Client Facing Tax Services Consultant – Payroll

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee a varied client portfolio spanning multiple jurisdictions, handling registrations, closures, notice resolutions, audits, and special projects.

• Track HCM systems and communications for actionable tasks, ensuring they are completed promptly.

• Deliver clear and consistent status updates while managing client expectations effectively.

• Establish and nurture relationships with client contacts, including executives at the C-suite level.

• Facilitate discussions on tax matters and simplify complex tax issues into clear, actionable business language.

• Register and maintain state and local payroll tax accounts, covering withholding, unemployment, paid leave, and disability accounts.

• Oversee account activations, deactivations, portal enrollments, and updates while ensuring HCM records are accurate.

• Assist with mergers, acquisitions, restructurings, and changes in FEIN/entity.

• Address payroll tax notices through case initiation, return filing, issue investigation, agency communications, abatements, payments, and amendments.

• Execute payroll tax audits and reconciliations to confirm account numbers, SUI rates, and payment and filing frequencies.

• Work with internal teams to ensure accuracy and provide exceptional client service.

• Manage client files, trackers, procedures, and team resources effectively.

• Record billable hours daily to maintain an average annual utilization rate of 85%.

⛳️ Requirements

• A minimum of 4 years of experience in payroll tax compliance, including registrations, notice resolutions, and audits.

• In-depth knowledge of state and local payroll tax regulations and filing schedules.

• Capability to remain updated as regulations evolve.

• Experience interacting with HR and executive leadership in a client-facing role.

• Proficiency in managing multiple client accounts and competing deadlines.

• Strong skills in organization, collaboration, and critical thinking.

• Familiarity with one or more payroll platforms, such as ADP, UKG, Paylocity, or Dayforce.

• Experience with state payroll tax agency portals is required.

• Basic to intermediate proficiency in Excel, including pivot tables and VLOOKUPs.

• Preferred: previous experience in a multi-client services environment.

• Preferred: experience with ticketing/shared inbox tools and managing queues.

🏝️ Benefits

• Health insurance options, including medical, dental, vision, and life coverage.

• Voluntary benefits available.

• Pet insurance offered.

• Retirement savings plan.

• Paid time off (PTO).