Payroll Tax Services Consultant II

UKG•,

1d•$58,700 - $83,700

About The Position

The Payroll Tax Lead provides advanced client, tax, and operational expertise to support Payroll Tax team members and the clients they serve. The role is a senior resource for complex client situations, escalations, risk identification, and cross-functional coordination, while continuing to work as an individual contributor. It helps strengthen client service and team capability through coaching, subject matter expertise, and collaboration. The role supports the Payroll Tax Manager by identifying trends, risks, and improvement opportunities, but does not involve formal people management or overall portfolio accountability.

Requirements

Bachelor's degree in business or Accounting, CPP, CPA, or a minimum of 5 years of Payroll Tax and/or Payroll experience.
Proficiency with Microsoft Office applications.
Demonstrated knowledge of employment tax processing, including tax deposits, return filing, tax notices, and adjustments/amendments.
Knowledge of jurisdiction guidelines and ability to interpret and explain employment tax laws.
Proven year-end proficiency.
Track record of subject matter expertise across multiple clients with varying complexity.

Nice To Haves

Experience working with or in the UKG Product suite.

Responsibilities

Serve as a senior resource for complex client, tax, and service-related questions.
Guide team members on client relationship management and complex account situations.
Assist with client escalations requiring additional experience or subject matter expertise.
Participate in higher-complexity client meetings when additional support is beneficial.
Help team members evaluate tax and compliance risks and determine appropriate next steps.
Provide advanced subject matter expertise on US payroll tax requirements and complex scenarios.
Review complex situations and provide recommendations while the assigned account representative retains ownership of the client relationship.
Support QBR strategy and preparation for complex or high-visibility client discussions when needed.
Facilitate collaboration with Payroll, Payment Services, HRIS, Product, and other internal partners when issues span multiple teams.
Identify recurring client, operational, and compliance trends and raise them to leadership.
Identify opportunities for continuous improvement and help advance approved initiatives.
Provide peer coaching, knowledge sharing, and informal mentoring to team members.
Support development of client management and payroll tax expertise across the team.
Assist with client transitions or stabilization efforts when additional experience is required.
Escalate significant client, compliance, resource, or organizational concerns to the Payroll Tax Manager.