Tax Product Analyst

About the role

This role is instrumental in shaping and scaling our tax product solution. It involves being the key liaison between Tax Operations, Product & Tech, and internal/external customers, being an important contributor to product development, and improving the user experience.

Responsibilities

• Analyze current processes and help define the future state for tax product technology.
• Influence product vision, strategy, and roadmap feature research.
• Drive continuous improvement and contribute to tax product development and processes.
• Act as primary liaison to the product team for feature requests and communicating the development roadmap back to the tax operations team.
• Provide clarity and insight on user experience and use cases.
• Engage in troubleshooting, identify actionable steps for resolution, and participate in user acceptance testing.
• Aid in data extraction, transformation, and manipulation for analytics.
• Support presentations and data visualizations to showcase findings.
• Ensure AI-assisted generated outputs are accurate, complete, and in line with our business needs, compliance standards, and company policies.
• Develop and maintain SOPs, process documentation, and training materials for Tax Operations.

Requirements

• Bachelor’s degree
• Minimum of 4 years of relevant experience, either within the HCM industry or in a similar analyst role
• Demonstrated process improvement and research capabilities
• Ability to illustrate key features/roadmap criteria for partners
• Demonstrated experience with cross-functional collaboration
• 1+ year in a tax environment preferred
• Holistic perspective to understand tasks through multiple lenses of clients, internal stakeholders, and tax agencies
• Experience creating SOPs, process documentation, or training materials
• Proficient in utilizing approved productivity tools, including AI-assisted solutions, to enhance efficiency and improve the quality of documentation
• Capable of critically assessing tool-generated outputs and exercising sound judgment regarding accuracy, confidentiality, and appropriate use
• Self-directed and self-motivated mindset with a thirst for knowledge
• Proficiency in gathering and analyzing data
• Exceptional organization, follow-up, and documentation skills
• Strong problem-solving abilities and a creative approach to challenges
• Familiarity with MS Office Suite, advanced Excel skills
• Strong mathematical proficiency

Qualifications

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Benefits

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The pay range for this position is $50,100-$80,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.