Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Roseline Loriston

Orlando

Summary

Highly skilled tax analyst with deep expertise in tax compliance, planning, and reporting. Strong focus on team collaboration and delivering results. Adept at navigating complex tax regulations and providing strategic insights. Reliable, adaptable, and consistent in achieving organizational goals.

Overview

11
11
years of professional experience

Work History

Sr. Tax Analyst

Verizon
10.2021 - 10.2024
  • Analyze unemployment pay data and work across finance functions to resolve payment issues timely.
  • Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
  • Balance post quarterly 941 Reports and complete Federal Statement of Deposit Reconciliations
  • Analyzed W-2 Reports generated from ADP runs (Smart Compliance/ Global View).
  • Process adjustments and refunds for Employee Strategic Transfers and Company Mergers/ Acquisitions to assure accuracy and success
  • Research and resolve payroll tax notices in a timely manner, including abatement request, calculations of Penalty & Interest, and Identification of root cause and prevention measures.
  • Increased company revenue by identifying potential tax savings opportunities through research and analysis of current tax laws.
  • Perform detailed verification, review and preparation of Payroll Tax updates in WorkDay as required from Daily HR Change Registers or manual updates
  • Work with various team members to assist in training activities and provide assistance in developing process documentation.
  • Act as liaison with 3rd party provider on error resolution and balancing to ensure timely and accurately quarterly tax return filing.
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Maintained database of federal and multi-state tax laws and regulations to promote uniform policy and procedural compliance.
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.

Leadership- Product Support Specialist/ Amendment services

ADP
08.2019 - 08.2021
  • Quality control, listen, document and provide feedback to managers and implement policies and procedures.
  • Mentor and train associates to ensure successful integration within their role.
  • Identify training needs for the department to assist with training development programs.
  • Provide feedback to leadership team and act as a point of escalation in the absence of leadership for critical issues and department priorities.
  • Provide technical support to internal and external users regarding the resolution of escalated issues, processes, and procedures; respond promptly and professionally; analyze impact and scope to determine tier-one resolution
  • Maintain appropriate record of resolution through the CRM system. Use Knowledge Management database to locate solutions to issues. Ensure the problem and resolution are comprehensive of the issue and are documented professionally.
  • Act as liaison between internal and external users, business partners (WFM and CAET), clients, client services, technology, and/or corporate support to ensure high impact problems are resolved in a timely and satisfactory manner.
  • Contributed to product development by sharing valuable customer feedback and insights with engineering teams.
  • Improved the overall efficiency of the support team with streamlined processes and clear communication.
  • Increased knowledge base usage by creating detailed articles on common product issues and solutions.

Tax/Payroll Consultant- Tax Direct Small Business

ADP
07.2016 - 08.2019
  • Provide knowledgeable support and response to inquiries regarding products and RUN/ Smart Compliance system applications.
  • Provide resolution to complex tax matters for approximately 160-180 clients monthly.
  • Assisted clients in navigating regulatory compliance by staying current on relevant legislation and advising on best practices by providing solutions to clients’ issues on Agency Notices and questions, exceeding clients’ expectations.
  • Performed regular reconciliations of general ledger accounts related to payroll transactions for accurate financial reporting purposes.
  • Provide recommendations to leadership on potential best practices and training on ADP solutions based on client input or experience.
  • Intricate member of the escalation team – Working on priority request for Amendment and Late original.
  • Educated employees on various aspects of payroll including deductions, overtime calculations, and tax implications.
  • Special Project: Field tester for automation BOT for SBS, providing instruction, insight and verification for the automation process for SBS.
  • Provide recommendations and innovative solutions to leadership based on client input or experience.
  • Optimized payroll processes by implementing efficient software solutions and streamlining procedures.

Tax Preparer

Capital Tax
04.2014 - 05.2015
  • Interviewed clients to obtain additional on taxable and deductible expenses and allowances.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Analyzed financial records to verify accuracy of tax returns.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.

Education

Associate of Science - General Studies

Tallahassee State College
Tallahassee, FL
04-2015

Skills

  • Microsoft Office
  • Excel
  • IBM AS400
  • Process improvements
  • Training development
  • Implementation
  • Attention to details
  • Customer service
  • Research
  • Management support
  • Problem recognition
  • Solution offering
  • Work process improvement
  • Interpersonal skills
  • Multicultural sensitivity
  • Team player
  • Strong communication skills
  • State and local taxation
  • Tax process improvement
  • Tax law interpretation
  • Oracle cloud
  • Tax credit utilization
  • Income tax expertise
  • Payroll tax compliance
  • Tax research proficiency
  • Multi-state tax returns
  • Skilled in SQL, SAP, Workday, PeopleSoft
  • Account reconciliation
  • Audits

Languages

French
Native or Bilingual

Timeline

Sr. Tax Analyst

Verizon
10.2021 - 10.2024

Leadership- Product Support Specialist/ Amendment services

ADP
08.2019 - 08.2021

Tax/Payroll Consultant- Tax Direct Small Business

ADP
07.2016 - 08.2019

Tax Preparer

Capital Tax
04.2014 - 05.2015

Associate of Science - General Studies

Tallahassee State College

Similar Profiles

CREATE PROFILE