Summary
Overview
Work History
Education
Skills
Timeline
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Sarah Drew

Payroll Tax Processor
Reno,Nevada

Summary

Knowledgeable Payroll Tax Processor with great administrative, financial and technical understanding. Highly organized, systematic and resourceful with good problem-solving and multitasking abilities. Familiar with applicable payroll compliance requirements, tax code and employment law enabled achievement of desired outcomes. Skilled in working under pressure and adapting to new situations with attention to detail.

Overview

8
8
years of professional experience
11
11
years of post-secondary education

Work History

Payroll Specialist

Clipboard Health
Reno, NV
01.2023 - 06.2023
  • Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, and retirement plan withholdings.
  • Managed payroll data entry and processing for 250+ employees, complying with company guidelines.
  • Offered payroll-related subject matter expertise to management and employees to resolve payroll discrepancies.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Responded to inquiries from IRS, state, and other tax authorities.
  • Prepared written responses or tax return amendments to resolve state and federal notices.

Payroll Tax Processor, Corrections & Amendments

Intuit, Inc.
Reno, Nevada
08.2018 - 02.2023
  • Processed customer case requests, completing 4 to 5 cases per day.
  • Evaluated payroll data to assess compliance with legal standards of care and accuracy.
  • Researched and corrected payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions and retirement plan withholdings.
  • Prepared analysis of payroll tax liabilities for quarter-end and yearly filings, including 940 and W-2s.
  • Created Original and Amended tax filings for QuickBooks Desktop Payroll and QuickBooks Online Payroll.
  • Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
  • Interpreted and applied federal and state tax codes for payroll taxes.
  • Managed payroll data entry and processing for small business owners with anywhere from 1 to 300 employees.
  • Investigated payroll variances, tax notices, and employee claims to resolve discrepancies and balance financial records.

Payroll Tax Processor, Account Support

Intuit, Inc.
Reno, NV
10.2017 - 08.2018
  • Kept detailed records of daily activities through online customer database, tracking phone calls, emails, and mail received.
  • Applied knowledge of regulations, employment law and tax code to keep operations in compliance with applicable standards
  • Exceptional computer skills
  • Responded to taxpayer questions and helped individuals complete and file tax documentation regarding payroll tax eligibility requirements
  • Interpreted and applied state tax codes for multiple states
  • Worked independently with minimal supervision and guidance, completing up to 20 customer contacts per day.
  • Updated employer banking records when it was necessary, following NACHA & SOX Compliance guidelines
  • Processed new hire paperwork and documents.
  • Improved operations through consistent hard work and dedication.

Service and Support Specialist

Intuit, Inc.
Reno, NV
10.2015 - 10.2017
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Provided primary customer support to internal and external customers.
  • Maintained average TNPS score of 98%, winning award for highest quarterly TNPS results among 150 other customer service agents.
  • Processed customer adjustments to maintain financial accounts.
  • Updated account information to maintain customer records.
  • Responded to customer requests for products, services and company information.
  • Cross-trained and provided backup support for organizational leadership.
  • Responded to customer comments and questions via LiveChat.
  • Performed various clerical duties by filing and faxing documents and creating customer databases.
  • Escalated complicated customer account issues to supervisors and help desk workers.
  • Attended telephone skills and program information training sessions to boost aptitude.
  • Responded to customer calls and emails to answer questions about products and services.
  • Documented and detailed calls and complaints using call center's CRM database.

Education

Some College (No Degree) - Psychology

Truckee Meadows Community College
Reno, NV
07.2012 - Current

High School Diploma -

Damonte Ranch High School
Reno, NV
06.2007 - 06.2007

Skills

Conflict resolution

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Timeline

Payroll Specialist

Clipboard Health
01.2023 - 06.2023

Payroll Tax Processor, Corrections & Amendments

Intuit, Inc.
08.2018 - 02.2023

Payroll Tax Processor, Account Support

Intuit, Inc.
10.2017 - 08.2018

Service and Support Specialist

Intuit, Inc.
10.2015 - 10.2017

Some College (No Degree) - Psychology

Truckee Meadows Community College
07.2012 - Current

High School Diploma -

Damonte Ranch High School
06.2007 - 06.2007
Sarah DrewPayroll Tax Processor