Tax Services Consultant

HUB International•Miami, FL

7d•$36 - $39

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 serves as a trusted advisor to client leaders, including C-suite stakeholders, translating complex tax matters into clear, actionable business terms. The role requires proactive communication, risk anticipation, and accurate, timely delivery in a fast-paced, multi-client environment. The consultant oversees state and local payroll tax account registrations and maintenance, supports account changes related to acquisitions and restructurings, resolves payroll tax notices, and audits tax accounts for accuracy and compliance. The position also involves collaborating across internal teams, maintaining client documentation and resources, and tracking billable time while maintaining an average annual utilization rate of 85%.

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, with the ability to stay current as regulations change.
Client-facing experience with HR and executive leadership.
Demonstrated 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 by monitoring HCM systems and communications, completing actionable items on time, and providing ongoing status updates to clients.
Build and maintain client relationships at all levels, lead tax discussions, communicate proactively, manage expectations, and explain complex tax matters in understandable terms.
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.
Support mergers, acquisitions, restructurings, and FEIN or entity changes by coordinating new account registrations and inactivating existing accounts, while ensuring changes are properly reported for compliance.
Resolve payroll tax notices by opening cases in the HCM system, filing $0 or previously prepared returns, researching issues, preparing agency responses, obtaining abatements, coordinating payments or amendments, and updating clients.
Conduct state and local payroll tax account audits to validate account numbers, SUI rates, and payment and filing frequencies, and reconcile agency records with the HCM system.
Collaborate with internal teams to ensure accuracy and excellent client service, and proactively identify and prevent interdepartmental breakdowns.
Follow standard procedures; organize, update, and maintain client files and trackers; and help develop and maintain tax team resources.
Track billable time daily and maintain an average annual utilization rate of 85%.