Tracy M. Roberts
Prescott Valley,AZ
Summary
As a Team Lead, I am a self-starter, team player, strong analytical skills and project completion. I use the knowledge I have learned to resolve tax issues, escalations, error resolution, filing and training. I have been successful with the Federal, State, and local agencies specializing in escalated issues and identifying errors. I have multistate payroll and payroll tax experience with large volumes. Tax issues involving withholding, SIT and SUTA, registrations, rates, discrepancies, POA, Amendments, W-2s and all nature of issues. I have done filing including QE and YE. Manual, uploads, and bulk filings. I have extensive knowledge of the IRS for resolution and BSO for correcting W-2s, testing uploads and resolving balance discrepancies.
Experienced leadership professional prepared to guide teams effectively. Strong focus on collaboration and achieving results, ensuring adaptability with changing needs. Proficient in project management, conflict resolution, and strategic planning. Reliable and flexible, fostering cohesive and productive team environment.
Overview
9
9
years of professional experience
Work History
Team Lead- Tax filing Analyst-Notice Resolution
Alight Solutions/Strada
09.2023 - Current
- Notice Resolution, escalations, error resolution, QE/YE filing and project completion.
- Resolve SIT, SUTA, and local agency notices for every state.
- Training contractors and employees in notice resolution, corrections, filing and software used for Tax notice department.
- QE/YE error resolution with filing errors, uploads and auditing. Completion of Variance posting, tax return creation, filing and confirmation of filing.
- High completion rate of notice resolution count.
- Worked with Master tax and Notice Ninja for tax resolution.
- State compliance to reduce tax notices, large balances and unfiled tax periods.
- Large client reduction and resolution of tax notices with monthly audits.
- SOP creation for tax processes. Creation of training videos.
- Team lead for QE/YE teams for special projects.
Senior Payroll Tax Specialist – Notices & Payroll Tax operations
Vensure HR (PEO Company)
03.2021 - 08.2023
- Resolve multiple tax notices daily with IRS, State, SUTA, and Local agencies.
- Knowledge of Federal and state agencies, websites, and protocol for how to work with agencies for historical and current tax issues.
- QE and YE reporting/filing, prepping, RTS reports for upload, for correct reporting to all agencies.
- Team Oriented to provide support for other team members, Manager and VPs. I learn quickly and have been a support to many levels including the Tax attorneys with work with for large issues with IRS. I can find and provide documentation for resolving the large balances due.
- Knowledge of notice with verbiage, language of notices and what is required from notices.
- Resolving current issues with focus on proactive measures to stay in compliance for the future, correct multiple periods reported incorrectly and working with agents.
- Knowledge of quarterly and annual returns and state payment requirements. Combined reporting, PEO requirements for all agencies in US.
Payroll Tax Specialist
Soliant
09.2020 - 02.2021
- Set up and create State Withholding, State Unemployment and Local Tax accounts for all seven companies.
- Created a database with excel for each company to record account numbers, state websites with logins, rates per state, phone numbers and notes for each account.
- Received Invoices from states for balances, missed fillings and upload to ADP for resolution.
- Resolve issues with invoices that could be corrected with the state or local tax collector.
- Completed projects and tasks involved with resolution to Worker’s Comp, W-2’s, Box totals, and any issues that came up that were tax related.
- Correcting and updating state accounts that had closed or had issues with authorization.
HR and Payroll Specialist
Perma-Fix Environmental Services
11.2019 - 09.2020
- Process weekly payroll for designated payroll groups.
HR and Operations Manager
Enspiren Transportation, Inc.
06.2017 - 08.2019
- Designed of benefit package for 1099s first company offer in the transportation industry as Employer Sponsored.
- Implementation and enrollment of Benefits for employees, ACA Reporting, Auditing and Compliance.
- Created training video, Infomercial video, bonus program.
- Developed marketing tools.
- Payroll and Tax Administrator as well as Bookkeeping services.
- Transportation taxes.
- EEOC Reporting and Survey.
- State regulations regarding the Hiring of Commercial Drivers
- Implementation of Onboarding Software.
- Recruiting, Onboarding, Training and Orientation and Benefits Administrations.
- Creation of Training guides, Email templates and Drip Marketing campaigns.
- Implementation of QuickBooks, Axon, and Tenstreet.
- Reporting, gathering data, billing and working with factoring company.
HR Administrator
Primus Software
05.2016 - 06.2017
- Benefits Administration, Open enrollment and Carrier Administration.
- ACA Auditing, Corrections and Reporting.
- Completed two years of Reporting, with Safe Harbor
- Payroll- Paylocity, with multi-state W-2 contractors.
- Implementation of Payroll and Benefits Software, Paylocity, Paychex
- Accounts Payable and Accounts Receivable in Quickbooks.
- Re-organization of HR Processes.
Education
High School graduate -
1 year of college - Accounting
Bachelor’s degree - human resources management, Organizational Management
01.2015
Skills
- Payroll and Payroll tax compliance, regulations, filings QE and YE returns, payments, IRS Recons, 941, 940, 941X, corrected Schedule B, amendments for Federal, State (SIT and SUTA) and local agencies I have worked with all agencies for registrations and closing of accounts
- My focus is Payroll Tax while I have processed payroll using multiple systems and payroll software These systems include Payroll Software – Master tax, Paylocity, Paycom, ADP Workforce now and Smart compliance, Prism, Client space, Apex Payroll, Evolution Classic, iSolve, Keepass, QuickBooks, Payworks (Canadian Payroll), Benetrac, BCBS, Office 365, Notice Ninja I have been able to learn software on my own to resolve issues by research and deductive reasoning
- There is always a way to resolve tax issues with teamwork and dedication Leadership is key with positive feedback and willingness to learn new responsibilities
- Processed payroll tax for PEO and clients Multi- State and Canada I have worked with a Large PEOs that have client reporting as well as clients reporting under our large PEO partners with reporting of annual wages up to 13 billion annually
- Training, reporting, employee retention, data analysis, audit, communication, and leadership Is what I believe in and strive for with co-workers and teammates
- I have been a part of Software implementation and gone through the process
- Microsoft 365: SharePoint, Word, MS Excel, Microsoft Teams, Share file, Etc
- Payroll Tax: Federal, State and Local account set-up and maintenance, notices, registrations for all agencies and resolutions
- SOR IRS account and BSO Online Company account with SSA
- Abatements, Penalty and Interest, POAs, and research resolve balances with the state, local and government agencies
- Attention to detail
- Coaching and mentoring
- Relationship building
- Employee engagement
- Problem-solving
- Teamwork and collaboration
- Staff training
- Team supervision
- Analytical thinking
- Mentoring
- Issue resolution
- Coaching
- Documentation and reporting
Timeline
Team Lead- Tax filing Analyst-Notice Resolution
Alight Solutions/Strada
09.2023 - Current
Senior Payroll Tax Specialist – Notices & Payroll Tax operations
Vensure HR (PEO Company)
03.2021 - 08.2023
Payroll Tax Specialist
Soliant
09.2020 - 02.2021
HR and Payroll Specialist
Perma-Fix Environmental Services
11.2019 - 09.2020
HR and Operations Manager
Enspiren Transportation, Inc.
06.2017 - 08.2019
HR Administrator
Primus Software
05.2016 - 06.2017
1 year of college - Accounting
Bachelor’s degree - human resources management, Organizational Management
High School graduate -
Similar Profiles
Aruna Jane AnburajAruna Jane Anburaj
Workday Manager at Alight SolutionsWorkday Manager at Alight Solutions
Umesh KrishnanUmesh Krishnan
Analyst - Order to Cash at Alight Solutions (Alight Is Now Strada)Analyst - Order to Cash at Alight Solutions (Alight Is Now Strada)
Claire CaragherClaire Caragher
Senior Director, Change Management at Strada (formerly Alight Solutions/Aon Hewitt)Senior Director, Change Management at Strada (formerly Alight Solutions/Aon Hewitt)
Mia PadillaMia Padilla
Leasing Consultant at Northland Investment CorporationLeasing Consultant at Northland Investment Corporation
Sabrina SwabSabrina Swab
Theraputic Foster Licensing Specialist at ClarvidaTheraputic Foster Licensing Specialist at Clarvida