Tax Resolution Specialist (Payroll Tax)

HCM Unlocked•Boca Raton, FL

16h

About The Position

The Tax Resolution Specialist supports payroll tax compliance and resolution projects through detailed review, analysis, and processing of payroll and tax data. This role is responsible to review client-provided documentation, identifying missing or incomplete information, and assisting with the preparation and filing of federal, state, and local payroll tax returns. The specialist will work across multiple payroll systems to gather and validate data, maintain accurate records, and update internal tracking tools with key business information. This role requires strong attention to detail, organizational skills, and a foundational understanding of payroll tax processes, with the opportunity to develop deeper expertise in payroll tax compliance.

Requirements

Experience in payroll or payroll tax compliance
Familiarity with payroll systems (such as QuickBooks, Gusto, Paychex, and ADP) and state agency portals
Understanding of payroll tax forms and filings (federal, state and locals)
Strong Excel Skills (Pivot tables and V-Lookups)
Ability to work in both structured systems and manual environments

Responsibilities

Review and analyze client-provided payroll documentation to ensure accuracy and completeness.
Identify missing or incomplete information and communicate required items to client.
Access and navigate multiple payroll platforms (QuickBooks, Gusto, Auris/Heartland, Paychex, ADP) to retrieve reports and data.
Maintain organized records and update internal tracking tools with critical business details (EIN, entity information, responsible parties, etc.).
Assist clients with state payroll tax agency access, including providing links and helping obtain login credentials.
Perform data entry and reconcile payroll data against filed tax returns and supporting documentation to identify discrepancies.
Process after-the-fact (historical) payrolls for small businesses, ensuring accurate reconstruction of payroll data.
Prepare and file payroll tax returns and amendments with federal, state, and local agencies, including Forms 941, 940, W2 state and local payroll tax filings.
Collaborate with internal team members to ensure timely completion of payroll tax projects.
Work within both automated and manual payroll environments to process, validate, and reconcile payroll data.