Overview
This role is within Payroll Tax Operations (PTO), supporting 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 responsible for high-quality casework in a high-volume environment, operating with strong technical competence and meaningful independence. The position requires a detail-oriented, customer-focused payroll tax professional who can independently resolve tax notices, correct payroll errors, and prepare amended returns. The role also involves serving as a mentor and 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 on complex amendments.
- Support payroll correction workflows by:
- Identifying the source of a payroll error
- Quantifying tax impact across affected quarters
- Documenting the correction audit trail
- Seeing 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- Flagging outdated content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 focused on notice resolution, amended return preparation, and payroll error correction across multiple states.
- Working knowledge of IRS and state agency notice types; able to read a notice, identify its type, understand the agency’s claim, and 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 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
- 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; ability to interact professionally with state and federal tax agencies and document case activity clearly and completely.
- 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)
- Experience in a payroll service bureau, PEO, or multi-client payroll tax environment
Compensation & Benefits
- Competitive compensation package with a pay-for-performance rewards approach.
- Expected base pay range:
- 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 will 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
Virtual role with work performed year-round. Work schedule varies based on business need.
- Minimum: 20 hours per week
- Option to flex up to 40 hours per week based on business need
Hourly, non-exempt; eligible for overtime pay.