Tax Services Consultant

Overview

This role supports organizations managing human capital management (HCM) technology and related operations through managed services and consulting across payroll, tax, HR, benefits, leave of absence, compliance, technology implementation and optimization, data governance, and related workforce services.

The Tax Services Consultant manages a diverse, multi-jurisdictional client portfolio, balancing priorities across tax registrations and closures, notice resolution, audits, and special projects. Success requires translating complex tax issues into clear, actionable business terms and delivering proactive updates and accurate, timely outcomes in a fast-paced, multi-client environment.

Responsibilities

• Portfolio Management: Manage an assigned client portfolio by monitoring HCM systems and communications for actionable items, ensuring timely completion, and providing clear, ongoing status updates to clients.
• Client Engagement: Build and maintain strong client relationships at all levels by leading tax discussions, communicating proactively, managing expectations, and translating complex tax matters into clear, easy-to-understand information.
• Registrations & Account Maintenance: Register and maintain state and local payroll tax accounts (including withholding, unemployment, paid leave, and disability) by managing activations, deactivations, portal enrollments, and account updates while ensuring accurate records within the HCM system.
• Acquisitions: Support mergers, acquisitions, restructurings, and FEIN/entity changes by coordinating registration of new payroll tax accounts and inactivation of existing accounts, ensuring proper reporting for compliance purposes.
• Notice Resolution: Resolve payroll tax notices by taking appropriate action, including opening cases within the HCM system, filing $0 or previously prepared returns, researching issues, preparing agency responses, securing abatements, coordinating payments or amendments, and providing timely, effective client updates.
• Audits & Reconciliations: Conduct payroll tax audits of state and local payroll tax accounts to validate account numbers, SUI rates, and payment and filing frequencies, ensuring agency records align with the HCM system to maintain compliance.
• Collaboration: Collaborate with internal teams to ensure accuracy and deliver excellent client service, proactively identifying and preventing breakdowns between departments.
• Process & Documentation: Follow standard procedures; organize, update, and maintain client files and trackers; support the tax team in developing and maintaining team resources.
• Time & Performance Management: Accurately track billable time on a daily basis and maintain an average annual utilization rate of 85%.

Required Qualifications

• 4+ years of payroll tax compliance experience, including registrations, notice resolution, and audits.
• Strong understanding of state and local payroll tax rules and filing calendars, with ability to stay current as regulations change.
• Client-facing experience with HR and executive leadership.
• Proven ability to manage multiple client accounts and competing deadlines with strong organizational skills, collaboration, and critical thinking.
• Experience with one or more payroll platforms (ADP, UKG, Paylocity, Dayforce or similar) and with state payroll tax agency portals.
• Basic to intermediate Excel skills (pivots, V-lookups).

Preferred Qualifications

• Prior experience in a multi-client services environment.
• Experience with ticketing/shared inbox tools and queue management.

Compensation & Benefits

• Expected pay range: $36.06 - $39.42/hr.
• Pay may vary based on skills, experience, working location, and the specific position’s business line, scope, and level.
• Comprehensive benefit and total compensation packages may include:
  • Health/dental/vision/life/disability insurance
  • FSA, HSA, and 401(k) accounts
  • Paid time off
  • Eligible bonuses, equity, and commissions for some positions

Location

Working location will impact the final pay rate.