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Payroll Document Specialist

3 months ago

Draper, United States BambooHR Full time
Job DescriptionJob Description

Hybrid - Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week.

Essential Job Duties

As a Payroll Document Specialist, you'll play a vital role in ensuring our clients' payroll setup runs smoothly. Your ability to manage multiple priorities, communicate clearly, and maintain a detail-oriented approach will be key as you help guide our clients through the onboarding process. In this role, you'll not only gain experience with technical payroll setups but also collaborate closely with clients and internal teams to ensure every detail is handled efficiently.

A successful Payroll Document Specialist will:

  • Schedule calls with clients to gather necessary payroll setup documents, such as federal tax proof, state tax IDs, bank account information, and more.
  • Guide clients through completing required documents (e.g., 8821, 8655, ACH authorization) and ensure all sections are filled out correctly and on time.
  • Hold clients accountable to deadlines and follow up as needed to keep the process on track.
  • Review submitted documentation for accuracy, and communicate with clients to resolve any issues.
  • Notify the data specialist once documents are finalized and join transition calls when needed.
  • Conduct preliminary fraud checks, verifying client details like online presence, address validity, and contact information.
  • Ensure accurate and up-to-date information is recorded in Salesforce, while documenting key findings in Gainsight.

What You Need to Get the Job Done

  • Strong organizational skills with the ability to juggle multiple tasks and keep things running smoothly.
  • Excellent customer service experience (written and verbal), with a knack for making complex information clear and simple.
  • Attention to detail, especially when reviewing documents and verifying information.
  • Ability to manage projects with varying levels of completion and keep clients accountable to deadlines.
  • Previous experience working with clients is a plus, but not required.

What Will Make Us REALLY Love You

  • You enjoy getting on the phone and building rapport with clients.
  • You can confidently hold clients accountable to provide what you need to move things forward.
  • You have experience reviewing documents for accuracy and know how to spot any inconsistencies.

What You'll Love About Us

  • Great Company Culture. We've been recognized by multiple organizations like Inc, Salt Lake Tribune, Glassdoor, & Comparably for our great workplace culture.
  • Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
  • Rest and Relaxation. 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation (ask us about this)
  • Health Benefits. Medical with HSA and FSA options, dental, and vision.
  • Prepare for the Future. 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance.
  • Financial Peace University. We pay for a one year subscription and you walk away with financial savvy and a bonus.
  • Give back. Get paid to give your time to the community: ask us about this
  • Educational Benefits. Whether you are a previous student, or currently enrolled in higher education, we can help cover some of those expenses.
  • Amazing Office Amenities. We've got incredible benefits at our Draper headquarters including a full size gym, pickleball courts, a great office cafe, and free fountain drinks Ask us more about our office

In-Person Onboarding All new hires get to experience our in-person onboarding class, Bamboo Beginnings, at our Draper, UT headquarters Ask us more about Bamboo Beginnings

  • Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

About Us

Our mission is simple: we want to set people free to do meaningful work. People love our software—and it turns out that people love working here too. We've been recognized as a "Best Company to Work For" and we're proud of our team for creating software that makes an impact in the lives of HR pros and employees all over the world.

BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process. If you would like to request accommodations, please let your recruiter know.

BambooHR is An Equal Opportunity Employer--M/F/D/V
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