Senior Payroll Tax Specialist

• Prepares or reviews a variety of tax related documents, ensuring accuracy and compliance with applicable guidelines and regulations.
• Performs tax reconciliations and determines liability for account, divisions, or business units.
• Assists in the preparation and distribution of tax forms.
• Answers questions and researches discrepancies.
• Research, interpret, and understand existing or revised tax codes, laws, or forms.
• Modifies work procedures to reflect changes in tax law or code.
• Notify leadership of regulatory updates and propose and implement required changes
• Resolve escalated issues with clients or internal departments.

• A thorough knowledge and understanding of payroll tax and the regulatory environment, which includes federal, multi-state, and local tax regulations
• The ability to read, understand, and analyze highly complex regulatory payroll tax information.
• Interpret and analyze complex data, make determinations free from immediate direction, and ensure that payroll taxes are appropriately processed.
• The ability to manage multiple tasks, meet deadlines and adapt to fast-paced environment.
• Intermediate to advanced Excel skills.
• The ability to work both independently and collaboratively and possess strong customer service skills.

• Minimum of three years multi-state, multi-jurisdiction and high-volume Payroll Tax experience
• Minimum of one years of recent Senior, Lead or Supervisor experience required.
• PEO or related industry experience preferred.
• Hands-on tax return processing experience is required.
• Strong knowledge of multi-state payroll, federal, state and local wage laws required.
• MasterTax and Prism/HRP experience preferred.
• Certified Payroll Professional (CPP) certification or Fundamentals of Payroll Certification (FPC) preferred

Required Licenses and/or Certifications

• None

Physical, Mental, & Communication Demands
Physical Demands

• Sedentary Work: Primarily involves sitting for extended periods, often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Ability to travel occasionally for meetings, events and partner visits. Occasional walking or traversing throughout the office to meet with leaders and other employees.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands

• Attention to Detail: High level strategic thinking combined with attention to operational detail.
• Problem-Solving: Strong problem-solving skills with a focus on scalability and efficiency.
• Multitasking: Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment.
• Decision-Making: Sound judgement and decision-making in ambiguous or complex situations.
• Adaptability: Ability to adapt to changing market conditions and partner needs.
• Stress Management: Resilience under pressure and adaptability to shifting business needs.

Communication Demands

• Interpersonal Skills: Ability to build and maintain strong relationships and communicate effectively with employees, managers, clients and external vendors.
• Negotiation: Skilled in negotiation, conflict resolution, and influencing without authority.
• Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Verbal and Written Communication: Exceptional verbal and written communication skills for executive-level reporting, cross functional coordination, and team leadership. Ability to clearly articulate strategy, goals, and expectations across diverse teams.
• Presentation Skills: Ability to present to internal stakeholders, external partners, and senior leadership.

Environmental Conditions
Primarily will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. May work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events.
Disclaimer
This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise. Employment remains "at will”.

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
• Additional Compensation: [e.g., signing bonus, commission structure] if applicable