Tax Specialist, Paylocity
Notice Resolution
$39-72.4k
5 days a week in office (Schaumburg, IL )
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
$39-72.4k
5 days a week in office (Schaumburg, IL )
1001+ employees
Company mission
To create workplaces where employees thrive, and businesses excel.
Role
Who you are
- Demonstrate strong customer service skills
- High school diploma or equivalent is required; a bachelor’s degree or equivalent experience is preferred
- Previous experience in Payroll, Accounting, or Tax Compliance field is strongly preferred
- IRS Enrolled Agent Credentials, Certified Payroll Professional, or significant progress toward certification is highly desired
- Physical requirements
- Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day
- Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously
What the job involves
- The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support and finance. The Tax Filing Service is responsible for Tax Deposits exceeding $40 billion annually and filing 800,000 tax returns
- The Tax Compliance Team is primarily responsible for balancing the Payroll system to the Tax System and reconciling variances for new and existing customers. The Tax Specialist I will demonstrate a basic understanding of root causes to notices in order to maintain a consistent closure at minimum of the designated quota, while learning basic tax knowledge and tax department processes and procedures
- They will communicate with agencies directly to resolve or monitor progress of resolution, as well as provide detailed explanation to the clients regarding cause and resolution of the issue
- Promptly resolve client questions with a high level of service and communicate with them regarding tax activity, prior quarter balancing issues, amended returns, and tax jurisdiction correspondences
- Identify and document problems and trends to recommend solutions that will eliminate known issues in the future
- Review, balance, and prepare Amended Tax Returns
- Read and understand basic tax documents (SUI Rates, Unpaid Liabilities, Informational)
- Reconcile Payroll Tax Reports and Tax Returns
- Timely communicate information to internal partners (ie Account Managers) so the customer is up-to-date on actions being taken by multiple internal teams
- Collaborate with internal teams to strengthen processes and deliverables
- Keep up-to-date on the latest developments as they affect tax regulations and policies
- Successful problem-solving and de-escalation of client concerns
- Research and Resolve Payroll Tax Notices from Agencies by interacting directly with agencies, account managers, other Paylocity Tax departments, reviewing case/ticket notes in Salesforce, and client configurations in MasterTax and/or HR and Payroll
- Request penalty abatements through government relations requests, or requests directly with Agency contacts
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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