Full Level Tax Specialist
Position Summary
The job focus is to work with all Implementation Centers, Data Conversion Services, Financial Service Centers and clients to ensure timely, efficient reconciliation and entry of quarterly and annual tax deposit information. Full Level Tax (FLT) Specialists develop and maintain effective ADP/Client communications and utilize ADP Full Level Tax (FLT) Smart Standards processes and tools to ensure client satisfaction and use of ADP Tax Filing Services. FLT Specialists ensure all Mid-Quarter Conversion / Mid-Year Conversion processes are completed timely and accurately, and effectively manage assigned client relationships with all internal and external business partners to enhance the overall client experience.
Responsibilities
- Analyzes balances and reconciles client tax deposit and filing information with employee balance information and resolves any out of balance conditions by working with the client, Financial Services Center Associates, and assigned Implementation Center Associates.
- Captures and reviews client documentation for client deposits and filings for all affected quarters.
- Proactively communicates any balance issues, develops resolution plan and notifies client of any advice of debit as applicable.
- Provides internal business partners and clients with status of Mid-Quarter and Mid-Year conversions.
- Utilizes Smart Standard FLT Process client communications and Quarterly Tax Verification letter to notify clients of current full level tax status.
- Provides client with Quarterly Wage and Tax Register to ensure client information is recorded properly for W2 purposes.
- Utilizes current processes, tools and systems to enter and submit current and prior quarter tax liability and tax deposit information.
- Utilizes proper tools and systems to record client status, update project milestones, and maintain client documentation in accordance with FLT Smart Standards updates.
- Sets up and follows up with clients and internal business partners.
- Provides technical expertise and guidance to less tenured FLT Implementation Specialists and may assist in their training.
- Makes recommendations regarding changes to training curriculum and/or new procedures to management or Implementation Team Leader (ITL) as appropriate.
- Attends and participates in training on ADP Payroll and Tax products; keeps up to date on all new product rollouts and existing offerings that affect Full Level Tax.
Qualifications
- Minimum of 1 year experience in a service oriented processing capacity.
- Associates Degree and/or equivalent experience required.
- Priorities: Proven proficiencies in payroll, tax deposit and tax reporting preferred. Excellent communication skills with internal and external clients. Ability to manage multiple projects, set priorities and effectively utilize resources. Ability to work well under strict time constraints, prioritize client issues, adapt quickly to changing needs, and be flexible when priorities shift. Aptitude for detail, possesses effective troubleshooting and analytical skills. Math/Accounting Principles proficiency preferred.
- Knowledge of PC, Windows, Internet, word processing, and spreadsheets required.
- Knowledge of ADP Payroll Systems preferred.
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Matched Retirement Savings
- Wellness Program
- Short-and Long-Term Disability
- Charitable Contribution Match
- Holidays
- Personal Days & Vacation
- Paid Volunteer Time Off
Pay
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions.
Schedule
Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
Skills
- Excellent communication skills
- Detail-oriented
- Math/Accounting Principles proficiency
- Knowledge of PC, Windows, Internet, word processing, and spreadsheets
- Knowledge of ADP Payroll Systems
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Matched Retirement Savings
- Wellness Program
- Short-and Long-Term Disability
- Charitable Contribution Match
- Holidays
- Personal Days & Vacation
- Paid Volunteer Time Off