Tax Preparer / Payroll

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 offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

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. 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!

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.

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.

High School Diploma 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.

Experience in a help desk/technical support role is preferred.

You can shift priorities if needed.

MS Office applications - are no sweat when it comes to your skillset

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 email address is exclusively designated for such requests, aligning with federal and state disability laws. The base pay range for this position is $45k - 60k /yr; This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed.