ROLE AND ESSENTIAL FUNCTIONS
The Tax Specialist is responsible for ensuring accurate and timely deposits and preparation of returns for all filing jurisdictions for acumen fiscal agent, a high volume, multi-state fiscal agent and its customers.
- Responsible for the timely deposits and filings for federal, state and local tax liabilities for all jurisdictions where Acumen Fiscal Agent and its clients do business.
- Examines all payroll records to ensure proper recording of tax transactions and compliance with applicable laws.
- Completes monthly, quarterly, and annual tax reconciliations as appropriate to ensure accurate filings. May be required to perform audits more frequently depending on jurisdiction.
- Performs W-2 reconciliations and processes corrections as required.
- Apply for Acumen Fiscal Agent authorization to act as an appointed agent for federal and state tax liabilities.
- Investigates and resolves tax notices, penalties and questionnaire requests.
- Interact with Accounting and Payroll Departments to identify and resolve variances.
- Maintains up to date employer files within the company’s electronic records management system.
- Communicates effectively.
- Performs other job-related duties as assigned.
- ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly.
Requirements
RESPONSIBILITIES AS A TEAM MEMBER
- Takes personal responsibility for actions. This is demonstrated through owning problems, problem solving and not projecting problems or failures to others or the "system" if not warranted
- Demonstrates excellence in work standards, is tenacious in completing tasks
- Able to effectively problem solve and make decisions. To include resolving crisis situations and developing resolutions between parties
- Works well with other team members and departments
- Demonstrates the ability to interact and cooperate using respectful relations in order to efficiently accomplish mutual goals and assignments
- Requests support from team with ample time to accommodate the support request in order to meet deadlines
- Ensures effectiveness in processes to achieve/seek best practice
Benefits
Health Benefits
401(k) with match
Life-Insurance
Pet Insurance
Paid Time Off
Paid Holidays (16)
What We Do
Acumen is one of the most experienced fiscal agents in the country specializing in self-directed programs. Our services help thousands of people lead more independent lives. We provide a variety of cost-effective, valuable services, each offered as a stand-alone option or packaged to provide a complete solution. Our primary business categories are: Customer Service Center Customer Satisfaction Surveys Human Resources Support Payroll Claims Processing Employee/Vendor Registry Training General Accounting Support Documentation Storage
