Sr Tax Filing Analyst
About The Position
UKG is seeking a customer-focused, energetic professional to join its Payroll Services Tax Team. The team delivers accurate and timely tax payments and filings while providing high-quality service. The Tax Analyst works with other professionals to meet filing and payment deadlines, manage client cases, respond to inquiries and concerns, and resolve issues in a way that supports client satisfaction. The role covers daily and periodic reconciliation of tax liabilities, generating payments, preparing and filing tax returns and electronic media, handling client tax registrations and authorizations, researching tax notices, and assisting with tax amendments and new-client transitions. The analyst also supports client and team education, system testing and releases, process improvements, and related projects. Success requires maintaining compliance and accuracy, communicating effectively with clients and internal partners, and managing competing priorities and deadlines in a fast-paced environment.
Requirements
- 2–4+ years of experience with tax notice resolution and tax filing.
- Experience with Microsoft Office applications, especially Excel.
- Ability to troubleshoot complex issues using the tools and software regularly used by the team.
- Previous experience with payroll products or processing, tax calculations, and remittance.
Nice To Haves
- 2–4 years of experience with U.S. payroll, including multi-state payroll and local tax requirements.
Responsibilities
- Complete daily balancing and reconciliation of tax liabilities between payroll and tax systems.
- Generate daily payments for tax liabilities managed in MasterTax and ensure timely submission to banks and tax agencies.
- Conduct quarterly and annual balancing and reconciliation of tax liabilities, MasterTax liabilities, and payments.
- File assigned quarterly and annual tax returns and electronic media generated from MasterTax, following agency-specific guidelines.
- Prepare and communicate quarterly tax variance and refund information to clients.
- Prepare and file client tax agency EFT registrations, Federal E-file registrations, and reporting agent authorizations.
- Research tax notices submitted by clients for assigned agencies and communicate with clients to resolve them.
- Assist with review of client tax amendment requests and generate returns as needed.
- Maintain compliance and accuracy and stay current on Federal, State, and Local tax compliance issues.
- Manage Salesforce cases promptly, address concerns, and maintain effective communication with clients and partners.
- Assist with reconciliation and entry of new-client balances against documentation and prepare transition correspondence.
- Research problems and out-of-balance situations and work with Payroll Services staff and internal departments to resolve issues.
- Support the Tax Compliance team with testing new system releases and preparing client communications.
- Assist with analytical review of client tax variances and drive improvements through system development and client education.
- Educate clients and Payroll Services representatives on tax-related questions.
- Manage multiple competing priorities and tight deadlines in a fast-paced, changing environment.
- Manage projects proactively and independently to meet timelines and commitments.
- Participate in initiatives to improve Payroll Services Tax processes and roll out new technology internally.
- Take on stretch assignments and other duties as assigned.
Benefits
- Benefits are offered, but specific benefits are not listed in the posting.
- Employees may be eligible for a performance-based bonus plan.
- Employees may be eligible to receive restricted stock unit awards.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
