Julie Cloward Email & Phone Number

Utah, United States

• Payroll Implementation ManagerTriNet | May 2022 - Present (1 year 7 months)
• Client Relationship Management: Help spearhead client relationships during the entire implementation process, serving as a primary contact for payroll and payroll tax inquiries.
• Collaboration and Communication:Collaborate closely with clients, business partners, and internal teams, ensuring a comprehensive understanding of implementation requirements relating to payroll, prior payroll, and.
• Work in close collaboration with sales, product, engineering, and other internal teams to identify and prioritize product enhancements.
• Implementation Expertise:Configure and implement the Human Capital Management (HCM) platform, providing expert guidance and advice to clients.
• Successfully manage multiple projects concurrently, ensuring prompt and accurate delivery of implementation tasks.

Remote

• Research and Resolution:Conducted in-depth research on tax notices, demonstrating a proactive approach to effectively resolve payroll tax issues.
• Client Communication:Provided clients with accurate and comprehensive answers to general tax inquiries, including determining the appropriate form to use for specific situations.
• Monitoring and Follow-Up:Monitored tax agency portals to verify successful payment postings, proactively following up with agencies to track the status of filings and payments.
• Cross-Functional Liaison:Acted as a liaison between the tax operations team and customer support, ensuring seamless communication and efficient issue resolution.
• Payroll Processing:Processed payroll corrections and amendments, ensuring accurate and compliant payroll processing.
• Task Management:Undertook additional tax service tasks and projects as required, showcasing adaptability and a willingness to contribute to team success.

Orem, Utah

• Comprehensive Payroll Tax Management: Successfully managed and administered payroll tax accounts across multiple states, ensuring accurate and timely deposits of tax liabilities to state and federal agencies.
• Regulatory Compliance: Ensured accurate and timely deposits of tax liabilities to state and federal agencies, maintaining strict compliance with regulatory requirements.
• Filing Expertise:Prepared and submitted quarterly and annual filings, including W2/W3 and 1099 forms, contributing to precise and timely reporting.
• Proactive Issue Resolution: Proactively researched and resolved tax notices promptly and efficiently, demonstrating a proactive approach to issue resolution.
• Financial Record Accuracy: Conducted bank account reconciliations to maintain accurate financial records, contributing to the overall financial integrity of the organization.
• Proficient Software Utilization: Proficiently used payroll software applications such as Execupay, iSolved, Asure Payroll Tax Management, EFTPS, and ZOHO, ensuring efficient and accurate processing.