Payroll Tax Services Consultant II

Overview

The organization is seeking a Payroll Tax Lead to provide advanced client, tax, and operational expertise supporting members of the Payroll Tax team and the clients they serve. This role serves as a senior individual contributor resource for complex client situations, escalations, risk identification, and cross-functional coordination.

In addition to delivering subject matter expertise, the Lead helps strengthen client service and team capability through coaching, collaboration, and guidance. The role supports the Payroll Tax Manager by identifying trends, risks, and improvement opportunities, without assuming formal people management or overall portfolio accountability.

Responsibilities

• Serve as a senior resource for complex client, tax, and service-related questions
• Guide team members on client relationship management and complex account situations
• Assist with client escalations requiring additional experience or subject matter expertise
• Participate in higher complexity client meetings when additional support is beneficial
• Help team members evaluate tax and compliance risks and determine appropriate next steps
• Provide advanced subject matter expertise on US payroll tax requirements and complex scenarios
• Review complex situations and provide recommendations while allowing the assigned account representative to retain ownership of the client relationship
• Support QBR strategy and preparation for complex or high-visibility client discussions when needed
• Facilitate collaboration with Payroll, Payment Services, HRIS, Product, and other internal partners when issues span multiple teams
• Identify recurring client, operational, and compliance trends and raise them to leadership
• Encourage and support continuous improvement by identifying opportunities and helping advance approved initiatives
• Provide peer coaching, knowledge sharing, and informal mentoring to team members
• Support development of client management and payroll tax expertise across the team
• Assist with client transitions or stabilization efforts when additional experience is required
• Escalate significant client, compliance, resource, or organizational concerns to the Payroll Tax Manager

Requirements

• Bachelor’s degree in business, Accounting, CPP, CPA, OR a minimum of 5 years of Payroll Tax and/or Payroll experience
• Proficiency with Microsoft Office applications
• Demonstrated knowledge of all areas of employment tax processing (Tax Deposits, Return filing, Tax Notice, Adjustments/Amendments, etc.)
• Knowledge of jurisdiction guidelines and the ability to interpret and explain employment tax laws
• Proven Year-End proficiency
• Track record of subject matter expertise across multiple clients with varying complexity

Preferred Qualifications

• Experience working with/in UKG Product suite

Compensation & Benefits

• Pay range: $58,700 to $83,700
• Actual base pay may vary depending on skills, experience, job-related knowledge and work location.
• In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation.

Location

• Work location will impact the actual base pay offered within the listed pay range.