Sr Tax Filing Analyst

UKG; Atlanta (GA); On-site; USD 66,000 - 94,000; Full time

Job summary

UKG is seeking a Tax Analyst for the Payroll Services Tax Team to ensure accurate tax payments and filings while delivering high-quality client service. This role focuses on case management, timely communications, and resolving tax issues in a collaborative environment.

You will balance liabilities, file returns, manage EFT registrations, and support system testing and process improvements. Strong Excel skills and multi-state payroll experience are highly valued.

Qualifications

• 2-4+ years experience with tax notice resolution and tax filing.
• Proficient in Microsoft Excel for data analysis and reporting.
• Experience with payroll products/processing, tax calculations and remittance.
• Ability to troubleshoot complex issues using team tools and software.

Responsibilities

• Balance tax liabilities daily between payroll and tax systems.
• Generate daily payments for tax liabilities and ensure timely submission.
• Reconcile quarterly and annual tax liabilities with MasterTax liabilities and payments.
• File quarterly and annual tax returns and electronic media per guidelines.
• Communicate quarterly tax variance and refund information to clients.
• Prepare client tax agency EFT registrations and reporting agent authorizations.
• Review client tax amendment requests and generate returns as needed.
• Maintain up-to-date knowledge of Federal, State and Local tax compliance.
• Manage Salesforce cases, addressing client concerns and maintaining communication.
• Assist with client balances transition and documentation during onboarding.
• Investigate tax notices and resolve issues with clients.
• Support testing of new system releases and client communications.
• Provide educational support to clients and Payroll Services team on tax questions.
• Handle multiple priorities with tight deadlines in a fast-paced environment.
• Lead organized projects to meet timeframes and commitments.
• Participate in Payroll Services Tax process improvements and technology rollouts.
• Handle stretch assignments as needed.

Skills

Tax notice resolution

Excel

Payroll processing

Tax calculations

Tools

MasterTax

Salesforce

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.

UKG is seeking a customer focused and highly energetic individual to join our Payroll Services Team. Payroll Services strives to deliver exceptional quality service while providing accurate and timely tax payments and filing. As part of the Payroll Services Tax Team, the Tax Analyst works within a team of professionals to ensure tax payments and filings are completed accurately and according to required deadlines. The Tax Analyst will assist with case management, responding promptly to client and partner inquires and concerns, and driving effective resolution and client satisfaction.

Duties And Responsibilities

• Complete daily balancing and reconciliation of tax liabilities between payroll and tax systems.


• Generate daily payments for tax liabilities managed in Mastertax, ensuring timely submission to the bank and agencies.


• Conduct quarterly/annual balancing and reconciliation of tax liabilities to MasterTax liabilities and payments.


• File assigned quarterly and annual tax returns and electronic media, generated from Mastertax software, in accordance with agency specific guidelines.


• Prepare and communicate quarterly tax variance and refund information to clients.


• Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations and reporting agent authorizations.


• Research tax notices submitted by clients for assigned agencies and communicate effectively with clients to resolve.


• Assist with review of client tax amendment requests and generation of return as needed.


• Ensure compliance and accuracy while maintaining up-to-date knowledge of tax issues related to Federal, State and Local tax compliance.


• Manage Salesforce cases in a timely manner, addressing any concerns and maintaining effective communication with clients and partners.


• Assist with reconciliation and entry of new client balances against documentation and preparation of correspondence to assist new clients with transition.


• Research problems and out of balance situations. Interact with Payroll Services staff and other internal departments, as applicable, to answer questions and resolve issues.


• Support Tax Compliance team with testing of new system releases and client communications


• Assist with analytical review of client tax variances and drive ongoing improvements with system development and client education


• Support education of clients and Payroll Services team representatives with tax related questions.


• Manage multiple competing priorities with tight deadlines in a fast paced, ever-changing environment.


• Manage projects in an organized, proactive, and independent manner to meet all required time frames and commitments.


• Participate in initiatives to improve Payroll Services Tax processes and rollout new technology internally.


• Work on stretch assignments and other duties as assigned

Basic Qualifications

• 2-4+ years experience with tax notice resolution and tax filing


• Experience with Microsoft Office applications with emphasis on Excel


• Ability to troubleshoot complex issues using the tools and software the team relies on regularly


• Previous experience with payroll products/processing, tax calculations and remittance

Preferred Qualifications

• 2–4 years of experience with U.S. payroll, including multi-state payroll and local tax requirements.

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

UKG participates in E-Verify. View the E-Verify posters here.

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 $66,000 to $94,100. 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