Overview
This role is within Payroll Tax Operations (PTO) and supports accurate, 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 while managing a high-volume case workload.
The position emphasizes detail orientation and customer-focused problem solving, including resolving tax notices, correcting payroll errors, and preparing amended returns. The role also supports mentoring and serving as a role model for colleagues while continuing to deepen 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 the resolution 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
- Perform 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- Flagging outdated content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 to previously unresolved issues
- Collaborate cross-functionally with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively 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 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
- Deposit mismatch notices
- Comprehensive knowledge of tax payment and filing regulations, including understanding of 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: 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
- 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 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
Compensation & Benefits
- Expected base pay range (hourly) 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 factors such as job-related knowledge, skills, experience, and work location.
- As part of ongoing fair pay practices, regular comparisons are conducted across categories of ethnicity and gender.
Location
Remote/virtual role supporting customers year-round (hours and schedule are flexible). Work location affects hourly pay range as listed above.
Schedule
- Minimum 20 hours per week
- Option to flex up to 40 hours per week based on business need
- Hourly, non-exempt position eligible for overtime pay