Tax Specialist - Notice Resolution

Praxis, Inc.; Schaumburg (IL); On-site; USD 39,000 - 72,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Life and disability insurance

401(k) with company match

Career development opportunities

Job summary

Paylocity in Schaumburg, IL is seeking a Tax Specialist I to join the Tax Department. This 100% in-office role requires handling tax notices, balancing payroll and tax systems, and communicating with clients to resolve issues.

You will work with internal teams and stay current on tax regulations, providing accurate amendments and supportive guidance.

Qualifications

• Strong customer service skills and ability to communicate clearly with clients.
• High school diploma required; bachelor’s degree preferred or equivalent experience.
• Experience in Payroll, Accounting, or Tax Compliance is preferred.
• Credentials such as IRS Enrolled Agent or CPP are highly desired.
• Ability to sit at a desk for extended periods and operate computer/phone systems.

Responsibilities

• Resolve client questions promptly with a high level of service and explain tax activity and notices.
• Identify problems and document trends to prevent recurring issues.
• Review, balance, and prepare Amended Tax Returns.
• Read and understand basic tax documents (SUI rates, liabilities).
• Reconcile Payroll Tax Reports and Tax Returns.
• Communicate with internal partners to keep clients informed.
• Collaborate with teams to strengthen processes and deliverables.
• Stay up-to-date on tax regulations and policies.

Skills

Customer service

Communication

Problem solving

Education

High school diploma

Bachelor’s degree preferred

IRS Enrolled Agent credentials / Certified Payroll Professional desirable

Tools

Salesforce

MasterTax

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!

This is a 100% in-office role. 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

The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support and finance. The Tax Filing Service is responsible for Tax Deposits exceeding $40 billion annually and filing 800,000 tax returns. The Tax Compliance Team is primarily responsible for balancing the Payroll system to the Tax System and reconciling variances for new and existing customers. The Tax Specialist I will demonstrate a basic understanding of root causes to notices in order to maintain a consistent closure at minimum of the designated quota, while learning basic tax knowledge and tax department processes and procedures. They will communicate with agencies directly to resolve or monitor progress of resolution, as well as provide detailed explanation to the clients regarding cause and resolution of the issue.

Primary Responsibilities

• Promptly resolve client questions with a high level of service and communicate with them regarding tax activity, prior quarter balancing issues, amended returns, and tax jurisdiction correspondences.
• Identify and document problems and trends to recommend solutions that will eliminate known issues in the future.
• Review, balance, and prepare Amended Tax Returns.
• Read and understand basic tax documents (SUI Rates, Unpaid Liabilities, Informational)
• Reconcile Payroll Tax Reports and Tax Returns
• Timely communicate information to internal partners (ie Account Managers) so the customer is up-to-date on actions being taken by multiple internal teams
• Collaborate with internal teams to strengthen processes and deliverables.
• Keep up-to-date on the latest developments as they affect tax regulations and policies.
• Successful problem-solving and de-escalation of client concerns.

Education And Experience

• Research and Resolve Payroll Tax Notices from Agencies by interacting directly with agencies, account managers, other Paylocity Tax departments, reviewing case/ticket notes in Salesforce, and client configurations in MasterTax and/or HR and Payroll
• Request penalty abatements through government relations requests, or requests directly with Agency contacts.
• Demonstrate strong customer service skills
• High school diploma or equivalent is required; a bachelor’s degree or equivalent experience is preferred.
• Previous experience in Payroll, Accounting, or Tax Compliance field is strongly preferred.
• IRS Enrolled Agent Credentials, Certified Payroll Professional, or significant progress toward certification is highly desired
• Physical requirements
• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

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. Please do not send resumes to this email address, as they will be removed.

The pay range for this position is $39,000 -$72,400/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. 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.