Jackie Hinerman
McCordsville
Summary
Years of experience in all aspects of payroll tax. Comprehensive knowledge of federal, unemployment, state withholding and local taxes in all US jurisdictions and Canada provinces. Versed in acquisitions, registrations, compliance tax laws, reciprocity, courtesy withholding, withholding certificates, garnishments as well as abatement of tax liens, tax notices and amended tax returns. Expertise in payroll tax research, payment and filing requirements, tax returns and file layout specifications, W-2’s, W-2C’s and T4’s. Proficient in system bulletin and cyclic updates, software user acceptance testing, ERP system configurations and implementation. Highly skilled in reconciling and balancing of tax payments, tax filings and journal entries. Seasoned Payroll Tax Analyst with solid background in payroll tax compliance and administration. Highly equipped with skills in managing multistate taxation rules, adhering to regulatory requirements, and utilizing various payroll software programs. Known for strong analytical capabilities and problem-solving skills that contribute to efficient payroll operations. Proven ability to streamline processes leading to improved accuracy and productivity in previous roles.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Functional US Payroll Tax Analyst
RIMINI STREET
Las Vegas
12.2024 - 04.2025
- Work on JIRA user stories and spikes in the upcoming releases. Which involves legislation research, testing, updating tables and attended scrum meetings.
- Update client documentation release notes, Create functional specifications and product requirements for new taxes.
Senior Payroll Tax Analyst (Contract)
SONY INTERACTIVE ENTERTAINMENT
San Mateo
08.2024 - 12.2024
- Worked on a project to clean up outstanding tax accounts, registration issues and created access to all of the tax accounts for all 50 states.
- Supplied the implementation partner with payroll tax and garnishments data for conversion.
Payroll Tax Analyst/Payroll & Tax Manager
ARDAGH GROUP
Indianapolis
08.2022 - 07.2024
- Manage four directs in the payroll and payroll tax department.
- Streamlined regulatory system tax updates processes received from third-party vendor.
- Conduct personal development reviews, assign goals and train directs.
- Created SOP’s and processes for payroll tax and Year End Reporting.
- Identified new hire reporting and withholding certificate processes that were out of compliance.
- Complete audit requests for multiple reporting entities for payroll and tax.
- Review and approve payroll tax and garnishment reconciliation.
- Support and research complex tax and payroll issues.
- Setup and maintain new payroll and tax requirements for shared services.
Manager II, Global Business Services
WALMART ASSOCIATES INC
Bentonville
05.2020 - 06.2022
- Managed four associates in the Canada, federal and state unemployment tax area.
- Worked directly on the Payroll Modernization project, reviewing and approving functional specifications, Payroll system testing and working with the third-party implementation team on defects.
- Performed interviews, evaluations, cascaded goals, mentored and trained associates.
- Assisted with Unemployment quarter end processing which included fixing electronic output format issues.
- Balanced, filed and paid SUI tax liabilities. Processed checks payments and journal entries when needed.
- Streamlined the W2C filing process from the W2C extract report.
- Participated in state level audits for Unemployment tax and Paid Family Medical Leave.
- Reviewed and approved daily federal tax deposits.
- Processed Canada payroll on rotation schedule with other managers in SAP.
- Created new processes for Canada tax payments after conversion.
- Tested mapping and data for annual W2’s, 499R-2/W-2PR and T4's and tested system tax updates.
Payroll Tax Analyst III
KAPLAN INC
Alpharetta
07.2017 - 04.2020
- Created tax adjustments, refunds and issued W2C’s for Visa and Non-Visa employees.
- Processed quarter end, year-end, amendments, W2s and W2C's for thirteen report entities which includes 20,000 employees with Ceridian Tax Service.
- Setup and maintained tax accounts for state and local jurisdictions including registration, acquisitions and rescinded accounts.
- Researched and resolved tax notices on a weekly basis. Settled and abated tax liens.
- Established new clients from beginning to end including registrations, paying and filing their taxes.
- Tested new payroll tax updates and enhancements in Workday.
- Reconciled quarterly and annual liabilities.
- Supported clients, state agencies and employees with any tax related questions or issues.
- Guided payroll department with reciprocity agreements and withholding certificates.
QA Analyst/Payroll Tax Compliance II/SME
BSI (Business Software, Inc)
Norcross
09.2007 - 07.2017
- Crafted comprehensive test cases and test scripts for User acceptance testing to support tax reporting objectives.
- Tested payroll software updates including TUBS and Cyclics.
- Continuously trained new and existing employees on partnered ERP systems.
- Occasionally assisted Tier II customer support customers with product related issues.
- Coordinated directly with Integration team to implement ERP systems with BSI products.
- Analyzed and researched multi-jurisdictional authority rules and regulations including PA Act 32.
- Assisted with various integration tasks, including dumping database information via SQL and incorporated best payroll practice procedures for partnered ERP systems.
- Reconciled federal, state and local payroll tax payments and returns in multiple jurisdictions to verify against BSI’s Tax Reporting software.
- Researched and mapped local, state, federal and W2 data into the test payroll system.
- Certified internal products for SOX compliance which included eForms and Compliance Factory.
- Updated and maintained dilbert specifications for filing and payment formats, which included MMREF, ICESA, CSV, State Format, EFW2 and Paper.
Education
A+ Course -
ITEC
Little Rock, ARAS400 Certification -
Leadership Foundational Principles -
EdX
Bentonville, ARLeading with Effective Communication -
EdX
Bentonville, ARNexus and Reciprocity course -
American Payroll Association
Atlanta, GALearning Payroll II -
Canada Payroll Association
Bentonville, ARSkills
- Microsoft Excel
- Tax compliance
- Regulatory compliance
- Data analysis
- Audit management
- Documentation management
- User acceptance testing
- Project management
- Employee training
- Team leadership
- Microsoft Word
- Microsoft Outlook
- Microsoft Power Point
- Microsoft One Note
- Pivot Tables
- V-Lookup
- AS400
- Microsoft SQL
- Oracle SQL
- Jira
- Zendesk
- Salesforce
- Service Now
- LTTax
- Kronos Workforce Ready
- Timberline
- Lawson S3
- SAP
- Workday
- Peoplesoft
- Dayforce
- Ceridian SDM
- ADP Smart Compliance
- Symmetry
- BSI Tax Factory
- BSI Compliance Factory
- BSI eforms
- Process improvement
- Problem solving
- Effective communication
- Attention to detail
- Customer service
- Payroll tax audits
- Tax code interpretation
- Payroll processing proficiency
- Time management abilities
- Client relationship development
- Data interpretation
Accomplishments
- Streamlined W2C processes for one of the largest retailers in the world.
- Created new processes for the tax department after implementation from Lawson to SAP.
- Provided best payroll practices to existing clients on partnered products.
- Went above and beyond to get tax registrations resolved during an acquisition.
Certification
- AS400
References
References available upon request.
Timeline
Functional US Payroll Tax Analyst
RIMINI STREET
12.2024 - 04.2025
Senior Payroll Tax Analyst (Contract)
SONY INTERACTIVE ENTERTAINMENT
08.2024 - 12.2024
Payroll Tax Analyst/Payroll & Tax Manager
ARDAGH GROUP
08.2022 - 07.2024
Manager II, Global Business Services
WALMART ASSOCIATES INC
05.2020 - 06.2022
Payroll Tax Analyst III
KAPLAN INC
07.2017 - 04.2020
QA Analyst/Payroll Tax Compliance II/SME
BSI (Business Software, Inc)
09.2007 - 07.2017
A+ Course -
ITEC
AS400 Certification -
Leadership Foundational Principles -
EdX
Leading with Effective Communication -
EdX
Nexus and Reciprocity course -
American Payroll Association
Learning Payroll II -
Canada Payroll Association
Similar Profiles
Jameel Sadath MohammedJameel Sadath Mohammed
Service Delivery Manager (P4) at Rimini StreetService Delivery Manager (P4) at Rimini Street
Janice WhiteJanice White
Senior Client Success Manager at Rimini StreetSenior Client Success Manager at Rimini Street
DERIC FOSTERDERIC FOSTER
Security Analyst at Rimini StreetSecurity Analyst at Rimini Street
Judy WarchesikJudy Warchesik
Global Integrated Campaign Manager at Rimini StreetGlobal Integrated Campaign Manager at Rimini Street
Darron StraderDarron Strader
Sr. Speciality Adjuster at USAA InsuranceSr. Speciality Adjuster at USAA Insurance