Job Title: Operations Specialist

Reports To: Director of Operations

FLSA Status: Non-exempt

StratEx Partners handles HR and Payroll services for small to mid-sized companies. The Operations Specialist ensures timely communication and resolution of all banking and tax related matters. Additionally, this individual serves as the liaison between the StratEx staff and the bank.

Job Responsibilities/Essential Functions include, but are not limited to:

• Maintains ACH returns and initiates transactional resolution for each item

• Initiates stop payments, reversals, deletions and any other one-off banking items

• Conducts monthly COBRA reconciliation

• Reconciles various bank accounts

• Assists in quarterly and annual tax filing

• Assists in tying out new client prior data to quarterly tax returns

• Reconciles ACH files to confirm that client payroll deposits are processed timely

• Processes and submits amended returns on behalf of clients

• Research everyday tax notifications on behalf of clients

• Interacts with client directly regarding banking and tax inquiries

• Assists in auditing printed payrolls

• Serves as the backup for the Packaging Support Representative

• Regular and predictable attendance

Job Competencies include, but are not limited to:

• Detail oriented

• Process driven

• Ability to research tax matters

• Critical thinking

• Effective communication and ability to listen

• Ability to handle confidential/sensitive information

• Comfortable communicating with clients

Requirements:

• Bachelor’s Degree required

• Proficient in Microsoft Excel

• Basic understanding of Accounting principles

• Ability to work flexible work hours during busiest time of year

Physical Requirements/Work Environment:

• Must be able to sit at a desk for extended periods of time while working

• Must be able to proficiently operate a computer and desk phone as means of communication with colleagues and clients

Equal Opportunity Statement:

Decisions and criteria governing the employment relationship with all employees at StratEx are made in a non-discriminatory manner, without regard to race, color, creed, religion, national origin, sex, marital status, pregnancy, disability, sexual orientation, gender expression, veteran status, age, FMLA status, or any other factor determined to be unlawful by federal, state or local statutes.