Tax Specialist I - Balancing

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.