Overview As a Senior Payroll Tax Processor and SME, you own complex payroll tax issues end-to-end, mentor junior staff, and drive process improvements. You resolve multi-state notices and file amended returns, shaping how we resolve challenging defects and share knowledge across the team. You work closely with cross-functional partners to ensure accurate, compliant tax outcomes and build team capability. This role combines deep tax expertise with hands-on leadership to elevate the entire payroll tax function.
Compensation / Benefits- competitive compensation package
- bonus eligibility
- equity rewards
- flexible hours
- overtime eligibility
- benefits package
Responsibilities- Resolve complex State and Federal payroll tax notices (multi-quarter, multi-state, penalties) from intake to closure.
- Prepare and file amended Federal and State payroll tax returns (Form 941-X, state equivalents) across 10+ states, including reconciliations and SSA/W-2c processes.
- Diagnose and fix payroll tax errors across multiple periods or jurisdictions; trace origins and drive end-to-end correction workflows.
- Maintain high productivity in resolving Corrections, Amendments, and Notice requests with high accuracy.
- Monitor WIP, identify aging cases and blockers, and propose root-cause-based resolutions to management.
- Serve as the primary real-time resource for Senior Payroll Tax Processors; mentor via coaching sessions and knowledge sharing.
- Conduct structured quarterly coaching using SBIC model; intensify sessions for learning gaps or underperformers.
- Contribute to SOPs, KB articles, QA sessions, and process improvements; address recurring errors with corrective actions.
- Identify trends and compliance issues; communicate findings and drive implementation with stakeholders.
- Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve issues end-to-end.
Key requirements- 4+ years of payroll tax experience focused on tax defect resolution for notices, amended returns, and error correction across multiple states
- Expert knowledge of State and Federal payroll tax notice types; ability to draft penalty abatement requests and agency responses with supporting docs
- Hands-on experience preparing and approving amended Federal (941-X, W-2c) and State returns across multiple states
- Deep knowledge of federal payroll tax law (FICA, FUTA, FITW, EDD, deposit schedules, penalties/interest)
- Multistate payroll tax expertise including reciprocal agreements, resident/nonresident taxation, SUI, local tax compliance
- Experience as a lead/ SME; coaching or training junior staff on complex resolution scenarios
- Strong written communication; ability to produce accurate SOPs and KBs for tax processor audience
- Associate's or Bachelor's in Accounting/Finance/Business preferred; CPP preferred; EA differentiator would be strong
- Experience in payroll service bureau/PEO/multi-client payroll tax ops environment preferred
- Strong communication
- Coaching and mentorship
- Problem-solving orientation
- Advanced Excel for reconciliation and audit trails
- SOP and KB writing
- Penalties and interest computation knowledge
