Jamie Boggs, Cpp Email & Phone Number

Provide the day to day support for newly acquired client base from Ultimate Management Services UltiPro Tax Filing Service customers, dealing with tax dollars between $500k- over $1 Million on a per paid period basis. Maintain customer master data, including Tax jurisdictional data. Ensure accurate data maintenance to avoid discrepancies that result in.

Atlanta

Current supervise 7 direct reports, which consists of 3 separate departments/processes. Primary duties for 2 of the teams, which makes up 5 of the direct reports with 1 working from home, includes:- Manage onboarding process of large market clients and smaller business clients- Conducting needs analysis to ensure we are offering clients the most valuable.

Atlanta

• Coordinate with sales representatives to review new client data for accuracy before system input including prior wages, employee information, prior quarter tax returns, taxation of earnings and deductions.
• Verifying all entered numeric info balances back to deposits/tax returns.
• Ensuring security of all personally identifiable info throughout the implementation process to prevent theft of client info.
• Assisted team members with professional development and with any questions that would arise
• Assisted with developing new strategies and more streamlined processes for the department and team
• Managed and processed multi frequency payroll for 50+ clients with various products and services including Taxpay, Direct Deposit, Human Resource, manual tax calculations, labor distribution, multi-state, non-profit.

Atlanta

• Supervise all activities involved in processing weekly on-cycle and off-cycle payrolls for 3500+ employees with over $1 Million dollars in wages
• Ensure accurate and timely processing of new hires, transfers and terminations.
• Supervise multiple payroll specialists, maintain goals of team members and help in their professional development
• Critically review and analyze current payroll, benefits and tax procedures in order to recommend and implement changes leading to best practice operations.
• Processed and distributed weekly audit reports
• Serviced internal and external employees with inquiries regarding payroll and taxes

Birmingham, Alabama Area

• Managed and processed multi frequency payroll for 70+ clients including Taxpay, Direct Deposit, manual tax calculations, labor distribution, multi-state, non-profit organization and more
• Guarantee compliance with Sarbanes-Oxley requirements
• Set-up client’s GL system integration and assist clients in balancing and month end activities
• Prepare manual tax returns, such as forms 940, 941, W-2, W-3, and multiple state returns including and not limited to amendments
• Contacts clients daily according to set schedules in order to obtain payroll data, including salary adjustments, special payments, tax allocations, and employee deductions or adjustments.
• Keys all payroll-related data necessary to process and meet appointment schedules.