Financial Specialist, Tax Coordinator in HCM Software
Overview
Financial Specialist - Tax Coordinator owns multi-state payroll tax operations within a growing HCM software company. You will partner with the tax and payroll teams to ensure timely filings across daily, quarterly, and annual cycles at scale. You will coordinate client data collection and ticket management in SalesForce and maintain accuracy in payroll tax software systems. This role blends accounting precision with client communication, supporting a collaborative finance team in Houston.
What You'll Do6
- 1Build and manage tax filings across daily, quarterly, and annual cycles to ensure accuracy and timeliness.
- 2Design workflows for collecting client tax information and coordinating with the applicant support team.
- 3Own ticket management in SalesForce for service, correction, and lost client tickets and communicate with clients via phone or email.
- 4Ship data reconciliation tasks for quarterly 941s and payroll tax software records.
- 5Drive research when new tax codes are generated and assemble required instructions and forms.
- 6Maintain and reconcile payroll tax data and ensure alignment with federal and state regulations.
Requirements8
- 15+ years of experience working with agencies on notice resolution
- 2Experience with MasterTax and working with accounting software, HCM, CRM, and payroll systems
- 3Strong knowledge of applicable federal and state tax regulations
- 4Knowledge of payroll tax accounting concepts, practices, and procedures
- 5Proficiency with Microsoft Excel, Word, and PowerPoint
- 6Skilled in handling financial and numeric data
- 7Excellent people and customer service skills
- 8Experience with payroll tax operations in a multi-company, multi-state organization or outsourcing environment preferred
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