Payroll Tax Specialist III

Position Summary

The Payroll Tax Specialist III processes all aspects of payroll tax, providing a high level of customer service. This position oversees, implements, and maintains payroll and tax systems related to taxes and procedures for an assigned client load portfolio. This individual maintains frequent communication with clients and other departments, assisting with the process of obtaining information for payroll production and tax related issues; verifies totals, responds to/resolves client questions and problems, and delivers quality customer service. In addition, be responsible for all Payroll Tax liabilities and tax reconciliation. Must be comfortable working in fast paced environment.

Essential Duties and Responsibilities

The essential functions include, but are not limited to, the following:

• New client setups in tax software which may include but not limited to ensuring accurate tax code setup, bank account setup, tax rates, EINs, importing historical data, working with clients to obtain tax POAs and TPA access, EFTPS enrollment
• Work with Agencies to establish TPA accounts and complete required testing by agency.
• Amendment processing
• Cash care and bank reconciliation for payroll taxes, ensuring accurate processing of refunds, collections, and NSF transactions
• Process tax payments for checks, debits, and credits to tax agencies, including utilizing the EFTPS system and filing the necessary tax coupons.
• Interim quarter filings on a weekly basis
• Manage Quarter and Year-End tax filings, including conducting variance reviews.
• Data exchanges with agencies.
• Verify and maintain the accuracy of tax program setup.
• Collaborate with other departments to ensure accurate tax filings and completion of payroll adjustments.
• Manage tickets by conducting research, communicating with clients, coordinating with agencies, and handling abatements.
• Generate a weekly report on “Applied For EINs,” collaborate with team members and clients to gather necessary details, and update records accordingly.
• Ensure a high rate of client retention by delivering exceptional and reliable service.
• Stay up to date with payroll processing systems and changes in wage and tax laws while coordinating with federal, state, and local tax agencies on behalf of clients.

• Maintain all client files in compliance with internal procedures and organizational standards.

• Foster and maintain positive working relationships with clients and coworkers to uphold a strong service reputation and ensure quality interactions.
• Develop and maintain internal Standard Operating Procedures (SOPs) to ensure consistency and efficiency in processes.
• Researching and resolving account and payroll-related questions, concerns, and problems for clients in a friendly and timely manner
• Overtime work may be required during quarter end and year end reconciliation months
• Performing other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Associates degree in accounting, business, or a related field; or equivalent combination of education and experience
• 2 years of accounting experience or similar work environment
• Strong organization, oral, and written communication skills
• Ability to work independently and manage multiple projects and deadlines
• Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with accounting software is a must
• Ability to analyze data with attention to detail
• Demonstrated expertise in customer service and problem resolution, with a strong customer service orientation
• Experience with UKG and MasterTax systems.
• Ability to maintain accuracy and attention to detail while working efficiently in a fast-paced environment.
• Ability to think independently and proactively resolve issues.
• Strong understanding of payroll tax regulations, analytical skills to research and resolve discrepancies, and proficiency in payroll tax systems to troubleshoot tax-related issues effectively.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently uses hands or fingers to handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.