Natasha Spear

• Ensure Employment Tax payments and returns for federal, state, and local jurisdictions are processed accurately and timely.
• Process Employment Tax payments and returns of all filing frequencies for jurisdictions including: federal withholding and unemployment taxes, multi-state withholding and unemployment taxes, and local withholding taxes, accurately and timely.
• Process payroll tax adjustments to correct employees’ wage base and tax deductions during payroll processing or on separate cycles for current and/or prior periods, as needed.
• Process Year End Reconciliations and W2 Balancing for all of our clients and their employees' W2s quarterly and communicate with clients on issues to resolve.
• Manage and process payroll tax amendments as needed or requested.
• Manage client notices received from various tax agencies.
• Research and resolve payroll tax notices received by contacting federal, state or local agencies and log each item to track whether outstanding, resolved and it’s cause.
• Request and maintain tax account numbers and rate information from agencies to ensure accurate submission of payments and returns, including State Unemployment Rate Notices and.
• Ensure procedures and instructions are in place and or updated but if not they are created as necessary.
• Work directly with CEO, Directors and other Team Members for payroll tax support/research.
• Assist with tax accounting functions and bank reconciliations.
• Manage and review data exported from payroll software to our tax software to ensure information is correct for filing purposes.
• Use Microsoft Excel and recently Google Sheets for further tracking or research on daily items or issue/project research.
• Use software tools like HubSpot and Monday.com to manage tasks between all team members involved in multiple tasks and projects.
• Train Payroll Tax Analyst all needed skills and knowledge in order to perform job duties; create training outline, schedules, training materials, and process instructions.
• Coordinate and distribute responsibilities between Payroll Tax Analyst and myself; includes current tasks as well as planning and adapting to future responsibilities.
• Research using resources, such as BNA, CCH, and agency websites, to uphold new laws and provisions that apply to payroll tax compliance.

• Utilize Quickbooks Desktop for Mac to process and handle small business accounting, tax, and payroll needs.

• Ensure Employment Tax payments and returns for federal, state, and local jurisdictions are processed accurately and timely.
• Process Employment Tax payments and returns of all filing frequencies for jurisdictions including: federal withholding and unemployment taxes, multi-state withholding and unemployment taxes, and local withholding taxes, accurately and timely.
• Process payroll tax adjustments to correct employees’ wage base and tax deductions during payroll processing or on separate cycles for current and/or prior periods, as needed.
• Process Year End Reconciliations and W2 Balancing for all of our clients and their employees' W2s quarterly and communicate with clients on issues to resolve.
• Manage and process payroll tax amendments as needed or requested.
• Manage client notices received from various tax agencies.
• Research and resolve payroll tax notices received by contacting federal, state or local agencies and log each item to track whether outstanding, resolved and it’s cause.
• Request and maintain tax account numbers and rate information from agencies to ensure accurate submission of payments and returns, including State Unemployment Rate Notices and.
• Ensure procedures and instructions are in place and/or updated. If not then create as necessary.
• Work directly with CEO, Directors and other Team Members for payroll tax support/research.
• Assist with tax accounting functions and bank reconciliations.
• Manage and review data exported from payroll software to our tax software to ensure information is correct for filing purposes.
• Use Microsoft Excel and recently Google Sheets for further tracking or research on daily items or issue/project research.
• Use software tools like HubSpot and Monday.com to manage tasks between all team members involved in multiple tasks and projects.
• Train Payroll Tax Analyst all needed skills and knowledge in order to perform job duties; create training outline, schedules, training materials, and process instructions.
• Coordinate and distribute responsibilities between Payroll Tax Analyst and myself; includes current tasks as well as planning and adapting to future responsibilities.
• Research using resources, such as BNA, CCH, and agency websites, to uphold new laws and provisions that apply to payroll tax compliance.

Please note the break of employment from this position from April 2019 through October 2022 to assist managing and growing family home inspection business, Precision Property Inspections, in Indian River County, Florida.

• Establish organizational methods to manage all information and tasks related to payroll taxes.
• Establish and maintain policies and procedures for payroll tax processing functions, maintain current knowledge of payroll tax rules and regulations, and ensure all tasks are handled efficiently within compliance.
• Establish improvement plans for auditing payroll tax accounts and for notice handling.
• Train Payroll Tax Analysts all needed skills and knowledge in order to perform job duties.
• Coordinate and distribute responsibilities between Payroll Tax Analyst and myself; includes current tasks as well as planning and adapting to future responsibilities.
• Effectively handle volume changes during company reorganization and acquisitions.
• Coordinate and provide information to internal and external vendors/resources, such as Payroll Department, HR Department, and auditors; regarding all payroll, payroll tax and unemployment benefit details.
• Research using resources, such as BNA, CCH, and agency websites, to uphold new laws and provisions that apply to payroll tax compliance.
• Process Employment Tax payments and returns of all filing frequencies for jurisdictions including: federal withholding and unemployment taxes, multi-state withholding and unemployment taxes, and local withholding taxes, accurately and timely.
• Process Year End Reconciliations and W2 balancing for multiple entities and high volume of employees, as well as process W2Cs electronically through SSA website or manually as needed.
• Research and resolve payroll tax notices received by contacting the IRS, state or local agencies and log each item to track whether outstanding, resolved and it’s cause.
• Request and maintain tax account numbers and rate information from agencies to ensure accurate submission of payments and returns, including State Unemployment Rate Notices.
• Process amended returns or additional tax liability payments as necessary.
• Create, organize, and maintain Excel workbooks/spreadsheets and checklists, including data, formulas and macros.
• Ensure all new client tax information and accounts are properly set up, and process returns and payments timely during mergers and acquisitions.
• Train newly acquired payroll tax team; create training outline, schedules, training materials, and process instructions in order to train onsite at the Tampa office, through email and by conference calls and oversee the entire transition.

• Manage, maintain and organize all payroll tax information and tasks.
• Research and resolve previous Year End and W2 Variances directly with ADP.
• Introduced to US Expat Taxation.

• Establish organizational methods to manage payroll tax information and tasks.
• Establish and maintain policies and procedures for payroll tax processing functions, maintain current knowledge of payroll tax rules and regulations, and ensure all tasks are handled efficiently within compliance.
• Establish improvement plans for auditing payroll tax accounts and for notice handling.
• Train Payroll Tax Analyst all needed skills and knowledge in order to perform job duties.
• Coordinate and distribute responsibilities between Payroll Tax Analyst and myself; includes current tasks as well as planning and adapting to future responsibilities.
• Estimate payroll taxes on approaching Stock Options and Restricted Stock Vestings, then process separate payroll cycle and balance total taxable income wages and taxes withheld to verify accurate information.
• Process payroll tax adjustments to correct employees’ wage base and tax deductions during payroll processing or on separate cycles for current and/or prior periods, as needed.
• Analyze all payroll tax accounts for multiple entities to ensure accurate information is being processed and paid by our payroll tax services provider within compliance with payroll tax jurisdictions including; Federal Withholding and Unemployment, Multi-State Withholding and Unemployment, Local Withholding/OPT, Worker’s Compensation (monopolistic states), and select City Expenses.
• Reconcile bank accounts daily in which payroll taxes are funded and paid out of. Coordinate information with Internal Auditors on Quarterly basis.
• Calculate and process all executive income imputations for company including jet use, personal automobiles, and club membership dues provided and paid by employer.
• Calculate and determine Qualified, Nonqualified, Taxable and Nontaxable Relocation/Moving Expenses for employees, then process in a separate adjustment payroll cycle as imputed income during year-end.
• Maintain and update all tax tables in Infinium payroll software associated with payroll taxes.
• Complete and submit new registration applications or account inactivations for state unemployment, state withholding and local withholding accounts when moving in and out of jurisdictions.
• Effectively handle volume changes during company reorganization and acquisitions.
• Coordinate and provide information to internal and external vendors/resources, such as Payroll Department, HR Department, ADP, Equifax, and Empower Software Solutions; regarding all payroll, payroll tax and unemployment benefit details.
• Research using resources, such as BNA, CCH, and agency websites, to uphold new laws and provisions that apply to payroll tax compliance.
• Process Year End Reconciliations and W2 balancing for multiple entities and high volume of employees, as well as process W2Cs electronically through SSA website or manually as needed.
• Research and resolve payroll tax notices received by contacting federal, state or local agencies then log each item to track whether outstanding, resolved and it’s cause.
• Request and maintain tax account numbers and rate information from agencies to ensure accurate submission of payments and returns, including State Unemployment Rate Notices and, and when savings opportunities are available, reduce rate by paying Voluntary UI Contributions.

Accountant positions included Staff, Payroll Tax, Accounts Receivables (A/R)

• Process Employment Tax payments and returns of all filing frequencies for jurisdictions including: federal withholding and unemployment taxes, multi-state withholding and unemployment taxes, and local withholding taxes, accurately and timely.
• Process Year End Reconciliations and W2 balancing for multiple entities and high volume of employees, as well as process W2Cs electronically through SSA website or manually as needed.
• Research and resolve payroll tax notices received by contacting the IRS, state or local agencies and log each item to track whether outstanding, resolved and it’s cause.
• Request and maintain tax account numbers and rate information from agencies to ensure accurate submission of payments and returns, including State Unemployment Rate Notices.
• Process amended returns or additional tax liability payments as necessary.
• Create, organize, and maintain Excel workbooks/spreadsheets and checklists, including data, formulas and macros.
• Ensure all new client tax information and accounts are properly set up, and process returns and payments timely during mergers and acquisitions.
• Train newly acquired payroll tax team; create training outline, schedules, training materials, and process instructions in order to train onsite at the Tampa office, through email and by conference calls and oversee the entire transition
• Reconcile all Payroll Tax General Ledger (GL) accounts and post Journal Entries to adjust accounts accordingly.
• Produce weekly and monthly Account Receivables (A/R) Reports, distribute to all managers, supervisors and directors and follow up with collection status.
• Produce monthly check count reports for managers and directors.
• Work closely with the Tax and Payroll Department for further research on transactions and adjustments as needed.