Tax Specialist, Paylocity
Tax Amendments
5 days a week in office (Schaumburg, IL or Rochester, NY)
Cloud-based HR, payroll and spend management software solutions
Be an early applicant
Cloud-based HR, payroll and spend management software solutions
1001+ employees
Be an early applicant
5 days a week in office (Schaumburg, IL or Rochester, NY)
1001+ employees
Company mission
To create workplaces where employees thrive, and businesses excel.
Role
Who you are
- Basic understanding of internal tax department processes
- Minimum two to five years’ experience in Payroll
- Minimum two to five years’ experience in tax or a related field
- Experience with Enterprise Employment Tax Software Tools
- Payroll service bureau experience desired
- Thorough knowledge of federal and state payroll tax laws
- Ability to research and understand payroll tax filings
- Certified Payroll Professional preferred or significant progress toward certification desired
- Experience with multiple government agencies and ability to understand complex regulatory language
- Intermediate to Advanced Excel skill desired
- Strong communication skills and problem-solving ability
- High level of integrity
What the job involves
- We are seeking a Tax Specialist II to join our Tax Filing Team. All facets of the organization including Sales, Implementation, Client Service and Finance rely upon Paylocity’s Tax Services department. Annually, Tax Services is responsible for tax deposits exceeding $40 billion and tax filing one million tax returns. The Tax Filing Service is responsible for Tax Deposits exceeding $12 billion annually and filing 300,000 tax returns
- Support preparation and filing quarterly and annual returns with state and local tax agencies
- Support preparation and filing amended quarterly and annual returns with state and local tax agencies
- Prepare data exchanges with tax agencies
- Maintain systems with accurate deposit frequency, rates, EINs and payment method
- Identify error trends and report to Tax Filing Manager
- Demonstrate knowledge to communicate effectively, internally and externally, regarding tax issues
- Work with the internal departments to answer client’s questions regarding tax issues
- Corresponding with and building relationships with state tax agencies
- Communicate information related to basic taxation issues to internal partners designated to managing client relationship
- Keep up to date on latest developments as they affect tax regulations and policies
- Idependently seek out new opportunities to improve the overall quality of filings on our client’s behalf
Our take
HR and payroll can quickly become a headache and businesses are often juggling different systems for payroll, benefits, hiring and employee data, creating extra admin and room for mistakes. So, as companies grow, keeping everything simple gets harder.
Paylocity tackles this by bringing HR, payroll, finance and IT tools together in one platform. It covers everything from payroll and benefits to recruiting and employee engagement, while its AI tools are designed to take care of more of the repetitive works.
The platform is used by more than 41,000 clients and now Paylocity is looking to go beyond payroll and become a bigger part of how businesses manage their people - using AI to make HR less about paperwork and more about people.
Freddie
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jun 2021
$60m
SERIES B
Mar 2020
$23.5m
SERIES A
Total funding: $90.5m
Company benefits
- Paid Parental Leave
- Adoption Assistance
- Miltstork program for moms who travel on business to ship breastmilk and get fully reimbursed
- Health and wellness programs ranging from Lyra to Garner to Hinge Health
- Health insurance
- Discounted Employee Stock Purchasing program
- Tuition Reimbursement
- SoFi program to consolidate and refinance federal and private student loans
- Volunteer In Action program for paid time off to volunteer
- Onsite workout facilities
- Healthy snack options like fresh fruit, hummus, and trail mixes onsite only
- Sparkling and flat flavored water, gourmet coffee drinks, hot chocolate onsite only
Company HQ
Schaumburg Township, Schaumburg, IL
Leadership
Toby Williams
(CEO & President)Toby joined Paylocity in 2017 as CFO, they then became Co-CEO in 2022 and CEO in 2024. Prior to Paylocity, they spent nearly 7 years at Ellucian as an SVP and Chief Product & Strategy Officer.
Ryan Glenn
(CFO)Ryan joined Paylocity in 2013 as VP of FP&A & Investor Relations and moved into the role of CFO in 2022. Prior to Paylocity, they were a Manager of Capital Markets at PWC. They graduated from Cornell University with an MBA in Finance.
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