Tax Filing Analyst

Tax Filing Analyst

Requirements

• Payroll or Payroll Tax Experience – (2-3) years (Tax Experience Preferred)
• Analytical and problem solving skills
• Basic understanding of payroll, tax, accounting project management and/or related subject matter desired
• Basic understanding of regulatory and legislative guidelines desired.
• Ability to work under tight deadlines managing multiple tasks
• Excellent work ethic
• Team player with ability to coordinate effort
• Strong computer skills with current technical knowledge
• Demonstrated strong verbal & written communication skills required
• Proficiency in Excel is required, advanced beginner i.e. pivot tables

Responsibilities

• First point of contact in Tax Filing for clients and client teams
• Liaison with Client and Payroll Client teams – for items including but not limited to – (1) coordination of amended returns for W-2Cs, (2) for questions on notices that need research from Payroll, (3) Payroll schedule and calendar, (4) interface file submission
• Facilitate client meetings
• Educate clients and provide subject matter expertise for payroll tax filing
• Manage Tax Filing suppliers, as appropriate, to support accurate and timely delivery.
• Approve checklists – work checklist queue
• Coordinate testing for updated interfaces
• Variance analysis control point when issue needs escalation or analysis
• Review EFT setup to make sure all deposits set up for EFT payment where possible
• Monitor and communicate “Applied for” statuses to the client
• Communicate penalty and interest report to clients
• Respond timely to inquiries from Client/Payroll teams – represent TFSS in meetings
• Support and provide timely research on compliance and regulatory issues. Escalates when additional support is needed.
• Monitor metrics and be responsible for identification of process or other issues and provide suggested resolution to management
• Recognize need for process improvement and communicate to management; Support any process improvements/changes
• Respond to client communications and escalate to Operation Services Manger when needed
• Meet periodically with Operation Services Manager and report metrics and any delivery issues
• Responsible for all payroll tax activities, including compliance with local, state, and federal regulations and filing local, state and federal payroll tax returns.
• Responsible for calculation P&I and abatement letter request
• Research and resolve payroll tax notices in a timely manner
• Responsible for peer review audits of closed agency notices and amended returns
• Identifies and resolves escalations or complex issues with strong emphasis to associated patterns, trends and root cause analysis.
• Process lead focused on Agency Relations processes
• Responsible for identification of issues; drive change for related improvements
• Communicates effectively with the client and internal partners regarding ongoing operations and problem solving with analysis/resolution of tax related issues
• Support offshoring initiatives
• Support formal internal and external audits
• Support and provide investigation on regulatory and compliance issues
• Properly research agency notices and document SOP defect
• Support testing and maintenance of tax filing software – MasterTax
• Work and support new implementation of new clients
• Identifies and implements process improvements

Preferred Qualifications

• Bachelor’s Degree or equivalent work experience preferred.