Tax Liaison

Are you a people-driven motivator that strives to meet company goals and provide standout client experiences? If so, you are a perfect fit for BerganKDV’s Human Capital Management team.

WHO WE ARE AND WHAT WE DO

BerganKDV has provided innovative yet practical solutions for small to large-size companies since 1945. From our beginning as a trusted CPA firm, we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, human capital management and technology services across the country. At BerganKDV we believe our role as advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals. Bringing value to our clients is what we do best and seeing them succeed is our ultimate goal.

Position Overview:

The Tax Liaison will support the Payroll Implementation team with the onboarding of clients’ tax information. This position will be working with and supporting the Payroll Implementation Specialists and Payroll Tax Specialists to ensure the accuracy of historical information and company tax setup. This position provides excellent customer service to our internal customers and will assist in the education of upcoming changes in Tax guidelines to teams as well as helping to support the Tax team when needed.

Responsibilities:

• Verify tax liability information in our payroll software and confirm it matches the client’s previous payroll provider.
• Determine current quarter FUTA and SUI liability amounts to be impounded from the customer.
• Ensure liabilities are tied out in MasterTax correctly.
• Review and resolution of client requests; work through various questions, system setups, etc.
• Maintain the flow of projects and ensure tasks are completed in alignment with timeline.
• Complete the assignment of client ticket requests via ConnectWise ticketing system.
• Work to resolve basic internal team member requests and questions.
• Assists in training and mentoring team members.
• Work with internal and external individuals to answer questions, resolve issues, and share information.
• Recommend/implement changes to improve efficiency.
• Stay informed and in compliance with federal, state, and local legal requirements and regulations.
• Stay up to date on software changes/enhancements to optimize software utilization.
• Monitor out-of-balance reports for various taxes on a weekly basis.

Qualifications:

• Ability to work in a fast-paced team environment and meet tight deadlines.
• Meticulous attention to detail, as well as reliability to carry out daily functions in an efficient manner.
• Ability to successfully manage multiple and competing priorities.
• Proficient in Microsoft Office
• Excellent verbal & written communication skills
• Knowledge of payroll processes a plus
• 1-3 years of experience writing procedures preferred.
• Technical aptitude
• BA/BS Degree in business administration, communication, or other related fields preferred.

EXPLORE THE WORKPLACE OF THE FUTURE

BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering and helping people with solutions that exceed expectations.

BerganKDV Differentiators:

• Growth Potential
• Close-Knit Collaborative Team
• Mentor Program
• Employee Referral Rewards
• Comprehensive Benefits Package
• Customized Career Path
• Open Door Leadership Style
• Entrepreneurial Operating System – EOS / Traction

BENEFITS THAT GO BEYOND

We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.

All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance. Must be legally authorized to work in the United States without sponsorship for employment visa status (e.g., H1B status)

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.