Tax Specialist

Overview

This Tax Specialist role is responsible for processing payroll and sales-related business taxes across federal, state, and local jurisdictions while ensuring compliance with applicable tax laws and regulatory requirements. The position involves researching and resolving tax issues, managing tax notices and agency correspondence, performing tax reconciliations and data validation, and ensuring accurate and timely tax filings and payments.

Success in this role requires strong analytical and problem-solving skills, attention to detail, and the ability to manage multiple priorities while meeting regulatory deadlines. Collaboration with internal teams and government agencies is essential to deliver accurate, high-quality support.

Responsibilities

Tax Filing & Processing

• Process payroll and sales-related business tax filings accurately and timely across all applicable federal, state, and local jurisdictions.
• Prepare and process original, amended, and delinquent tax returns and associated tax payments.

Tax Notice Research & Resolution

• Research tax notices and liaise with appropriate tax agencies for clarification and resolution.
• Investigate tax discrepancies, identify root causes, and implement corrective actions to prevent recurrence.
• Process amended returns, payment corrections, account reconciliations, and agency adjustments as necessary.
• Document findings, resolutions, and preventative actions to improve future processing accuracy.

Research & Compliance

• Research federal, state, and local payroll and sales tax laws to ensure continued compliance.
• Recommend updates to internal procedures to support ongoing compliance and operational excellence.

Process Improvement & Automation

• Participate in automation initiatives and implementation of new technologies that enhance tax operations.
• Support continuous improvement initiatives through documentation, testing, and process refinement.

Performance & Service Excellence

• Deliver exceptional customer service through timely, professional, and accurate communication.
• Collaborate effectively with internal departments to resolve client and operational issues.

Requirements

• Strong ability to identify issues and resolve problems in a timely and efficient manner, ensuring compliance and accuracy.
• Effective verbal and written communication skills when interacting with clients, agencies, and internal stakeholders.
• Proficiency using payroll systems, tax software, reporting tools, and Microsoft Office applications.
• Ability to manage time effectively, prioritize tasks, and self-start projects, ensuring deadlines are met without supervision.
• Excellent organizational skills with the ability to manage multiple priorities while meeting deadlines.
• Ability to work independently while contributing positively within a collaborative team environment.
• In-depth knowledge of state employment tax, sales tax, and federal/state tax laws, with the ability to apply this knowledge in a business context.
• Demonstrated experience processing federal, state, and local payroll tax filings and payments across multiple jurisdictions.
• Experience working in a fast-paced, deadline-driven environment while managing multiple priorities with a high degree of accuracy.
• Strong customer service experience with the ability to communicate professionally with clients, government agencies, and internal stakeholders.
• Minimum of 3 years of experience in payroll tax, sales tax, or a related tax compliance role.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Medical, dental, and vision coverages.
• Ancillary plans, including flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life, as well as company paid life insurance plans.
• 401(k) plan with company match.
• Training and development program.
• Personal Responsibility Paid Time Off policy (no accrual required to take time off).
• Competitive compensation.

Location

• Not specified.

Work Authorization

• Unable to offer work sponsorship for this role.