Schaumburg, IL

Tax Treasury Support Specialist I at Paylocity

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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 Tax Treasury Support Specialist I is in charge of providing excellent support efforts for Paylocity's tax collections and deposits functions. You will be expected to learn multiple software products and fully support any questions or issues that may arise. The TTSS will be focused on service request completion, incident detection, reporting, and resolution, and excellent customer service. The ideal candidate is a great communicator and is able to translate technical knowledge into actionable direction. Basic computer skills are necessary, as the TTSS will use diagnostic tools, data entry applications, office products, and SQL to assist with resolution.
A successful Tax Treasury Support Specialist will have a basic understanding of payroll tax fundamentals, strong mathematical ability, great attention to detail, advanced Excel expertise, and an ability to learn, understand, and adapt to change quickly. Past experience with a payroll or HCM provider and an FPC or CPP designation would make that TTSS stand out even more!
  • Monitor and prioritize help tickets and emails from internal users in a timely manner
  • Actively participate in conference calls with end users to assist in answering questions and addressing concerns related to cash collections and payments
  • Learn and become an expert on application features, configuration, and supported third party software
  • Identify, diagnose, and resolve technical issues and critical incidents through research and analysis
  • Assist end users on the modification of payroll tax transactions to ensure accurate and timely collections and payments
  • Use advanced Microsoft Excel skills to break down and analyze data
  • Use reporting functionality within Salesforce to provide trend analysis and performance metrics to leadership
  • Work through high-level analytical problems for best resolution
  • Possess a positive demeanor to work with individuals with minimal technological aptitude. Able to translate technical knowledge into actionable direction
  • Search multiple knowledgebases that use support developed articles or prior troubleshooting cases as examples using Boolean, Keyword and Wildcard searches
  • Bachelor's degree or Equivalent Work Experience
  • Experience within Payroll Industry
  • Experience within a customer service focused organization
  • Strong analytical skills, attention to detail, dependability, and follow through
  • Ability to effectively solve problems by finding and using key resources
  • Proficiency in MS Office Suite, especially with Excel, specifically being able to import data, use pivot tables, TEXTJOIN, CONCAT, and VLOOKUP
  • Strong mathematical skills
  • Ability to analyze data for high-level problem resolution
  • Open availability for shifts dependent on business needs
Preferred Requirements:
  • Ability to envision and write macro programs in Excel to improve process efficiencies
  • Experience working with SQL databases with an ability to write custom SQL queries
  • Strong technical aptitude to quickly learn new technologies/internal software systems and identify user applications
  • Previous experience in a help desk/software support environment
  • Experience in a banking, treasury, or other funds management role 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.
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Where we are

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.

Technology we use

  • Engineering
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • AccessDatabases
    • Microsoft SQL ServerDatabases
    • OracleDatabases

What are Paylocity Perks + Benefits

Paylocity Benefits Overview

Our commitment to hiring the best and brightest employees with a “talent anywhere” strategy means that no matter where you’re located around the country, you can be a part of our growing tech department

• Enjoy an attitude of trust to work remotely, manage your own schedule and be productive
• Work in small, cross-functional product-oriented teams
• Showcase development progress in two-week sprints with strong executive involvement
• Embrace the freedom to innovate, voice opinions and share new ideas

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
We have a talent anywhere culture, where employees can work anywhere in the US and/or work from one of three US offices located in Illinois, Florida, and Idaho
Family Medical Leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available

An Insider's view of Paylocity

How would you describe the company’s work-life balance?

Paylocity's work-life balance is better than any employer I have had previously. I have never been told that it's ok to take a mental health day, I needed that, just to be told that its ok to do is enough to let you know that Paylocity cares about our mental health. The happier we are the better we work. I am so glad to be a part of this team!


Support Specialist II

How has your career grown since starting at the company?

I started at PCTY right out of college as part of the New College Grad program which is part of the path to becoming a Software Engineer. I get to learn about and discuss the latest technologies and deepen my understanding of designing solutions for customers. I have seen myself grow into someone who has solutions to problems and brings ideas.


Associate Software Engineer

How would you describe the company’s work-life balance?

I've never felt like I had to choose work over myself or my family. If I have to take care of something outside of work my manager is very supportive and the understanding that I'll get my work done is there. I have been able to set boundaries and "turn off" work when I need to. I love the fact that I have a true work family that cares about me.


Human Resources Business Partner

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