Tax Data Filing I

Here's the job description for a Payroll Tax Specialist at UKG, optimized for clarity and engagement:

About UKG

At UKG, we believe you're more than your work. That's why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose, a customizable expense reimbursement program. This program can be used for over two hundred needs that best suit you and your family, from student loan repayment to childcare and pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you're passionate about our purpose—people—then we can't wait to support whatever gives you purpose. We're united by purpose, inspired by you.

UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it's our AI-powered product portfolio, designed to support customers of all sizes, industries, and geographies, that will propel us into an even brighter tomorrow!

UKG is proud to be an equal opportunity employer and is committed to promoting diversity and inclusion in the workplace, including the recruitment process. For individuals with disabilities who need additional assistance at any point in the application and interview process, please email [email address not provided in prompt].

About the Role

We're looking for a detail-oriented and proactive individual to join our team as a Payroll Tax Specialist. In this role, you'll be responsible for researching and resolving payroll tax quarter-end activities, providing crucial support to our business units and clients. Your strong focus on analysis and reconciliation will be key to ensuring accurate tax processing and client satisfaction.

Key Responsibilities

• Research and resolve payroll tax quarter-end activities.
• As part of the tax notice research process, reconcile Quarter-to-Date (QTD) and Year-to-Date (YTD) tax amounts withheld.
• Assist clients in filing Modified Wage Reports (MWRs) and setting up EFTPS (Electronic Federal Tax Payment System) for processing refunds from agencies.
• Provide assistance to business units on payroll tax-related inquiries.
• Maintain and update tax notice cases in Salesforce with resolution progress, including communication to customers.
• Assist with various projects as assigned pertaining to State Unemployment Insurance (SUI), State Income Tax (SIT), Federal Income Tax (FIT), etc.

Qualifications

• Bachelor's Degree in Business, Accounting, Finance, or a minimum of 1-2 years equivalent work experience.
• Demonstrated experience performing payroll tax reconciliations and analysis.
• Excellent analytical skills and strong attention to detail.
• Ability to negotiate positive resolutions with customers and payroll tax agencies.
• Proficient working with multiple systems and tools to perform job functions, such as Salesforce, MasterTax, etc.
• Ability to work independently and within a team-based environment.
• Previous Customer Service experience is a plus.
• Well-versed with MS Office, especially MS Excel.
• Good command over oral and written communication, problem-solving,