Tax Specialist

Essential Functions

• Inform Tax Manager daily of global tax problems.
• Prepare and maintain written procedures for all processes performed by the tax Department.
• Perform tax filing research for the company and its clients.
• Reconcile impound errors from tax service companies.
• Verify daily: required tax payments are made, all clients are in balance using Balancing Report, and clients tax liabilities are paid using the Liabilities Due Report
• Quarterly: Prepare all necessary payroll tax returns (State, Federal and local), File payroll tax returns for all tax service clients.
• Annually Prepare all necessary payroll tax returns (State, Federal and Local),Prepare W-2s for all clients, Prepare 1099s for necessary clients, Prepare 1094C/1095C for necessary clients, W-2 transmittal to SSA for all clients, File payroll tax returns for all Tax service clients, Federal frequency testing for all clients, Update SUI tax rates for all clients.
• Assist coworkers from other departments regarding tax questions.
• Assist in problem-solving in regards to client payroll issues.
• Participate in weekly Tax department meetings.
• Investigate, determine the status and resolve payroll tax related notices from tax authorities.
• Maintain a team orientation in dealing with fellow team members.
• Supports the client satisfaction and production goals of the department by providing quality service

Tax specialistNon-Essential Duties

• Special projects assigned by Executive staff.
• Miscellaneous duties as assigned by management.

Tax SpecialistMinimum Qualifications (Knowledge, Skills and Abilities)

• High School diploma or equivalent.
• Associate Degree or higher in accounting is preferred.
• Excellent oral, written and analytical skills are required.
• Must be able to work under time constrains and meet daily, weekly, monthly, quarterly, and annual deadlines.
• Proficiency in Windows PC environment (MS Word, Excel and Power Point).
• Candidate must be organized and able to work in high production atmosphere.
• Quality Service oriented.

Tax SpecialistDecision-Making Latitude:

• Day to day decisions regarding processing, solving tax filing problems and other related matters that are within the area of responsibilities and are consistent with prevailing department and Company policies.
• Agrees to comply with the confidentiality policy
• Uses independent judgment to provide solid client relationships

Tax SpecialistSupervisory Responsibilities

• None

Tax SpecialistEquipment/Software Used:

• Personal Computer, Internet, Calculator, MS Office (Word, Excel) google applications, Evolution payroll software, Paytrain payroll training software, CRM software, RIA Checkpoint.

Tax SpecialistFinancial Responsibilities

• None

Tax SpecialistPhysical Demands & Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Tax SpecialistWorking Conditions
The scheduled workweek is a 5-day workweek - hours are 8:30 AM to 5:00 PM Monday through Friday with a 30-minute lunch break. Pre-Approved overtime may be required.

Careers Flourish in Payroll Country

Excellent Compensation
A fair, market-rate base wage. We'll talk about that some more.

Benefits
Medical, Dental, 401(k), PTO, Long Term Disability, Tuition Reimbursement, Holiday Pay and more!

Paid Training
We've got some awesome people and tools that will train you on the most innovative sales practices.

Advanced CRM
We use HubSpot, one of the best CRMs on the market - complete with all the bells and whistles.

How We Work
There is structure, and you will be supported, but we want you to be autonomous, creative and to make it your own. We also believe in and encourage a strong work/life balance.

Why Payroll Country?
We are a close-knit family that thrives on growing through collaboration. Click to read the "Payroll Country Manifesto" and learn more about who we are and (more importantly) why we are.

Welcome to Payroll CountryReady to Join the Team?
What we do as a company happened almost by accident. We could have done a lot of things. But - who we are - happens on purpose (and with purpose) every day. There's nothing we value more as a company than one another. That's why you're gonna love it in Payroll Country!

Job Type: Full-time