# Payroll Tax Specialist

**Company:** [AE Perkins](null/companies/33uTVW2ZGNgLQCiEyE2xBs.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time
**Department:** Workforce Go

[Apply for this job](null/view/80390d7f-9a5c-4555-859b-6fc78f4b125a)

## Description

**Candidate Authenticity Statement**  
We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.

This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

**Remote-First with In-Person Training:** This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.

**Position Summary:**  
The Payroll Tax Specialist is responsible for maintaining accurate tax records, preparing local, state, and federal tax returns, and ensuring compliance with tax regulations for Workforce Go! clients. Acting as a subject matter expert in payroll tax, this role requires a blend of analytical skills, compliance knowledge, and client service expertise. The Payroll Tax Specialist also conducts research, resolves complex tax-related issues, and collaborates closely with internal and external stakeholders to maintain payroll tax accuracy and client satisfaction.

**Principal Duties & Responsibilities:**

-   **Tax Account Setup & Agency Communication:**  
    Establish and manage tax filing accounts, acting as the main point of contact for both federal and state tax agencies. (Intermediate)
-   **Payroll Tax Document Analysis & Adjustments:**  
    Review, validate, and adjust payroll tax documents and reports for accuracy, applying approved procedures to resolve discrepancies. (Intermediate)
-   **Issue Resolution & Research:**  
    Investigate complex payroll tax issues, providing guidance to colleagues and clients, and explaining specialized information as required. (Advanced)
-   **Reporting & Reconciliation:**  
    Manage weekly, monthly, and quarterly reporting, as well as end-of-year tasks including W-2/W-3 processing. Ensure timely updates in Master Tax and payroll tax processes. (Intermediate)
-   **Tax Funding & Payment Accuracy:**  
    Oversee tax funding activities for clients, resolving reconciliation items to maintain timely and accurate payments. (Advanced)
-   **Process Documentation & Improvement:**  
    Maintain and continuously improve payroll tax policies, procedures, and documentation to ensure adherence to compliance requirements. Proactively recommend enhancements to existing workflows. (Intermediate)
-   **Team Support & Compliance Oversight:**  
    Act as a resource and subject matter expert for payroll tax issues, providing training and support to team members while maintaining compliance with regulations and confidentiality. (Advanced)

## Requirements

**Knowledge, Skills, and Abilities:**

-   **Communication & Professionalism:**  
    Demonstrated ability to communicate complex information clearly, both written and verbal, with a focus on professionalism and client satisfaction. (Advanced)
-   **Time Management & Multi-tasking:**  
    Skilled in managing multiple priorities effectively to meet deadlines in a fast-paced environment. (Intermediate)
-   **Analytical & Problem-Solving Abilities:**  
    Strong analytical skills for evaluating information, solving intricate payroll tax issues, and offering data-driven recommendations. (Advanced)
-   **Technical Proficiency:**  
    Proficient in Microsoft Word, Excel, and other business software, as well as industry-specific systems (e.g., Master Tax preferred). (Intermediate)
-   **Team Collaboration:**  
    Ability to work collaboratively within a team, effectively communicating insights and solutions to support both internal stakeholders and clients. (Intermediate)

**Credentials & Experience:**

-   **Education:**  
    Bachelor’s degree in Accounting, Finance, or a related field preferred.
-   **Experience:**

-   **Payroll Tax Expertise:** 1-2 years of experience in the tax field or 4+ years directly related to payroll tax in a corporate or service provider environment.
-   **System Knowledge:** Experience with Master Tax or similar payroll tax systems preferred.
-   **Certifications:** Certified Payroll Professional (CPP) preferred.

## Benefits

**NOTE: This position pays $60,000.00 - $70,000.00 per year, plus bonus potential.**

**BENEFITS**

-   Medical Insurance
-   Vision Insurance
-   Dental Insurance
-   401(k) Matching
-   Flexible Spending Accounts
-   Health Savings Accounts
-   Disability & Life Insurance
-   Employee Assistance Program
-   LegalShield
-   ID Shield
-   Commuter Reimbursement Plan
-   Tuition Reimbursement 
-   Bonus Pay - This position falls under our “Corporate Bonus Plan” which entitles you to a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment.

**ADDITIONAL BENEFITS INCLUDE:**

-   Wellable membership 
-   Telescope Health (telehealth) through Accresa
-   Intellect (mental health) application
-   Employee engagement activities, including voluntary events, raffles, book club, and more!