Tax Services Consultant

Hub International Insurance•Miami, FL

About The Position

The Tax Services Consultant manages a diverse, multi-jurisdictional client portfolio, balancing priorities across payroll tax registrations and closures, notice resolution, audits, and special projects. The consultant acts as a trusted advisor to client leaders, including C-suite executives, translating complex tax issues into clear, actionable business terms. The role requires proactive updates, risk anticipation, and accurate, timely outcomes in a fast-paced, multi-client environment. HCM Unlocked is a technology-enabled managed service provider offering human capital management technology and operations services. It is part of Specialty Program Group, LLC, which is part of HUB International. HUB International is a large insurance broker and financial services firm with more than 21,000 employees and over 700 offices across North America.

Requirements

At least 4 years of payroll tax compliance experience, including registrations, notice resolution, and audits.
Strong understanding of state and local payroll tax rules and filing calendars, and ability to stay current as regulations change.
Client-facing experience with HR and executive leadership.
Ability to manage multiple client accounts and competing deadlines, with strong organizational skills, collaboration, and critical thinking.
Experience with one or more payroll platforms, such as ADP, UKG, Paylocity, or Dayforce, and with state payroll tax agency portals.
Basic to intermediate Excel skills, including pivot tables and VLOOKUPs.

Nice To Haves

Prior experience in a multi-client services environment.
Experience with ticketing or shared inbox tools and queue management.

Responsibilities

Manage an assigned client portfolio, monitor HCM systems and communications for actionable items, ensure timely completion, and provide ongoing client status updates.
Build and maintain client relationships at all levels, lead tax discussions, communicate proactively, manage expectations, and explain complex tax matters clearly.
Register and maintain state and local payroll tax accounts, including withholding, unemployment, paid leave, and disability accounts; manage activations, deactivations, portal enrollments, and account updates, and maintain accurate HCM records.
Support mergers, acquisitions, restructurings, and FEIN or entity changes by coordinating new payroll tax account registrations and inactivations, and ensuring changes are properly reported for compliance.
Resolve payroll tax notices by opening HCM cases, filing $0 or previously prepared returns, researching issues, preparing agency responses, securing abatements, coordinating payments or amendments, and updating clients.
Audit state and local payroll tax accounts to validate account numbers, SUI rates, and payment and filing frequencies, and ensure agency records align with the HCM system.
Collaborate with internal teams to ensure accuracy and excellent client service, and proactively identify and prevent breakdowns between departments.
Follow standard procedures; organize, update, and maintain client files and trackers; and support the tax team in developing and maintaining team resources.
Track billable time accurately each day and maintain an average annual utilization rate of 85%.