Payroll Tax Specialist

AE Perkins

13d•$60,000 - $65,000

About The Position

The Payroll Tax Specialist is responsible for maintaining accurate tax records, preparing local, state, and federal tax returns, and ensuring compliance with tax regulations for Workforce Go! clients. Acting as a subject matter expert in payroll tax, this role requires a blend of analytical skills, compliance knowledge, and client service expertise. The Payroll Tax Specialist also conducts research, resolves complex tax-related issues, and collaborates closely with internal and external stakeholders to maintain payroll tax accuracy and client satisfaction.

Requirements

Demonstrated ability to communicate complex information clearly, both written and verbal, with a focus on professionalism and client satisfaction.
Skilled in managing multiple priorities effectively to meet deadlines in a fast-paced environment.
Strong analytical skills for evaluating information, solving intricate payroll tax issues, and offering data-driven recommendations.
Proficient in Microsoft Word, Excel, and other business software, as well as industry-specific systems (e.g., Master Tax preferred).
Ability to work collaboratively within a team, effectively communicating insights and solutions to support both internal stakeholders and clients.
1-2 years of experience in the tax field or 4+ years directly related to payroll tax in a corporate or service provider environment.
Bachelor’s degree in Accounting, Finance, or a related field preferred.

Nice To Haves

Experience with Master Tax or similar payroll tax systems preferred.
Certified Payroll Professional (CPP) preferred.

Responsibilities

Establish and manage tax filing accounts, acting as the main point of contact for both federal and state tax agencies.
Review, validate, and adjust payroll tax documents and reports for accuracy, applying approved procedures to resolve discrepancies.
Investigate complex payroll tax issues, providing guidance to colleagues and clients, and explaining specialized information as required.
Manage weekly, monthly, and quarterly reporting, as well as end-of-year tasks including W-2/W-3 processing. Ensure timely updates in Master Tax and payroll tax processes.
Oversee tax funding activities for clients, resolving reconciliation items to maintain timely and accurate payments.
Maintain and continuously improve payroll tax policies, procedures, and documentation to ensure adherence to compliance requirements. Proactively recommend enhancements to existing workflows.
Act as a resource and subject matter expert for payroll tax issues, providing training and support to team members while maintaining compliance with regulations and confidentiality.

Benefits

Medical Insurance
Vision Insurance
Dental Insurance
401(k) Matching
Flexible Spending Accounts
Health Savings Accounts
Disability & Life Insurance
Employee Assistance Program
LegalShield
ID Shield
Commuter Reimbursement Plan
Tuition Reimbursement
Bonus Pay - This position falls under our “Corporate Bonus Plan” which entitles you to a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment.
Wellable membership
Telescope Health (telehealth) through Accresa
Intellect (mental health) application
Employee engagement activities, including voluntary events, raffles, book club, and more!