Tax Process Improvement Manager

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Paylocity is an equal opportunity employer.
Don't just land a job. Launch your future.
Our all-in-one software platform gives HR pros a way to easily manage daily tasks in payroll, benefits, talent, and workforce management.
But what makes us different is that our technology is backed by a culture that cares. We care about our team members, clients, and partners - because people matter most. And people have always been at the heart of our business.
Since our founding in 1997, this is the thing that's stayed the same, from our employees to the millions of users nationwide that access our platform. We pride ourselves on partnering with our clients to build the workplace they and their employees crave.
Let's go forward together.
Position Overview:
The Manager, Process Improvement reports to the Senior Manager, Internal Controls and Special Projects and will assist with process improvement tasks and special projects within Tax Operations. The Tax Operations teams are responsible for collecting tax liabilities from clients, making deposits and filing tax return on behalf of Paylocity clients.
This position will partner with Accounting Operations, Corporate Accounting, Tax, Product and Tech, IT Compliance, and Internal Audit to understand and document Paylocity workflows and identify process risks and internal controls. Given the Company's continued growth and focus on scale, the position will serve a key role in process and system initiatives as a subject matter expert ensuring controls are appropriately considered and implemented.
Location: Remote
Reports To: Senior Manager, Internal Controls and Special Projects
Responsibilities:
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Coordinate and oversee process improvement initiatives within the Tax organization. Partner and coordinate with process owners within Tax as well as other Paylocity organizations to understand and document end-to-end workflow.
  • Work with process owners to identify, document, and evaluate internal controls in current processes.
  • Facilitate risk brainstorming sessions with Paylocity risk professionals to identify risks and gaps in current processes.
  • Document controls gaps and work with stakeholders to identify remediation plans and timelines.
  • Partner with Internal Audit and IT Compliance to ensure current operations comply with external audit guidelines and requirements.
  • Partner with other Tax Leaders in the on-going evaluation of internal control process or control optimization opportunities. Serve as a subject matter expect in evaluating new system or process initiatives and related control implications. Serve as a key resource for special projects with the ability to both lead as well as provide meaningful contributions.
  • Assist in the build and documentation of key policies, procedures, metrics, and reporting.
  • Partner with other functional areas to provide financial and technical support for special projects.
  • Work cross-functionally and within the Tax organization to prepare and execute against Corporate initiatives. Assist with development of strategy to provide scalable solutions required to support growth and maintain high service levels.
  • Hire, train and supervise qualified staff to assist with duties defined above.
  • Other duties as assigned.

Requirements:

  • Bachelor's degree in Accounting
  • 10+ years of experience in accounting-related work (large corporation and/or Big 4 public accounting experience a significant plus)
  • Advanced experience with Microsoft Excel
  • Ability to take full ownership of assignments and be self-motivated
  • Exceptional leadership and staff development/mentoring capabilities
  • Excellent interpersonal skills
  • Strong written and verbal communication skills
  • Ability to work under pressure of time constraints
  • Demonstrates strong change agility
  • Attention to detail and thoroughness
  • Growth and process improvement oriented

Preferred Skills:

  • Previous exposure to Payroll, Banking or Tax Software; Software/SaaS industry experience a plus
  • Experience conducting process interviews, documenting workflows, identifying internal controls, and detecting process improvement opportunities a significant plus
  • System implementation and project management experience a plus

Our journey forward.
Paylocity strives to create an organizational culture where every employee has a voice, feels truly welcome, appreciated, and free to be themselves, and is empowered and enabled to do their best work. A strong commitment to diversity, equity, and inclusion is critical to creating such a culture.
We've made great strides to support diversity, equity, and inclusion. That being said, we realize there's still room for improvement. Our current focus is on the following initiatives:

  • Education & Awareness
  • Client Community
  • Company Representation
  • Advocacy & Support
  • Fairness & Equality
  • PCTY Gives

Want to learn more, click here to access our DEI flipbook. https://www.flipsnack.com/paylocitycom/diversity-equity-and-inclusion.html
This job description has been written to provide an accurate reflection of the current job and to include the general nature of work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities, and qualifications required of the employees assigned to the job. Management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.

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Location

Our office has modern workspaces, a cafe, and a gym. But since we're a talent-anywhere company, you may find our team members all over Chicagoland.

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