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Tax Research Administrator

General Information

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Job Type:

Regular-Full Time


Santa Ana - California - United States, Weston - Florida - United States

Company Overview

Here at UKG, our purpose is people™. Our HR, payroll, and workforce management solutions help organizations unlock happier outcomes for all. And our U Krewers, who build those solutions and support our business, are talented, collaborative, and innovative problem-solvers. We strive to create a culture of belonging and an employee experience that empowers our people – both at work and at home. Our benefits show that we care about the whole you, from adoption and surrogacy assistance to tuition reimbursement and wellness programs. Our employee resource groups provide a welcoming place to land, learn, and connect with those who share your passions and interests. What are you waiting for? Learn more at  #WeAreUKG 

Description & Qualifications


UKG is currently seeking a customer focused, highly energetic, and experienced individual to join our Payment Services Team as a Tax Research Administrator. This role will assume payroll tax related responsibilities, including but not limited to, quarterly and annual reconciliation of wages and taxes and analysis/resolution of payroll tax notices. The qualified candidate will have strong customer service and payroll tax filing experience. The position will demand strong organizational and analytical skills and problem-solving expertise.

Duties and Responsibilities

• Handle basic research steps for basic tax notice types (e.g., Tier 1)
• Research and resolve payroll tax notices for IRS entities.
• Aid business units on payroll tax related inquiries.
• Maintain and update tax notice cases in Salesforce with resolution progress including communication to customers.
• Assist with various projects as assigned.


Basic Qualifications:

• 1+ years of proficient Excel and Word.
• 1+ year of ability to negotiate positive resolutions with customers and payroll tax agencies.
• 1+ years’ experience in Customer Service (e.g., setting and meeting expectations, care & empathy, follow up, etc.).
• 1+ years’ experience in Salesforce or another CRM platform.
• Bachelor’s degree in business, Accounting, or a minimum of 3 years equivalent work experience
• Hybrid role, must be able to work in office 3 days a week

Preferred Qualifications:

• Proficient working with multiple systems and tools to perform job functions.
• Ability to work independently and within a team-based environment.
• Good oral and written communication skills and above average administrative skills
• General accounting knowledge
• Demonstrated experience performing payroll tax reconciliations and analysis
• Previous Customer service experience
• Working knowledge of payroll tax quarterly and annual reconciliations
• Excellent analytical and follow up skills.
• Good time management skills to meet production and aging goals.
• Professionalism – demonstrated ability to interact professionally with others.

Pay Transparency for Colorado, New York, Washington and California

The pay range for this position in Colorado, New York, Washington and California is $33,400 to $48,000, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation.
Information about UKG’s comprehensive benefits can be reviewed on our careers site at

EEO Statement

Equal Opportunity Employer

Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. 

View The EEO Know Your Rights poster and its supplement. 

View the Pay Transparency Nondiscrimination Provision

UKG participates in E-Verify. View the E-Verify posters here.

Disability Accommodation

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