Position Overview

The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support and finance. The Tax Filing Service is responsible for Tax Deposits exceeding $40 billion annually and filing 800,000 tax returns. The Tax Compliance Team is primarily responsible for balancing the Payroll system to the Tax System and reconciling variances for new and existing customers. The Tax Specialist I will demonstrate a basic understanding of root causes to notices in order to maintain a consistent closure at minimum of the designated quota, while learning basic tax knowledge and tax department processes and procedures. They will communicate with agencies directly to resolve or monitor progress of resolution, as well as provide detailed explanation to the clients regarding cause and resolution of the issue.

Primary 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. 

• Maintain & update system records with accurate deposit frequency, rates, EINs and payment methods
• Gather POAs from clients
• Create Service Cloud Tickets
• Generate communications to clients
• Able to handle multiple tasks, work well under pressure and thrive in a fast-paced environment
• Comfortable navigating through web-based software
• Other responsibilities as assigned by Tax Leadership

Education and Experience

• No previous tax or payroll experience needed
• High school diploma / GED equivalence required
• Experience with Enterprise Employment Tax Software Tools  a plus
• Payroll service bureau experience a plus
• Demonstrate basic mathematical aptitude and logical reasoning skills
• Proficient with Microsoft Office applications, especially Excel
• Strong communication skills and problem-solving ability 
• High level of integrity