Provides internal and external customer service through timely research and preparation of requested/necessary amended payroll tax returns and ensure the accuracy of our customers’ federal, state and local filings.
Prepares amended tax returns using 1099, internal software, Bloomberg BNA, or MasterTax systems to ensure accuracy of customer’s payroll tax filings.
Enters and processes payroll adjustments in our SureCalc system to update quarter-to-date and year-to-date wage and tax information for current year amended returns to ensure YTD data integrity.
Researches tax amendments based on information provided by customers and partners in other departments, and make appropriate recommendations and any necessary tax filing changes.
Utilize SalesForce and CSR Notes to manage their workload and productivity.
Updates cases in SalesForce with appropriate status of the amended returns, entering comments/notes, and attaching completed amended returns to document work done, resent to the client and filed with the appropriate agency.
Speaks with Customer Care staff members and/or directly with clients to gather necessary information and clarify inconsistent data needed to update any tax issues.
Maintains our SLA (service level agreements) goal of 2-week turnaround time for the department to amend and return any findings to the client.
Provide accurate, quality work, measured by having no more than 1% amendment rejection rate as measured by the department leadership.
Provides insights into systemic payroll operational issues to the product management and technology teams to ensure fixes are made to avoid future taxation issues.
May take incoming customer calls in the Customer Care queue as needed during peak periods such as year end
A high school diploma required. BA or BS is preferred.
2+ years of payroll processing, payroll tax or payroll analyst experience.
Certified Payroll Professional certification or Certified Public Accountant certification, or degree in accounting is a plus.