税务运营专员3
Tax Operations Associate 3
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职位概述
税务运营专员3负责分析财务薪资数据,以确定雇主的税务责任和税务账户注册要求。该职位确保雇主正确注册本地、州所得税代扣和州失业税,并保持合规的账户状态和良好的客户关系,结合专业的税务知识与客户服务技能。专员3职位负责日常税务报告,根据联邦法规计算和管理跨多个州和豁免计划的联邦税款缴纳。该职位执行详细的税务对账,管理税务通知和供应商税务查询,执行税务账户注册和取消注册,并与内部团队和外部税务机构合作解决差异并保持合规的税务账户。该职位需要强大的分析、组织和时间管理能力,以支持大量税务账户注册和日常联邦付款缴纳。
主要职责:
薪资税合规与监管知识
- 协调和管理多州薪资税合规工作,重点在于本地和州的税务账户要求及表格修订。
- 理解W-2和1099 IRS重新发行要求。
- 研究税务注册合规性和表格变更,以确保为客户提供高质量的税务服务。
- 完成每日存款邮件和文件管理的审计,以满足审计要求。
税务管理与注册管理
- 协调和管理多州薪资税注册、账户维护和取消注册。
- 执行功能,审查并上传授权文件至我们的第三方税务代表账户,以便PPL履行所有税务相关职责并在适用时撤销授权。
- 计算、记录和验证税务文件,并确保每日和季度联邦税款的准确结算。
- 管理税务通知的记录、解决和文件归档。
- 准备书面函件,与税务机构沟通以解决税务注册问题。
- 通过电话与税务机构进行口头沟通,解决注册问题。
项目管理与流程
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It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Job Summary
The Tax Operations Associate 3 is responsible for analyzing financial payroll data to determine employer tax liability and tax account registration requirements. This role ensures employers are properly registered for local, state withholding and state unemployment taxes, maintaining a compliant account status, and strong client relationships, combining technical tax knowledge with customer service skills. The Associate 3 position performs daily tax reporting to calculate and administer federal tax deposits across multiple states and waiver plans in accordance with federal regulations. This role performs detailed tax reconciliations, manages tax notices and provider tax inquiries, performs tax account registrations and disenrollments, and collaborates with internal teams and external tax agencies to resolve discrepancies and maintain compliant tax accounts. The position requires strong analytical, organizational, and time management skills to support a high volume of tax account registrations and daily federal payment deposits.
Key Responsibilities:
Payroll Tax Compliance & Regulatory Knowledge
- Coordinates and administers multi-state payroll tax compliance, with a primary focus on Local and State compliance of tax account requirements and form revisions.
- Understands W-2 and 1099 IRS reissue requirements.
- Research tax registration compliance and form changes to ensure the delivery of quality tax services to customers.
- Complete daily audits of deposit emails and document management for audit requirements.
Tax Administration & Registration Management
- Coordinates and administers multi-state payroll tax registrations, account maintenance, and disenrollments.
- Performs functions to review and upload authorized documents to our third-party tax representative accounts to allow PPL to perform all tax related responsibilities and revoke authorization where applicable.
- Calculates, documents, and validates tax files and ensures accurate settlement of daily and quarterly federal tax deposits.
- Manages tax notice logging, resolution and document filing.
- Prepare written correspondence to address tax registration issues with tax agencies to resolve outstanding issues.
- Verbally communicate with tax agencies over the phone to resolve registration issues.
Project Management & Process Improvement
- Performs special projects as needed for tax account data integrity.
- Communicate state portal changes to Supervisor to ensure internal processes are accurate and current.
Customer Service & Issue Resolution
- Manages multistate tax inboxes, delegating or responding to tax agency email communications to solve outstanding issues or inquiries within contract requirements
- Manages provider case requests to reissue annual W2 and 1099s based on IRS regulations.
- Review and delegate tax voicemails to the correct department required to resolve the inquiry at hand through case creation in the internal database system (CRM).
Stakeholder Management & Communication
· Establishes and maintains excellent communication with tax agency staff at local and state levels.
Audit & Risk Management
· Participate in audits as needed.
Requirements:
- Excellent organizational, interpersonal, written, and verbal communication skills.
- Advanced analytical and problem-solving skills.
- Effective ability to prioritize and manage multiple activity streams.
- Excellent accuracy and attention to detail.
- Excellent written and verbal communication skills
- Ability to change priorities as needed.
- Ability to research tax registration regulations and adapt PPL processes to changes
- Ability to work in a team situation and autonomously with minimal supervision.
- Working knowledge of accounting principles.
- Excellent PC spreadsheet and database skills
Qualifications:
Education: College education is preferred or equivalent work experience required.
Experience: 2+ years of experience in data entry or financial administration experience in a payroll environment.
Certifications: N/A
Working Conditions: Remote Setting
Compensation: $20.00 - $22.50
This role is eligible for a base salary within the posted range. Actual compensation will be determined based on a variety of factors, including skills, experience, and geographic location. Compensation may vary for positions based in high cost-of-labor markets.
Public Partnerships LLC supports individuals with disabilities or chronic illnesses and aging adults, to remain in their homes and communities and “self” direct their own long-term home care. Our role as the nation’s largest and most experienced Financial Management Service provider is to assist those eligible Medicaid recipients to choose and pay for their own support workers and services within their state-approved personalized budget. We are appointed by states and managed healthcare organizations to better serve more of their residents and members requiring long-term care and ensure the efficient use of taxpayer funded services. Our culture attracts and rewards people who are results-oriented and strive to exceed customer expectations. We desire motivated candidates who are excited to join our fast-paced, entrepreneurial environment, and who want to make a difference in helping transform the lives of the consumers we serve. (learn more at www.pplfirst.com).
The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities, or skills of personnel so classified
PPL is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PPL, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PPL will not tolerate discrimination or harassment based on any of these characteristics.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
Originally posted on Himalayas