Tax Specialist

Job Description:

JOB SUMMARY

Under the general direction of the Tax Manager the Tax Specialist 1 coordinates and performs a variety of duties necessary to support the payroll process for multiple clients within multiple states and with the IRS.  This person works with the payroll team, our clients and other tax team members to ensure compliance with state and federal agencies for our clients. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Research and respond to complex payroll tax questions received internally or from client
• Communicate effectively with clients, internal departments, and occasionally regulatory agencies regarding complex or sensitive matters.
• Respond promptly to notices received and audit data requests.
• Respond to internal support requests from the Client Services, Implementation, and payroll teams
• Maintain and update tax procedure documentation as changes occur.
• Recommend process improvements and automation opportunities to management.
• Support internal and external clients via phone, email, fax, or live communication.
• Maintain confidentiality and adhere to company policies regarding overtime and attendance.
• Work with internal teams to ensure continuity of service delivery
• Lead adherence to standard practices and client contractual commitments
• Participate in cross-departmental initiatives to ensure proper consideration and action of regulatory and tax-impacting changes
• Maintain process documents
• Complete special projects as assigned by management
• Perform other duties as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

• Strong verbal and written communication skills
• Proven accuracy and attention to detail
• Ability to troubleshoot and meet tight deadlines
• Professional demeanor under pressure
• Strong multitasking and analytical skills
• Adaptability to change and problem-solving mindset
• Understanding of payroll and tax’s human impact
• Proficiency in MS Office, especially Excel
• Effective time management and organizational skills

REQUIRED EDUCATION AND EXPERIENCE

• High school diploma or equivalent
• 2+ year(s) of payroll tax experience

PREFERRED EDUCATION AND EXPERIENCE

• Some college coursework
• Background in HRO, PEO, or payroll processing firms
• Experience with restaurant/tipped employee payroll