Description

Job Summary:
UKG is seeking a customer focused and highly energetic individual to join our Payroll Services Team. Payroll Services strives to deliver exceptional quality service while providing accurate and timely tax payments and filing. As part of the Payroll Services Tax Team, the Tax Analyst works within a team of professionals to ensure tax payments and filings are completed accurately and according to required deadlines. The Tax Analyst will assist with case management, responding promptly to client and partner inquires and concerns, and driving effective resolution and client satisfaction.

Duties and Responsibilities May Include:
• Complete daily balancing and reconciliation of tax liabilities between payroll and tax systems.
• Generate daily payments for tax liabilities, ensuring timely submission to the bank and agencies.
• Conduct quarterly/annual balancing and reconciliation of tax liabilities
• File assigned quarterly and annual tax returns and electronic media, generated from Mastertax software, in accordance with agency specific guidelines.
• Prepare and communicate quarterly tax variance and refund information to clients.
• Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations and reporting agent authorizations.
• Research tax notices submitted by clients for assigned agencies and communicate effectively with clients to resolve.
• Assist with review of client tax amendment requests and generation of return as needed.
• Ensure compliance and accuracy while maintaining up-to-date knowledge of tax issues related to Federal, State and Local tax compliance.
• Manage Salesforce cases in a timely manner, addressing any concerns and maintaining effective communication with clients and partners.
• Assist with reconciliation and entry of new client balances against documentation and preparation of correspondence to assist new clients with transition.
• Research problems and out of balance situations. Interact with Payroll Services staff and other internal departments, as applicable, to answer questions and resolve issues.
• Support Tax Compliance team with testing of new system releases and client communications
• Assist with analytical review of client tax variances and drive ongoing improvements with system development and client education
• Support education of clients and Payroll Services team representatives with tax related questions.
• Manage multiple competing priorities with tight deadlines in a fast paced, ever-changing environment.
• Manage projects in an organized, proactive, and independent manner to meet all required time frames and commitments.
• Participate in initiatives to improve Payroll Services Tax processes and rollout new technology internally.
• Work on stretch assignments and other duties as assigned

#LI-Hybrid

Qualifications

Required Qualifications:
• Highly collaborative skill
• Strong problem-solving skills
• Self-starter with minimal supervision
• Excellent oral and written communication skills
• Excellent customer service skills
• Ability to exercise judgment within broadly defined practices in selecting methods and techniques for obtaining solutions
• Experienced with Microsoft Office applications with emphasis on Excel
• Bachelor’s degree in Business, Accounting, Finance, Computer Science or a related field or equivalent work experience
• Ability to troubleshoot for simple to moderate problems with tools and software team uses regularly
• Previous experience with payroll products/processing, tax calculations, remittance or compliance
Preferred Qualifications:
• 1-2 years’ USA payroll and multi-state and local tax filing experience
• Experience working directly with customers using various communication methods including phone, email, MS Teams/Zoom and PowerPoint
• Previous experience with Mastertax or similar tax processing software
• American Payroll Association certification (CPP or FPC)

Company Overview

EEO Statement

Colorado, New York, Washington, and California Pay Law

Disability Accommodation

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com.