Payroll Tax Specialist
Reporting to the Sr Manager, Payroll Tax and Accounting, the Payroll Tax Specialist must be proficient in the timely processing and balancing of tax information to the general ledger, in compliance with bank policies, procedures, guidelines, and all federal, state, and local regulations.
HR Operations Analyst II - Provides a range of analytical, program, and / or operational process support within a defined functional area.
Depth & Scope :
- Advanced knowledge and understanding of the operating environment, business processes and procedures, and transaction lifecycle for own area
- Identifies and investigates non-standard operational / reporting / process issues
- Provides recommendations or escalates issues to appropriate area
- Provides regular analysis and / or reporting to support business partners, functional areas or centres of expertise
- Requires working professional level knowledge of the functional area and / or business areas supported
- Moderate level of complexity in operational / reporting / process and / or analysis function requiring a short to medium term focus
- May represents the group as a project lead on projects / initiatives and / or at meetings across the organization
- Provides training to others on best practices, processes, etc. as well as guide junior staff for the completion of business as usual functions
Education & Experience :
Undergraduate degree required3+ years relevant experience requiredAdvanced knowledge and understanding of the operating environment, business processes and procedures, and transaction lifecycle for own areaRequires working professional level knowledge of the functional area and / or business areas supportedOrganized self-starter with excellent analytical, problem-solving and time management skillsDetail oriented, high level of accuracy and ability to work independentlyExcellent communication skills, both oral and writtenExcellent PC skills including Microsoft Office, Excel, Access and PowerPointExcellent customer orientation, interpersonal and communication skills to deal effectively with all levels of staffPreferred Qualifications :
7 + Years of related experienceExperience with Workday and PeopleSoft 7Payroll SystemsIn depth knowledge of payroll processing practices and applicable lawsPayroll tax analysis experienceSolid basic accounting skills and knowledgeExcellent time management skills that enable managing competing prioritiesExperience with multi-state taxes service outsourcing service to third party providerExperience with general ledger and reconciliationsKnowledge of the law-affecting payroll taxesMaintain an ongoing awareness of payroll and tax issues. This includes participation in professional workshops or organizations to keep abreast of changes in the lawsExcellent customer service orientation, interpersonal and organizational skillsAbility to communicate clearly, both verbally and in writing on financial mattersCustomer Accountabilities :
Acts as a key resource / specialist for an HR area / program(s) by providing subject matter expertise / analysis or complex operational process supportManages assigned programs, ensuring coordination of changes, and timely and accurate transaction processingProvides optimal employee and partner service, including expert guidance and advice on policies, programs and procedures, while adhering to customer service standards and Customer ExperienceModels identifies, documents, investigates processes / exceptions arising from transactions / processes beyond 1st level operations service delivery and resolve escalated matters and refer complex issues / situations beyond own level of expertiseDevelops and executes on reporting functions and / or produce consolidated or aggregated reporting as appropriateManages relationships with internal and external partnersProvides accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interprets findings and makes recommendations for improvementContributes to the identification, development and implementation of new operating workflows, additional services / applications or operational efficiencies for HR OperationsMay lead work streams by acting as a project lead / subject matter expert for small-scale projects / initiatives in accordance with project management methodologiesShareholder Accountabilities :
Prioritizes and manages own workload to meet SLA requirements for service and productivityMay interface with regulators, external groups (legal firms, vendors, etc.), on operating and service delivery issues relative to the specific area of functional expertise as authorized by the managerAcquires and applies expertise in the disciplineProvides guidance, assistance and direction to others in HR and other internal partnersIdentifies, recommends and effectively executes standard practices applicable to the disciplineAnalyzes service delivery issues and identify potential solutions that enhance the customer experience and support HR business objectivesProtects the interests of the organization identify and manage risks and escalate non-standard, high risk transactions or other activities as appropriateCompletes business process reviews as required and contribute to the creation of new processesMay manage or support change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processesAccountable for cross-functional initiatives to deliver value add internally or to partner groupsEnsures compliance with applicable internal and external audit and regulatory requirements, providing recommendations and guidance as requiredEmployee / Team Accountabilities :
Participates fully as a member of the team, promote team effectiveness and contribute to a positive work environmentSupports the team by continuously developing knowledge in own area.Provides training, coaching and / or guidance to others as appropriate / requiredParticipates in personal performance management and development activitiesEnsures the timely communication of issues that are relevant to the team and encourage a good working relationship with other departmentsParticipates in a fair, positive and equitable environment that supports a diverse workforceContributes to the success of the team by willingly assisting others in the completion and performance of additional duties as assignedActs as a brand champion for the business area / function and the bank, both internally and / or externallyPhysical Requirements :
Never : 0%; Occasional : 1-33%; Frequent : 34-66%; Continuous : 67-100%
Domestic Travel OccasionalInternational Travel NeverPerforming sedentary work ContinuousPerforming multiple tasks ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds OccasionalSitting ContinuousStanding OccasionalWalking OccasionalMoving safely in confined spaces OccasionalLifting / Carrying (under 25 lbs.) OccasionalLifting / Carrying (over 25 lbs.) NeverSquatting OccasionalBending OccasionalKneeling NeverCrawling NeverClimbing NeverReaching overhead NeverReaching forward OccasionalPushing NeverPulling NeverTwisting NeverConcentrating for long periods of time ContinuousApplying common sense to deal with problems involving standardized situations ContinuousReading, writing and comprehending instructions ContinuousAdding, subtracting, multiplying and dividing ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended