Ryan Christbaum's Email Addresses & Phone Numbers

📖 Summary

Payroll tax expertDirector of Operations @ Hub acquired Algentis and I maintained similar work responsibilities. From September 2014 to Present (1 year 4 months) Manager Tax Operations @ Rebuilt company's daily/quarterly/annual processes and filing/deposits process Created or modified and implemented all Tax Operations processes Leveraged features in MasterTax and SalesForce not previously utilized at Algentis Created and implemented new tracking modules in SalesForce for client on-boarding and off-boarding Reduced error write-offs to negligible amounts Fully planned and directed all year-end activities making a previously difficult process efficient and easy Worked with accounting group to develop new tracking and reconciliation processes for client funds Created payroll and payroll tax compliance resources for the company Currently oversee implementation and review of new clients with regards to payroll and tax setup Created a way to validate payroll system vs. tax system data to avoid missing data and late deposits Devised a way to bring PEO clients into our system mid-year Lead project to create a company ACA process From August 2011 to September 2014 (3 years 2 months) Payroll Tax Operations Manager @ One of only four Perquest employees hired to build a Payroll Tax Operations group for Netsuite when Perquest went out of business Created and filed all quarterly tax reports Created and filed all amendments Reconciled tax and payroll system out-of-balance issues Created and maintained all Netsuite third-party tax filing profiles with tax agencies Acted as a client interface for difficult tax issues Created and maintained client tax requirements documentation Handled all agency notices Acted as tax expert for payroll tax matters From December 2010 to July 2011 (8 months) Tax Operations Manager @ Managed the Agency Correspondence and Filing Groups of Tax Operations with five reports Direct source of tax knowledge/experience for Client Services and upper management. Helped determine our ability to serve clients with difficult tax needs Single-handedly responsible for abatement of approximately $100k of penalties. My team secured an additional $60k in abatements Responsible for quarterly analysis and reporting of Tax Operations accomplishments with regards to client counts, deposits/filing volume and agency correspondence processing Personally filed every quarterly and annual tax return for Perquest and NetSuite clients for five years (client counts reached 1,425 totaling over 5,500 returns per quarter all processed with a very high level of accuracy) Created third-party profiles for dozens of tax agencies to allow electronic filing Tasked with compliance role of the project to create the original NetSuite payroll system and Perquest tax engine Project-planned quarterly/annual filing processes From December 2005 to December 2010 (5 years 1 month) Project Manager / Manager @ Specialized in fixing M&A related problems such as prior year issues Developed and implemented new and effective procedures to fix California M&A issues that resulted from incorrect processing. Approximately twenty companies with assessments totaling over $1.2m were affected. The end result was none of the proposed penalties were assessed Charged with project management of all agency assessments greater than $250k with responsibility to fully resolve them. This included a detailed analysis of the problem, a suggested course of action, contact with clients, and implementation of a solution. Project managed 154 issues and $490m of agency assessments in ten months resulting in $0 paid Managed a revenue recovery project where I recovered $8.4m of client taxes as agency refunds in less than one year. Most of these refunds were amounts owed from clients to ProBusiness because of erroneous deposits, and it allowed the Collections Group to recover over 96% of the amount outstanding. Received ProBusiness' prestigious quarterly Service Award in recognition of contributions made to the company's profitability and stated service goals From January 2001 to January 2004 (3 years 1 month) Financial Analyst @ Supported Sales with prospective client profitability analysis information, sales force commission calculations, and budgeting Helped develop a new profitability program designed to predict profitability of prospective clients Helped develop and implement new commission structures, and methods of recording client billing From January 2000 to January 2001 (1 year 1 month) Senior Tax Support Manager @ Specialized in bridging Client Services and Tax Operations by providing an interface that understood both sides of client issues. This helped create a reasonable level of expectations from both sides, and resulted in smoother processing of tax issues Created a training program geared towards Client Services that provided a basic understanding of how Tax Operations works, and how payroll-processing decisions created downstream tax situations Held weekly meetings with Client Services to answer questions regarding Tax Operations, and provide an “early warning system” for Tax Operations. These were very successful and popular with people who often viewed the tax department as a mystery. Often worked directly with important clients to resolve tax issues when they couldn't be handled by Account Management alone From January 1996 to January 1999 (3 years 1 month) BA, Finance w/ Financial Planning Emphasis @ University of Wisconsin-Whitewater From 1985 to 1989 Ryan Christbaum is skilled in: Payroll Taxes, Tax Return Preparation, MasterTax, Mergers, Tax, Payroll, Microsoft Excel, Salesforce.com, Mergers & Acquisitions, Onboarding, Software Documentation, ADP Payroll, Project Management, Employee Relations, Team Building