Tax Operations Analyst

Overview

This role involves researching, analyzing, and recommending changes to business processes to improve operational efficiencies, quality, service, and profitability within tax operations. The Tax Operations Analyst performs audits, complex research, and reconciliations using multiple systems such as TaxEx, Workday, and Atmos. The position also provides escalation support by working with internal teams to resolve complex issues.

Responsibilities

• Provide escalation support including reporting, in-depth tax expertise, research, and customer-facing interactions.
• Identify and resolve escalations and complex issues, perform root-cause analysis, and implement process improvements to prevent recurrence.
• Review and reconcile full or partial cancel completions; communicate findings with the team.
• Review customer Workday data and out-of-balance items in TaxEx; create files in Atmos.
• Apply overpayments to future tax liabilities and release refunds in TaxEx.
• Monitor daily payments and processing to identify trends and opportunities for improvement.
• Develop process documentation and project plans.
• Handle exception requests such as mid-quarter history, reprocessing missing liabilities, daily refunds, and tax code mapping reviews.
• Investigate, analyze, and respond timely and accurately to tax inquiries, agency notices, and audits from internal customers and external agencies.
• Assist with tax-related payroll projects, system testing, and implementations.
• Collaborate with Treasury, Tax Consultants, Service Readiness, and Development teams to support complex audit and data management programs.
• Create flowcharts, process maps, and diagrams to develop standard operating procedures (SOPs) for the Payment and Processing team.
• Support auditing of daily packets and payments during quarter-end and year-end, including complex filings.
• Assist with process design, work with Business Analysts and R&D on requirements and system testing.
• Maintain and update process documentation such as SOPs, desktop procedures, and job aids.
• Perform complex reconciliations for estimated tax payments, job credits, and quarter-end credit reconciliations.
• Attend meetings with customers to provide assistance on exception processes.
• Maintain current knowledge of payroll tax regulations including federal, state, and local taxes.
• Research specific tax and agency requirements through agency websites and other tax sources.
• Support and interpret tax regulations in conjunction with the internal compliance group.
• Communicate research results internally and to customers.
• Perform additional duties and special projects as assigned.

Competencies

• Strong analytical and problem-solving skills with creative resolution abilities.
• High level of organization and time management.
• Ability to learn and effectively use new and evolving technological products related to tax reporting and customer service.
• Attention to detail and ability to meet critical deadlines.
• Self-motivated and capable of managing multiple projects in a fast-paced environment.
• Proficient in Microsoft Office, including Excel and Word.
• Excellent verbal and written communication skills, able to interface with all organizational levels from C-suite to payroll clerks.

Qualifications

Education/Certification

• Bachelor’s degree in accounting or a related field, or equivalent experience in an advanced payroll tax function.

Required Experience

• Minimum of 5 years working in payroll tax with strong experience in reconciling and auditing payroll tax and handling complex tax projects.
• Knowledge of the legal and regulatory environment related to federal, state, and local income tax and unemployment tax.
• Proficiency with Microsoft Office tools (Excel, PowerPoint, Word, Outlook).

Preferred Experience

• Experience with TaxEx, Salesforce, Workday, or other ERP HR/payroll systems or applications.
• Fundamental Payroll Certification (FPC) or Certified Payroll Professional (CPP) certifications.
• Experience providing customer support in a service provider or shared services organization.

Location

Not specified.

Compensation & Benefits

Not specified.