Role Description
The Tax Data Analytics Supervisor is responsible for serving as the tax analytic specialist to reconcile out-of-balance conditions for daily, monthly, quarterly, and yearly payroll completions within Workday, the OSV collection process, and taxes paid/filed on behalf of our customers. The objective is to ensure the resolution of out-of-balance complies with payroll processing and tax regulations.
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Monitor overall activities of the pay function, including all payment activities, in collaboration with key stakeholders to drive quality improvement.
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Work with the Team Manager to identify the need for system improvements.
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Serve as the first point of customer and internal escalation regarding tax analytics.
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Provide directions, instructions, and/or training to the team.
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Assist the team as needed with daily tasks and special team projects.
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Perform routine audits for tax balancing actions and reconciliation communication to ensure deadlines are met.
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Responsible for daily, monthly, and quarterly reconciliation of payroll and taxes processed in all US tax jurisdictions.
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Responsible for applying credits based on a reconciliation of taxes remitted on behalf of the customer.
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Research and resolve the tax out-of-balance in a timely manner.
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Investigate and validate the cause of the out-of-balance in a timely and accurate manner.
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Responsible for communicating with customers and documenting the cause of the tax discrepancy, providing the customer with the steps required to resolve the out-of-balance when action is required within Workday.
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Ensure that the appropriate action is taken that complies with the tax authority requirements.
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Analysis of tax/payroll data on the employer and employee level to discover, suggest conclusions, and support decision-making.
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Responsible for collecting data and analyzing data β running various mathematical calculations to determine how the data will conclude the best solution.
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Responsible for communicating with customers and documenting the cause of the tax discrepancy within quarterly/annual reconciliation reports.
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Responsible for providing the customer with the quarterly and annual reconciliation reports via the OSV tax portal.
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Responsible for communicating with customers via conference calls or the communication case system to explain the reconciliation of funding to tax deposits remitted and obtain approval of further collections and/or refunds after quarter-end or annually.
Qualifications
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1 + year Payroll Tax experience.
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2 years of accounting / bookkeeping experience.
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Proficient at Microsoft Excel.
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Flexibility of hours to meet customer needs - Overtime will be required.
Requirements
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Workday Certified (preferred).
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Accounting Certified (preferred).
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CPP/FPC Certification (preferred).
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Analytical of data of numbers.
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Payroll outsourcing experience.
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Good grammar of writing and communication skills.
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Payroll and Tax experience of regulations.
Benefits
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Encouragement to learn and share ideas.
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Reward for innovative thinking, fresh perspectives, and creative collaboration.
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Values-based culture.
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Upward mobility and professional development opportunities.