Payroll Tax Specialist

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Requirements:

• Bachelor’s degree or equivalent experience preferred
• 3-5 years of tax specific experience required
• Robust communication and writing skills
• Knowledge of computer systems including Microsoft Office products
• Exceptional attention to detail
• Analytical mindset
• Ability to work in an autonomous environment
• Must pass a background check
• Complete continuing education based upon current certifications
• Must meet work from home requirements to qualify

Responsibilities:

• Manage tax software and implement new features and updates
• File Federal, State and local taxes with the appropriate tax authority based on the customer’s filing requirements
• Calculate all appropriate adjustments, deductions and credits working with customers
• Maintain current tax rate or frequency for clients to ensure accurate filing and payment
• Calculate form preparation fees according to return complexity and processing time required
• Respond to related tax correspondence and research issues as they arise
• Maintain tax filing spreadsheets detailing returns to be used, dates to be completed and special customer considerations
• Assist customers in registering their business with applicable tax agencies
• Register with state reporting agencies as we add customers to new states for payroll processing
• Check data input and verify totals on forms prepared to ensure correct tax form completion
• Resolve customer concerns relating to tax, systems issues, and support resulting from our payroll processes.
• Provide customer feedback on tax issues as needed
• Remain current with software changes, trends in the payroll industry, and changes in wage and tax law
• Perform other duties as assigned