Payroll Tax Manager

Position Summary

This position is responsible for managing the direction and coordination of the client payroll tax service activities and management among the payroll tax staff. The Payroll Tax Manager will provide directional and technical guidance to all levels of experienced staff in addition to processing their own portfolio of Payroll Tax clients. This person will also contact clients to resolve all tax related matters and implements tax preparation for the clients and payroll liabilities as well and manage the Payroll Tax department.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Manager to Payroll Tax Specialists and Payroll Tax Department

• Manage employees assigned to payroll accounts and flow of processing payroll tax calendars

• Servicing clients for processing ACH taxes, and filing quarterly reports

• Responsible for project management for client onboarding across multiple products and services

• Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation

• Maintaining a high rate of client retention through quality service by demonstrating attentiveness to customer’s needs

• Provides quick responses to client inquiries with qualitative solutions

• Reviews tax and payroll work of subordinates

• Ensuring compliance with important laws and internal policies

• Leverage tax statutes and IRS regulations to research Payroll Tax operational/industry best practices with regards to multi-state taxation

• Understand and ensure accurate taxable gross definition setups for new and existing Payroll Taxes

• Processing weekly transfer of payroll data to payroll system

• Trains, mentors and provides work direction to staff

• Provide support with various internal audits and special tax related projects

• Review tax returns and quarterly/yearly tax projections

• Recognizes, anticipates, and resolves tax issues, and makes recommendations

• Promotes firm services to existing and prospective clients.

• Meets productivity and efficiently standards

• Research the implications of tax laws and advise clients on tax related issues

• Reconcile tax data on financial statements

• Performing other duties as assigned

Knowledge, Skills, and Abilities

• Bachelor's Degree or Comparable work experience in a Manager level payroll or tax position

• 3+ years of payroll tax experience with at least 1 year of mid-level compliance work required

• 3+ years of experience in a management role required

• MasterTax experience required

• CA state tax experience required

• Knowledge of state agencies required

• Internal Revenue Service (IRS) experience required

• Kronos or UKG experience preferred

• Knowledge of Microsoft Office software, particularly Excel, Word and Access

• High level technical expertise in the full range of tax or payroll software

• Excellent analytical, organizational and project management skills

• Ability to manage and develop staff

• Demonstrated mentoring, coaching and organizational administrative skills required

• Ability to identify outside consulting need and present financial and business case metrics

• Well-developed presentation skills

• Excellent customer relationship skills

• Strong organization, oral, and written communication skills

• Ability to work with all personnel within the organization and facilitate communication effectively

• Ability to work independently and manage multiple projects and deadlines

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Reviewed with employee by

Name (print):

Date:

Received and accepted by

Signature:

Title: Date:

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

Payroll Tax Manager

Position Summary

This position is responsible for managing the direction and coordination of the client payroll tax service activities and management among the payroll tax staff. The Payroll Tax Manager will provide directional and technical guidance to all levels of experienced staff in addition to processing their own portfolio of Payroll Tax clients. This person will also contact clients to resolve all tax related matters and implements tax preparation for the clients and payroll liabilities as well and manage the Payroll Tax department.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Manager to Payroll Tax Specialists and Payroll Tax Department
• Manage employees assigned to payroll accounts and flow of processing payroll tax calendars
• Servicing clients for processing ACH taxes, and filing quarterly reports
• Responsible for project management for client onboarding across multiple products and services
• Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
• Maintaining a high rate of client retention through quality service by demonstrating attentiveness to customer’s needs
• Provides quick responses to client inquiries with qualitative solutions
• Reviews tax and payroll work of subordinates
• Ensuring compliance with important laws and internal policies
• Leverage tax statutes and IRS regulations to research Payroll Tax operational/industry best practices with regards to multi-state taxation
• Understand and ensure accurate taxable gross definition setups for new and existing Payroll Taxes

• Processing weekly transfer of payroll data to payroll system

• Trains, mentors and provides work direction to staff
• Provide support with various internal audits and special tax related projects
• Review tax returns and quarterly/yearly tax projections
• Recognizes, anticipates, and resolves tax issues, and makes recommendations
• Promotes firm services to existing and prospective clients.
• Meets productivity and efficiently standards
• Research the implications of tax laws and advise clients on tax related issues
• Reconcile tax data on financial statements
• Performing other duties as assigned

Knowledge, Skills, and Abilities

• Bachelor's Degree or Comparable work experience in a Manager level payroll or tax position
• 3+ years of payroll tax experience with at least 1 year of mid-level compliance work required
• 3+ years of experience in a management role required
• MasterTax experience required
• CA state tax experience required
• Knowledge of state agencies required
• Internal Revenue Service (IRS) experience required
• Kronos or UKG experience preferred
• Knowledge of Microsoft Office software, particularly Excel, Word and Access
• High level technical expertise in the full range of tax or payroll software
• Excellent analytical, organizational and project management skills
• Ability to manage and develop staff
• Demonstrated mentoring, coaching and organizational administrative skills required
• Ability to identify outside consulting need and present financial and business case metrics
• Well-developed presentation skills
• Excellent customer relationship skills
• Strong organization, oral, and written communication skills
• Ability to work with all personnel within the organization and facilitate communication effectively
• Ability to work independently and manage multiple projects and deadlines

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Reviewed with employee by

Name (print):

Date:

Received and accepted by

Signature:

Title:

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.