Tax Resolution Specialist

isolved; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

isolved is seeking a Tax Resolution Specialist to dig into payroll tax requirements and identify root causes. You will work with customers to resolve notices, complete amended returns, and communicate via CRM, email and phone to reach the best outcomes.

This role requires 6+ years of related experience, strong tax knowledge, and the ability to interact with agencies and clients professionally in a remote setting.

Qualifications

• Bachelor's degree in accounting or business administration.
• Analytical with strong problem-solving abilities.
• Excellent communication skills, written and verbal.
• Ability to work well under pressure and meet deadlines.
• Self-motivated and able to handle multiple projects.
• Proficient with Excel and Word in a professional setting.

Responsibilities

• Resolves payroll tax issues across federal, state, and local agencies.
• Prepares amended tax returns in compliance with regulations.
• Reviews quarter-end/year-end tax processing for accuracy.
• Completes payroll tax submissions accurately and timely.
• Advocates for clients on payroll tax filing matters.
• Maintains the tax database ensuring data integrity.
• Completes EFT registrations and forwards to agencies.
• Implements SUI Rate Exchange updates for clients.
• Explains changes in tax compliance requirements.

Skills

Highly organized

Analytical problem-solving

Strong communication

Work under pressure

Self-motivated

Microsoft Office (Excel/Word)

Education

Bachelor's degree in accounting or business administration

Tools

Microsoft Office

Job description

Summary/objective

As a Tax Resolution Specialist, you will act as a problem-solver who digs into tax requirements to identify the root cause of cases. The Tax Support Specialist will be responsible for working with customers to help resolve payroll tax notices, complete amended tax returns and work directly with clients through CRM, email & phone. Our goal is to reach the best possible outcome for our customers, while building relationships with key agents at various tax agencies.

Essential Job Functions

• Resolves in-depth payroll tax issues across various taxing agencies that include federal, state, and local agencies
• Preparation of amended tax returns while ensuring compliance with applicable federal, state, and local payroll tax regulations are met
• Reviews and processes adjustments for quarter-end and year-end tax processing to ensure accurate reporting
• Accurate and timely preparation and submission of payroll taxes and returns
• Acts as a client advocate for payroll tax filing matters
• Maintains the tax database while preserving data integrity
• Completing EFT registrations as needed and mail, email, or fax to agency
• Updates to existing Client rate changes via SUI Rate Exchange
• Articulates changes in tax compliance requirements

Job Complexity

As a highly skilled specialist, contributes to the development of concepts and techniques. Completes complex tasks in creative and effective ways.

Interaction

Consistently works on complex assignments requiring independent action and a high degree of initiative to resolve issues. Makes recommendations for new procedures.

Supervision

Acts independently to determine methods and procedures on new assignments.

Exercises initiative and judgement in completing recurring assignments. Often acts as a facilitator and team leader.

Experience

Typically requires a minimum of 6+ years of related experience.

Scope

NA

Discretion

NA

Minimum Qualifications

• A Bachelor's degree in a accounting or business administration
• Highly organized, must have attention to detail, and meet critical deadlines.
• Analytical with strong problem-solving abilities and creative resolution skills
• Strong interpersonal communication skills (both written and verbal) to interface effectively with individuals at various levels
• Ability to work well under pressure.
• Self-motivated, with the ability to work on multiple projects in a fast-paced environment.
• Strong Microsoft Office program experience, including Excel and Word.
• A strong product, service and technical tax background

Core Competencies

• Customer Focused: Ability to build strong internal and external customer relationships and deliver customer-centric solutions.
• Problem Solving: Ability to process complex and sometimes contradictory information to effectively solve problems.
• Accountable: Being answerable for your actions and owning up to commitments.
• Communication: Developing and delivering information that conveys a clear understanding of the needs of different audiences.
• Relationship Building: Establishes effective partnerships and works collaboratively with others to meet shared objectives.
• Quality Results Focused: Takes on new opportunities with enthusiasm, applies efficiency to tasks and keeps our customers' experience in mind.
• Cultivates Innovation: Creates new and better ways for the organization to be successful.

Affirmative Action/EEO statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.

Physical Demands:

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift u pou nds.

Travel Required:

No

Work Authorization:

Employee must be legally authorized to work in the United States.

FLSA Classification:

Non-Exempt

Location:

Remote

Internal Job Title

Tax Support Specialist

Effective Date:

9/17/24

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.