Overview
This role supports Payroll Tax Operations (PTO) as a payroll tax professional responsible for accurate and timely resolution of payroll tax issues across Notices, Corrections, Amendments, and Pay & File.
The Senior Payroll Tax Processor is a core production contributor with strong technical competence and meaningful independence across a high-volume case workload. The role emphasizes hands-on notice resolution, payroll error correction, and amended return preparation, while serving as a mentor and role model for colleagues and continuing to deepen technical expertise.
Responsibilities
- Execute full-cycle payroll tax case work for assigned accounts, including:
- Processing payroll runs accurately
- Auditing pre- and post-payroll output
- Managing tax filings and payments
- Maintaining 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, and account mismatch notices, owning 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 on complex amendments while retaining ownership
- Support payroll correction workflows by:
- Identifying the source of a payroll error
- Quantifying tax impact across affected quarters
- Documenting the correction audit trail
- Seeing resolutions through to completion
- Manage a personal WIP queue with discipline by:
- Prioritizing cases by SLA date
- Flagging aging cases before they breach SLA
- Maintaining thorough case documentation from first touch to closure
- Conduct high-level trend analysis of 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- Flagging outdated content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; mentor TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers
Requirements
- 2–3+ years of hands-on payroll tax experience focused on notice resolution, amended return preparation, and payroll error correction across multiple states (not just general payroll administration)
- Working knowledge of IRS and state agency notice types, including the ability to identify notice type, understand the agency’s claim, and determine an 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 jurisdictions with complex local requirements such as PA, OH, and more
- Deep knowledge of federal payroll tax law, including FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures
- Multi-state payroll tax expertise, including reciprocal agreements, resident and nonresident taxation, SUI account management, and 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, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently
- Strong written and verbal communication skills, including professional interactions 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 (for candidates with 4+ years of experience)
- Experience in a payroll service bureau, PEO, or multi-client payroll tax environment
Compensation & Benefits
- Expected base pay range by 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
This is a virtual role serving customers year-round. Expected base pay ranges are provided for: California (Bay Area) and Southern California, Colorado, District of Columbia, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Vermont, Virginia, and Washington.
Schedule & Eligibility
- Minimum 20 hours per week, with the option to flex up to 40 hours per week based on business need
- Hourly, non-exempt position eligible for overtime pay