Payroll Tax Specialist

Payroll Tax Specialist

Candidate Authenticity Statement We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance. This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

Remote-First with In-Person Training This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.

Position Summary The Payroll Tax Specialist is responsible for maintaining accurate tax records, preparing local, state, and federal tax returns, and ensuring compliance with tax regulations for Workforce Go! clients. Acting as a subject matter expert in payroll tax, this role requires a blend of analytical skills, compliance knowledge, and client service expertise. The Payroll Tax Specialist also conducts research, resolves complex tax-related issues, and collaborates closely with internal and external stakeholders to maintain payroll tax accuracy and client satisfaction.

Principal Duties & Responsibilities

• Tax Account Setup & Agency Communication Establish and manage tax filing accounts, acting as the main point of contact for both federal and state tax agencies. (Intermediate)
• Payroll Tax Document Analysis & Adjustments Review, validate, and adjust payroll tax documents and reports for accuracy, applying approved procedures to resolve discrepancies. (Intermediate)
• Issue Resolution & Research Investigate complex payroll tax issues, providing guidance to colleagues and clients, and explaining specialized information as required. (Advanced)
• Reporting & Reconciliation Manage weekly, monthly, and quarterly reporting, as well as end-of-year tasks including W-2/W-3 processing. Ensure timely updates in Master Tax and payroll tax processes. (Intermediate)
• Tax Funding & Payment Accuracy Oversee tax funding activities for clients, resolving reconciliation items to maintain timely and accurate payments. (Advanced)
• Process Documentation & Improvement Maintain and continuously improve payroll tax policies, procedures, and documentation to ensure adherence to compliance requirements. Proactively recommend enhancements to existing workflows. (Intermediate)
• Team Support & Compliance Oversight Act as a resource and subject matter expert for payroll tax issues, providing training and support to team members while maintaining compliance with regulations and confidentiality. (Advanced)