Senior Payroll Tax Specialist

Overview

This role is responsible for federal and state payroll tax compliance and tax research related to the PEO industry. The position verifies the accuracy and timeliness of payroll tax functions to help ensure compliance with applicable laws, regulations, and organizational policies.

Responsibilities

• Prepare or review tax-related documents to ensure accuracy and compliance with applicable guidelines and regulations.
• Perform tax reconciliations and determine liability for accounts, divisions, or business units.
• Assist with the preparation and distribution of tax forms.
• Answer questions and research discrepancies.
• Research, interpret, and understand existing or revised tax codes, laws, or forms.
• Modify work procedures to reflect changes in tax law or code.
• Notify leadership of regulatory updates and propose and implement required changes.
• Resolve escalated issues with clients or internal departments.

Requirements

• Thorough knowledge and understanding of payroll tax and the regulatory environment, including federal, multi-state, and local tax regulations.
• Ability to read, understand, and analyze highly complex regulatory payroll tax information.
• Ability to interpret and analyze complex data, make determinations independently, and ensure payroll taxes are appropriately processed.
• Ability to manage multiple tasks, meet deadlines, and adapt to a fast-paced environment.
• Intermediate to advanced Excel skills.
• Ability to work independently and collaboratively, with strong customer service skills.

Education & Experience

• Minimum of three years of multi-state, multi-jurisdiction, high-volume payroll tax experience.
• Minimum of one year of recent Senior, Lead, or Supervisor experience.
• PEO or related industry experience preferred.
• Hands-on tax return processing experience is required.
• Strong knowledge of multi-state payroll, federal, state, and local wage laws required.
• MasterTax and Prism/HRP experience preferred.

Preferred Qualifications

• Certified Payroll Professional (CPP) or Fundamentals of Payroll Certification (FPC) preferred.

Compensation & Benefits

• Health Insurance: Medical, dental, and vision coverage.
• Retirement Plan: 401(k) with company match.
• Paid Time Off: PTO, holidays, parental leave, and sick leave as required by applicable state law.
• Other Benefits: Life insurance, short-term disability, long-term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), identity theft protection, critical illness, accident, cancer, hospital protection, legal insurance, and pet insurance.

Location

Chandler, Arizona

Physical, Mental, & Communication Demands

• Frequently required to sit; occasionally required to stand and walk.
• Vision requirements include close vision, color vision, and ability to adjust focus.
• Frequently required to talk and hear.
• Moderate concentration/intensity, including prolonged mental effort.
• Average memory requirements based on the amount and type of information handled.
• Noise level in the work environment is usually moderate.
• Physical demands described are representative of those required to perform essential functions; reasonable accommodations will be made for individuals with disabilities.

Disclaimer

This job description is not an all-inclusive list of duties and standards for the position. Incumbents will follow other instructions and perform related duties as assigned by their supervisor.

Hiring Process Note

Artificial intelligence (AI) tools may be used to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist the recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.