Tax Specialist - Tax Amendments

Position Overview

We are seeking a Tax Specialist II to join our Tax Filing Team. All facets of the organization including Sales, Implementation, Client Service and Finance rely upon Paylocity’s Tax Services department. Annually, Tax Services is responsible for tax deposits exceeding $40 billion and tax filing one million tax returns. The Tax Filing Service is responsible for Tax Deposits exceeding $12 billion annually and filing 300,000 tax returns.

Primary Responsibilities

• Basic understanding of internal tax department processes
• Support preparation and filing quarterly and annual returns with state and local tax agencies
• Support preparation and filing amended quarterly and annual returns with state and local tax agencies
• Prepare data exchanges with tax agencies
• Maintain systems with accurate deposit frequency, rates, EINs and payment method
• Identify error trends and report to Tax Filing Manager
• Demonstrate knowledge to communicate effectively, internally and externally, regarding tax issues
• Work with the internal departments to answer client’s questions regarding tax issues
• Corresponding with and building relationships with state tax agencies
• Communicate information related to basic taxation issues to internal partners designated to managing client relationship
• Keep up to date on latest developments as they affect tax regulations and policies
• Independently seek out new opportunities to improve the overall quality of filings on our client’s behalf

Experience and Skills Required

• Minimum two to five years’ experience in Payroll
• Minimum two to five years’ experience in tax or a related field
• Experience with Enterprise Employment Tax Software Tools
• Payroll service bureau experience desired
• Thorough knowledge of federal and state payroll tax laws
• Ability to research and understand payroll tax filings
• Certified Payroll Professional preferred or significant progress toward certification desired
• Experience with multiple government agencies and ability to understand complex regulatory language
• Intermediate to Advanced Excel skill desired
• Strong communication skills and problem-solving ability
• High level of integrity

Paylocity is an equal-opportunity employer.