Payroll Services Specialist - Remote

Overview

This role is part of Payroll Tax Operations (PTO) and involves resolving payroll tax issues across Notices, Corrections, Amendments, and Pay & File. You will serve as a core production contributor, using strong technical skills and meaningful independence to manage a high-volume case workload. The position is detail-oriented and customer-focused, with opportunities to mentor peers while continuing to deepen your technical expertise.

Responsibilities

• Execute full-cycle payroll tax case work for assigned accounts, including:
  • Process payroll runs accurately
  • Audit pre- and post-payroll output
  • Manage tax filings and payments
  • Maintain compliance across all active jurisdictions
• Independently research and resolve complex State and Federal payroll tax notices, including:
  • Balance-due notices
  • Deposit discrepancies
  • SUI rate change notices
  • Account mismatch notices
  • Own each case from intake through confirmed closure
• Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt.
• Prepare amended payroll tax returns (Form 941-X and state equivalents) independently for complex amendments while retaining ownership.
• Support payroll correction workflows by:
  • Identifying the source of a payroll error
  • Quantifying the tax impact across affected quarters
  • Documenting the correction audit trail
  • Seeing resolutions through to completion
• Manage your personal WIP queue with discipline:
  • Prioritize cases by SLA date
  • Flag aging cases before they breach SLA
  • Maintain thorough case documentation from first touch to closure
• Perform high-level trend analysis using customer data, system data, and agency correspondence to identify process or system deficiencies.
• Contribute to SOP and KB updates by:
  • Flagging outdated content
  • Suggesting revisions
  • Documenting solutions for previously unresolved issues
• Collaborate cross-functionally with Corrections, Amendments, Pay & File, and Tax Notice teams.
  • Serve as a role model for TP1 staff
  • Seek coaching and development from Staff Payroll Tax Processor and managers

Qualifications

• 2–3+ years of hands-on payroll tax experience with strong focus on:
  • Notice resolution
  • Amended return preparation
  • Payroll error correction across multiple states (not just general payroll administration)
• Working knowledge of IRS and state agency notice types, including the ability to:
  • Read a notice
  • Identify the type
  • Understand the agency’s claim
  • Determine the appropriate resolution path
• Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices.
• Comprehensive knowledge of tax payment and filing regulations, including the distinction between employee and employer tax responsibilities across federal and state jurisdictions.
• Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including complex local requirements such as PA and OH.
• Deep knowledge of federal payroll tax law including:
  • FICA
  • FUTA
  • FITW
  • Employment tax deposit schedules
  • Associated penalty and interest structures
• Multi-state payroll tax expertise, including:
  • Reciprocal agreements
  • Resident and nonresident taxation
  • SUI account management
  • Local tax compliance across multiple jurisdictions
• Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce.
• Excel/Google Sheets skills required, including:
  • VLOOKUP
  • Pivot tables
  • Reconciliation auditing
  • Ability to trace a tax discrepancy through a spreadsheet independently
• Strong written and verbal communication skills, including professional interaction with state and federal tax agencies and clear, complete documentation of case activity.
• Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted.
• Fundamental Payroll Certification (FPC) required.
  • CPP preferred for candidates with 4+ years of experience.
  • Active pursuit of CPP is viewed favorably.
  • CPP holders will be evaluated for accelerated development.
• Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage.

Preferred Qualifications

• CPP certification (preferred)
• Experience in a payroll service bureau, PEO, or multi-client payroll tax environment

Compensation & Benefits

• Expected base pay range (varies by work location):
  • California (Bay Area): $36.00 - $49.00
  • Southern California: $36.00 - $49.00
  • Colorado: $27.00 - $36.50
  • District of Columbia: $27.00 - $36.50
  • Hawaii: $28.50 - $38.50
  • Illinois: $27.00 - $36.50
  • Maine: $25.00 - $33.50
  • Maryland: $27.00 - $36.50
  • Massachusetts: $28.50 - $38.50
  • Minnesota: $25.00 - $33.50
  • New Jersey: $28.50 - $38.50
  • New York: $29.50 - $34.47
  • Ohio: $25.00 - $33.50
  • Vermont: $27.00 - $36.50
  • Virginia: $27.00 - $36.50
  • Washington: $28.50 - $38.50
• This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

Virtual role providing services directly to the organization’s customers, with flexible hours and schedules. Minimum 20 hours per week, with the option to flex up to 40 hours per week based on business need.

As an hourly, non-exempt position, this role is eligible for overtime pay.