Payroll Tax Specialist

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Denver, Minneapolis, San Mateo, CA and Charleston, SC. We are looking for aTax Specialistto take on an essential role in ensuring compliance with federal, state and local withholding and unemployment tax regulations for PlanSource and assigned clients. About the Tax Specialist Position As a Tax Specialist, you will work with internal and external parties to include clients and tax agencies. Your primary responsibilities will be to ensure compliance with federal, state and local withholding and unemployment tax regulations including any jurisdictional requirements, and make sure regulatory requirements are met and maintained for our clients. In more detail, you will: Assume responsibility for the payroll tax deposits and payroll tax return filings, meaning you will: Calculate and generate federal, state and local payroll tax payments Prepare necessary tax returns (quarterly, year-end, etc.) File/amend tax returns in accordance with agency and client requirements Develop and update current filing regulations and procedures Respond to tax correspondence with federal, state, and local tax agencies on behalf of clients to resolve tax issues Maintain knowledge of tax laws to develop a trusted relationship with our clients Complete job-related training courses and/or seminars Assume responsibility for assigned clients, which will give you the opportunity to: Research client, agency and tax inquiries and respond in a timely, accurate and professional manner Set up client information to include entering accurate tax data into MasterTax, Ultimate and other necessary programs (Access and Excel spreadsheets) Update unemployment rates and filing frequency changes Perform other quarterly and year-end reconciliations and determine if any course of action is required Additional duties, and to-dos as they come up This role is all about taxes and working with the tax agencies, so it goes without saying that you have mean organizational skills and a high attention to detail. You can keep many balls in the air at one time, can handle multiple priorities and work well with short deadlines. It will be pretty busy during peak payroll tax season, so flexibility during this time of year is a must. In addition, your qualifications/abilities include: Bachelor s Degree preferred; if no degree, minimum of three years of Payroll tax experience required Experience with MasterTax and Ultimate Workforce Management a plus Excellent oral, interpersonal and written business communication skills internally as well as with clients and tax agencies Proficiency in MS Excel, MS Word Experience in a client service environment, handling multiple external clients is highly desirable Strong interpersonal skills; play nicely with others Excellent problem-solving abilities Integrity with ability to keep information confidential APA Payroll Courses related to state and local taxation a plus What We Offer Great compensation package, including a full suite of benefits. The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals. Fast-paced environment with big goals and the opportunity make a big impact. Top ten reasons to come to PlanSource: #10: The size is right.Join a well-funded, established tech company that s growing fast but is still small enough for you to have a big impact. #9: We are on a roll.Be part of a winning team More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration. #8: Success is rewarded.With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices and no-holds-barred Nerf wars. #7: You can grow and develop professionally.PlanSource has a great track record of internal promotions and also filling open positions within the company. #6: We give you the support you need.Different departments support you and provide you with the access and tools you need to succeed. #5: Our business model is strong.With a leveraged sales model, our network of partners helps the organization succeed. #4: Strong partnerships fuel your success.National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility. #3: The benefits industry is on fire.Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology. #2: PlanSource has the right product.Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs. #1: PlanSource is the right company.Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.