Tax Specialist I - Adjustments

About the role

The Tax Specialist I supports Paylocity's suite of applications, handling client payroll adjustments and resolving software and system-related issues. The role involves tracking and maintaining interactions, learning application features, and preparing technical documentation.

Responsibilities

• Provide timely and effective support to end users experiencing software or system-related issues.
• Track and maintain interactions throughout the entire life cycle.
• Identify, diagnose, and resolve technical issues and critical incidents through research and analysis.
• Aid end users on the modification of tax adjustments.
• Prepare technical writing specifically for “how to” and “troubleshooting” guides, and narrate, record, and edit “how to” videos.
• Collaborate with internal teams to strengthen processes and deliverables.

Requirements

• High School Diploma required.
• Minimum 3 years' experience in a payroll/customer service role.
• Experience working with Microsoft software, including Access, Word, and Excel spreadsheets.
• Ability to learn new software and desire for continued learning.
• Strong mathematical skills for report calculations, accruals, etc.
• Experience in a help desk/technical support role is preferred.

Qualifications

• Basic computer skills, including diagnostic tools, data entry applications, office products, and SQL.
• Database administration & maintenance experience – building multi-table databases, writing queries, and frontend UI development.
• Intermediate to advanced Excel expertise.
• Strong organizational skills and attention to detail.

Skills

• Excellent communication skills.
• Problem-solving skills.
• Technical troubleshooting abilities.
• Ability to learn and adapt to changing tax rules quickly.

Benefits

Paylocity offers a comprehensive benefits package, including medical, dental, vision, life, disability, and a 401(k) match. Perks include paid time off, flexible work arrangements, professional development opportunities, and more.

Pay

The base pay range for this position is $45k - 60k /yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience.

Schedule

This is a 100% in-office role based at any of our Schaumburg, IL - Meridian, ID - Rochester, NY - or Lake Mary, FL locations. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.