Rayvan Jefferson
Payroll Tax
Ennis
Summary
Articulate communicator with the ability to collaborate with colleagues and management to achieve effective relationships; credited with the ability to sustain and meet business expectations from a diverse, equity and inclusion lens. Highly motivated Specialist seeking a position that will utilize my skills while making a significant contribution to the success of an organization.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
Work History
Payment Specialist Lead
OneSource Virtual
08.2023 - Current
- Monitor overall activities of the pay function, including all payment activities in collaboration with key stakeholders to drive quality improvement
- Work with Team Management to identify need for system improvements and innovation
- Reduced errors in payment transactions by conducting thorough audits and identifying areas for improvement.
- Performed various administrative tasks related to payments, including generating reports, updating records, and maintaining accurate documentation.
- Boosted customer satisfaction with timely and accurate processing of various payment methods.
- Provide directions, instructions and/or training to team
- Communicate daily with internal Treasury department for Tax Payments Funding
- Responsible for processing daily tax payments including California and Federal Wires
- Research discrepencies from daily payments
- Provide timely and accurate information to customers by creating, researching, and resolving taks, rejections, and inquires
- Evaluated and recommended improvements to current payment SOPs, leading to increased efficiency and reduced processing times.
- Strengthened payment processing efficiency by streamlining procedures and assiting with automation.
- Trained new team members on company-specific software such as TaxEx and standard operating procedures for efficient onboarding.
- Pay and file all quaterly, monthly, daily and annual returns
- Assist specialists with research for missing filings and payments
Payment Specialist
CurrentOneSource Virtual
03.2019 - Current
- Remit daily, monthly, and quarterly payments to required tax agencies
- Complete daily processing procedures including over 70 monthly task assigned to ensure timely payments and filings
- Open tickets for daily payments to our Treasury department
- Assist with verifying manual payments
- Research discrepancies for daily tax payments and positive pay
- Navigate various software applications to accurately and quickly file and pay tax payments and returns
- Accurately research and process refunded, returned and/or stale dated checks
- Maintain current knowledge of payment rules and regulations
- Meet monthly SLA requirements
- Pay and file all quarterly, monthly and annual returns
- Research and correct returned ACH payments and resubmit payments
- Providing timely and accurate information to customers by creating, researching, and resolving tickets, rejections, and inquires
- Perform other duties and work on special projects as directed by the immediate supervisor or other members of management
Tax Regional Specialist
OneSource Virtual
04.2018 - 03.2019
- Prepare federal, state and local tax returns and related schedules and reports
- Research delinquencies and determine root cause of the delinquency by reviewing internal tax reports, agency websites, and agency phone calls
- Communicate with federal, state, and local tax agencies via various methods to determine the path to issue resolution
- Create submission of timely, accurate tax deposits and reports
- Research rejected filings/payments from quarterly, annuals, and W-2’s
- Assume responsibility for all tax filing and depositing duties
- Provided client communication as needed and assists internal departments with client communication and support
- Files assigned taxes under limited supervision and coordinates with internal service partners on exceptions found during filing
- Other duties as assigned
Payroll Specialist
Santander Consumer USA
05.2013 - 12.2017
- Compiles and processes payroll data such as time sheets, pay requests, garnishments, direct deposits, and tax withholding changes in order to ensure accurate payment to employees
- Prepares periodic reports of earnings, taxes and deductions
- Performs analysis of completed payroll and troubleshoots data inconsistencies; identifies trends and potential issues and recommends solutions
- Reconcile withholdings of employee and employer federal, state and local taxes using MTD, QTD and YTD payroll registers
- Ensure proper tax reporting and compliance
- Develop and deploy processes, routines and tools that support payroll and partnership with the business
- Lead, manage and coordinate highly visible, complex, and cross-functional projects and work
- Assist management and employee in the understanding of payroll procedures
- Develop relationships and interface with employees and management
- Handles inquiries and complaints to ensure quick, equitable, courteous resolution.
Mortgage Loan Closer
Capital One
01.2009 - 07.2013
- Review and analyze tax transcripts, utilize fraud tools, run and interpret DU correctly
- Proactively communicate to customers and business partners in a timely matter for loan decisions and underwriting guidelines
- Review and evaluate information on loan applications and supporting documents to determine if borrowers capacity, credit meets lender/investor and government requirements
- Record loan denial specifying investor and institution guidelines and basis for declining application in accordance with investor/state/federal regulations
- Serving as a liaison for all loan closings and providing exceptional customer service with extreme attention to detail
- Resolved all account discrepancies and completed monthly audits of accounts receivable
- Prepares closing procedures for the closing team in accordance with the loan approval and commitment letters
- Effectively communicate and coordinate with the Post-Closing Manager, Closing department, and Secondary departments
- Inputs and confirms data required to generate closing documents
Education
High School Diploma -
Lancaster High School
Lancaster, TX 08.2005 - 05.2008
Skills
Advanced MS Office Skills
Ability to work in a fast paced environment with exceptional attention to detail
Strong Organizational skills and ability to manage competing priorities
Relationship Management
Proficient in Salesforce, TaxEx ,Tableau and Atmos
Timeline
Payment Specialist Lead
OneSource Virtual
08.2023 - Current
Payment Specialist
CurrentOneSource Virtual
03.2019 - Current
Tax Regional Specialist
OneSource Virtual
04.2018 - 03.2019
Payroll Specialist
Santander Consumer USA
05.2013 - 12.2017
Mortgage Loan Closer
Capital One
01.2009 - 07.2013
High School Diploma -
Lancaster High School
08.2005 - 05.2008
Similar Profiles
Tina DesVigneTina DesVigne
Tax Consultant at OneSource VirtualTax Consultant at OneSource Virtual
Dalvin WadeDalvin Wade
Benefits Specialist at OneSource VirtualBenefits Specialist at OneSource Virtual
Brittney GraysonBrittney Grayson
Tax Support Specialist at OneSource VirtualTax Support Specialist at OneSource Virtual
Elizabeth LanzafameElizabeth Lanzafame
Benefits Reconciliation Specialist at OneSource VirtualBenefits Reconciliation Specialist at OneSource Virtual
Brittany LeonardBrittany Leonard
Security Officer at Securitas Security Services USASecurity Officer at Securitas Security Services USA