Senior Payroll Tax Specialist - Remote

Overview

This role supports Payroll Tax Operations (PTO) by resolving payroll tax issues end-to-end across Notices, Corrections, and Amendments. You will act as a senior payroll tax expert and Subject Matter Expert (SME), serving as a technical lead and a catalyst for the team—spending significant time helping less experienced staff while independently owning the most complex cases in the queue.

Primary focus: fixing payroll tax problems, not running payroll.

Responsibilities

• Resolve the most complex State and Federal payroll tax notices in the team’s queue, including multi-quarter, multi-state, and penalty assessment scenarios.
  • Own the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure.
• Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including:
  • Reconciliation to the original return
  • Recomputed liability schedules
  • W-2c preparation
  • SSA reconciliation
• Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions.
  • Trace discrepancies to the originating payroll run
  • Determine tax impact across all affected quarters
  • Drive the complete correction workflow to confirmed resolution
• Maintain high productivity and accuracy while resolving customer Correction, Amendment, and Notice requests.
• Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs).
  • Resolve barriers proactively
  • Escalate systemic blockers with root-cause analysis and a recommended resolution path
• Serve as a primary real-time resource for Senior Payroll Tax Processors by answering questions via Slack, Zoom, and side-by-side sessions.
  • Teach the resolution process so the team builds capability rather than dependency
• Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model.
  • Increase coaching frequency for agents who are underperforming or working through a learning gap
• Contribute to team huddles, group QA sessions, and process meetings.
• Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes.
  • Identify recurring error patterns in QA data and recommend corrective actions
• Identify trends and emerging compliance issues.
  • Communicate findings with a recommended response to relevant stakeholders and drive implementation
• Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end.

Qualifications

• 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states.
• Expert knowledge of State and Federal payroll tax notice types.
  • Ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation
• 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 and OH.
• 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
  • Local tax compliance across multiple jurisdictions
• Prior experience functioning as a lead, senior specialist, or SME.
  • Provide specific examples of coaching or training junior staff through complex resolution scenarios
• Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions.
  • Advanced Excel skills for reconciliation and audit trail work
• Strong written communication skills.
  • SOPs and KB articles must be accurate and actionable, written for a Tax processor audience without requiring revision
• Associate’s or Bachelor’s degree in Accounting, Finance, or Business preferred; equivalent experience accepted.
• Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement.
  • FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience.
  • Enrolled Agent (EA) is a strong differentiator.
• Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred.

Preferred Qualifications

• Certified Payroll Professional (CPP)
• Enrolled Agent (EA)
• Experience in a payroll service bureau, PEO, or multi-client payroll tax operations environment

Compensation & Benefits

• Competitive compensation package with pay for performance rewards.
• Expected base pay range (hourly) by location:
  • California (Bay Area): $40.50 - $54.50
  • Southern California: $40.50 - $54.50
  • Colorado: $32.00 - $43.50
  • District of Columbia: $32.00 - $43.50
  • Hawaii: $33.50 - $45.50
  • Illinois: $32.00 - $43.50
  • Maine: $29.00 - $39.50
  • Maryland: $32.00 - $43.50
  • Massachusetts: $33.50 - $45.50
  • Minnesota: $29.00 - $39.50
  • New Jersey: $33.50 - $45.50
  • New York: $40.50 - $54.50
  • Ohio: $29.00 - $39.50
  • Vermont: $32.00 - $43.50
  • Virginia: $32.00 - $43.50
  • Washington: $33.50 - $45.50
• 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

• Eligible work locations include: California, Colorado, District of Columbia, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Vermont, Virginia, and Washington.

Schedule

• Minimum 20 hours per week with the option to flex up to 40 hours per week based on business need.
• Hourly, non-exempt position; eligible for overtime pay.