Job Description
Job Summary:UKG is seeking a client-driven and highly energetic individual to join our Payroll Services Team. Payroll Services strives to deliver exceptional quality service while providing accurate and timely tax payments and filings. As part of the Payroll Services Tax Team, the Tax Analyst works within a team of professionals to ensure tax payments and filings are completed accurately and according to required deadlines. The Tax Analyst will assist with case management, responding promptly to client and partner inquiries and concerns, and driving effective resolution and client satisfaction.Duties and Responsibilities May Include:Complete daily balancing and reconciliation of tax liabilities between payroll and tax systems.
Generate daily payments for tax liabilities managed in Mastertax, ensuring timely submission to the bank and agencies.
Conduct quarterly/annual balancing and reconciliation of tax liabilities to MasterTax liabilities and payments.
File assigned quarterly and annual tax returns and electronic media, generated from MasterTax software, in accordance with agency-specific guidelines.
Prepare and communicate quarterly tax variance and refund information to clients.
Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations, and reporting agent authorizations.
Research tax notices submitted by clients for assigned agencies and communicate effectively with clients to resolve issues.
Assist with review of client tax amendment requests and generation of returns as needed.
Ensure compliance and accuracy while maintaining up-to-date knowledge of tax issues related to Federal, State, and Local tax compliance.
Manage Salesforce cases in a timely manner, addressing any concerns and maintaining effective communication with clients and partners.
Assist with reconciliation and entry of new client balances against documentation and preparation of correspondence to assist new clients with transition.
Research problems and out-of-balance situations. Interact with Payroll Services staff and other internal departments, as applicable, to answer questions and resolve issues.
Support the Tax Compliance team with testing of new system releases and client communications
Assist with analytical review of client tax variances and drive ongoing improvements with system development and client education
Support the training of clients and Payroll Services team representatives with tax-related questions.
Manage multiple competing priorities with tight deadlines in a fast-paced, ever-changing environment.
Manage projects in an organized, proactive, and independent manner to meet all required time frames and commitments.
Participate in initiatives to improve Payroll Services Tax processes and roll out innovative technology internally.
Work on stretch assignments and other duties as assignedRequired Qualifications:Highly collaborative skill
Strong critical thinking skills
Initiative-taker with minimal supervision
Excellent oral and written communication skills
Excellent customer service skills
Ability to exercise judgment within broadly defined practices in selecting methods and techniques for obtaining solutions
Experienced with Microsoft Office applications with emphasis on Excel
Bachelors degree in business, Accounting, Finance, Computer Science, or a related field, or equivalent work experience
Ability to troubleshoot for simple to moderate problems with the tools and software the team uses regularly.
Previous experience with payroll products/processing, tax calculations, remittance, or compliancePreferred Qualifications:1-2 years USA payroll and multi-state and local tax filing experience
Experience working directly with customers using various communication methods, including phone, email, MS Teams/Zoom, and PowerPoint
Previous experience with MasterTax or similar tax processing software
Bachelor's Degree in Business, Accounting, Finance, or comparable education and experience. Fundamental understanding of daily tools (Salesforce, MasterTax, MS Office, UKG Ready)
Job Classification
Industry: Software Product
Functional Area / Department: Finance & Accounting
Role Category: Finance & Accounting - Other
Role: Finance & Accounting - Other
Employement Type: Full time
Contact Details:
Company: UKG
Location(s): Pune
Keyskills:
customer service
accounting
salesforce
filing
payroll
tds
vat
tax returns
tax payments
gst
auditing
tax calculation
direct tax
tax audit
indirect taxation
tds return
service tax
bank reconciliation
income tax
tally
taxation
tax compliance
finance