PEO Tax Specialist

Overview

Join our dynamic team as a PEO Tax Specialist, where you'll play a pivotal role in managing complex tax processes within the Professional Employer Organization (PEO) sector. This position offers an exciting opportunity to leverage your expertise in tax accounting, financial analysis, and regulatory compliance to support our clients’ growth and ensure adherence to all relevant laws and standards. As a key contributor, you will help streamline tax strategies, optimize financial reporting, and ensure accurate compliance across diverse industries.

Job Title: PEO Tax Specialist

Position Summary

The PEO Tax Specialist is responsible for the accurate administration, filing, and reconciliation of payroll-related taxes for clients within a Professional Employer Organization (PEO) environment. This role ensures compliance with federal, state, and local tax regulations while supporting internal teams and clients with tax-related inquiries and issue resolution.

Key Responsibilities

• Process and file federal, state, and local payroll tax returns in a multi-state PEO environment
• Ensure timely and accurate payment of all payroll tax liabilities
• Reconcile payroll tax accounts and resolve discrepancies
• Monitor tax notices and correspondence; research and respond as needed
• Maintain compliance with IRS and state agency regulations, including PEO-specific requirements
• Support client onboarding by setting up tax accounts and verifying jurisdictional requirements
• Work closely with Payroll, Implementation, and Client Experience teams to ensure accurate tax setup and reporting
• Assist with quarterly and year-end processes, including Forms 941, 940, W-2, and state filings
• Track and apply tax rate changes, wage limits, and regulatory updates
• Maintain accurate tax records and documentation for audits and internal review
• Additional duties as assigned.

Qualifications

• 2 years of payroll tax experience, within a PEO or multi-client environment
• Strong knowledge of federal, state, and local payroll tax regulations
• Experience with payroll systems (Preferably PrismHR, or similar platforms)
• High attention to detail and accuracy
• Strong analytical and problem-solving skills
• Ability to manage multiple deadlines in a fast-paced environment
• Proficiency in Microsoft Excel and reporting tools

Preferred Qualifications

• Experience working in a PEO environment
• Knowledge of SUTA, FUTA, and multi-state taxation
• CPP (Certified Payroll Professional) or FPC certification is a plus

Key Competencies

• Attention to detail
• Time management and organization
• Communication and collaboration
• Regulatory compliance mindset
• Customer service orientation

Work Environment

• Onsite Position
• May require extended hours during quarter-end and year-end processing