various payroll tasks such as uploads, processing, NACHA/Check Writers, Cash Funding, Quickpays, etc
  • Provide assistance/partnership to our 16,000 employees with questions and/or concerns in regards to timecards and any payroll related issues
  • Complete company SUI returns
  • Responsible for making weekly Taxpay payments via Oracle.

Consumer Care Representative

Emergency Planning Management Inc
08.2018 - 07.2019
  • Provides borrowers with solutions to resolve default status
  • Gathers updated consumer information
  • Provides customer service and assistance to consumers
  • Documents and logs all consumer contacts daily
  • Helps borrowers with documentation and repayment options.

Quality Service Associate

ConServe
07.2017 - 08.2018
  • Helped consumers resolve their financial obligations
  • Provided customer service and option knowledge to consumers daily
  • Strong verbal communication skills to achieve consumer satisfaction.

Head Cashier (Supervisor)

Home Depot
01.2015 - 07.2017
  • Responsible for all opening and closing procedures
  • Supervised all front end employees
  • Provided customer service and resolved customer concerns.

Education

Associates Degree - Business Administration

Monroe Community College

Skills

  • Self Motivated
  • Leadership
  • Clear and Concise Communication
  • Problem Solving
  • Active Listening
  • Customer Service

Certification

  • AWS Certified Cloud Practitioner
  • AWS Partner: Generative AI Essentials

Timeline

Corporate Payroll Tax Analyst

Paychex
07.2024 - Current

Payroll & AP Specialist

Innovative Solutions
05.2022 - 07.2024

Senior Corporate Payroll Specialist

Paychex
07.2019 - 05.2022

Consumer Care Representative

Emergency Planning Management Inc
08.2018 - 07.2019

Quality Service Associate

ConServe
07.2017 - 08.2018

Head Cashier (Supervisor)

Home Depot
01.2015 - 07.2017

Associates Degree - Business Administration

Monroe Community College
Margaret Chilson Trask