Tax Specialist (Payroll Tax)

Coastal Payroll•San Diego, CA

38d•Remote

About The Position

At Coastal Payroll Services, we're more than payroll. Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in California and nationwide. Driven by human connection, we believe in putting people first and have grown a team that genuinely cares about our clients. We promote a workplace that is fast-paced, fun, and creative. Coastal has proudly earned recognition from leading publications for several consecutive years, including the San Diego Business Journal, Inc. 5000, and Fortune, landing on lists celebrating best places to work and fastest growing private companies. The primary goal of our award-winning team is to have a positive impact on the lives of the clients we are honored to serve. We want our values to shine through every interaction, all conversations, and in every service we provide. We continue to find ways to do more and be better because our clients deserve it. All team members, wherever they start, have access to our leadership team, which is focused on their success. Through regular one-on-one check-ins and team huddles, we define clear professional goals and strive to meet them together and individually. Coastal nurtures growth for those willing to put in the work. If you're passionate about values, eager to impact the community, and ready to grow personally and professionally you'll be right at home. Coastal Payroll is currently hiring a Tax Specialist to join our growing Tax Team. In this role, you'll be responsible for ensuring accurate payroll tax payments and filings, resolving tax notices, supporting treasury functions, and serving as a trusted resource for both clients and internal partners. This role is ideal for someone who is detail‑oriented, comfortable communicating with clients and agencies, and enjoys problem‑solving in a fast-moving environment.

Requirements

Working knowledge of payroll taxes, quarterly and annual tax filings
Understanding of banking, treasury, and money movement functions
General knowledge of accounting principles and practices
Strong analytical and math skills with exceptional attention to detail
Ability to stay organized, prioritize tasks, and meet deadlines
Excellent written and verbal communication skills with clients and agencies
Proficiency in Microsoft Office (Excel, Word, Outlook)
Bachelor's degree (BA/BS) or equivalent relevant work experience

Responsibilities

Perform daily tax deposit and reconciliation procedures
Communicate with clients regarding non-sufficient funds (NSF) matters and provide appropriate guidance on next steps
Perform necessary account reviews and implement updates or changes to funding methods as needed
Process treasury files accurately and in a timely manner to ensure proper financial transactions and recordkeeping
Perform money movement functions, monitor, and provide a summary of activities
Oversee the treasury activities and provide a summary of
Perform quarter-end procedures - tax return filing, tax payments, and reconciliation
Resolve tax notices
Resolve tax variances and run adjustments in the payroll system in order to correct errors
Communicate with tax agencies and clients