Overview
This role supports Payroll Tax Operations and is responsible for accurate, timely resolution of payroll tax issues across Notices, Corrections, Amendments, and Pay & File. The Senior Payroll Tax Processor is a core production contributor handling a high-volume case workload with strong technical competence and meaningful independence. The position emphasizes detail, customer focus, and the ability to resolve tax notices, correct payroll errors, and prepare amended returns. The role also includes mentoring and serving as a role model for colleagues.
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, and account mismatch notices), owning cases from intake through confirmed closure
- Prepare written agency responses with complete supporting documentation, submitting within agency-required deadlines and confirming 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 the tax impact across affected quarters
- Documenting the correction audit trail
- Seeing resolution through to completion
- Manage 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- Contribute to SOP and KB updates by flagging outdated content, suggesting revisions, and documenting solutions to previously unresolved issues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 seek coaching and development from Staff Payroll Tax Processor and managers
Qualifications
- 2–3+ years of hands-on payroll tax experience with a strong focus 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 the 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, and deposit mismatch notices
- Comprehensive knowledge of tax payment and filing regulations; solid 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, and local tax compliance across multiple jurisdictions
- Proficiency with at least one payroll platform; comfort navigating case management systems such as Salesforce
- Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently
- Strong written and verbal communication skills; able 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
Compensation & Benefits
- Expected base pay range (hourly), based on 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 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.
- Overtime eligibility: This is an hourly, non-exempt role eligible for overtime pay.
Location
This role is eligible in the following locations based on the pay ranges listed above: California (Bay Area) and Southern California, Colorado, District of Columbia, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Vermont, Virginia, and Washington.
Schedule & Employment Details
- Minimum 20 hours per week with the option to flex up to 40 hours per week based on business need
- Work involves virtual delivery of payroll tax support year-round with flexible hours and schedules