Payroll Tax Specialist

Posted 10 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Insurance
The Role
The Payroll Tax Specialist ensures payroll tax compliance across jurisdictions, manages filings, reconciles data, and provides guidance to clients and teams.
Summary Generated by Built In

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Position Summary

The Payroll Tax Specialist is responsible for ensuring accurate and timely payroll tax compliance across multiple jurisdictions. This role requires a highly analytical, detail-oriented professional who thrives in a fast-paced environment and demonstrates exceptional problem-solving skills.

The ideal candidate will manage tax filings, reconcile payroll data, and provide expert guidance to clients and internal teams while maintaining strong relationships with tax agencies.

This is a full-time, hybrid position based at our office in Rockwall, TX or St. Petersburg, FL

Key Responsibilities
  • Support junior staff and offshore tax team members with payroll tax processes.
  • Prepare, balance, and file quarterly Federal, State, and Local payroll tax returns across all jurisdictions.
  • Submit amended reports and filings as required.
  • Communicate frequently with clients and tax agencies to resolve tax notices and inquiries.
  • Reconcile payroll tax data between Payroll System and Tax Software to ensure accuracy.
  • Verify client billing for payroll taxes and resolve discrepancies.
  • Coordinate year-end activities, including W-2 distribution and annual reconciliations.
  • File annual reconciliations and W-2s with appropriate tax agencies.
  • Provide outstanding tax service support by researching and responding to client inquiries.
  • Offer payroll tax guidance to clients and internal stakeholders.
  • Review and maintain tax rate changes in Payroll and Tax Systems.
  • Validate tax setup information in Payroll and Tax Systems for accuracy.
  • Ensure all necessary Power of Attorney documents are signed and filed for clients.
  • Apply for new tax accounts as needed.
  • Perform other duties aligned with the objectives of the role and organizational goals.
Required Qualifications
  • A Bachelor's Degree in related field, or equivalent years of experience.
  • 2+yrs of payroll experience.
  • Strong knowledge of payroll tax processing rules and regulations.
  • Ability to manage multiple priorities and meet strict deadlines.
  • Excellent communication skills, both written and verbal.
  • Strong customer service orientation and problem-solving skills.
  • Comfortable interacting with tax agencies and clients.
Preferred Qualifications
  • Certified Payroll Professional (CPP) designation.
  • Experience with MasterTax software (preferred).
  • Familiarity with Prism, MasterTax, and iSolved products.
  • Advanced Excel skills, including pivot tables.
Skills & Competencies
  • Highly analytical with exceptional attention to detail.
  • Strong organizational and time management skills.
  • Ability to adapt quickly to changing business needs.
  • Collaborative team player with a proactive approach.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

 

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!

Top Skills

Excel
Isolved
Mastertax
Prism
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The Company
HQ: Atlanta, Georgia
2,966 Employees
Year Founded: 2000

What We Do

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.

Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.

OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

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