Payroll Tax Services Consultant II

UKG; Lincoln (NE); On-site; USD 59,000 - 84,000; Full time

Job summary

UKG is seeking a Payroll Tax Lead in Lincoln, NE to provide advanced client, tax, and operational expertise across complex client scenarios. This role coaches team members and partners with Payroll Tax Manager to identify trends and improvement opportunities, while maintaining individual contributor responsibilities.

Responsibilities include leading complex client discussions, guiding on tax compliance and risk, and collaborating with Payroll, HRIS, Product, and other internal teams to ensure

Qualifications

• Bachelor's degree in business or accounting or 5+ years payroll tax experience.
• Proficiency with Microsoft Office applications.
• Knowledge of employment tax processing (tax deposits, return filing, notices, adjustments).
• Ability to interpret jurisdiction guidelines and explain employment tax laws.
• Year-End proficiency and multi-client experience.

Responsibilities

• Serve as senior resource for complex client, tax, and service questions.
• Guide team on client relationship management and complex accounts.
• Assist with escalations requiring SME expertise.
• Participate in high-complexity client meetings when needed.
• Identify tax and compliance risks and determine next steps.
• Provide advanced US payroll tax expertise on complex scenarios.
• Review complex situations and retain client ownership with the account rep.
• Support QBR strategy for complex or high-visibility discussions.
• Collaborate with Payroll, Payment Services, HRIS, Product and other internal partners.
• Identify recurring trends and raise to leadership.
• Encourage continuous improvement and advance approved initiatives.
• Provide peer coaching and informal mentoring.
• Help develop payroll tax expertise across the team.
• Assist with client transitions or stabilization efforts.
• Escalate significant concerns to the Payroll Tax Manager.

Skills

Payroll tax expertise

Client relationship mgmt

Cross-functional collaboration

MS Office

Education

Bachelor's degree in business/Accounting

CPP or CPA

Tools

UKG Product Suite

Job description

Why UKG:

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters - and so do you.

The Payroll Tax Lead provides advanced client, tax, and operational expertise to support Payroll Tax team members and the clients they serve. This role acts as a senior resource for complex client situations, escalations, risk identification, and cross functional coordination while continuing to operate as an individual contributor.

The Lead helps strengthen client service and team capability through coaching, subject matter expertise, and collaboration. The role supports the Payroll Tax Manager by identifying trends, risks, and improvement opportunities but does not assume formal people management or overall portfolio accountability.

Primary / Essential Duties and Key Responsibilities:

• Serve as a senior resource for complex client, tax, and service related questions
• Provide guidance to team members on client relationship management and complex account situations
• Assist with client escalations requiring additional experience or subject matter expertise
• Participate in higher complexity client meetings when additional support is beneficial
• Help team members evaluate tax and compliance risks and determine appropriate next steps
• Provide advanced subject matter expertise on US payroll tax requirements and complex scenarios
• Review complex situations and provide recommendations while allowing the assigned account representative to retain ownership of the client relationship
• Support QBR strategy and preparation for complex or high visibility client discussions when needed
• Facilitate collaboration with Payroll, Payment Services, HRIS, Product, and other internal partners when issues span multiple teams
• Identify recurring client, operational, and compliance trends and raise them to leadership
• Encourage and support continuous improvement by identifying opportunities and helping advance approved initiatives
• Provide peer coaching, knowledge sharing, and informal mentoring to team members
• Support development of client management and payroll tax expertise across the team
• Assist with client transitions or stabilization efforts when additional experience is required
• Escalate significant client, compliance, resource, or organizational concerns to the Payroll Tax Manager

Basic Qualifications:

• Bachelor's degree in business, Accounting, CPP, CPA, OR a minimum of 5 years of Payroll Tax and/or Payroll experience
• Proficiency with Microsoft Office applications
• Demonstrated knowledge of all areas of employment tax processing (Tax Deposits, Return filing, Tax Notice, Adjustments/Amendments, etc…)
• Knowledge of jurisdiction guidelines and the ability to interpret and explain employment tax laws
• Proven Year-End proficiency
• Track record of subject matter expertise skillset proven over multiple clients with varying complexity

Preferred Qualifications:

• Experience working with/in UKG Product suite

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

UKG participates in E-Verify. View the E-Verify posters here (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [e-mail] .

The pay range for this position is $58,700 to $83,700. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG's benefits and rewards at https://www.ukg.com/about-us/careers/benefits

It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.