Being people-centric and data-driven, I enjoy straddling the line between qualitative and quantitative. With 15 years of experience in the Human Capital Management space, I’m a conscientious leader who helps companies navigate regulatory compliance while mitigating risk by streamlining processes and fostering teams.
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Senior Manager, Tax OperationsWrapbook Nov 2024 - PresentNew York, Us -
Vp Payroll Tax OperationsVensure Employer Solutions Jul 2023 - Nov 2024Chandler, Az, Us -
Avp Payroll Tax OperationsVensure Employer Solutions May 2021 - Jul 2023Chandler, Az, Us -
Senior Manager TaxSimpluris, Inc. 2020 - Mar 2022Costa Mesa, Ca, Us -
Hr Specialist - Compensation, Benefits & HrisAlliant Insurance Services Feb 2019 - Jul 2020Irvine, Ca, Us -
Tax And Compliance ManagerShiftpixy® Jul 2016 - Feb 2019Miami, Fl, UsDirect payroll tax related activities to ensure tax obligations and objectives are met. Oversee department planning, training, compliance, reporting, filings, and auditing. Review, analyze and develop departmental procedures for improvement to streamline processes and mitigate risk. Research on payroll tax matters regarding potential impact on the operation of the organization. Partner with Federal and State tax agencies, and third parties to resolve client escalations. -
Senior Financial AnalystOptimum Employer Solutions Jan 2011 - Jul 2016Santa Ana, Ca, UsEvaluated payroll data; reconciling and analyzing income statement accounts. Reconciled bank statements; prepared and entered journal entries for month-end close. Prepared and filed payroll tax deposits and returns for multi-entity and multi-jurisdictional taxing authorities. Resolved all payroll tax issues. Researched laws and regulations regarding payroll taxes and PEO compliance. Administered PEO business licensing and payroll tax account registration. Cash Management including initiating, recording, and verifying deposits, wires, book transfers, and ACH transactions. Determined the need for new accounts and revisions in the account structure. Managed Workers' Compensation premium payments and audits. Liaison for Workers' Compensation new policy binds. Audited and transmitted 401(k) contributions to third party vendor. Lead W2 and 1099 processing for over 2,000 employees. Assisted in managing and creating departmental procedures. Assisted in HRIS,Payroll and Tax System maintenance. Trained and mentored staff. -
Operations Administrative ManagerOptimum Employer Solutions 2009 - 2011Santa Ana, Ca, UsEstablished and maintained payroll records. Prepared and filed payroll tax reports. W2 and 1099 processing. AP/AR management. Assisted CPA with preparing accounting transactions and documents. Processed Commissions reconciliation and payments. Administered 401k contributions and liaison for year-end auditing. Calculated deductions and issued payments for benefit premiums. Audited monthly benefit statements. Managed Workers' Compensation audits, premium payments and certificate requests. Procured office furniture and supplies.
L M. Education Details
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Penn State UniversityBusiness Concentration -
Coastline CollegeAccounting
Frequently Asked Questions about L M.
What company does L M. work for?
L M. works for Wrapbook
What is L M.'s role at the current company?
L M.'s current role is Senior Manager, Tax Operations.
What schools did L M. attend?
L M. attended Penn State University, Coastline College.
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