Senior Payroll Tax Consultant - Complex Cases

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

Job summary

UKG is seeking a Payroll Tax Lead to provide advanced client, tax, and operational expertise across complex payroll tax scenarios. This senior role combines coaching, escalation management, and strategic support while continuing to contribute individually.

A strong foundation in US payroll tax and cross-team collaboration is essential, with opportunities to shape processes and client outcomes. The position emphasizes coaching peers, identifying risk, and driving continuous improvement in

Qualifications

• Bachelor's degree in business, Accounting, CPP, CPA or 5+ years payroll tax 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 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.

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

Skills

Payroll tax expertise

Client relationship mgmt

Risk analysis

Cross-functional collaboration

Education

Bachelor's degree / CPP / CPA

CPA/CPP certification

Tools

Microsoft Office

Job description

UKG is seeking a Payroll Tax Lead to provide advanced client, tax, and operational expertise across complex payroll tax scenarios. This senior role combines coaching, escalation management, and strategic support while continuing to contribute individually.

A strong foundation in US payroll tax and cross-team collaboration is essential, with opportunities to shape processes and client outcomes. The position emphasizes coaching peers, identifying risk, and driving continuous improvement in