Tax Specialist

Paying taxes is complicated and if done wrong, our clients could get in a lot of trouble. That’s why the number one goal of our Tax team is to protect our clients and make sure that never happens. We are analytical, meticulous, problem-solving superheroes, ensuring our clients are protected from the complicated issues of non-compliance. And we are looking for more Tax Professionals to join our team.

Essential Functions:

• Inform Tax Manager daily of global tax problems.

• Prepare and maintain written procedures for all processes performed by the tax Department.

• Perform tax filing research for the company and its clients.

• Reconcile impound errors from tax service companies.

• Verify daily:  required tax payments are made, all clients are in balance using Balancing Report, and clients tax liabilities are paid using the Liabilities Due Report

• Quarterly: Prepare all necessary payroll tax returns (State, Federal and local), File payroll tax returns for all tax service clients.

• Annually Prepare all necessary payroll tax returns (State, Federal and Local),Prepare W-2s for all clients, Prepare 1099s for necessary clients, Prepare 1094C/1095C for necessary clients, W-2 transmittal to SSA for all clients, File payroll tax returns for all Tax service clients, Federal frequency testing for all clients, Update SUI tax rates for all clients.

• Assist co-workers from other departments regarding tax questions.

• Assist in problem-solving in regards to client payroll issues.

• Participate in weekly Tax department meetings.

• Investigate, determine the status and resolve payroll tax related notices from tax authorities.

• Maintain a team orientation in dealing with fellow team members.

• Supports the client satisfaction and production goals of the department by providing quality service

Non Essential Duties:

• Special projects assigned by Executive staff.

• Miscellaneous duties as assigned by management.

Minimum Qualifications (Knowledge, Skills and Abilities)

• High School diploma or equivalent.  

• Associate Degree or higher in accounting is preferred.

• Excellent oral, written and analytical skills are required.

• Must be able to work under time constraints and meet daily, weekly, monthly, quarterly, and annual deadlines.

• Proficiency in Windows PC environment (MS Word, Excel and PowerPoint). 

• Candidate must be organized and able to work in a high production atmosphere.

• Quality Service oriented.