Tax & Payroll Specialist
Core
Managing full-cycle payroll and tax compliance for a multi-state US workforce using third-party vendors.
Role type
Payroll and Tax Specialist
Builds
Accurate payroll processing, tax filings, and financial reporting for US banks and credit unions.
Domain
US Banking / Fintech / Payroll Administration
Deliverable
client delivery
Required skills
Full-cycle payroll processing, US federal/state/local tax compliance, Workday Payroll, ADP SmartCompliance, Excel (V-Lookups, Pivot Tables), garnishment and levy processing, year-end reconciliation (W2/W2C), 401k and WC audit assistance, multi-state tax reciprocity knowledge.
Preferred skills
Payroll system implementation experience.
Technologies
Workday, ADP SmartCompliance, Excel
Responsibilities
Maintain tax accounts and manage POA/TPA assignments; Create and monitor tax cases with payroll vendor; Process biweekly and off-cycle payrolls; Review timesheets for accuracy; Upload EIBs for commissions and benefits; Process garnishments, tax levies, and child support orders; Assist in month-end, quarter-end, and year-end reconciliations and reporting; Review, identify, and recommend system and process improvements.
Seniority
Mid-level, hands-on IC