Staff Payroll Tax Processor

Intuit Inc.; Frisco (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Intuit Inc. is seeking a senior payroll tax expert to serve as SME on end-to-end resolution of payroll tax issues across Notices, Corrections, Amendments, and Pay & File. The TP3 acts as technical lead, guiding less experienced staff while owning the most complex cases in the queue.

This role fixes payroll tax problems, prepares amended returns, and ensures knowledge transfer across the team. 4+ years in payroll tax defect resolution strongly preferred; strong Excel and cross-state experience

Qualifications

• 4+ years of payroll tax experience with a focus on tax defect resolution for notices, amended returns, and payroll corrections across multiple states.
• Expert knowledge of State and Federal payroll tax notices; ability to draft penalty abatement requests and agency responses with documentation.
• Hands-on experience preparing amended Federal (941-X) and State payroll tax returns across multiple states with complex local requirements.
• Deep knowledge of federal payroll tax law (FICA, FUTA, FITW) and payment/deposit schedules.
• Multi-state payroll tax expertise including reciprocal agreements and local tax compliance.
• Experience as a lead or SME and coaching junior staff through complex resolutions.
• Strong written communication for SOPs and KB articles; advanced Excel for reconciliation and audit trails.
• Associate's or Bachelor's degree in Accounting/Finance; CPP/EA differentiator.
• Experience in payroll service bureaus or multi-client environments preferred.

Responsibilities

• Resolve the most complex state and federal payroll tax notices across multiple quarters and states from intake to closure.
• Prepare and file amended returns (941-X and state equivalents) end-to-end with reconciliation and SSA/ W-2c considerations.
• Diagnose payroll tax errors across pay periods and jurisdictions, tracing discrepancies and driving complete corrections.
• Maintain high productivity resolving corrections, amendments, and notices with accuracy.
• Provide real-time coaching and support to TP1/TP2 staff via Slack, Zoom, and side-by-side sessions.
• Lead or contribute to team huddles, QA sessions, and SOP/KB development.

Skills

Payroll tax

Tax defect resolution

Amended returns

Form 941-X

W-2c preparation

Cross-state compliance

Excel proficiency

Education

Bachelor's degree in Accounting/Finance

CPP preferred

EA differentiator

Tools

Excel

Job description

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, Amendments, and Pay & File. The TP3 is a technical lead and catalyst for the team spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers.

This role is primarily about fixing payroll tax problems, not running payroll. The TP3 resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit.

Responsibilities

• Resolve the most complex State and Federal payroll tax notices in the team's queue including multi-quarter, multi-state, and penalty assessment scenarios owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure.
• Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation.
• Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution.
• Maintain high productivity case resolution resolving customer Correction, Amendment, and Notice resolution requests with high accuracy.
• Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path.
• Serve as the primary real-time resource for TP1 and TP2 staff answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency.
• Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap.
• Lead or contribute to team huddles, group QA sessions, and process meetings; serve as backup facilitator for Daily Stand-Ups when M1 is unavailable.
• Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1.
• Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions.
• Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end.

Qualifications

• 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states.
• Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement request and formal agency response letters with complete supporting documentation.
• Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more.
• Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures.
• Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions.
• Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios.
• Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work.
• Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision.
• Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted.
• Certified Payroll Professional (CPP) preferred; expected within 18 months of TP3 placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator.
• Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.