Payroll Tax Specialist

Position Summary:
The Payroll Tax Specialist is responsible for maintaining accurate tax records, preparing local, state, and federal tax returns, and ensuring compliance with tax regulations for Workforce Go! clients. Acting as a subject matter expert in payroll tax, this role requires a blend of analytical skills, compliance knowledge, and client service expertise. The Payroll Tax Specialist also conducts research, resolves complex tax-related issues, and collaborates closely with internal and external stakeholders to maintain payroll tax accuracy and client satisfaction.

Principal Duties & Responsibilities:

• Tax Account Setup & Agency Communication:
  Establish and manage tax filing accounts, acting as the main point of contact for both federal and state tax agencies. (Intermediate)
• Payroll Tax Document Analysis & Adjustments:
  Review, validate, and adjust payroll tax documents and reports for accuracy, applying approved procedures to resolve discrepancies. (Intermediate)
• Issue Resolution & Research:
  Investigate complex payroll tax issues, providing guidance to colleagues and clients, and explaining specialized information as required. (Advanced)
• Reporting & Reconciliation:
  Manage weekly, monthly, and quarterly reporting, as well as end-of-year tasks including W-2/W-3 processing. Ensure timely updates in Master Tax and payroll tax processes. (Intermediate)
• Tax Funding & Payment Accuracy:
  Oversee tax funding activities for clients, resolving reconciliation items to maintain timely and accurate payments. (Advanced)
• Process Documentation & Improvement:
  Maintain and continuously improve payroll tax policies, procedures, and documentation to ensure adherence to compliance requirements. Proactively recommend enhancements to existing workflows. (Intermediate)
• Team Support & Compliance Oversight:
  Act as a resource and subject matter expert for payroll tax issues, providing training and support to team members while maintaining compliance with regulations and confidentiality. (Advanced)

Knowledge, Skills, and Abilities:

• Communication & Professionalism:
  Demonstrated ability to communicate complex information clearly, both written and verbal, with a focus on professionalism and client satisfaction. (Advanced)
• Time Management & Multi-tasking:
  Skilled in managing multiple priorities effectively to meet deadlines in a fast-paced environment. (Intermediate)
• Analytical & Problem-Solving Abilities:
  Strong analytical skills for evaluating information, solving intricate payroll tax issues, and offering data-driven recommendations. (Advanced)
• Technical Proficiency:
  Proficient in Microsoft Word, Excel, and other business software, as well as industry-specific systems (e.g., Master Tax preferred). (Intermediate)
• Team Collaboration:
  Ability to work collaboratively within a team, effectively communicating insights and solutions to support both internal stakeholders and clients. (Intermediate)

Credentials & Experience:

• Education:
  Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Experience:
• Payroll Tax Expertise: 1-2 years of experience in the tax field or 4+ years directly related to payroll tax in a corporate or service provider environment.
• System Knowledge: Experience with Master Tax or similar payroll tax systems preferred.
• Certifications: Certified Payroll Professional (CPP) preferred.

The pay range for this position is between $55,000.00 - $65,000.00 with bonus potential.

BENEFITS

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield
• ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement 
• Bonus Pay - This position falls under our “Corporate Bonus Plan” which entitles you to a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment.

ADDITIONAL BENEFITS INCLUDE:

• Wellable membership 
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!

PHYSICAL DEMANDS AND WORKING CONDITIONS:

Work in an office environment; sustain posture in a seated position for prolonged periods of time; use hands to grasp and reach; frequently stoop or kneel; see, hear, and speak with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means.  Lift up to 50 pounds of weight.