Tax Implementation Specialist

isolved • ,

3d

About The Position

The Tax Implementation Specialist assists the Project Manager and Implementation Team in setting up new and acquired clients correctly for tax payments and ensuring required tax payments are handled during the transition. As a functional expert, the specialist ensures that documentation is received, required items are configured in the system, and accounts are balanced before approving clients to go live and process payrolls. The role also reviews and implements the tax portion of implementation or acquisition projects, escalates potential issues, and oversees compliance with company and departmental policies. Duties and responsibilities may change, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• Fluent English.
• Technical understanding and capabilities.
• Attention to detail.
• Teamwork.
• Initiative-driven approach.
• Excellent written and verbal communication skills.
• Passion for customer satisfaction.

Responsibilities

• Review tax setup in isolved to ensure all information is entered and configured correctly.
• Balance year-to-date tax information.
• Escalate potential issues early to resolve them without affecting implementation timelines.
• Verify which current-quarter payments have not been made, obtain funds from the client for those payments, and mark them for payment in isolved.
• Verify Power of Attorney forms are completed correctly and file them with the agencies.
• Verify that Third Party Access has been received for all applicable agencies.
• Review and implement the tax portion of implementation or acquisition projects to support successful outcomes.
• Oversee and enforce company and departmental policies.
• Ensure documentation is received, required system items are set up, and information is in balance before approving a client to go live and process payrolls.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed