Paylocity · 2 weeks ago
Tax Specialist - Notice Resolution
Rochester, NY
Full-time
Onsite
New Grad, Entry Level
$39K/yr - $72K/yrPaylocity is an award-winning provider of cloud-based HR and payroll software solutions. The Tax Specialist I will resolve client questions regarding tax activity and maintain a consistent closure of notices while learning basic tax knowledge and processes.
Enterprise SoftwareHuman ResourcesInformation TechnologyRecruitingSaaSSoftware
Responsibilities
Promptly resolve client questions with a high level of service and communicate with them regarding tax activity, prior quarter balancing issues, amended returns, and tax jurisdiction correspondences
Identify and document problems and trends to recommend solutions that will eliminate known issues in the future
Review, balance, and prepare Amended Tax Returns
Read and understand basic tax documents (SUI Rates, Unpaid Liabilities, Informational)
Reconcile Payroll Tax Reports and Tax Returns
Timely communicate information to internal partners (ie Account Managers) so the customer is up-to-date on actions being taken by multiple internal teams
Collaborate with internal teams to strengthen processes and deliverables
Keep up-to-date on the latest developments as they affect tax regulations and policies
Successful problem-solving and de-escalation of client concerns
Qualification
Required
High school diploma or equivalent is required
Demonstrate strong customer service skills
Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day
Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously
Preferred
a bachelor's degree or equivalent experience
Previous experience in Payroll, Accounting, or Tax Compliance field
IRS Enrolled Agent Credentials, Certified Payroll Professional, or significant progress toward certification
Benefits
Medical
Dental
Vision
Life
Disability
401(k) match
Company
Paylocity
Paylocity is a provider of cloud-based payroll and human capital management (HCM) software solutions.
Founded in 1997
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$10MKey Investors
Adams Street Partners
2014-03-19IPO
2008-05-16Series Unknown· $10M
Leadership Team
Toby Williams
President & CEO, Board Director
Holly Fulp
Deputy CFO and Chief Strategy Officer
Recent News
2026-01-19
2025-11-10
Company data provided by crunchbase