Payroll Tax Analyst

McKesson Corporation; Irving (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

McKesson Corporation in Irving, TX is seeking a Payroll Tax Specialist responsible for ensuring compliance with payroll tax regulations, balancing quarterly filings, and resolving differences with taxing authorities. The role prepares W2s, W2Cs, and handles wage and tax adjustments in Workday, with focus on multi-state payroll, tax election changes, and agency notices.

Strong analytical skills and proficiency with Excel are required.

Qualifications

• Degree or equivalent and typically requires 2+ years of payroll tax experience.
• 2+ years in payroll tax compliance focused in USA in a large multistate environment.
• Knowledge of Workday and ADP SmartCompliance preferred.
• Ability to manage and prioritize various responsibilities with competing, short deadlines.
• Ability to work overtime as needed.
• Very strong analytical skills and attention to detail.
• Customer-orientated with strong ability for trouble shooting and issue resolution.
• Strong written and verbal communication skills.
• Proficient using Microsoft Office applications: Excel, Outlook and Word.

Responsibilities

• Ensure compliance with payroll tax related governmental, regulatory, and legislative requirements through quarterly balancing of payroll tax filings and tax jurisdictions through researching and resolving differences with taxing agencies; collecting refunds when applicable.
• Ensures accurate employee wage and tax statements (W2's).
• Prepares the W2C documentation and completes W2C spreadsheet for any tax related issues including but not limited to tax incompliance, multi-state employees, address changes, transfers and payroll tax election changes.
• Processes wage and tax adjustments to state income tax withholding, state unemployment, federal, FICA, locals, etc.
• Research prior quarter and prior year entries and adjustments, working closely with the Senior Payroll Tax Analyst.
• Ensures compliance with all payroll tax related governmental, regulatory, and legislative requirements at the employee level through tax election set ups for new hires, transfers, job changes and regular audits in Workday.
• Responsible for the research and follow up on agency notices, W-2C's and related correspondence and notifications to and from government agencies. Provides guidance on Power of Attorney forms, updating contact and mailing information with agencies, ADP, Equifax, internal and external customers to the Payroll Tax Coordinator. Typically working with moderate guidance.
• Handles the entries associated with the quarterly error and adjustment reports needed for quarterly processing. Entering wage and tax adjustments into Workday for W-2 Error report, Negative Wage and Tax report, Employee Visa related issues, state reciprocal issues, working closely with the Senior Payroll Tax Analyst.
• Responsible for Visa tax requirement compliance including but not limited to obtaining required supporting documentation, processing wage and tax adjustments and communication with the customer.
• Responsible for the set up and maintenance associated with state reciprocal agreements through regular audits validating home and work location tax set up, researching, and providing tax election changes to Tax Coordinator for entry through regularly scheduled audits.
• Provides accurate and timely resolution for moderately complex payroll tax related discrepancies regarding paycheck earnings and deduction taxation, W2 explanations, payroll tax related escalations, military exemptions, etc.
• Contributes to Mergers & Acquisitions projects through providing new account set ups, bank forms, authorization forms, guidance on Power of Attorney and other misc. forms to the Tax Coordinator for completion. Responsible for ensuring set up of final M&A information has been completed.
• Back up support for logging, scanning and uploading all incoming and outgoing mail, as well as the Payroll Tax Mailbox.

Skills

Payroll tax

Workday

ADP SmartCompliance

Excel

Education

Degree or equivalent

Tools

Workday

ADP SmartCompliance

Excel

Job description

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you.

Responsible for ensuring compliance with all payroll tax related governmental, regulatory, and legislative requirements through quarterly balancing of payroll tax filings and tax jurisdictions through researching and resolving differences with taxing agencies; collecting refunds when applicable.

Ensuring accurate employee wage and tax statements (W2's).

Prepares the W2C documentation and completes W2C spreadsheet for any tax related issues including but not limited to tax incompliance, multi-state employees, address changes, transfers and payroll tax election changes.

Processes wage and tax adjustments to state income tax withholding, state unemployment, federal, FICA, locals, etc.

Research prior quarter and prior year entries and adjustments, working closely with the Senior Payroll Tax Analyst.

Ensures compliance with all payroll tax related governmental, regulatory, and legislative requirements at the employee level through tax election set ups for new hires, transfers, job changes and regular audits in Workday.

Responsible for the research and follow up on agency notices, W-2C's and related correspondence and notifications to and from government agencies. Provides guidance on Power of Attorney forms, updating contact and mailing information with agencies, ADP, Equifax, internal and external customers to the Payroll Tax Coordinator. Typically working with moderate guidance.

Handles the entries associated with the quarterly error and adjustment reports needed for quarterly processing. Entering wage and tax adjustments into Workday for W-2 Error report, Negative Wage and Tax report, Employee Visa related issues, state reciprocal issues, working closely with the Senior Payroll Tax Analyst.

Responsible for Visa tax requirement compliance including but not limited to obtaining required supporting documentation, processing wage and tax adjustments and communication with the customer.

Responsible for the set up and maintenance associated with state reciprocal agreements through regular audits validating home and work location tax set up, researching, and providing tax election changes to Tax Coordinator for entry through regularly scheduled audits.

Provides accurate and timely resolution for moderately complex payroll tax related discrepancies regarding paycheck earnings and deduction taxation, W2 explanations, payroll tax related escalations, military exemptions, etc.

Contributes to Mergers & Acquisitions projects through providing new account set ups, bank forms, authorization forms, guidance on Power of Attorney and other misc. forms to the Tax Coordinator for completion. Responsible for ensuring set up of final M&A information has been completed.

Back up support for logging, scanning and uploading all incoming and outgoing mail, as well as the Payroll Tax Mailbox.

Minimum Job Qualifications (Knowledge, Skills, & Abilities):

• Degree or equivalent and typically requires 2+ years of payroll tax experience

Preferred:

• 2+ years in payroll tax compliance focused in USA in a large multistate environment
• Knowledge of Workday and ADP SmartCompliance preferred
• Ability to manage and prioritize various responsibilities with competing, short deadlines
• Ability to work overtime as needed
• Very strong analytical skills and attention to detail
• Customer-orientated with strong ability for trouble shooting and issue resolution
• Strong written and verbal communication skills
• Proficient using Microsoft Office applications: Excel, Outlook and Word

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson,

Our Base Pay Range for this position

$59,900 - $99,800

McKesson job postings are posted on our career site: careers.mckesson.com.

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) [e-mail] or (Canada) [e-mail]. Resumes or CVs submitted to this email box will not be accepted.

Join us at McKesson!