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Company

Viventium · 9 hours ago

Payroll Tax Implementation Analyst

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Manages the new client tax setup process, including the qualification of new client paperwork (setup agreements, tax verification documents) for proper format and completion to ensure the integrity of the intake process is upheld

Identifies possible errors in new client paperwork, effectively communicates and/or escalates to the appropriate team members (i.e., Clients, Implementation and/or Tax partners) to resolve as needed (i.e., resource coordination)

Manages the new client onboarding process within MasterTax, our tax service system, ensuring setup compliance with federal, state and/or local tax jurisdiction requirements, including technical compliance, and updating system data for accuracy.

Responsible for researching and analyzing state registration requirements, filing requirements and tax agencies file formats, exercising independent discretion and judgment when implementing the new company setups.

Uses prior USA payroll tax knowledge to support the Payroll Implementation team and, clients alike, by providing fact-based guidance regarding federal, state and/or local tax registration(s), filing requirements and communicating inbound tax notifications from federal, state and/ or local tax agencies

Responsible for the filing and processing of relevant federal and state Power of Attorney (POA) forms and electronic Third-Party Authorization (TPA) requests and approvals for new client setups.

Communicates with the IRS, state and/or local tax agencies on behalf of Viventium and clients, as needed.

Responsible for updating the tax system, including the reconciliation of YTD/QTD data and verifying prior liabilities against prior tax deposits/filings processed by the client’s prior provider in advance of first processing with Viventium Enter new client information into Viventium systems in accordance with internal documented procedures.

Collaborate and support teammates (Tax, Implementation, etc.) maintaining positive working relationships As needed, able to independently support client-facing tax setup challenges by articulating tax requirements and step by step instructions in a simplifying manner

As needed, take a proactive and hands on approach to collecting tax documents/information on the client’s behalf of via screenshare

Create and manage an Implementation Year to Date QA process and ensure completion takes place prior to go-live

Develop a process to document past provider year to date issues to avoid the need for client amendments

Reduce time to implement and push risks by evaluating ways to simplify tax document collection

Participate in special projects and department initiatives as assigned

Maintains strict confidentiality of sensitive client data

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Payroll tax experienceUS payroll tax lawsPayroll tax registration servicesMicrosoft Office SuiteClient-facing experienceTroubleshooting experienceMasterTax softwareProblem-solving experience

Required

Minimum 4 Year / Bachelors Degree Business, Tax, Accounting, or Finance

1+ year(s) of payroll tax experience, including knowledge of current US payroll tax laws and regulations, i.e., federal, multi-state and local experience and payroll tax documents (i.e., Federal Withholding, State Income and Unemployment Tax)

2+ years in a client facing role

Experience with payroll tax registration services (Middesk)

Excellent verbal and written communication skills

Ability to handle multiple implementations at one time

Excellent attention to detail, time management, organization, and prioritization skills

Strong sense of ownership and results-oriented

Troubleshooting and problem-solving experience

Ability to handle escalations with minimal to no supervision motivated team player with ability to work on simultaneous projects with minimal supervision

Proficiency in Microsoft Office Suite (Outlook, Word, Excel)