Company Overview:
Our dedicated team of professionals is here to bring the best experience to our clients by providing personalized assistance, so they have time to focus on what they love most, their business. We are collaborative, hardworking, and creative people that want to make a difference in the lives of our clients. We are committed to making human resources about humans and finding ways to make running a business easier and more efficient. If you want to be a part of a fun, dynamic, and growth-centered team dedicated to shaping the future of human resources, then join us. We look forward to learning more about you and how you might be a good fit for XcelHR.
Job Overview:
The Senior Tax Reporting Specialist is responsible for assisting in complex unemployment tax compliance activities as they relate to client-level unemployment tax reporting regulatory requirements. The person in this position will remit payroll taxes, respond to inquiries regarding unemployment tax compliance and provide a second level of support for Tax Reporting Specialists. The individual in this role will also assist in ensuring client tax accounts are compliant, minimizing penalty assessments.
ESSENTIAL DUTIES/ RESPONSIBILITIES:
- Ensure compliance with client unemployment tax accounts.
- Communicate payroll tax issues orally and in written form with internal service groups and clients.
- Work reporting team emails that may be in a queue or CRM case and manage internal/external Salesforce cases meeting or exceeding Customer Service Agreements.
- Process and pay multi-state tax deposits timely and accurate.
- Coordinate printing/electronic filing of payroll tax returns on behalf of clients, following up with correspondence or communication received from clients or governmental agencies.
- Run payroll tax reports and verify information reported is accurate.
- Analyze data at quarter/year-end for accuracy and document as required for SOX controls and organizational requirements.
- Audit up-to-date process document library.
- Support business continuity plan (BCP) as key contact.
- Train new hires and current team members on tax reporting processes.
- Adhere to all standardized procedures
- Resolve escalated client situations
- Lead quarter-end workflow processes.
- Observe and report all State unemployment tax issues to Supervisor.
- Other projects and responsibilities are at Supervisor’s discretion.
- Performs other related duties as assigned.
QUALIFICATIONS:
- Bachelor's Degree.
- 5 years of payroll tax experience desired.
- Must have good computer skills necessary to access, retrieve and analyze information using use Microsoft Office including Excel, Access, PowerPoint, Outlook, and proprietary systems
Additional Skills:
- Excellent relational skills.
- Excellent oral and written communication skills. Strong working knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. To be evidenced by the following:
- Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
- Speech Clarity - The ability to speak clearly so others can understand you.
- Speech Recognition - The ability to identify and understand the speech of another person.
- Written Expression - The ability to communicate information and ideas in writing so others will understand. Written work product requires little if any grammar and /or spelling corrections.
- Diplomacy. The ability to maintain a pleasant manner, tact, and diplomacy in challenging circumstances.
- Strong organizational skills and a high level of attention to detail.
- Ability to be productive and efficient under varying volumes of workload and rapidly shifting priorities.
OUR COMMITMENT - XcelHR is dedicated to fostering a culture of intentional Inclusion and Diversity. Our valued employees and commitment to I&D is the essence of our internal and external success. Inclusivity is a key value of our corporate culture and is exemplified through our reputation for employee development, diversity, and ethics, as well as a focus on fairness in recruitment, selection, and decision-making.
XcelHR is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth, or related medical conditions), age, veteran status, or other legally protected characteristics. Any applicant with a mental or physical disability who requires accommodations during the application process should contact Recruiting@XcelHR.com to request such accommodation.
Core Values: Integrity, Passion, Respect, Honor, Excellence, Ownership, and Enthusiasm.