Tax Specialist I - Adjustments

Tax Specialist I

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

This is a 100% in-office role based at any of our Schaumburg, IL - Meridian, ID - or Rochester, NY - or Lake Mary, FL 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.

Position Overview

The Tax Specialist I is responsible for providing excellent support efforts for Paylocity's suite of applications. This is not your average Help Desk; you will be expected to learn multiple software products and fully support any questions or issues that may arise. The TSS will be focused on service request completion, incident detection, reporting, and resolution, and excellent customer service. The ideal candidate is a great communicator and can translate technical knowledge into actionable direction. Basic computer skills are necessary, as the TSS will use diagnostic tools, data entry applications, office products, and SQL to assist with resolution.

Tax Adjustment Team

Tax Adjustments is responsible for providing support to internal partners in assisting Paylocity's clients with payroll tax functionality and pay history data corrections. This includes processing corrective "nocalc" adjustment payrolls, creating corrected employee year-end tax forms, answering questions about how to set up employees' taxes to ensure accurate tax withholding, performing User Acceptance Testing (UAT) when new tax calculation functionality is being released, and troubleshooting payroll tax calculation system issues and reporting opportunities to Development to enhance the system. A successful Tax Adjustment TSS has strong mathematical ability, intermediate to advanced Excel expertise, and an ability to learn, understand, and adapt to ever-changing tax rules quickly. Past payroll tax experience and an FPC or CPP designation would make that TSS stand out even more!

Primary Responsibilities

The below represents the primary duties of the position; others may be assigned as needed. Daily Responsibilities:

• Responsible for prioritizing, monitoring, and completing Help Tickets related to client payroll adjustments, including Current Quarter Adjustments (CQAs) and Prior Quarter Adjustments (PQAs).
• Provide timely and effective support to end users experiencing software or system-related issues.
• Track and maintain interactions throughout the entire life cycle.
• 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 tax adjustments.
• Prepare technical writing specifically for "how to" and "troubleshooting" guides, and narrate, record and edit "how to" videos.
• Collaborate with internal teams to strengthen processes and deliverables.

Education and Experience

• Bachelors Degree required
• Minimum 3 years' experience in a payroll/customer service role.
• PC hardware/software experience, including installation, maintenance, and training end users.
• Experience working with Microsoft software, including Access, Word, and Excel spreadsheets, specifically the ability to import data and format tables.
• Ability to learn new software and desire for continued learning.
• Ability to analyze data for high-level problem resolution.
• Must have database administration & maintenance experience – building multi-table databases, writing queries, and frontend UI development.
• Must have strong mathematical skills for report calculations, accruals, etc.

Additional Criteria for Custom Reports

• Experience in a help desk/technical support role is preferred.
• Team Player, collaborating with others to make awesome happen
• Self-motivated – you like to work hard and play hard.
• Adaptable – quick feet! You can shift priorities if needed.
• Highly Organized – detail-oriented is your thing!
• MS Office applications - are no sweat when it comes to your skillset

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.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact View email address on click.appcast.io. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The base pay range for this position is $45k - 60k /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. Applicants should apply via