Payroll Tax Compliance Specialist

Responsibilities

• Prepares all Federal, State and local employment tax deposits and returns as required by various Federal and State laws.
• Researches various tax inquiries and notices from tax agencies and auditors.
• Supports Sales and other internal departments with employment tax questions.
• Supports clients/employees with transition or daily operational inquiries.
• Provides documentation to assist clients in preparing to utilize Insperity.
• Opens and closes payroll related tax accounts, as needed.
• Provides customer service related to payroll taxing requirements and compliance.
• Aids in the onboarding process for clients, ensuring an effective transition to Insperity.
• Communicates with various taxing authorities to resolve discrepancies and issues.
• Prepares check requests for tax-related refunds.
• Prepares accurate bank and general ledger coding of check or ACH payments, and client and/or employee reimbursements.
• Prepares and enters payroll tax adjustments to employee records.
• Prepares and enters assigned tax authority payments.
• Prepares and files assigned tax authorities’ returns.
• Prepares year-end reporting as assigned.
• Maintains all assigned Federal, State, and Local tax regulation deadlines, including the accurate preparation and timely filing of returns and payments of all daily, monthly, quarterly, and annual deadlines.
• Resolves discrepancies relating to payroll tax payments and returns with governmental agencies.
• Supports a wide variety of administrative tasks on a rotational basis, including tax notices and mail processing.
• Supports Finance leadership on various projects as needed.

Qualifications

• Bachelor’s Degree in Business Administration, Finance or Accounting or four years of equivalent experience is required.
• Three to five years of experience in multi-state payroll tax filing is preferred.
• Working knowledge of payroll.
• Working knowledge of payroll tax compliance applicable to Federal and various State/Local taxing authorities.
• Working knowledge of payroll and pay taxing regulations (i.e., tax depositing, filing of quarterly and annual returns, maintenance of tax tables and jurisdiction information).
• Proficient knowledge of Microsoft Word and Excel with willingness to increase knowledge through training.
• Ability to communicate tactfully and effectively, verbally and in writing, and maintain effective work relations with those encountered in the course of employment.
• Familiar with modern office methods, practices, procedures and equipment, as well as filing systems and business letter writing and competent in correct English usage, grammar, spelling, punctuation and arithmetic.
• Ability to assist in operating data entry equipment; maintain and monitor employee records with accuracy and detail with narrow time limitations; maintain records, post data and make arithmetic calculations with accuracy; clerical methods and techniques relating to maintaining large filing systems accurately and efficiently.
• Ability to resolve problems following established company policy guidelines; methods and techniques relating to maintaining customer service.
• Proficient analytical and problem-solving skills.
• Ability to work independently and with a team.
• Excellent organizational skills, including time management and attention to detail.
• Ability to plan, organize, and complete assigned tasks in a timely manner while working independently from general instructions.
• Positive attitude with a sense of urgency directed toward the provision of successful solutions.