Tax Implementation Specialist

Overview

This Tax Implementation Specialist role assists the Project Manager and Implementation Team in ensuring new and acquired clients are set up correctly to pay taxes. The specialist also ensures any required tax payments are handled during the transition. Serving as a functional expert, you will verify that documentation is received, required items are configured in the system, and tax information is balanced before approving the client to go live and process payrolls.

Responsibilities

• Review tax setup in the system to ensure all information is entered and configured correctly.
• Balance year-to-date tax information to ensure accounts are in balance.
• Escalate potential issues early to resolve them without impacting the implementation timeline.
• Verify current quarter payments that have not been made; pull funds for those payments from the client and mark the payments to be made in the system.
• Verify Power of Attorney forms are completed correctly and file them with the appropriate agencies.
• Verify Third Party Access has been received for all applicable agencies.
• Review and implement the Implementation Tax portion of implementation or acquisition projects to support successful outcomes.
• Oversee and enforce company and departmental policies.

Minimum Qualifications

• Fluent English.
• Technical understanding and capabilities.
• Strong attention to detail.
• Teamwork orientation and initiative-driven work style.
• Excellent written and verbal communication skills.
• Passion for customer satisfaction.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Not specified in the provided job description.