Tax Resolution Specialist

isolved; United States; Remote; USD 75,000 - 110,000; Full time

Job summary

isolved is seeking a Tax Resolution Specialist to analyze payroll tax requirements, identify root causes, and resolve notices for clients. You will work directly with customers via CRM, email, and phone, aiming for optimal outcomes while building relationships with tax agencies.

The role emphasizes independent problem solving, data integrity, and timely filing, with opportunities to impact multi-agency tax processes and client outcomes in a remote environment.

Qualifications

• Bachelor's degree in 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 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

Responsibilities

• 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

Education

Bachelor's degree in accounting or business administration

Analytical with strong problem-solving abilities

Strong interpersonal communication skills

Ability to work well under pressure

Self-motivated with multi-project capability

Microsoft Office experience (Excel and Word)

Tools

Microsoft Excel

Microsoft Word

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 up to 15 pounds.

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.