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 payroll taxes.• 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.• Audit and Precision:Conduct thorough audits of historical, company-level, and employee-level data, ensuring precision and reliability.• Client Expectation Management:Effectively manage client expectations throughout the implementation process, ensuring a smooth and satisfactory experience.• Results-Oriented:Achieved book organization by implementing streamlined processes using the available Microsoft 365 tools, contributing to increased accuracy and efficiency. • Escalated Case Management:Proven ability to effectively handle and resolve escalated cases with a focus on precision, efficiency, and client satisfaction.

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.• Escalated Case Management:Proven ability to effectively handle and resolve escalated cases with a focus on precision, efficiency, and client satisfaction.

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.• Deadline Management: Maintained composure and met deadlines in high-pressure situations, showcasing the ability to perform effectively in challenging environments.• Client Communication and Leadership: Effectively communicated with clients regarding their payroll tax matters and provided leadership as the head of the Accounting Department team, demonstrating strong leadership and supervision skills.• Escalated Case Management:Proven ability to effectively handle and resolve escalated cases with a focus on precision, efficiency, and client satisfaction.