What are the responsibilities and job description for the Tax Specialist position at Acumen Fiscal Agent?
ROLE AND ESSENTIAL FUNCTIONS
The Tax Specialist is responsible for ensuring accurate and timely deposits and preparation of returns for all filing jurisdictions for acumen fiscal agent, a high volume, multi-state fiscal agent and its customers.
- Responsible for the timely deposits and filings for federal, state and local tax liabilities for all jurisdictions where Acumen Fiscal Agent and its clients do business.
- Examines all payroll records to ensure proper recording of tax transactions and compliance with applicable laws.
- Completes monthly, quarterly, and annual tax reconciliations as appropriate to ensure accurate filings. May be required to perform audits more frequently depending on jurisdiction.
- Performs W-2 reconciliations and processes corrections as required.
- Apply for Acumen Fiscal Agent authorization to act as an appointed agent for federal and state tax liabilities.
- Investigates and resolves tax notices, penalties and questionnaire requests.
- Interact with Accounting and Payroll Departments to identify and resolve variances.
- Maintains up to date employer files within the company’s electronic records management system.
- Communicates effectively.
- Performs other job-related duties as assigned.
- ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly.
RESPONSIBILITIES AS A TEAM MEMBER
- Takes personal responsibility for actions. This is demonstrated through owning problems, problem solving and not projecting problems or failures to others or the "system" if not warranted
- Demonstrates excellence in work standards, is tenacious in completing tasks
- Able to effectively problem solve and make decisions. To include resolving crisis situations and developing resolutions between parties
- Works well with other team members and departments
- Demonstrates the ability to interact and cooperate using respectful relations in order to efficiently accomplish mutual goals and assignments
- Requests support from team with ample time to accommodate the support request in order to meet deadlines
- Ensures effectiveness in processes to achieve/seek best practice
Health Benefits
401(k) with match
Life-Insurance
Pet Insurance
Paid Time Off
Paid Holidays (16)