Onboarding Payroll Tax Specialist

G&A Partners - Houston, TX

Full-time - Mid Level

Houston, TX

Administrative and Support Services

About the position

The Onboarding Payroll Tax Specialist at G&A Partners is responsible for facilitating the transition of client companies to a professional employer organization (PEO) or Administrative Services Only (ASO) service model, focusing on payroll tax-related issues. This role requires expertise in payroll tax regulations and involves direct communication with clients to ensure a smooth onboarding process.

Responsibilities

• Acts as payroll tax subject matter expert during the transition of clients into the PEO or ASO Service Model.
• Researches Federal/State tax rules and laws.
• Attends internal handoff calls for onboarding clients.
• Attends kick-off calls with onboarding clients.
• Conducts tax breakout calls with onboarding clients.
• Composes recap emails to document tax breakout calls.
• Collects agency tax documents from onboarding clients, such as SUTA Rate Notices and IRS SS-4 forms.
• Collects PEO or ASO client tax forms from onboarding clients.
• Collects QTD and YTD payroll registers from onboarding clients.
• Collects logins for onboarding clients' tax accounts.
• Provides instructions to onboarding clients on providing G&A with TPA access to tax accounts.
• Contacts states as necessary to help gain access to onboarding clients' tax accounts.
• Creates successor wage files.
• Creates quarterly client reporting tax data files.
• Enters bill pends to collect prior SUTA taxes.
• Updates SUA bill rates and cost rates for onboarding clients.
• Acts as a tax liaison for onboarding clients.
• Maintains workflow and needed tax documents in the proper database.
• Prepares tax notification letters or tax account closure forms for onboarding clients' tax accounts no longer needed.
• Maintains project timeline spreadsheet.
• Manages and resolves cases and tasks promptly.
• Creates new client folders.
• Maintains a database of tax report paths in various payroll systems to assist clients in procuring necessary tax registers for transitioning to G&A.
• Addresses prospective client questions.
• Responds to client emails.
• Manages payroll errors/questions on onboarding clients' payroll.

Requirements

• Bachelor's degree or equivalent years of experience.
• 4 years of experience in payroll tax or related field.
• PEO experience is strongly preferred.
• Excellent people, customer service, and organizational skills.
• Excellent analytical skills and ability to review and analyze tax data to identify and resolve problems.
• Ability to multi-task and manage multiple projects with competing priorities and deadlines.
• Extremely detail-oriented and focused on completion and follow-up.
• Strong collaboration, verbal, and written communication skills.

Nice-to-haves

• Certified Payroll Professional (CPP) certification is a plus but not required.

Benefits

• Health insurance
• 401(k)
• Recognition awards and bonuses