Payroll Tax Analyst Job Description
Payroll tax analyst
provides subject matter expertise and guidance across all areas of Payroll Tax such as: labor & employment tax regulations, Federal, State, and Local Tax legislations, reciprocity rules, multi-state taxation, garnishment compliance, tax treatment for various types of earnings/deductions, and process adjustments for W-2s, and W-2c’s.
Payroll Tax Analyst Duties & Responsibilities
To write an effective payroll tax analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included payroll tax analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyzes multi-state payroll tax data and performs calculations, and ensures that payroll information is reported to federal, state and local agencies as may be required
Weekly administration of payroll tax activities (federal, state, local withholdings) for assigned legal entities including distributions of tax remittances according to tax jurisdiction guidelines
This role will support the preparation and processing of accurate and timely federal, multi-state and multi-jurisdiction withholding tax payments
QA W2 corrections and reissues
Perform and build compliance and year end reporting
Analyze financial data and provide input to the Payroll Tax Manager
Design, document, and review payroll tax processing procedures
Work with the Payroll Tax Manager and Service Center Documentation team to organize and facilitate ongoing development, evaluation and maintenance of documentation to ensure complete, accurate, and up-to-date depiction of processes
Assist the Payroll Tax Manager with special projects as needed
Use project management concepts to assist Tax Manager in driving vision and strategic objectives
Payroll Tax Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Payroll Tax Analyst
List any licenses or certifications required by the position: CPP, FPC, CPA, CMA
Education for Payroll Tax Analyst
Typically a job would require a certain level of education.
Employers hiring for the payroll tax analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Education, Computer Science, Business/Administration, Associates, Human Resources, Taxation, Economics
Skills for Payroll Tax Analyst
Desired skills for payroll tax analyst include:
Payroll tax quarterly annual reconciliations
Areas of employment tax processing
Jurisdiction guidelines and the ability to interpret and explain employment tax laws
Payroll tax regulations and laws
Current tax laws and regulations and sound judgment
Federal
Ultipro
Payroll tax reporting and compliance in a multi-state / large corporation
Applying employee state and local taxation based on regulatory requirements
MasterTax
Desired experience for payroll tax analyst includes:
Review, follow, and provide input to payroll team objectives
Provide ideas, solutions, and tools to increase the effectiveness and efficiency of payroll tax process
Communicate regularly with Payroll Tax Manager and Tax team members regarding task and/or project status updates and opportunities to improve service levels or processes
Reconciliation to the general ledger to a third party tax service reports, preparation and ensuring compliance
Remain current on legislation and regulatory ruling impacting payroll
Associate Degree or equivalent experience (2 to 3 years of experience in multi-state payroll, tax and/or accounting)
Payroll Tax Analyst Examples
1
Payroll Tax Analyst Job Description
Job Description Example
Our company is looking for a payroll tax analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for payroll tax analyst
- Assist with bi-weekly payroll processes as needed
- Reconciles assigned companies' quarter-to-date and year-to-date wages and taxes to ensure accurate tax reporting
- Responsible for identification of issues
- Monitors all payroll tax activity and is a primary liaison for tax support
- Accountable for detailed analysis of all payroll or Masterdata-related entries that impact the accuracy of tax withholding or reporting
- Identifies drivers for abnormalities, then researches, analyzes, and documents their work proposing corrective action(s)
- Responsible for recording, monitoring, and resolving all agency tax notices and tracers with 3rd party provider and government agencies, validating of all agency responses
- Performs detailed jurisdictional reconciliations for internal and external audits
- Creates advanced ad-hoc reporting to support internal and external functions
- Leads Year-End processing and closing
Qualifications for payroll tax analyst
- Proficiency with the Microsoft suite including, primarily Access, Excel & Word
- Is attentive to detail and accuracy and committed to excellence and quality
- Looks for ways to improve the current program and processes
- Is able to sort through issues, seek input from other in order to identify and address the root cause of issues
- Handles pressure well, adjusts plans to meet change needs and acts on opportunities
- Experience with Master Tax and PeopleSoft Payroll, Time & Labor
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Payroll Tax Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of payroll tax analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for payroll tax analyst
- Support the preparation and processing of accurate and timely federal, multi-state and multi-jurisdiction withholding tax payments, reconciliations, and returns
- Active role with integrations and other Projects
- Assists with all HRSP and regression testing collectively with team of payroll SMEs
- Develops test cases and tests BSI Tax updates
- Keeps SAP and BSI tax configuration current by submitting requests for applicable changes, such as rates and new tax authorities
- Collectively collaborates with a team of payroll SMEs to proactively monitor internal controls to ensure accuracy, compliance and timely tax filing & reporting to government authorities
- As a Payroll Tax Analyst, you will be responsible for delivering world class customer service in support of the day-to-day operations of payroll tax
- This will include returns and reconciliations if applicable
- Additional responsibilities include quarterly and annual filings by state and entity, processing tax credit paperwork, supporting quarterly unemployment and yearend W2 processes.Search Jobs US
- Remain current on legislation and regulatory ruling impacting
Qualifications for payroll tax analyst
- Bachelor’s degree in business, accounting or related field and 5 years of Payroll Tax Accounting experience
- Proficiency with ERP general ledger system
- Maintain confidential information discreetly and protect employee privacy
- Advanced level proficiency with Microsoft Office (Excel, Word, PowerPoint)
- Understand the tax set up in Workday payroll system the ability to utilize system reporting tools to be used in reconciliations and analysis
- Insures ongoing compliance with mandated reporting to various tax agencies
3
Payroll Tax Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of payroll tax analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for payroll tax analyst
- Audit employee data, tax set ups, requests and escalations
- Review and take appropriate action with notifications received from taxing jurisdictions
- Responsible for balancing general ledger accounts (approximately 200) on a monthly basis and keep them in good standing
- Garnishments-Liaison with third party administrator (ADP) on employee escalations
- Collect and review all payroll information regarding acquisitions
- Prepares weekly, monthly, quarterly and year-end reports and reconciliations (gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions)
- Supports the Service groups during quarter end processing
- Partners with internal payroll teams to identify tax corrections and amendments that require processing
- Researches and provides analysis details on variances between the payroll systems and the payroll tax outsourcer
- Assist Ops team with a quarterly balancing of interfaced data from Workday and Peoplesoft (Field HCM)
Qualifications for payroll tax analyst
- Payroll experience or a minimum 3 years of job-related experience
- 5 years of Payroll and Tax experience
- Performs preliminary analysis and research for discrepancies and recommends solutions to senior team members
- Ensures that establishment complies with periodic tax payments, state and local information reporting, and other taxing authority requirements when filing amendments
- Cross train on the Canada General ledger reconciliations and perform tasks in team member's absence
- Maintain department specific files, audit documents and other clerical duties
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Payroll Tax Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a payroll tax analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for payroll tax analyst
- Assist in determining technology enhancements needed based on the evolving Payroll Tax business processes for all US business areas
- Provide input on Payroll Tax needs and future IT project requests
- Prioritize issues and enhancements in preparation for system updates
- Conduct various roll outs and perform other routine system maintenance as required
- Ensure that policies and procedures are current and appropriate for effectively managing the day-to-day systems operations
- Recommend solutions and best practices to simplify payroll tax compliance needs
- Ensure system enhancement and upgrade testing procedures are in compliance to Sarbanes Oxley standards
- Mentor and train department personnel
- Proactively develop and maintain technical knowledge in specialized area(s)
- Governmental, regulatory and legislative payroll tax compliance
Qualifications for payroll tax analyst
- 3+ years in multi-state (all U.S. state and Puerto Rico) payroll tax environment
- Direct experience in Oracle HR Business Suite preferred
- Ability to present technical data in a clear and concise manner to various audiences
- Reconcile tax deposits for assigned company codes
- Collecting refunds when applicable
- Researching and resolving differences with taxing agencies
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Payroll Tax Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a payroll tax analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for payroll tax analyst
- Have a general knowledge of Workday, OSV and the computation methodologies to determine reasonableness of tax filings prepared and submitted by OSV for federal and state tax withholding calculations
- Handle correspondence with Workday, OSV and other payroll related entities, including all federal and state compliance notices from tax and/or other regulatory agencies
- Respond to external, internal and tax agency audit requests
- Ensure State Unemployment Insurance Rate Compliance
- File Tax Returns not filed by payroll tax vendor
- Audit W4/State Tax Issues
- Responsible for setting up and closing Taxing Jurisdictions
- Create Ad Hoc Reports for internal and external customers timely
- Responsible for reconciliations and balancing between third-party tax reports and payroll tax summary reports to ensure accurate monthly, quarterly, and year-end reporting
- Handle prior-quarter and prior-year adjustments using service provider tools
Qualifications for payroll tax analyst
- Reconcile monthly, quarterly and year-end payroll taxes and related tax filing reports including 941s, W2s
- Experience in processing and handling a variety of payroll matters including equity awards, perquisite, payroll adjustments
- 2-3 years Payroll/ Payroll Tax / Accounting experience
- BA / BS degree in accounting / business or tax (or equivalent experience)
- 5-7 years in payroll tax compliance
- Must possess at least a associates degree in Accounting, Finance, Business Administration, related field or equivalent experience