Payroll Tax Specialist — Compliance & W-2s Expert

Stifel, Incorporated; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Stifel, Incorporated in St. Louis, MO seeks a Payroll Administrator - Tax Specialist to ensure accurate payroll tax withholding, reporting, compliance, and reconciliation for all employees.

This role serves as the tax expert for federal, state, and local taxes and supports payroll processing activities across the organization. The ideal candidate will have a Bachelor’s degree in accounting or related field and at least 3 years of experience, with advanced Excel skills and the ability to handle

Qualifications

• Bachelor's degree required in Accounting, Business Administration or related field.
• Minimum 3+ years of related experience required.
• Licenses/certifications such as FPC/CPP preferred.

Responsibilities

• Administer federal, state, and local payroll tax withholding, reporting, filings, and payments.
• Prepare, review, reconcile, and file quarterly and annual payroll tax returns and related tax reports.
• Coordinate year-end payroll tax activities, including Forms W-2, W-2c, and other required tax reporting.
• Maintain payroll tax accounts, registrations, jurisdictional setups, and related system configurations.
• Monitor, research, and respond to payroll tax notices, agency correspondence, audits, and government inquiries.
• Research and resolve payroll tax issues, discrepancies, amended filings, and employee tax-related questions.
• Analyze and apply appropriate tax treatment for payroll transactions, including supplemental wages, relocation benefits, fringe benefits, and multi-state taxation matters.
• Support payroll processing activities by reviewing payroll calculations, earnings, deductions, tax withholdings, adjustments, reversals, and off-cycle payments.
• Perform payroll tax account reconciliations and validate the accuracy and completeness of payroll tax data and reporting.
• Collaborate with Human Resources, Benefits, Compensation, Finance, and other stakeholders to ensure accurate payroll and tax administration.
• Maintain payroll records, documentation, and procedures in accordance with company policies and regulatory requirements.
• Identify trends, risks, and opportunities for process improvement; develop metrics and management reporting to support decision-making.
• Recommend, document, and implement payroll tax process improvements, automation initiatives, system upgrades, testing activities, and compliance-related projects.

Skills

Payroll tax compliance

Analytical skills

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting or related field

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Stifel, Incorporated in St. Louis, MO seeks a Payroll Administrator - Tax Specialist to ensure accurate payroll tax withholding, reporting, compliance, and reconciliation for all employees.

This role serves as the tax expert for federal, state, and local taxes and supports payroll processing activities across the organization. The ideal candidate will have a Bachelor’s degree in accounting or related field and at least 3 years of experience, with advanced Excel skills and the ability to handle