JD - Payroll Tax Manager

Company: Green Leaf Payroll & Business Solutions Inc.
Location: Vista
Posted on: May 25, 2023

Job Description:

Payroll Tax Manager

Position Title

Department

Reports to

Payroll Tax Manager

Tax

CSO

Employment Status

FLSA Status

Effective Date

? Temporary ? Full-Time ? Part-Time

? Non-Exempt ? Exempt

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 Title Department Reports to
Payroll Tax Manager Tax CSO
Employment Status FLSA Status Effective Date

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 . click apply for full job details

Keywords: Green Leaf Payroll & Business Solutions Inc., Vista , JD - Payroll Tax Manager, Accounting, Auditing , Vista, California