CAS Payroll Client Lead/Manager
About The Position
We are seeking a detail-oriented Payroll Client Lead or Payroll Client Manager (with CPA) for our Client Advisory Services department. This role involves reviewing payroll and overseeing payroll tax compliance for a diverse client base across various industries, requiring a focus on accuracy, client service, and an ability to adjust workflow processes according to industry needs. The Payroll Client Lead/Manager will work with an internal team of 6-8 staff members and provide training or assistance as needed with various issues that arise in an industry accounting setting. If candidate has a CPA license, the job title will be Payroll Manager. The position is designed to be part-time on average, with predictable peak workload periods – particularly mid-month, month-end, and during quarterly payroll tax filing cycles – when hours may temporarily approach full-time. However, if the candidate is seeking permanent full-time employment, that will be taken into consideration and discussed during the interview process. This role is ideal for someone who enjoys payroll review and compliance work, values precision, and is comfortable working within fluctuating deadlines. Occasional Human Resources tasks for select clients will also be part of this position.
Requirements
- Bachelor's degree with appropriate accounting hours
- Prior experience with payroll processing or payroll review, preferably in public accounting environment
- Comprehensive understanding of accounting procedures as they pertain to payroll
- High attention to detail, strong organizational skills, and ability to manage multiple deadlines
- Comfortable identifying and communicating issues clearly and professionally
Nice To Haves
- CPA license preferred
Responsibilities
- Reviews payrolls processed in-house, verifying pay rates, hours, deductions, tax withholdings, etc. and identifying inconsistencies or missing information when appropriate
- Oversees payroll tax compliance by reviewing quarterly filings (Forms 941, 943, state filings, etc.) and assisting with annual payroll filings (W-2s, W-3s, 1099s as applicable) and reconciliations between payroll systems and general ledger totals
- Follows established firm processes and procedures, ensuring that documentation is complete, clear, and audit-ready
- Maintains open items list and conducts self-review of work, taking responsibility for service quality and accuracy
- Works with client to gather data and provide timely responses to requests
- Participates as a confident knowledge resource in client meetings, recommending process improvements as appropriate
- Demonstrates an understanding of and applies industry-specific tax and accounting concepts
- Stays current on payroll laws, regulatory issues, and industry issues and shares applicable information with others
- Attends recruiting, community, and firm events to build the practice
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What This Job Offers
Job Type
Full-time
Career Level
Manager
