HCM Unlocked · 1 month ago
Client Facing Tax Services Consultant (Payroll) - Remote
HCM Unlocked is a company that values trust and accountability, focusing on empowering consultants. The Tax Services Consultant manages a diverse client portfolio, providing proactive updates and translating complex tax issues into actionable business terms while ensuring client satisfaction and service quality.
Human ResourcesInformation TechnologySmall and Medium BusinessesSoftware
Responsibilities
Own assigned client portfolios, prioritize SLA and deadlines, maintain accurate timelines and status updates
Build strong client relationships across all levels, lead tax meetings, communicate proactively, and manage expectations. Educate by translating complex tax issues into clear, actionable business terms
Register and maintain federal, state, and local tax accounts; manage deactivations/reactivations; enroll clients in portals, manage withholding, state unemployment, paid leave and disability, and local tax registrations, while maintaining accurate account records and maximizing HCM system
Research and resolve tax notices end-to-end, prepare agency responses, secure abatements, and coordinate payments/amendments all while providing timely and effective updates to the client
Conduct payroll tax audits, validate account numbers and SUI rates, review jurisdiction exposure, and support examinations
Partner with internal resources to coordinate dependencies, ensure accuracy, and deliver excellent client service. Anticipate and prevent breakdowns between teams
Support mergers, acquisitions, restructurings, FEIN/entity changes, and historical research projects
Follow standard procedures, maintain client files and trackers, update SOPs, and ensure audit readiness and drive process improvement when needed
Accurately track billable time daily, maintain 75–85% utilization and =90% realization, and support margin goals through efficient delivery
Qualification
Required
4+ years of payroll tax compliance experience (registrations, notice resolution, audits)
Strong understanding of federal, state, and local payroll tax rules and filing calendars, and stays current as regulations change
Client-facing experience with HR and executive leadership
Proven ability to manage multiple client accounts and competing deadlines with strong organizational skills, collaboration efforts, and critical thinking
Experience with one or more payroll platforms (ADP, UKG, Paylocity, Dayforce etc.) and with state and federal agency portals
Intermediate to advanced Excel skills (pivots, lookups, reconciliations)
Preferred
Prior experience in a multi-client services environment
Familiarity with analytics/BI tools (e.g., Power BI)
Experience with ticketing/shared inbox tools and queue management
Benefits
Health insurance (medical, dental, vision, and life)
Voluntary benefits
Pet insurance
Retirement plan
PTO