JOB SUMMARY
The Payroll Tax Specialist will assist Creative Planning’s Payroll Services team with tax payments, tax registrations and quarterly tax filings.
In this role you will work directly with clients and vendors to resolve tax notices, and/or any tax agency communication.
You will also be responsible for proactively creating and documenting tax procedures, processes and communications to ensure that all tax responsibilities are completed accurately and within applicable deadlines.
We do not accept resume submissions from third-party recruiters or staffing agencies.
Please contact our recruiting team directly.
JOB DUTIES
Researches and adheres to all tax law changes
Schedule tax payments to agencies
Completes client periodic, quarterly, and year-end tax filings
Electronic filing of W2s
Responds to agency inquiries or notices
Assists in the resolution of client tax issues and questions
Complete client tax registrations
Process W2C and amended returns
Constant communication with clients and staff concerning tax law changes
Creates and documents tax processes
Works with others within the department to ensure compliance
Assists Implementation team with new client tax issues
Assists in vendor management as it concerns payroll tax related issues
REQUIRED EXPERIENCE / QUALIFICATIONS
2+ years similar experience in payroll industry
Knowledge of payroll software systems
Knowledge of payroll processing in multiple states
Experience in quarterly and year end filing
Ability to multitask and handle several complex scenarios at the same time
General accounting knowledge
PC literate: basic software applications: Word, Excel, Internet, etc.
PREFERRED EXPERIENCE / QUALIFICATIONS
MasterTax Software knowledge/experience
UKG Ready Software knowledge/experience
Excellent organizational skills; with high quality standards
Ability to work under pressure with tight deadlines
Analytical and problem solving skills
Ability to convey knowledge and train others
Excellent written and verbal communication skills
EXPLORE THE WORKPLACE OF THE FUTURE
Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something.
Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
Creative Planning (formerly BerganKDV) Differentiators:
Growth Potential
Close-Knit Collaborative Team
Mentor Program
Employee Referral Rewards
Comprehensive Benefits Package
Customized Career Path
Open Door Leadership Style
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career.
Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.
In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.
Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Please contact us to request accommodation.
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