Schaumburg, IL

Team Lead Tax Treasury 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.
The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support, and finance. The Team Lead position provides ongoing mentoring to Tax Specialists I, II, and III, while ensuring team deadlines are on track and maintained, on the Tax Treasury, Filing, and Notice Resolutions teams. They will work strategically with other departments to refine processes and procedures while creating and communicating long term goals with leadership. Monitor and manage high-level client escalations, as well as, agency mass issues.
Performance Objectives:
  • Supervise, prioritize, and distribute work to team members.
  • Communicate short term and long-term priorities.
  • Delegate tasks as needed
  • Monitor volume of Service Cloud tickets and e-mails.
  • Oversee daily processing and quality controls of money movement
  • Strategize and communicate long term objectives and goals to team members and leadership
  • First point of contact for client escalations and communicating with service leadership on client issues
  • Investigate and resolve high level inquires, escalations, exceptions, and communicate solutions with various internal departments or clients.
  • Mentoring and ongoing trainings with team members
  • Individual one on one with team members, providing job technical training, and coaching.
  • Ongoing group trainings and roundtables
  • Participate in cross team collaboration for improved processes, business change, and procedures
  • Data analysis for departmental metrics and trend management
  • Ensure Cash Collection and Tax Deposit deadlines are established and met for daily, monthly, quarterly, and annual frequencies.
  • Ensure the team has documented procedures, and those procedures are kept up to date.
  • Communicates and disseminates information effectively to team members to ensure effective processes, regulations, and compliance adherence.
  • Communicates complex issues and preventative measures to upper management
  • Reviewing all files maintained by Tax Treasury are completed timely and accurately by staff.
  • Keep up to date on latest developments as they affect tax regulations, tax codes and policies

  • Minimum 5+ years' experience in Employment Tax or Compliance field
  • Minimum 5+ years' experience in Payroll or Accounting field
  • Experience with mentoring, coaching, and development
  • Strong analytical skills, attention to detail, dependability, and follow through
  • Proficient in Enterprise Employment Tax Software Tools
  • Proficiency in MS Office Suite, especially with Excel, specifically being able to import data, use pivot tables, TEXTJOIN, CONCAT, and VLOOKUP
  • Certified Payroll Professional or equivalent work experience
  • Extensive knowledge of federal, state and local employment tax legislation
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
  • Strong communication skills and problem-solving ability

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.
This role can be performed from any office in the US. The pay range for this position in Colorado is $58,221 - 81,553/year; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual
annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the Colorado Equal Pay for Equal Work Act. Base pay information is based on market location. Applicants should apply via
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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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