Payroll Tax Specialist-2

Overview

This role involves preparing and auditing payroll tax returns, reconciling tax filings with agency records and general ledger accounts, and performing special projects as assigned. The position supports multiple entities with an average of 130 tax returns filed quarterly.

Responsibilities

• Reconcile and file Quarterly and Annual Tax Returns with various tax agencies.
• Audit and reconcile general ledger accounts; issue journal entries as needed.
• Prepare check requests and electronic fund transfer requests for tax payments.
• Perform annual reconciliation to ensure W2 totals match quarterly filings.
• Verify totals on tax forms to detect programming errors.
• Track completed tax returns to ensure all required payroll tax returns are filed.
• Attach checks to paper tax returns and vouchers for e-filed and e-paid returns; organize mailings by state.
• File all copies of Quarterly and Annual tax returns in appropriate tax binders.
• Respond promptly to tax notices; analyze and research discrepancies; submit payment requests for approval.
• Negotiate with agencies to abate penalties and prepare necessary documentation.
• Consult payroll tax law references to resolve issues.
• Update tax receivable accounts monthly for 10+ companies.
• Prepare amended tax filings, returns, and reports as needed in May.
• Prepare documentation to register new State Tax Withholding (SWT) and Unemployment Insurance (UI) tax accounts.
• Ensure tax rates, wage base limits, and account IDs are accurate and current in Master Tax and Media Pay systems.
• Monitor account status weekly on CA and NY tax websites.
• Maintain organized and clean tax files and department workspace.
• Ensure timely responses to agency inquiries.
• Ensure prompt daily and monthly withholding payments (approximately 30 daily and 210 monthly payments).
• Coordinate routing of the tax department’s quarterly work.
• Make wage corrections on quarterly returns through the master tax system.
• Respond to recalculation and payroll extension requests.
• File and organize all payment records including EFT and check requests.
• Follow up on tax notices to ensure resolution.

Requirements

• Minimum of 3 years of payroll tax filing experience with multiple entities.
• Bachelor’s degree or equivalent preferred.
• Strong knowledge of federal and multi-state payroll tax reporting.
• Thorough understanding of tax and withholding deposit requirements.
• Ability to efficiently train other team members.
• Willingness to work overtime as needed.
• Proficiency with necessary software programs and strong computer skills.

Work Conditions

• Sedentary work involving mostly sitting, with occasional walking or standing.
• May occasionally require exerting up to 15 lbs. of force.

Compensation & Benefits

• Hourly pay range: $25.00 - $35.00, commensurate with experience, qualifications, and location.
• Comprehensive benefits package including medical, dental, vision, paid time off, health and wellness programs, and employee discounts.
• Benefits subject to eligibility requirements.

Location

• Position may require compliance with specific state regulations; candidates should be aware of applicable state tax laws and filing requirements.

The employer is an equal opportunity organization committed to diversity and inclusion, providing equal employment opportunities without regard to age, gender, sexual orientation, race, religion, disability, veteran status, or other protected characteristics.