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Form of workDescription
**THIS POSITION IS ELIGIBLE FOR HYBRID / REMOTE WORK AFTER PROBATIONARY PERIOD**
Tax Specialist responsibilities will include but are not limited to the following duties:
• Managing POA (Power of Attorney) Forms for new client starts: We will supply training on EOS software
• Manage the onboarding of new clients to MasterTax software
• Familiarity with EFT Enrollment Forms
• SUI Rate Changes inputting into payroll platforms and validating results
• Quarter End clean up- review tax reports for accuracy before Quarterly Report creation
• Monitor all "applied for" status's
• Balancing Report from payroll applications: review and determine actions to be taken
• FICA Balancing Report from payroll system: review and determine actions to be taken
• Verification of Mag / electronic Media - Submitted weekly, monthly and quarterly
• Assist with online payment filing submission at Quarter/Year End
• Reprint tax returns and W-2's at client request
• Responsible for assisting in the research and reconciliation of tax notices and disputes from tax agencies
• Coordination of tax payment, tax filing and tax compliance activity for all Pro/Data Payroll Services clients
• Responsible for addressing tax notices; research and resolution
• Responsible to maintain and coordinate Tax issues through CRM and Help Desk applications
• Responsible for coordinating all correspondence between Payroll Clients and all Federal, State, and Local tax agencies
• Responsible for coordinating and completing all periodic tax deposit and filing deadlines for all governmental agencies
• Responsible for coordinating quarter-end and year-end work load as it relates to compliance with Federal, State, and Local agencies
• Responsible for coordination of conversion and set-up of all new tax filing and deposit clients to assure the use of EFTPS, EFT , and all other electronic filing tools are employed
• Responsible for working with staff in developing training needs analysis and working with staff in achieving training goals as it relates to Tax filing and Deposit requirements, our internal CRM and other reporting tools
• Responsible for assisting in the primary goal of obtaining production goals and deadlines
Requirements
A Payroll Tax Specialist should have the following qualifications:
**THIS POSITION IS ELIGIBLE FOR HYBRID / REMOTE WORK AFTER PROBATIONARY PERIOD**
Tax Specialist responsibilities will include but are not limited to the following duties:
• Managing POA (Power of Attorney) Forms for new client starts: We will supply training on EOS software
• Manage the onboarding of new clients to MasterTax software
• Familiarity with EFT Enrollment Forms
• SUI Rate Changes inputting into payroll platforms and validating results
• Quarter End clean up- review tax reports for accuracy before Quarterly Report creation
• Monitor all "applied for" status's
• Balancing Report from payroll applications: review and determine actions to be taken
• FICA Balancing Report from payroll system: review and determine actions to be taken
• Verification of Mag / electronic Media - Submitted weekly, monthly and quarterly
• Assist with online payment filing submission at Quarter/Year End
• Reprint tax returns and W-2's at client request
• Responsible for assisting in the research and reconciliation of tax notices and disputes from tax agencies
• Coordination of tax payment, tax filing and tax compliance activity for all Pro/Data Payroll Services clients
• Responsible for addressing tax notices; research and resolution
• Responsible to maintain and coordinate Tax issues through CRM and Help Desk applications
• Responsible for coordinating all correspondence between Payroll Clients and all Federal, State, and Local tax agencies
• Responsible for coordinating and completing all periodic tax deposit and filing deadlines for all governmental agencies
• Responsible for coordinating quarter-end and year-end work load as it relates to compliance with Federal, State, and Local agencies
• Responsible for coordination of conversion and set-up of all new tax filing and deposit clients to assure the use of EFTPS, EFT , and all other electronic filing tools are employed
• Responsible for working with staff in developing training needs analysis and working with staff in achieving training goals as it relates to Tax filing and Deposit requirements, our internal CRM and other reporting tools
• Responsible for assisting in the primary goal of obtaining production goals and deadlines
Requirements
A Payroll Tax Specialist should have the following qualifications:
- Must have strong background in one of the following: human resources and payroll
- Bachelor's Degree in accounting, business management or human resources preferred
- Must have permanent authorization to work in the USA for any employer. No visa sponsorships are available
- Ability to quickly develop a thorough understanding of CS3 software solutions and services
- Experience with payroll applications in a service bureau environment
- Experience with MasterTax software preferred
- Experience with Payroll Tax withholding; deposit and filing requirements
- Strong PC skills
