Senior Payroll Tax Consultant

UKG Inc.; Helena (MT); On-site; USD 59,000 - 84,000; Full time

Job summary

UKG is the Workforce Operating Platform that puts workforce understanding to work. 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.

Qualifications

• Bachelor's degree or 5+ years payroll tax/payroll experience.
• Proficiency with Microsoft Office applications.
• Knowledge of all areas of employment tax processing (Tax Deposits, Return filing, Tax Notice, Adjustments/Amendments, etc).
• Knowledge of jurisdiction guidelines and ability to interpret employment tax laws.
• Proven Year-End proficiency.
• Subject matter expertise proven over multiple clients with varying complexity.

Responsibilities

• Serve as a senior resource for complex client, tax, and service related questions.
• Provide guidance on client relationship management and complex account situations.
• Assist with client escalations requiring 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 next steps.
• Provide advanced subject matter expertise on US payroll tax requirements and complex scenarios.
• Review complex situations and provide recommendations while client relationship ownership remains with the account rep.
• 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.
• Identify recurring client, operational, and compliance trends and raise them to leadership.
• Encourage and support continuous improvement by identifying opportunities and advancing initiatives.
• Provide peer coaching and mentoring to team members.
• Support development of client management and payroll tax expertise across the team.
• Assist with client transitions or stabilization efforts when needed.
• Escalate significant concerns to the Payroll Tax Manager.

Skills

MS Office

Tax processing knowledge

Education

Bachelor's degree in business, accounting, CPP, CPA or 5+ years payroll tax experience

Job description

UKG is the Workforce Operating Platform that puts workforce understanding to work. 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.