Payroll Tax Analyst

Job Description

Location: Work is what you do, not where you go. For this role, we can hire anyone remotely. About the opportunity The Managed Services Payroll Tax Analyst, a pivotal role in our organization, will ensure the accuracy and compliance of payroll taxes for our clients. This role involves reviewing payroll audits, processing adjustments, conducting audits, assisting with pre-funding requests, and staying updated on tax compliance changes. You will be a crucial point of contact for clients, ensuring their employees taxes are correctly managed and balanced. What you ll get to do Respond to and resolve our customers inquiries via our CRM tool as outlined by our team s guidelines. Assess customer health using our team s defined process to ensure we mitigate any risk to our business. Employee Tax Payroll Accuracy: Review and thoroughly audit payroll commits to ensure employees are taxed appropriately. Payroll Tax Adjustments: Partner with customers and internal payroll teams to process payroll tax adjustments accurately. Wage X Rate Audit: Conduct monthly audits to ensure customers wages and rates are accurate. Pre-funding Requests for Tax Agencies: Assist customers with timely and accurate pre-funding requests for stock transactions. Monthly and Annual W-4 Form Exemptions: Review W-4 Form exemptions monthly to perform reasonability checks for customers employees. Tax and Compliance Changes: Stay up-to-date on tax and compliance changes and work with customers to ensure alignment. Quarter/Year-End Balancing: Perform quarterly and year-end audits to balance customers employees taxes, preventing W-2Cs. Tax Code Fallouts: Review tax code fallouts weekly, work with customers to register accounts with applicable agencies, and reconcile any withheld deposits. Amendment Requests: Work with customers and internal partners to process amendments promptly. W-2/W-2C Forms: Collaborate with customers and internal teams to ensure W-2Cs are processed timely. Lock-in Letters: Process IRS Form 2808 (Lock-in Letters) promptly to ensure compliance with IRS specifications for withholding allowances. Skills and experience we value Experience: 3+ years required, 5+ years preferred in payroll tax, human resources, or payroll administration in a large, high-volume, multi-state environment. Education: A high school diploma or GED is required. A bachelor s degree in business, tax, human resources, or equivalent experience is desired. Certifications: FPC or CPP certification required or commitment to obtain within two years of employment. Skills: Excellent written and verbal communication skills, strong organizational skills, attention to detail, time management skills, strong customer focus, analytical and problem-solving abilities, and the ability to work individually and in a team environment. Knowledge: Demonstrated proficiency in auditing techniques or principles, detailed understanding of payroll and tax compliance, and knowledge of applying employee state and local taxation based on regulatory requirements.