Adams Brown · 1 month ago
Payroll Implementation Specialist
Adams Brown specializes in serving clients across various industries, providing tailored financial solutions. The Payroll Implementation Specialist is responsible for onboarding new clients and ensuring a smooth transition to long-term payroll support, focusing on accurate data entry and improving payroll processes.
Accounting
Responsibilities
Expertly guide clients through a seamless transition to our payroll and employee management solutions
Oversee the accurate transfer of payroll data from legacy systems, ensuring integrity and compliance
Serves as the primary payroll specialist during the first three payrolls with a new client before transitioning the work to a permanent Payroll Specialist
Initial setup of the client’s payroll portal that the firm and the client will use to collaborate for ongoing payroll processing
Provides training for new clients in the use of shared software applications
Is responsible for remaining current and fully developed in the use of CAS accounting and integrated applications
Telephone, video conference and live consultations with clients to review client provided data, expected timelines, payroll reports, and other information during the implementation period
Work closely with sales, support, and payroll to deliver an exceptional client experience
Maintains detailed project plans, tracks progress and ensures timely completion of implementation milestones
Anticipates and communicates client onboarding issues to manager in a timely manner allowing for intervention, identifies opportunities to sell additional value-added services
Actively pursues self-development opportunities
Qualification
Required
Expertly guide clients through a seamless transition to our payroll and employee management solutions
Oversee the accurate transfer of payroll data from legacy systems, ensuring integrity and compliance
Serves as the primary payroll specialist during the first three payrolls with a new client before transitioning the work to a permanent Payroll Specialist
Initial setup of the client's payroll portal that the firm and the client will use to collaborate for ongoing payroll processing
Provides training for new clients in the use of shared software applications
Is responsible for remaining current and fully developed in the use of CAS accounting and integrated applications
Telephone, video conference and live consultations with clients to review client provided data, expected timelines, payroll reports, and other information during the implementation period
Work closely with sales, support, and payroll to deliver an exceptional client experience
Maintains detailed project plans, tracks progress and ensures timely completion of implementation milestones
Anticipates and communicates client onboarding issues to manager in a timely manner allowing for intervention, identifies opportunities to sell additional value-added services
Actively pursues self-development opportunities
Preferred
Knowledge of payroll processing in QuickBooks Desktop, QuickBooks Online, iSolved, Execupay and other payroll systems preferred
Experience working in a paperless environment strongly preferred
Project management skills
Proficient technology skills using Microsoft Office 2007 or later
Strong interpersonal and relationship building skills
Team player with a positive 'can-do' approach
A general and growing knowledge of firm products and services in the practice and other practice areas
Business acumen
Client relationship skills
Technical knowledge and a developing area of expertise
Benefits
Substantial paid-time-off
A comprehensive benefit package
Competitive pay structure
Company
Adams Brown
Adams Brown, LLC, a leading CPA and advisory firm, has delivered value-added accounting and advisory services to businesses and their owners since 1945.
Funding
Current Stage
Growth StageRecent News
2023-07-17
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