Tax Specialist I - Balancing
$35k - $79kPaylocity
Tax Specialist I
The Tax Specialist on the Balancing Team is primarily responsible for balancing the Payroll system to the Tax system and reconciling variances for new and existing customers. This role ensures that issues and errors are accurately identified and resolved while collaborating with internal and external partners to strengthen processes, controls, and deliverables.
Primary Responsibilities
- Responsible for tax reconciliation for cyclical processing and end-of-period activities, including researching and resolving demographic, wage, and liability errors and issues
- Collaborate with cross-functional teams to ensure sound tax services and deliver a high level of customer service
- Stay up to date on changes required to support tax reporting agencies, including taxability updates
- Participate in balancing activities for new customers shortly after payroll implementation
- Respond to internal support requests from Client Services, Implementation, and Payroll Operations teams
- Collaborate with team members to align priorities and ensure accurate, timely tax reconciliation and compliance
- Perform other duties as assigned
Education and Experience
- 2+ years of Payroll Tax experience required
- Bachelor's degree required
- Exposure to payroll, banking, or tax software within a payroll service bureau environment preferred.
In-Office: This is a 100% in-office role based at any of our Schaumburg, IL - Meridian, ID - or Rochester, NY locations. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
The base pay range for this position is $35k - 79k /yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location.
$35k - $79k
...based HR and payroll software solutions. This role supports the Balancing Team by reconciling the Payroll system with the Tax system and ensuring accurate tax reporting for customers. Position Tax Specialist I (Full‑time, 100% in‑office at Schaumburg, IL, Meridian, ID,...SuggestedFull timeWork at officeImmediate start$35k - $79k
...position. Candidates must be able to work on-site five days per week during designated work hours. Tax Specialist I The Tax Specialist on the Balancing Team is primarily responsible for balancing the Payroll system to the Tax system and reconciling...SuggestedFull timeWork at officeLocal areaRemote workWorldwide- ...ResponsibilitiesOVERVIEWSEGL/FIS/AME requests a V.P. level head count with experience in U.S. information reporting and withholding preferred and U.S. tax compliance, tax provision and tax return preparation experience. This role combines U.S. tax documentation and information reporting...SuggestedLocal area
- ...identifying issues requiring leadership awareness. Assists with workload balancing by recommending reassignment or escalation when service levels... ...multiple systems and coordinates with Procurement, Compliance, Tax, Payroll, IT, or Settlement as needed. Determines appropriate...SuggestedHourly payWork experience placementLocal areaShift work
$21 - $26 per hour
...that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance... ...~ Health, dental, and vision plans ~ Amazing work-life balance with 4 weeks of Paid Time Off ~10 Paid Company Holidays with 2...SuggestedFull timeRemote work$75k - $90k
...accounting operations, including account reconciliations, daily balancing of GL and bank accounts, loan settlements, daily processing, mortgage... ...for the accurate preparation and timely filing of sales tax returns and Form 1099’s Ensure compliance with abandoned property...Work at officeLocal area$65k - $80k
...of career paths to explore. About the Role: As an Accounting Specialist within the Finance Department, you will take ownership of key... ...remains a destination employer. This flexibility allows you to balance your work and personal life while contributing to an exciting...Full timeFlexible hours$75k - $90k
...multi-entity allocations and inter-company transactions as required. Assists Controller with preparation of accurate P&L statements, Balance Sheet and Cash Flow Statements Provides strong customer service and communicates with a variety of internal and external...Full timeWork at office- ...Professional development and CPE support. Clear career progression to Senior Manager/Partner track. A collaborative culture that values work-life balance. How to Apply Please submit your resume to HR Manager, Megan Lanning, ****@*****.*** #J-18808-Ljbffr...
$65k - $80k
...help clients grow, adapt, and thrive. As a leading accounting, tax, and advisory firm in Central New York, we're looking for an experienced... ...excellence while valuing personal well-being and work-life balance. What we provide Competitive salary and performance-...Full timeSummer workWork at officeFlexible hours$90k - $105k
...Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit and talk or hear. Specific vision abilities required...Local areaShift work$60k - $80k
...markets professionals, and digital asset specialists with a track record of identifying and... ...card using banking and treasury platforms, balancing cash position, vendor terms, and... ...an as-needed basis, including applicable tax treatment Process cash receipts and maintain...Long term contractFull timeTemporary workWork at officeLocal areaFlexible hoursShift work$80k - $100k
Overview We have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. As a highly... ...engagements. Come join an organization that focuses on work/life balance for all of our employees! Responsibilities: Overall...Full timeSummer workWork at officeImmediate startMonday to FridayMonday to Thursday$70k - $92k
...-site at client locations and/or in our office - allowing for a balanced and adaptable work environment. Location: Rochester, NY office.... ...budgets. Coordinating accounting efforts with external auditors, tax preparers, supervision of staff, and regular communications with...Full timePart timeWork at officeLocal areaImmediate startRemote work$65k - $70k
...Description: We are Hiring! Job Posting: Clinical Audit Specialist Location: Rochester, NY Department: Quality & Compliance... ...3b retirement plan Generous time off package and work-life balance Comprehensive benefits package Supportive and...Full timeLocal area- ...Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as a 37th largest CPA firm in the U.S. and is positioned for successful future growth. If you...Work at office
$65.6k - $82k
...Tax Analyst Located in our Rochester, NY office, the Tax Analyst will report to Tax Manager. The successful candidate will be responsible... .... Flexibility: We understand the importance of work-life balance, we offer flexible hybrid work options to help you manage your...Work at officeFlexible hours$60k - $64k
...associated with theposition include but are not limited to: Preparing complex 1040's, high net worth individual returnsand business income tax returns (Small business, Partnerships, S-Corps,C-Corps) Learning the software, processes and procedures toefficiently complete...Full timeInternshipWork at officeRemote workFlexible hours$70k - $90k
...analyses. Reconcile bank accounts, credit card accounts, and other balance sheet accounts. Support the preparation of monthly financial... ...Prepare supporting schedules and documentation for annual audits, tax filings, and regulatory reporting requirements. Ensure...- ...accounting systems to ensure compliance with federal regulations and state requirements for grant accounting and reporting; Takes trial balances; Instructs others on methods for routine posting, filing and related accounting activities. Minimum Qualifications High...Permanent employmentFull timeFlexible hours
- ...related accounting entries and reconciliations • Perform monthly balance sheet and bank reconciliations • Maintain and analyze general... ...• ERP conversions or cleanup projects • Payroll processing and payroll tax support • Fixed assets and intercompany accounting
- ...Audits, analyzes and reconciles ledger accounts to confirm completeness and accuracy of data. Uses judgment to assess whether account balances are reasonable; examines accounting documents to ascertain that transactions are properly supported in accordance with CCDOR's...Contract workWork at office
$67.3k - $79.2k
...and timely monthly accrual-based financial statements, including balance sheets, profit/loss statements, and transaction reports.... ....) Mental health and counseling support + wellness benefits Pre‑tax flexible spending, dependent care, and health saving accounts *A...Summer holidayLocal areaImmediate startHome officeFlexible hours- ...Post invoices, payments and other Journal Entries Support the preparation of financial analysis and reports Maintain and reconcile balance sheet and general ledger accounts Support the preparation of budget forecasts Reconciliation of Accounts Payable and Receivable Process...
- ...and International Accounting Standards. Reconcile General ledger accounts and make corrections. Reconciliation of customer-supplier balances. Reconciliation of bank accounts and cash flows. Process payments and financial documents such as invoices, statements, and...Work experience placementLocal areaFlexible hours
$75k - $100k
...residential properties. Performs monthly bank reconciliations and balance sheet reconciliations. Reviews and analyze accounts payable,... ...analysis initiatives. OTHER RESPONSIBILITIES Supports annual audits, tax preparation, lender reporting, and ownership reporting requests....Full timeWork at office$23.27 - $32.6 per hour
...ESSENTIAL FUNCTIONS Completes analyses of ledger accounts to confirm completeness and accuracy of data. Determines whether account balances are reasonable. Examines accounting documents to ascertain transactions are properly supported in accordance with University...Hourly payDaily paidWork at officeLocal areaShift work- ...Talent Acquisition Specialist @ Springline Advisory About Our Team: EFPR, a Springline company... .... About the Role: As a Supervisor on the Tax team, you will be responsible for... ...employer. This flexibility allows you to balance your work and personal life while contributing...Work at officeLocal areaFlexible hours
$25 - $35 per hour
...The Bonadio Group is currently seeking experienced Seasonal Tax Preparers to support our Small Business Advisory Service Line in our Rochester office between January 2027 and April 2027. Responsibilities Prepare concise individual income tax returns. Work on issues of...Hourly paySeasonal workWork at officeMonday to Thursday- ...interested to work with a premier full-service Accounting Firm, with a hybrid work arrangement, a flexible work schedule a work/life balance, and a competitive salary, then this position is for you! Senior Accountant Responsibilities: Manage overall...Work experience placementLocal areaImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Specialist I - Balancing. Be the first to apply!



