Tax Specialist - Filing

Paylocity; Schaumburg (IL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) match

Career development

Job summary

Paylocity in Schaumburg, IL is seeking a Tax Specialist I to join our Tax Filing Team. All facets of the organization rely on Tax Services to manage deposits and filings for a high-volume operation.

The Tax Filing Service handles significant deposits and hundreds of thousands of returns annually. This in-office role requires 1–2 years of payroll and tax experience, strong Excel skills, and clear communication.

Qualifications

• Minimum one to two years of payroll experience.
• Minimum one to two years of tax or related field experience.
• Strong Excel skills (intermediate to advanced).
• Bachelor's Degree required; CPA or CPP preferred or progress toward certification.
• Experience with high-volume payroll tax processes is desirable.

Responsibilities

• Prepare and file quarterly and annual tax returns with state and local agencies.
• Maintain data exchanges with tax agencies and ensure correct filings.
• Identify error trends and report to the Tax Filing Manager.
• Communicate tax issues clearly to internal partners and clients.

Skills

Payroll experience

Tax experience

Excel

Communication skills

Problem solving

Integrity

Payroll software

Education

Bachelor's Degree

Tools

Tax software tools

Job description

Job Type

Full-time

Description

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

In-Office: This is a 100% in-office role based at our Schaumburg,, IL/Rochester, NY/ Lake Mary, FL locations. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

We are seeking a Tax Specialist I to join our Tax Filing Team. All facets of the organization, including Sales, Implementation, Client Service and Finance, rely upon Paylocity’s Tax Services department. Annually, Tax Services is responsible for tax deposits exceeding $40 billion and tax filing one million tax returns. The Tax Filing Service is responsible for Tax Deposits exceeding $12 billion annually and filing 300,000 tax returns.

Primary Responsibilities

• Basic understanding of internal tax department processes
• Support preparation and filing of quarterly and annual returns with state and local tax agencies
• Support the preparation and filing of amended quarterly and annual returns with state and local tax agencies
• Prepare data exchanges with tax agencies
• Maintain systems with accurate deposit frequency, rates, EINs, and payment method
• Identify error trends and report to the Tax Filing Manager
• Demonstrate knowledge to communicate effectively, internally and externally, regarding tax issues
• Work with the internal departments to answer clients’ questions regarding tax issues
• Corresponding with and building relationships with state tax agencies
• Communicate information related to basic taxation issues to internal partners designated to manage client relationships
• Keep up to date on the latest developments as they affect tax regulations and policies
• independently seek out new opportunities to improve the overall quality of filings on our client’s behalf

Experience And Skills Required

• Minimum one to two years’ experience in payroll
• Minimum one to two years’ experience in tax or a related field
• Experience with Enterprise Employment Tax Software Tools a plus
• Experience as a Payroll Practitioner for a large company a plus
• Payroll service bureau experience is a plus
• Certified Payroll Professional preferred or progress toward certification desired
• Experience in a high-volume payroll tax department is highly desirable
• Intermediate to Advanced Excel knowledge
• Strong communication skills and problem-solving ability
• High level of integrity
• Bachelor's Degree Required

Paylocity is an equal-opportunity employer.

Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [e-mail]. This email address is exclusively designated for such requests, aligning with federal and state disability laws.

This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location.