Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Self-Study
Timeline
Generic

Stephanie McCaleb

Cleveland,OH

Summary

Energetic professional with 9 + years of leadership experience, and 7+ years of successful tax resolution experience which includes individual and payroll taxes. Organized and diligent with a strong background in developing, implementing, and managing complex projects. Reliable and knowledgeable professional whose strengths include critical thinking, problem solving, cultural sensitivity, and the ability to build a rapport with business owners, tax agencies, Certified Public Accountants, attorneys, clients, and company personnel.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Sr. Payroll Tax Specialist

Global Payments
10.2017 - Current
  • Conduct research, and analysis to resolve complex payroll
    related tax issues, notices, assessments, and inquiries.
  • Analyze payroll data, tax data, current federal and state tax
    laws resulting in the preparation of but not limited to amended tax returns, abatement inquires, and written correspondences to tax agencies, local and U.S Districts Courts
  • Ensure clients are in compliance with local, state, and federal
    laws by collecting and preparing tax data for filing, reviewing
    and inputting tax rates and/or deposit and filing frequencies.
  • Identify, document, and solve issues that may arise as a result
    of customer error or product bugs and limitations, while
    implementing processes that reduce common customer and
    internal issues.
  • Distinguish gaps in company polices and inefficiencies in how
    we work together, and collaborate with payroll operations, tax operations, sales support, and product support to define and implement improvements.
  • Ensuring that internal and external questions are answered in
    an accurate, efficient, professional, and timely manner.
  • Experience in resolution includes that of the Internal Revenue
    Service, Social Security Administration, United States
    Department of Labor, All States of America, and their local tax jurisdictions.

Contact Representative

Internal Revenue Service, IRS
09.2016 - 10.2017
  • Develop, analyze, and evaluate information involving the
    research of computerized records by assessing multiple online
    and internal database systems.
  • Apply Revenue Ruling, tax codes and regulations to resolve tax accounts issues, disputes and delinquencies related to the
    unique circumstances of each taxpayer
  • Use investigative techniques and procedures to extract
    sufficient information from a variety of sources. Makes a
    determination and uses sound judgement to resolve complex
    taxpayer issues.
  • Provide assistance to taxpayers, attorneys, Certified Public
    Accountants, and company officers seeking guidance with
    issues affecting Wage & Investment and Business clients.
  • Improved customer satisfaction by resolving issues efficiently and professionally.
  • Exceeded performance targets consistently by prioritizing tasks and managing time effectively.
  • Enhanced team productivity by collaborating on projects and sharing best practices with colleagues.

Operations Manager

Dollar Bank
06.2014 - 08.2016
  • Plan, manage, and direct banking operations daily; Plan and
    support sales and marketing activities.
  • Carries out administrative and accounting duties by organizing, and coordinating banking services.
  • Identify and mitigate operational risk by ensuring bank
    employees are within Federal compliance.
  • Liaison with top management; Assist in the development of
    strategic plans for operational activity.
  • Monitor, collect, and analyze relevant data to prepare a weekly and monthly report for review by corporate. Review daily reports; Expense Control; Order adequate cash and supplies for multiple branches.

Education

Bachelor of Science - Business Management

Cleveland State University
Cleveland, OH
05.2025

High School Diploma -

Cleveland Annex-West
Cleveland, OH
06.1998

Skills

  • Outstanding analytical skills,
    critical thinker, and problem
    solver that has the ability to
    effectively collect, examine,
    and scrutinize information,
    decides what is relevant,
    pinpoint the issue, and draw a
    conclusion to determine the
    proper resolution
  • Effectively conveys
    information verbally, and in
    writing – detailed oriented
  • Excellent time management
    skills, with the ability to
    prioritize multiple concurrent
    complex projects

Accomplishments

  • Recognized companywide for my ability to work directly with tax agencies to get penalties removed for internal processing errors that affected a mass amounts of our clients.
  • Awarded for excellent reviews received from clients, and top personnel.
  • Promoted to Senior Role

Certification

Notary for the State of Ohio
Commission Expires: June 28, 2025


Continuing Education
Certifications (2024)
Tax Return Preparer Ethical Issues |
Federal Income Tax Changes |
Families First Coronavirus Response
Act (FFCRA) | Coronavirus Aid,
Relief and Securities (Cares)


Valid Preparer Tax Identification
Number (PTIN), and Centralized
Authorization File (CAF) Number


Self-Study

Enrolled Agent Examination 

Anticipated testing date:
September 2024


United States Tax Court
Practitioner Examination
Anticipated testing date:
November 2025

Timeline

Sr. Payroll Tax Specialist

Global Payments
10.2017 - Current

Contact Representative

Internal Revenue Service, IRS
09.2016 - 10.2017

Operations Manager

Dollar Bank
06.2014 - 08.2016

Bachelor of Science - Business Management

Cleveland State University

High School Diploma -

Cleveland Annex-West

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Stephanie McCaleb