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SalaryData Tax Specialist
Remote - Work from Home
Paycor's HR software is purpose-built for leaders and modernizes people management. We help our customers build winning teams and great places to work. Paycor’s culture is the key driver of our success. Every day, our associates find new ways to add value and progress toward audacious goals. We celebrate wins and share the wealth with a high performance-centric culture that empowers talented people to try new roles, innovate and experiment, and follow their passions.
Job Summary
This role will work with tax agencies to enroll clients and transmit electronic filings of client tax data based on the agency determined cadence, from Paycor systems to the agency systems. This will also encompass releasing payments that are contingent to the enrollment and/or electronic file status. Their primary focus is to ensure all Paycor client tax data is transmitted to the tax agencies to maintain tax compliance. To accomplish these goals, this role will work with tax agencies and internal teams to analyze, design, enhance, recommend, and develop timely data transmission solutions. This role will also work with individual clients to troubleshoot agency specific enrollment & filing issues.
Essential Duties and Responsibilities
- Extraction, manipulate, and import data from various systems
- Identify and escalate concerns, assisting to problem solve identifying best means for importing data based on an ever-changing set of circumstances and system capabilities
- Reconcile and process electronic return, W2 & W3 files and payments in accordance with frequency as mandated by the tax authorities to maintain tax compliance. (Primary Responsibility)
- Troubleshooting of set-up and data integrity issues as needed for lower complexity agencies
- Resolve client questions expediently with a high level of service and communicate with them regarding tax filing and payment issues, and tax jurisdiction correspondences, escalating concerns as needed
- Proactively maintain positive relationships with peers within Tax Services and other Client Services teams
- Continue to improve system knowledge through collaboration with peers, technical support, and IT developers
- Provide communication and enhancement requests to Tax Compliance & Product & Engineering team and management of product development issues arising from problems identified through data integration and transmission efforts
- Maintain and facilitate promotion of department-initiated software enhancements
- Maintain a working environment that is energized and consistently demonstrates the Paycor service commitment and values
- Collaborate with other Client Service and Product & Engineering teams to share best practices and process improvements
Requirements
- Four-year degree or equivalent experience preferred
- 3+ years prior accounting, tax or Paycor experience preferred
- 1+ year of Client Service experience, preferably business to business
- Experience with industry standard file formats such as EFW2, ICESA, and NACHA preferred
- 1+ years of experience preparing and filing payroll tax returns – federal, state, local and unemployment.
- Microsoft Office experience preferred: strong Excel proficiency required (pivot tables, VLOOKUPs, etc.)
- Ability to work with a high degree of accuracy with multiple data elements extracted from multiple data sources
- Possess strong organization and time management skills, must be able to prioritize tasks based on delivery dates, other milestones and perform well under agency-driven deadline pressures
- Takes initiative and demonstrates a high degree of ownership and accountability
- Strong problem solving and analytical thinking skills
- High technical aptitude; ability to adapt to frequent system and tool updates
- Demonstrated drive to learn new skills, enhance and implement process efficiencies for the betterment of the client, team and Paycor.
- Strong interpersonal skills, ability to manage projects and self-motivated
- Must be able to work in a team environment, as well as independently
- Must be available to work extended hours during peak season volume
- Highly organized, able to prioritize, with exceptional follow through.
- Excellent verbal and written communication skills.
Paycor Total Rewards
Take Care of Each Other is one of our Guiding Principles and it’s something we actively pursue through the benefits we offer. We are dedicated to delivering a great personal and professional experience with exceptional benefits to support your wellbeing and the wellbeing of your family. For a complete view of our total rewards program, please visit www.mypaycorbenefits.com.
Highlights include:
- A flexible virtual-first work philosophy
- An initial equity award in Restricted Stock Units (RSUs) for all new Associates and on-going award opportunities to participate in the value created through Paycor's growth
- 401(k) with $.65 match for every dollar contributed up to 6% of eligible pay
- Generous paid time off in addition to 10 paid holidays (including YOUR Holiday to celebrate a day or holiday you hold special)
- Three medical plan options – including a $0 cost option and travel & lodging support to ensure access to medical care
- Paid leave for birth parents, non-birth parents, elder caregivers, and military support
- Sabbatical opportunities for tenured Associates
- Employee Stock Purchase Plan, which enables you to buy PYCR stock at a 15% discount
- Inclusive and accessible Employee Assistance Program (EAP) to help with everyday challenges
We also offer competitive compensation determined by each individual's relevant experience, skills, and education. We anticipate the base pay for this position to be between $19.40-31.05/hour. In addition to base pay, Paycor Associates are eligible for either a performance-based annual bonus or commission, depending on their position. If your desired salary falls outside of these rates, we hope you'll still apply as there may be other positions that better align.
If you need assistance or an accommodation during the interview process due to a disability, please email us at interviewaccommodations@paycor.com. This information will be treated as confidential and used only for the purpose of determining an appropriate accommodation for the interview process.
