Tax Filing & Amendment Processing
- Prepare and file quarterly and annual payroll tax returns using tax filing systems (e.g., Master Tax) in accordance with agency guidelines.
- Assist in processing tax amendments, including reviewing client requests and generating corrected returns.
- Support electronic filings and ensure compliance with federal, state, and local tax requirements.
- Prepare and submit agency registrations, EFT setups, and reporting agent authorizations.
Reconciliation & Tax Balancing
- Perform daily, quarterly, and annual reconciliation of tax liabilities between payroll systems and tax filing systems.
- Identify and resolve out-of-balance conditions between payroll data, filings, and payments.
- Analyze tax variances and prepare supporting documentation for client communication.
- Support onboarding activities by reconciling new client balances and validating historical data.
Tax Notice & Issue Resolution
- Research and respond to payroll tax notices submitted by clients.
- Communicate with tax agencies and internal teams to resolve discrepancies.
- Assist in resolving issues related to filings, payments, and account setup.
- Escalate complex issues to senior team members as needed.
Case Management & Client Support
- Manage and update cases in Salesforce, ensuring accurate documentation and timely communication.
- Respond to client and internal inquiries related to tax filings, amendments, and notices.
- Provide support to internal business units on payroll tax-related questions.
Systems, Tools & Process Support
- Utilize systems such as MasterTax, Salesforce, UKG platforms, and agency portals to perform job functions.
- Support testing of system enhancements and new releases.
- Participate in process improvement initiatives to enhance efficiency and accuracy.
- Maintain up-to-date knowledge of payroll tax rules and compliance requirements.
Qualifications and Experience
- Bachelor's degree in business, Accounting, Finance, or related field
- 3-4 years of experience in payroll, tax filing, or compliance-related roles
- Basic understanding of U.S. payroll tax concepts (Federal, State, Local)
- Exposure to multi-state tax filing or payroll processing preferred
- Experience with tax filing systems (e.g., MasterTax) is a plus
- Strong attention to detail and accuracy
- Ability to manage multiple tasks and meet deadlines
- Proficiency in Microsoft Excel and Word
- Ability to work in a fast-paced, deadline-driven environment
- 3-4 years of U.S. payroll tax filing or amendment experience
- Familiarity with agency portals and tax filing platforms
- Execution excellence
- Attention to detail
- Time management and prioritization
- Customer focus
- Problem-solving (basic to intermediate)