Full Job Description
UKG is seeking a customer focused and highly energetic individual to join our Payroll Services Team. Payroll Services strives to deliver exceptional quality service while providing accurate and timely tax payments and filing. As part of the Payroll Services Tax Team, the Tax Analyst works within a team of professionals to ensure tax payments and filings are completed accurately and according to required deadlines. The Tax Analyst will assist with case management, responding promptly to client and partner inquires and concerns, and driving effective resolution and client satisfaction.
Duties and Responsibilities:
• Complete daily balancing and reconciliation of tax liabilities between payroll and tax systems.
• Generate daily payments for tax liabilities managed in Mastertax, ensuring timely submission to the bank and agencies.
• Conduct quarterly/annual balancing and reconciliation of tax liabilities to MasterTax liabilities and payments.
• File assigned quarterly and annual tax returns and electronic media, generated from Mastertax software, in accordance with agency specific guidelines.
• Prepare and communicate quarterly tax variance and refund information to clients.
• Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations and reporting agent authorizations.
• Research tax notices submitted by clients for assigned agencies and communicate effectively with clients to resolve.
• Assist with review of client tax amendment requests and generation of return as needed.
• Ensure compliance and accuracy while maintaining up-to-date knowledge of tax issues related to Federal, State and Local tax compliance.
• Manage Salesforce cases in a timely manner, addressing any concerns and maintaining effective communication with clients and partners.
• Assist with reconciliation and entry of new client balances against documentation and preparation of correspondence to assist new clients with transition.
• Research problems and out of balance situations. Interact with Payroll Services staff and other internal departments, as applicable, to answer questions and resolve issues.
• Support Tax Compliance team with testing of new system releases and client communications
• Assist with analytical review of client tax variances and drive ongoing improvements with system development and client education
• Support education of clients and Payroll Services team representatives with tax related questions.
• Manage multiple competing priorities with tight deadlines in a fast paced, ever-changing environment.
• Manage projects in an organized, proactive, and independent manner to meet all required time frames and commitments.
• Participate in initiatives to improve Payroll Services Tax processes and rollout new technology internally.
• Work on stretch assignments and other duties as assigned
Basic Qualifications:
• 2-4+ years experience with tax notice resolution and tax filing
• Experience with Microsoft Office applications with emphasis on Excel
• Ability to troubleshoot complex issues using the tools and software the team relies on regularly
• Previous experience with payroll products/processing, tax calculations and remittance
Preferred Qualifications:
• 2-4 years of experience with U.S. payroll, including multi-state payroll and local tax requirements.
The pay range for this position is $66,000 to $94,100. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG's benefits and rewards at https://www.ukg.com/about-us/careers/benefits
