The primary responsibility of the Tax Specialist is the regular processing/editing of an assigned client base to assure all taxes are reconciled, to produce error free tax packets at quarter and year end, amended payroll tax returns, and resolving jurisdiction correspondences.
Essential Duties and Responsibilities
After each payroll processing, reconcile client taxes for assigned client base and make corrections as needed.*
Preparing and filing amended returns.*
Resolving tax jurisdictions correspondences.*
Prior quarter balancing of liability to payments for new implemented clients.*
Maintaining contact with tax authorities.*
Processing daily tax work for active and lost clients.
Resolve client questions expediently with a high level of service and communicate with them regarding tax activity, prior quarter balancing issues, amended returns and tax jurisdiction correspondences
Maintain up-to-date knowledge of tax issues for federal and local taxing authorities.*
Reconcile and process electronic return/w-2 files for monthly, quarterly and annual filings*
Daily, at quarter end and year end, provide appropriate status reporting to Supervisor and Consultants on status of key tasks relating to quarter end*
Follow up on issues to assure the problem has been resolved and client or specialist communication/update has occurred.
Identify and document problems and trends and recommend solutions to eliminate the same problem in the future.*
Actively participate as a member of the team and support other team members as needed, including fill in work for specialists as required.*
Assist Associates in explaining complex tax questions/edits to clients.
Other duties as assigned.
*Indicates essential job functions.
Four-year degree in accounting/finance or equivalent work experience in payroll, accounting or taxation. CPA firm experience helpful.
1 3 years of experience preparing and filing payroll tax returns.
Familiar with Federal, State and Local taxes.
Basic understanding of creating and maintaining PDF forms extremely helpful.
Excellent written and oral communication skills.
Strong computer skills including an in-depth working knowledge of Excel including formulas and macros.
Strong organization and follow up skills.
Willing and able to adapt to a changing work environment.