Sr. Payroll Tax Specialist

Fourth is seeking a Sr. Payroll Tax Specialist who is responsible for maintaining our ability to do business in the US and various states by providing reporting and licensing status updates required for us to conduct both PEO and ASO services to our customers. This person is also responsible for applying for licenses in new states as we grow our business. This role is responsible for assisting in the creation of accurate and timely payroll tax filing applicable tax-related record-keeping for Fourth and our clients. This position also formulates federal, and state regulatory departmental responses and other miscellaneous tasks related to Tax and compliance reporting. We believe the compliance portion of the role will be 20-30 hours per month. The remainder will be for taxes.

The Role. . .

• Monthly Requirements – Review Client Additions and Terminations by State and complete necessary steps to inform States to maintain PEO Compliance.
• Quarterly Requirements – Collaborate with CPA to create the Agreed Upon Procedures for IRS and States that require Quarterly CPA overwatch reporting.  Couple states have quarterly reporting but no CPA Overwatch.
• Annual – Submit Annual Audited Financials to States that require them to maintain PEO Compliance
• Annual/Bi-Annual – Submit CPEO (IRS) and PEO (States) License Renewals.
• Annual/Bi-Annual – Collaborate with Registered Agent to maintain Secretary of State Annual Reports (Certificates of Authority to Conduct Business) in each state the PEO is registered.

Tax job responsibilities. . .

• Prepare and submit on a daily, weekly, monthly, and quarterly basis for a multi-state corporation and ensure timely payments and filings. Filing of Quarterly and Annual tax forms to agencies.
• Prepares daily reconciliations from payroll system to tax payment system.
• Analyze daily payroll records for accuracy and to ensure the reported payroll data reconciles to state and federal withholding returns. 
• Analyze Reconciliation, balancing and multistate payroll system reports to 941's W-2s, W2C’s, and state filings.
• Research payroll tax compliance issues and participates in the resolution.  

The Ideal Candidate. . .

• Bachelor’s degree in accounting/business administration and two years related experience; or
• High School diploma or its equivalent, including coursework in bookkeeping and computer science; and three to five years of progressive accounting experience involving advanced record keeping; or
• Equivalent combination of education and experience if requisite skills are demonstrated.
• 2-5 years relevant experience in payroll tax filing that would provide a basic knowledge of activities, policies, and procedures.
• o   Working knowledge of Federal tax and State income deductions and regulations.
• o   Working knowledge of technical and professional principles
• o   ADP MasterTax knowledge a plus.
• Prism knowledge a plus.