Payroll Implementation & Tax Operations Specialist

Overview

This role involves payroll client onboarding and implementation, daily payroll and tax operations, and ongoing regulatory compliance across federal, state, and local requirements. You will also serve as a subject matter expert for the engineering team by translating payroll and tax requirements into actionable software development specifications.

Responsibilities

Payroll Client Onboarding & Implementation

• Manage onboarding of new payroll clients.
• Configure and validate federal, state, and local tax profiles, including employer tax IDs, rates, jurisdictions, and filing frequencies.
• Verify payroll configurations, banking information, tax settings, and employee data before processing begins.
• Support year-to-date (YTD) payroll conversions, including importing and reconciling historical wages, taxes, and deductions.
• Identify and resolve onboarding discrepancies to ensure clients are ready for payroll processing.

Payroll & Tax Payment Management

• Oversee payroll funding, employee payments, and payroll tax remittances.
• Monitor federal, state, and local tax deposits to ensure timely and accurate payments.
• Manage quarterly and annual payroll tax processes, including reconciliations, payments, and filings.
• Investigate and resolve rejected payments, funding discrepancies, tax notices, and payment exceptions.
• Coordinate with third-party tax and payment providers to resolve processing issues.

Quarterly & Year-End Tax Processing

• Manage quarterly tax filing and reconciliation processes, including Forms 941 and applicable state filings.
• Coordinate annual tax filings, including Forms 940, W-2, W-3, 1099, and other required federal and state forms.
• Oversee year-end form generation, validation, distribution, and submission.
• Ensure payroll records and tax liabilities reconcile before quarterly and year-end filings.
• Manage corrections and amendments when necessary.

Managed Payroll Client Support

• Serve as a payroll and tax subject matter expert for managed payroll clients.
• Respond to client questions involving payroll calculations, taxes, payments, filings, and compliance.
• Investigate payroll discrepancies and provide accurate resolutions.
• Assist clients with payroll-related notices, adjustments, and reporting questions.
• Provide guidance to internal support and implementation teams on complex payroll matters.

Payroll Software Development & Regulatory Compliance

• Monitor IRS, state, and local government updates impacting payroll processing, taxation, and reporting.
• Interpret regulatory changes and identify required modifications to the payroll engine.
• Create detailed functional requirements for software engineers to implement regulatory updates and new payroll functionality.
• Work with engineering to explain payroll calculations, tax rules, filing requirements, and expected system behavior.
• Review and test newly developed payroll functionality to verify accuracy and regulatory compliance.
• Identify opportunities to automate manual payroll, tax, and compliance processes.

Requirements

• Experience managing payroll operations and payroll tax processes, including client onboarding and ongoing compliance.
• Ability to interpret and apply federal, state, and local payroll and tax regulations.
• Experience with payroll tax filings and reconciliations, including quarterly and annual processes.
• Familiarity with tax forms including Forms 941, Forms 940, W-2, W-3, and 1099.
• Ability to translate payroll and tax requirements into functional specifications for engineering teams.

Preferred Qualifications

• Experience working directly with engineering teams on payroll/tax system changes.
• Hands-on experience resolving payroll discrepancies, rejected payments, funding issues, tax notices, and payment exceptions.

Compensation & Benefits

• Compensation details not provided in the source job description.

Location

• Location not provided in the source job description.

Work Authorization

• No visa sponsorship is being offered at this time.