Senior Tax Specialist

4 weeks ago

Houston, United States HRO Resources Full time
Job DescriptionJob Description

HRO Resources is an ASO company, providing Payroll, HR, and Benefits services to companies nationwide. We’re making the transition from small to mid-sized, and with rapid growth in recent years, we’re looking to continue adding driven, motivated, creative, compassionate, flexible, and highly skilled “A” players to our closely knit team. Joining HRO means you’re joining a team of veterans who truly care for each other and care deeply about the experience we create for our clients.

Position Summary

As a Senior Tax Specialist, you will be responsible for managing the payroll tax processes for multiple clients across various states. You will collaborate with federal and state tax agencies to ensure that all filings and payments are submitted accurately and on time. A deep understanding of federal, state, and local tax regulations and filing requirements is essential for this role. As Senior Tax Specialist, you will be solely responsible to oversee the complete payroll tax process, identifying and resolving compliance issues and data discrepancies to ensure timely and accurate remittance of returns and payments.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

  • Assist with the enrollment, preparation, and filing of state, local, federal, and unemployment tax returns.
  • Address and resolve client inquiries promptly and professionally, providing detailed information on tax activity, prior quarter balancing issues, amended returns, and tax jurisdiction correspondences.
  • Maintain and update work cases in Zendesk, ensuring accurate tracking of progress and communication with customers.
  • Set a positive example for peers and foster an energized work environment that upholds the HRO service commitment.
  • Reconcile quarterly and yearly tax amounts withheld, reported, and deposited, ensuring accuracy on a monthly, quarterly, and annual basis.
  • Communicate with taxing authorities as needed to maintain and enhance relationships.
  • Demonstrate a strong understanding of federal, state, and local payroll taxes.
  • Stay current with federal, state, and local tax compliance regulations and requirements.
  • Actively participate as a team member, supporting colleagues and stepping in to assist with various tasks as required.
  • Handle customer escalations effectively, providing resolution and support as needed.
  • Drive continuous improvement by identifying and implementing enhancements to systems, processes, documentation, training, and internal communications.
  • Assist with audit preparation, year-end preparation, schedules, and the creation and distribution of W-2 forms.
  • Help calculate client closeouts and prepare final tax packets.
  • Perform all duties in accordance with company policies and procedures, fostering teamwork.
Other Responsibilities
  • Ensure the accurate and timely preparation and submission of all quarterly and annual payroll-related tax returns for full-service clients, including but not limited to Federal 941 and 940, state withholding, state unemployment, local withholding, sales tax filing, and the submission of wage information to the SSA.
  • Assist clients with tax registrations.
  • Respond to tax notices and resolve related issues.
  • Reconcile General Ledger accounts related to the Tax and Quality Control teams.
  • Aid in the setup of new clients by identifying and correcting potential setup errors, including reviewing and auditing client contract setups, and adding clients to the appropriate systems/spreadsheets.
  • Audit and update client state unemployment rates to ensure accurate withholding in weekly accounting statements.
  • Additional duties as assigned
Minimum Qualifications (Knowledge, Skills, and Abilities)
  • Experience: 2 years of prior accounting and tax experience preferred.
  • MasterTax Expertise: 3+ years of hands-on experience with MasterTax, including Payment Workflow, Interim Quarter Workflow, Quarter-End Workflow, and Year-End Workflow.
  • Employment Tax Knowledge: Demonstrated knowledge of employment tax processing, including tax deposits, return filing, tax notices, adjustments, and amendments.
  • Team and Independent Work: Ability to work effectively both in a team environment and independently.
  • Training Experience: Prior experience in training others, both in-person and virtually, using online tools such as Zoom or Microsoft Teams.
  • File Formats: Familiarity with industry-standard file formats such as EFW2, ICESA, and NACHA preferred.
  • Organizational Skills: Strong organizational and time management skills, with the ability to prioritize tasks based on delivery dates and perform well under deadline pressures.
  • Technical Aptitude: High technical aptitude with the ability to adapt to frequent system and tool updates.
  • Fast-Paced Environment: Proven ability to thrive in a fast-paced and high-volume work environment.
  • Multi-Tasking: Capability to interface with multiple departments, multi-task, and work independently.
  • Communication Skills: Strong interpersonal, verbal, and written communication skills.
  • Microsoft Office: Proficiency in Microsoft Office, including Outlook and Excel.
  • Schedule Adherence: Commitment to adhering to schedules and role assignments to ensure timely responses.
  • Software Experience: MasterTax and Prism experience preferred

“Take Care of Each Other” is a core Guiding Principle for us, and we actively embody this through the comprehensive benefits we provide. We are committed to offering an outstanding personal and professional experience, supported by exceptional benefits designed to enhance both your well-being and that of your family. HRO offerings include the following: Medical, Dental, Vision, HRA, FSA, Life, LTD, STD, 401k, paid holidays, and unlimited PTO.

The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.

  • Tax Specialist

    5 days ago

    Houston, Texas, United States Andersen Tax Full time

    About the RoleWe are seeking a highly skilled Tax Assistant to join our team at Andersen Tax. As a Tax Assistant, you will play a critical role in supporting our clients with their tax needs.Key ResponsibilitiesAssist in the preparation and review of tax returns and other tax-related documentsProvide exceptional customer service to clients, responding to...

  • Tax Specialist or Senior Tax Specialist

    1 week ago

    Houston, Texas, United States PITTSFORD SAMUELS, PLLC Full time

    Engaging Tax Specialist Role at Pittsford Samuels, PLLCPrepare tax filings for individuals, trusts, corporations, and partnershipsWork collaboratively with team members to develop tax strategies for diverse entitiesOversee client projects from start to finish with direct client engagementEffectively organize tasks, prioritize responsibilities, and...

  • Senior Tax Specialist

    2 weeks ago

    Houston, Texas, United States Core Laboratories Full time

    Senior Tax SpecialistPOSITION SUMMARYAs a Senior Tax Specialist, you will play a crucial role in various tax-related functions, including tax compliance, reporting, and the enhancement of process automation and technology. Your expertise will contribute to SOX compliance, tax research, and strategic planning.KEY RESPONSIBILITIESOversee the preparation and...

  • Senior Property Tax Manager

    2 days ago

    Houston, Texas, United States Industrial Tax Consulting Full time

    About the RoleAs a Senior Property Tax Manager at Industrial Tax Consulting, you will play a critical role in maximizing property tax savings for our industrial clients. This position requires a strong understanding of property tax laws and regulations, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesSupervise a team of Tax...

  • Senior Tax Specialist

    2 weeks ago

    Houston, Texas, United States Par Pacific Full time

    Position OverviewAs a Senior Tax Specialist at Par Pacific, you will play a crucial role in enhancing your technical knowledge to develop into a well-rounded tax professional within a dynamic energy organization.Key Responsibilities:- Collaborate within a compact team to gain diverse experience across various tax-related topics.- Report directly to the...

  • Tax Senior Associate

    2 weeks ago

    Houston, United States Anthis Thomson & Roddy - Tax Advisors Full time $80,000 - $95,000

    Job DescriptionJob DescriptionWe are a highly-rated tax and bookkeeping firm located in Northwest Houston/Spring, TX. Our firm is dedicated to providing exceptional service to our clients, including comprehensive tax preparation, bookkeeping, and tax planning services. We are looking for a CPA or Enrolled Agent with over 7 years of tax experience to join our...

  • Tax Law Specialist

    2 weeks ago

    Houston, Texas, United States Mitchell Tax Law Full time

    Are you a dedicated Tax Attorney seeking to become part of a vibrant legal team? At Mitchell Tax Law, we are on the lookout for tax attorneys with 1-3 years of relevant experience to manage IRS tax liability cases, audits, and more.Position Summary:Oversee IRS tax liability and collection mattersConduct state and IRS audits, appeals, and legal...

  • Senior Tax Specialist

    5 days ago

    Houston, Texas, United States CyberCoders Full time

    Job SummaryCyberCoders is seeking a highly skilled Tax Senior to join our team. As a Tax Senior, you will be responsible for providing tax-related services to clients in various industries, with a focus on real estate.Key ResponsibilitiesPrepare and Review Complex Tax Returns: Prepare and review complex individual, corporate, and partnership tax returns,...

  • Senior Accountant

    2 weeks ago

    Houston, United States The Staff Pad Full time

    Job Description The Staff Pad has partnered with a Technology company in Houston, Texas looking to add a Senior Accountant -Sales Tax Specialist to the team. We are looking for a highly skilled Senior Accountant with a strong background in sales tax to join our finance team. The ideal candidate will have comprehensive experience in managing sales tax...

  • Senior Accountant

    2 weeks ago

    Houston, United States The Staff Pad Full time

    Job Description The Staff Pad has partnered with a Technology company in Houston, Texas looking to add a Senior Accountant -Sales Tax Specialist to the team. We are looking for a highly skilled Senior Accountant with a strong background in sales tax to join our finance team. The ideal candidate will have comprehensive experience in managing sales tax...

  • Senior Accountant

    4 weeks ago

    Houston, United States The Staff Pad Full time

    Job DescriptionJob DescriptionThe Staff Pad has partnered with a Technology company in Houston, Texas looking to add a Senior Accountant -Sales Tax Specialist to the team. We are looking for a highly skilled Senior Accountant with a strong background in sales tax to join our finance team. The ideal candidate will have comprehensive experience in managing...

  • Senior Accountant

    4 weeks ago

    Houston, United States The Staff Pad Full time

    The Staff Pad has partnered with a Technology company in Houston, Texas looking to add a Senior Accountant -Sales Tax Specialist to the team. We are looking for a highly skilled Senior Accountant with a strong background in sales tax to join our finance team. The ideal candidate will have comprehensive experience in managing sales tax compliance,...

  • Tax Senior

    5 days ago

    Houston, United States Boardroom Appointments Full time

    About the job Tax Senior Tax SeniorMinimum Requirements:3 to 5 Years working in Public AccountingCPA licence or CPA Candidate.Responsibilities: Effectively applies tax knowledge to individual returns and less complex business returns.Prepare a completed and organized tax file including appropriate supporting documentation for the tax return.Research complex...

  • Senior Tax Consultant

    1 week ago

    Houston, Texas, United States Elite Sourcing LLC Full time

    Company OverviewElite Sourcing LLC is a leading firm dedicated to providing exceptional tax services to our clients.Position SummaryWe are currently in search of a highly skilled and meticulous Senior Tax Consultant to become a vital part of our team. As a Senior Tax Consultant, you will be instrumental in directing and overseeing tax strategy and compliance...

  • Senior Tax Specialist

    2 weeks ago

    Houston, Texas, United States The Friedkin Group Full time

    External Overview:Embodying Our ValuesAll team members are guided by Our Values. These principles serve as the cohesive foundation of our organization. We are committed to ensuring that every decision we make and every action we take reflects Our Values. We believe that implementing Our Values leads to enduring advantages for all our team members,...

  • Senior Tax Specialist

    2 weeks ago

    Houston, Texas, United States The Friedkin Group Full time

    External Overview:Embodying Our ValuesAll team members are guided by Our Values. These principles serve as the cohesive foundation of our organization. We aim to ensure that every decision we make and every action we take reflects Our Values. We believe that implementing Our Values leads to enduring advantages for all our employees, stakeholders, and the...

  • Tax Accountant

    3 days ago

    Houston, Texas, United States Core Laboratories Full time

    Job SummaryWe are seeking a highly skilled Tax Accountant - International Tax Specialist to join our team at Core Laboratories. As a Senior International Tax Analyst, you will play a critical role in preparing U.S. international tax calculations and ensuring compliance with relevant tax forms.Key ResponsibilitiesInternational Tax Calculations: Prepare U.S....

  • Tax Senior

    2 weeks ago

    Houston, United States CyberCoders Full time

    Job Title: Tax Senior AssociateJob Salary: $70K - $90K Corporate Office: HoustonJob Requirements: 2+ Years of public accounting tax experience We're a full-service, boutique public accounting firm and we've been in business since 1987.We're actively searching for a tax senior associate with generalist experience to help continue our growth. If you have 2+...

  • Senior Corporate Tax Specialist

    3 days ago

    Houston, Texas, United States Richard, Wayne & Roberts Full time

    Job Summary:We are seeking a highly skilled Senior Corporate Tax Analyst to join our team at Richard, Wayne & Roberts. As a key member of our tax department, you will be responsible for providing expert tax guidance and support to our business.Key Responsibilities:Develop and implement strong Federal and State Income Tax Provision strategiesProvide expert...

  • Senior Corporate Tax Specialist

    11 hours ago

    Houston, Texas, United States Richard, Wayne & Roberts Full time

    Job Summary:We are seeking a highly skilled Senior Corporate Tax Analyst to join our team at Richard, Wayne & Roberts. As a key member of our tax department, you will be responsible for providing expert tax guidance and support to our business operations.Key Responsibilities:Develop and implement strong Federal and State Income Tax Provision...