Description:
This role will work with tax agencies to ensure filings and payments are remitted timely from Paycor systems to the agency systems. To accomplish these goals, this role will need to understand the different aspects of the tax filing and payment process. The Tax Specialist will identify compliance issues and data discrepancies and work with internal partners to get the issue rectified for timely remittance of returns and payments.
Essential Duties And Responsibilities
- Assist with preparation and filing of tax returns.
- Update client information including account numbers, changes, and similar data.
- Processing daily tax work for active and lost clients.
- Resolve client questions expediently with a high level of service and communicate with them regarding tax activity, prior quarter balancing issues, amended returns and tax jurisdiction correspondences
- Follow up on tax issues to assure problem has been resolved and client or specialist communication/update has occurred.
- Communicate with clients for issues regarding tax jurisdiction correspondences.
- Communicate with internal and external customers regarding tax inquiries
- Process tax adjustments
- Maintain and update work cases in Salesforce including progress and communication to customers.
- Set a positive work example for peers and influence a working environment that is energized and consistently demonstrates the Paycor service commitment.
Requirements
- 1 year of prior Accounting, Business or Paycor experience preferred.
- 2+ year of Payroll/ Tax experience preferred
- Detail oriented, strong organizational, problem- solving, and analytical proven skills.
- Must be able to work in a team environment, as well as independently
- Proven ability to work in a fast-paced and high-volume environment.
- Ability to interface with multiple departments, multi-task, and work independently.
- Strong interpersonal, verbal, and written communication skills.
- Excellent understanding of Microsoft Office, including Outlook, and Excel.
- Adherence to schedule and role assignments to ensure timely responses.