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 on a high-volume case workload.
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
- 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 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 the resolution through to completion
- Manage a 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 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- Contribute to SOP and KB updates by flagging outdated content, suggesting revisions, and documenting solutions to previously unresolved issues.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.
Requirements
- 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 notice type
- Understand the agency’s claim
- 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
- Deposit mismatch notices
- Comprehensive knowledge of tax payment and filing regulations, including 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
- 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 case documentation.
- 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 (preferred 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
- Eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
- Pay is based on job-related knowledge, skills, experience, and work location.
Location
This is an hourly, non-exempt role. Overtime pay is available. Minimum 20 hours per week, with flexibility up to 40 hours per week based on business need.
Compensation ranges vary by location across the states listed above.